Search Results for: document preparation

Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Business Fintech News

Corvee Releases 2021 Tax Season Questionnaires in Tax Planning Software

Fintech News Desk
by Fintech News Desk0
Corvee, a software and solutions company which serves tax and accounting firms, today announces the release of its 2021 tax season questionnaires, file requests and engagement letters directly within the company’s Tax Planning software. This technology was developed by Michael Bergman, lead software engineer at Corvee, and the Corvee team......
Financial Data Exchange Releases New Open Finance Standards & FDX API Version 4.5
Business Fintech News

Financial Data Exchange Releases New Open Finance Standards & FDX API Version 4.5

Fintech News Desk
by Fintech News Desk0
Financial services ecosystem takes giant leap towards interoperability and standardization of consumer data sharing with release of new standards and first steps toward a comprehensive conformance and certification program. The Financial Data Exchange (FDX) announced its Fall release this morning which includes a myriad of technical standards and updates to......
Wolters Kluwer TaxWise® Online professional tax software featured among Accounting Today’s 2021 Top New Products
Business Fintech News

Wolters Kluwer Enhances Its CCH® ProSystem FX® Engagement Solution With New Engagement Organizer Features

Fintech News Desk
by Fintech News Desk0
Cloud collaboration, automatic notification, and document tracking help simplify the process of requesting, receiving, and tracking documents & notes from clients during an audit engagement Today, Wolters Kluwer Tax & Accounting announced the addition of new features to the Engagement Organizer in its award-winning CCH® ProSystem fx® Engagement integrated audit management solution. With new Engagement Organizer capabilities,......
Verifyle and Reinvestment Partners Taxpayer Assistance Center – North Carolina VITA Coalition Partner to Protect Taxpayers and Tax Preparers from Hackers
Digital Investments News

Verifyle and Reinvestment Partners Taxpayer Assistance Center – North Carolina VITA Coalition Partner to Protect Taxpayers and Tax Preparers from Hackers

Fintech News Desk
by Fintech News Desk0
Verifyle, a leader in secure messaging, file sharing and digital signatures, today announced a partnership with Reinvestment Partners Taxpayer Assistance Center – North Carolina VITA Coalition (RP TAC). Reinvestment Partners coordinates a coalition of non-profit organizations and educational institutions that operate Volunteer Income Tax Assistance sites (the IRS VITA program).......
Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients
Fintech News

Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients

Fintech News Desk
by Fintech News Desk0
Secure Collaboration with Clients Key during COVID-19 Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault. Read More: BlueVisor Takes Second Place In Fintech Unicorn Battle In Asia The Kismet Wealth......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Business Fintech Investment Services News

Next Generation Version Of IMM eSign For Financial Institutions Now Available

Fintech News Desk
by Fintech News Desk0
IMM, the only eSignature provider that specializes in digital transaction solutions exclusively for financial institutions, announced today new versions of IMM eSign and IMM eSign Plus are now available for general release. New features and advanced functionality contained in the platforms further simplify and streamline eSignature processes across the entire......
Financial Data Exchange Launches FDX API 4.2 - Now the Most Comprehensive Tax Information API in the United States
Fintech News

Financial Data Exchange Launches FDX API 4.2 – Now the Most Comprehensive Tax Information API in the United States

Fintech News Desk
by Fintech News Desk0
Latest version of financial data sharing API brings all 2020 tax year forms and statements under single standard for seamless digital delivery The Financial Data Exchange has released Version 4.2 of the FDX API which now includes the most comprehensive tax information fields of any API in the United States. Read......
Affinity Federal Credit Union Increases Member Adoption With Deeper Integrations With MX
Fintech Mobile Banking News

MX Widens Lead With More Than 50,000 Connections To The Top Financial Institutions And Fintechs

Fintech News Desk
by Fintech News Desk0
MX, the leading financial data platform enabling organizations to develop, launch, and power new money experiences, announced that it has widened its lead as the top connector to financial institutions and fintechs with more than 50,000 connections. By offering multiple connections through direct-to-bank API agreements, partners, white-listed IPs, and consumer-permissioned......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News

Wolters Kluwer CCH Axcess™ With Quick Start Helps Small Accounting Firms Embrace the Cloud

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that it is extending the benefits of its award-winning CCH Axcess™ cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess™ With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their......
Iodine Software Unveils AwareCDI Software Suite to Solve Mid-Revenue Cycle Leakage and Drive Financial Resiliency for Health Systems
Artificial Intelligence Fintech News

Iodine Software Unveils AwareCDI Software Suite to Solve Mid-Revenue Cycle Leakage and Drive Financial Resiliency for Health Systems

Fintech News Desk
by Fintech News Desk0
Iodine Software unveiled its AwareCDI™ Suite for hospitals and health system finance and health information management leaders, powered by its proprietary Cognitive Emulation™ approach. The new software suite is designed to address clinical documentation integrity (CDI) and coding issues throughout the mid-revenue cycle in order to capture earned reimbursement and drive increased quality. Read More:......
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