Search Results for: tax expert

Marathon Capital and Sumitomo Mitsui Banking Corporation Form Strategic Partnership
Banking Investment Services News

Marathon Capital and Sumitomo Mitsui Banking Corporation Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partnership to expand the reach and service offerings of both Marathon Capital and SMBC, providing clients comprehensive strategic and financial support necessary to facilitate their global energy transition goals Marathon Capital, LLC (“Marathon Capital”), a leading independent investment banking firm, has entered into a strategic collaboration agreement (“SCA”) with Sumitomo......
Sovos Extends VAT Determination Capabilities With Acquisition of Germany’s TLI Consulting
Fintech News

Sovos Extends VAT Determination Capabilities With Acquisition of Germany’s TLI Consulting

Fintech News Desk
by Fintech News Desk0
Acquisition holds immediate benefit for customers with complex supply chains and footprints across Europe; furthers Sovos’ long-term global tax engine strategy Global tax software provider Sovos announced it has acquired Germany-based TLI Consulting GmBH. The move significantly advances Sovos’ value-added tax (VAT) determination capabilities, with immediate benefits for businesses running......
BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services
Finance Fintech News

BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services

Fintech News Desk
by Fintech News Desk0
New services include support for tax, estate planning and student loan optimization BrightPlan, a leader in Total Financial Wellness, announced that it is expanding global access for its Total Financial Wellness solution, and offering new services that further support and strengthen financial well-being not just for employees, but their entire......
Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
Intuit Launches AI-Powered Intuit Assist for QuickBooks, Giving Millions of Businesses a Competitive Edge
Artificial Intelligence Finance Fintech News

Intuit Launches AI-Powered Intuit Assist for QuickBooks, Giving Millions of Businesses a Competitive Edge

Business Wire
by Business Wire0
Generative-AI financial assistant gives businesses new tools to do the work for them, get paid faster, and power growth Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the launch of Intuit Assist for QuickBooks, a generative AI (GenAI)-powered financial assistant......
Avalara Shines Spotlight on Customer Experience with Intuitive AI and Other Innovations
Artificial Intelligence Finance Fintech News

Avalara Shines Spotlight on Customer Experience with Intuitive AI and Other Innovations

PR Newswire
by PR Newswire0
CRUSH 2024: Avalara highlights a slate of customer-focused enhancements and AI-infused solutions to deliver seamless tax compliance and an exceptional experience Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, showcased an array of customer-first innovations at this week’s signature Avalara CRUSH customer event......
Capchase and WeTransact Help Close the Cash Flow Gap for B2B SaaS
B2B Finance Fintech News

Capchase and WeTransact Help Close the Cash Flow Gap for B2B SaaS

PR Newswire
by PR Newswire0
Capchase – a global provider of capital and payment solutions for B2B SaaS companies – is bringing its streamlined cash flow solutions to the Microsoft Marketplace through a partnership with Azure experts, WeTransact. The partnership will enable WeTransact customers – high-growth SaaS vendors – to close the cash flow gap,......
FreshBooks and Wagepoint Announce Partnership Offering Seamless Payroll for Canadian Small Businesses
Cloud Finance Fintech News

FreshBooks and Wagepoint Announce Partnership Offering Seamless Payroll for Canadian Small Businesses

EIN Presswire
by EIN Presswire0
Canadian companies FreshBooks and Wagepoint announce their partnership to support local small businesses by seamlessly connecting their accounting software and payroll systems. FreshBooks, a leader in cloud-based accounting software for small businesses and accountants, announces a new partnership with trusted payroll provider Wagepoint offering seamless payroll for Canadian small business......
PayAmigo Launches in Argentina, Expanding Payment Solutions for Merchants
Digital Payments Fintech News

PayAmigo Launches in Argentina, Expanding Payment Solutions for Merchants

PR Newswire
by PR Newswire0
PayAmigo officially enters Argentina as a licensed Payment Aggregator, providing cross-border merchants with a full range of secure and flexible payment solutions. This marks a pivotal step in the company’s expansion across Latin America. PayAmigo is thrilled to announce its official launch as a licensed payment aggregator in Argentina after months of meticulous work adhering......
Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years
Finance Fintech News

Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years

Business Wire
by Business Wire0
AI adoption within the Office of the CFO is no longer a question of ‘if’ but ‘when’ and ‘how’ Wolters Kluwer, a global leader in information, software, and services for professionals, published a new research report: AI in Finance, from Skepticism to Optimism. The report explores adoption and sentiment related......
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