Search Results for: tax management

HawkSoft Adds Integration with Podium to Help Independent Agencies Manage Online Interactions
Business Fintech InsurTech News

HawkSoft Adds Integration with Podium to Help Independent Agencies Manage Online Interactions

Fintech News Desk
by Fintech News Desk0
HawkSoft has partnered with Podium, the fast-rising star of Utah’s Silicon Slopes, to offer their interaction management platform to independent agencies. Podium allows agencies to monitor and manage interactions across different channels from one dashboard. Some of their channels include text messages, online reviews, website chat, and feedback collection. Podium’s solutions help......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Capital Markets Fintech Investment Services News

Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
by Fintech News Desk0
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper
Banking Fintech News Risk Management

Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper

Fintech News Desk
by Fintech News Desk0
Banks that take a wait and see approach to Basel IV are likely to face higher costs and added travails in implementation, as well as fewer commercial benefits in the years ahead. That’s according to a new white paper from Wolters Kluwer’s Finance, Risk & Reporting (FRR) business that reveals how banks......
Apple Growth Partners Adds Female Executives to Leadership Team
Fintech News

Apple Growth Partners Adds Female Executives to Leadership Team

Fintech News Desk
by Fintech News Desk0
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, has announced two recent appointments to the leadership team. Susan Burnoski, CPA, and Christine Waltjen, CPA, have joined the firm’s Executive Committee. @apple_growth announces two female leaders joining executive committee Susan Burnoski, CPA, is a principal and director of audit......
FinVolution Group Receives APP Security and Information Security Certifications from China's CVERC
Fintech Fintech Funding News

FinVolution Group Receives APP Security and Information Security Certifications from China’s CVERC

Fintech News Desk
by Fintech News Desk0
FinVolution Group, a leading fintech platform in China, announced that its fintech application, PPDAI App, has received both the APP Security Certification and the APP Information Security Certification with level 3 rating, the highest rating level in security evaluation standard, from China National Computer Virus Emergency Response Center (“CVERC”). Read More:......
FormFree Director of Partner Relationships Christy Moss, CMB, Honored by NEXT Mortgage Events' Inaugural 50 Over 50 Awards Program
Business Capital Markets Fintech News

FormFree Director of Partner Relationships Christy Moss, CMB, Honored by NEXT Mortgage Events’ Inaugural 50 Over 50 Awards Program

Fintech News Desk
by Fintech News Desk0
FormFree Director of Partner Relationships Christy Moss, CMB, has been recognized by Next Mortgage Events (NEXT) as a 50 Over 50 honoree. In its inaugural year, the awards program honors female powerhouses in the mortgage industry. Read More: TerraPay Announces Readiness for the New World by Strengthening Management Moss was recognized for......
Denise Garth, Chief Strategy Officer at Majesco Named a Top 50 Woman Leader in SaaS
Business Fintech Mobile Banking News

Transactis Announces Partnership with Payrailz

Fintech News Desk
by Fintech News Desk0
Transactis, a Mastercard company and leading billing and payment solutions provider, announced that it has signed an agreement with Payrailz, a digital payments company offering smarter, more engaging payment experiences to banks and credit unions. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing .@TransactisUS announces partnership with @payrailz Payrailz......
ElectroNeek Partners with Sage to Automate Accounting Routine
Business Fintech News Robotic Process Automation

ElectroNeek Partners with Sage to Automate Accounting Routine

Fintech News Desk
by Fintech News Desk0
Sage and ElectroNeek announce an alliance to make automation simpler and affordable for the accounting industry. Dmitry Karpov, CIO of ElectroNeek, delivered the announcement of the partnership to members of Sage Accountants Advisory Council, top accounting experts and thought leaders from such organizations as Anthony Group, Accounting Systems Design, Shaynaco, Tribal......
Bitcoin IRA™ Launches An All-New Crypto Savings Program, Called Saver IRA™ For Retirement Investors
Cryptocurrency Fintech News

Bitcoin IRA™ Launches An All-New Crypto Savings Program, Called Saver IRA™ For Retirement Investors

Fintech News Desk
by Fintech News Desk0
The company’s Saver IRA product enables individuals to automatically contribute monthly and invest in cryptocurrencies starting with as little as $100 Bitcoin IRA, the world’s first, largest, and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, announced......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Releases New Updates and Features Across Its Product Suite

Fintech News Desk
by Fintech News Desk0
New features and tools enable more cost and times savings for accountants Canopy, the leading cloud-based practice management platform for accounting professionals, announced a significant number of new updates, tools, and features to ensure industry professionals can provide the best service to their clients. These updates come on the heels......
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