Search Results for: tax planning

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
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Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
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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......
Avalara Shines Spotlight on Customer Experience with Intuitive AI and Other Innovations
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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......
Netgain Launches Fixed Asset Accounting Solution to Streamline Processes in all ERPs
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Netgain Launches Fixed Asset Accounting Solution to Streamline Processes in all ERPs

PR Newswire
by PR Newswire0
Netgain is excited to announce that its fixed asset management solution, NetAsset, is now available to simplify and streamline accounting processes with any enterprise resource planning (ERP) solution. NetAsset has now been enhanced to work with all ERPs, offering modern accounting teams even greater efficiency through the power of automation and AI.......
Intuit Pioneers Done-for-You Future for Consumers and Businesses with Agentic AI
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Intuit Pioneers Done-for-You Future for Consumers and Businesses with Agentic AI

Business Wire
by Business Wire0
Company’s early investments in Generative AI Operating System and AI-driven expert platform innovations accelerate delivery of agentic AI experiences Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, is pioneering a done-for-you future with agentic AI. Developed using its proprietary Generative AI Operating......
Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale
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Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale

Business Wire
by Business Wire0
Intuit further expands mid-market offerings with an all-in-one solution that serves larger and more complex businesses and fuels their growth Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced a major milestone to accelerate its offerings for mid-market businesses with the introduction......
Nium Strengthens Executive Leadership Team with Chief Financial Officer and Chief Compliance Officer Appointments
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Nium Strengthens Executive Leadership Team with Chief Financial Officer and Chief Compliance Officer Appointments

PR Newswire
by PR Newswire0
Investment banking veteran, Andre Mancl, joins as CFO; Fraud risk expert, Philip Doyle, to lead regulatory compliance operations   Nium, the global leader in real-time cross-border payments, today announced two executive appointments that strengthen its leadership team and underscore the company’s focus on driving efficient and responsible growth. Andre Mancl joins as Chief Financial......
Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)
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Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)

Business Wire
by Business Wire0
Company simplifies, streamlines end-to-end app development with new GenOS AI Workbench and GenStudio, GenRuntime, GenUX tools Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced major enhancements to its proprietary Generative AI Operating System (GenOS) that’s accelerating development velocity at scale across the company’s products and services to solve......
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The Impact of AI on Traditional Accounting Practices: Here’s What to Expect

Fintech Staff Writer
by Fintech Staff Writer0
Artificial Intelligence (AI) is poised to revolutionize traditional accounting practices, bringing about significant changes in efficiency, accuracy, and the role of accounting professionals. As AI technologies become more advanced and integrated into the accounting field, both opportunities and challenges emerge. SafeSend has unveiled SafeSend One, a suite of AI-powered tools......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
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