Search Results for: accounting firms

Fintech News

Wolters Kluwer CCH Axcess™ Knowledge Coach PCR eases preparation, compilation & review engagements

Fintech News Desk
by Fintech News Desk0
Cloud-based digital solution helps firms focused on preparation, compilation, and review engagements benefit from a knowledge-based workflow Today, Wolters Kluwer Tax & Accounting introduced the CCH Axcess™ Knowledge Coach PCR cloud-based solution, the latest addition to the award-winning, cloud-based CCH Axcess™ tax preparation, compliance, audit and workflow management platform. CCH Axcess™ Knowledge Coach PCR Is designed......
BlackLine Reveals CEO Succession Plan
Fintech News Robotic Process Automation

BlackLine Reveals CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
President & COO Marc Huffman appointed CEO as of Jan. 1st, 2021; Founder Therese Tucker to serve as executive chair(BlackLine ) Accounting automation software leader BlackLine, announced that the board of directors has elected Marc Huffman as chief executive officer, effective January 1st, 2021.  Mr. Huffman currently serves as president and chief operating officer.  Therese Tucker,......
CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Cryptocurrency News

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Fintech News Desk
by Fintech News Desk0
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery. Read......
Business News

ContractRoom Achieves SOC 2 Type 1 Flawless Attestation

Fintech News Desk
by Fintech News Desk0
Compliance with nationally recognized security standard confirms ContractRoom’s commitment to safeguarding data.  Contract Room, Inc., maker of the world’s smartest Contract Lifecycle Management (CLM) platform, today announced it has successfully completed an audit established by the American Institute of Certified Public Accountants (AICPA) to certify its SOC 2 Type 1......
Fintech InsurTech News

First Update to ACORD Next-Generation Digital Standards Developed in Collaboration with Leading Insurance Organizations

Fintech News Desk
by Fintech News Desk0
ACORD, the global standards-setting body for the insurance industry, today announced the release of Version 1.1 of its Next-Generation Digital Standards for insurance data exchange, the first version of which were released earlier this year. Developed through ongoing collaboration with leading industry organizations, the Standards enable omnichannel information exchange using fine-grained......
Business News

BDO Launches Athenagy™—The New Business Intelligence Platform for Managed Services

Fintech News Desk
by Fintech News Desk0
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced the launch of Athenagy™, its proprietary business intelligence platform for legal professionals. This first-of-its-kind solution provides the legal department with transparency and critical insight throughout the litigation lifecycle. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs......
News Risk Management

BDO Launches New Compliance Center Powered by Microsoft

Fintech News Desk
by Fintech News Desk0
Holistic solution backed by trusted technology suite helps organizations streamline compliance with evolving legal and regulatory requirements BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced the launch of a new integrated solution that helps organizations develop and maintain a comprehensive data governance, risk management......
Business Fintech News

BigTime Software Announces New Integration with Sage Intacct

Fintech News Desk
by Fintech News Desk0
The integration will allow BigTime clients to synchronize their projects, employees, financials, and accounting data seamlessly BigTime Software, a leading provider of cloud-based software for professional services firms, announced today its integration with Sage Intacct, a leading cloud financial management system. Through the integration, BigTime clients will be able to......
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