Search Results for: document management

FileTrail Expands Global Account Management and Business Development Team in the Us and UK
Fintech News Risk Management

FileTrail Expands Global Account Management and Business Development Team in the Us and UK

Fintech News Desk
by Fintech News Desk0
Legal tech industry veteran Keith Schneider joins FileTrail as Strategic Account Manager FileTrail, the leader in next-generation information governance and records management software for law firms, announced that the company has hired Keith Schneider, a senior sales executive formerly with NetDocuments and LexisNexis, as a strategic account manager. In addition, the company has......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News

Plan Management Corp. Announces OptionTrax How-To Videos and Help Library

Fintech News Desk
by Fintech News Desk0
Plan Management Corp(PMC), the long-time leader in the equity benefit plan and cap table management software field, announced that the latest OptionTrax software release introduces How-To videos in an intuitive help library to make life even easier for administrators. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy......
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Business Fintech News

Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals

Fintech News Desk
by Fintech News Desk0
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications......
Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
by Fintech News Desk0
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
Mobile Document Capture and New Automated Billing in One Delivery to Cash Platform
Banking News

Mobile Document Capture and New Automated Billing in One Delivery to Cash Platform

Fintech News Desk
by Fintech News Desk0
New Rendition Billing Coupled With Mobile Document Capture Enhances TMS Vector, the leading provider of mobile workflow solutions, announced a new automated billing solution as part of their expansion of their Delivery to Cash Platform. This new release integrates cloud, mobile and on-premise TMS software together, enabling automated invoicing. Back......
Avalara Unveils Intelligent Tax Content Solution for Lodging and Hospitality
Compliance management Fintech News

Avalara Unveils Intelligent Tax Content Solution for Lodging and Hospitality

PR Newswire
by PR Newswire0
Avalara Tax Content for Lodging leverages AI to help hotel chains, online travel agencies and marketplaces, and others efficiently calculate complex lodging tax   Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, announced new and innovative efficiencies for the lodging and hospitality sectors,......
Artificial Intelligence Finance Fintech Guest Posts Risk Management Robotic Process Automation

How Financial Institutions Define AI Business Value

Chris Brown
by Chris Brown0
By Chris Brown, President of Intelygenz In financial services, the era of debating AI’s viability has passed. We are now in the phase of what I call the AI Competitive Imperative. Institutions that view AI as a tool for future potential rather than a current necessity risk falling behind more......
Avalara Expands Global E-Invoicing Compliance with Built on Workday
Compliance management Fintech News

Avalara Expands Global E-Invoicing Compliance with Built on Workday

PR Newswire
by PR Newswire0
Avalara expands its footprint with Workday through newly available app developed with Built on Workday  Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes and a Workday Certified Integration Partner, announced that its Avalara E-Invoicing and Live Reporting solution (Avalara ELR) is available for Workday......
SimplePin Announces a Strategic Collaboration with DocuSign
Fintech InsurTech News

SimplePin Announces a Strategic Collaboration with DocuSign

PR Newswire
by PR Newswire0
SimplePin, a leader in automating financial operations for the insurance industry, is excited to unveil its collaboration with DocuSign, the Intelligent Agreement Management company. This marks a significant milestone in SimplePin’s vision to transform insurance operations by combining advanced document management with seamless financial back-office automation. The Next Generation in......
FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers
Digital Asset Management Finance Fintech News

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers

PR Newswire
by PR Newswire0
FLX Diligence Center saves time with streamlined data collection and comparison capabilities. FLX Networks announced that it has teamed up with Dasseti to launch FLX Diligence Center, a cloud-based tech solution that streamlines and revolutionizes the due diligence data management process for both asset and wealth managers. FLX Diligence Center, Powered......
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