Search Results for: tax planning

Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News

Avalara Supports Enterprise Indirect Tax Needs with Ability to Create Custom Business Rules for Transactions

Fintech News Desk
by Fintech News Desk0
Avalara, Inc. (NYSE: AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the availability of Avalara AvaTax Advanced Transaction Rules (ATR). ATR allows businesses to create, modify, and apply business and taxability rules that can be used before and after a tax calculation occurs. With ATR,......
Wolters Kluwer CCH Tagetik recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
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Wolters Kluwer CCH Tagetik Recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a leader in global performance management software solutions, has been named a Leader in the 2020 Gartner, Inc. Magic Quadrant for Cloud Financial Planning and Analysis Solutions 1. The annual report evaluated vendors for completeness of vision and ability to execute......
OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech

OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Recognition follows positioning in the Leaders Quadrant in Magic Quadrant for Cloud Financial Close Solutions OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, today announced it has been named a Leader in Gartner’s 2020 Magic Quadrant for Cloud Financial Planning and Analysis......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
by Fintech News Desk0
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
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My Financial Coach To Provide Financial Planning Offering To MDVIP Affiliated Physicians

Fintech News Desk
by Fintech News Desk0
My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,......
Ryan’s Trisha C. Fortune Receives Institute for Professionals in Taxation Distinguished Service Award
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Ryan’s Trisha C. Fortune Receives Institute for Professionals in Taxation Distinguished Service Award

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Principal Trisha C. Fortune is a recipient of the 2019-2020 Institute for Professionals in Taxation (IPT) Distinguished Service Award. This award is presented to one or more individuals who have made outstanding contributions to the Institute over an extended length of......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions
Fintech News

Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced that it is collaborating with SAVVI Financial, a leading technology-enabled financial wellness platform, to offer a COVID Relief Planning Assistant designed to help those who have been laid off, furloughed or working reduced hours as a result of the pandemic. Through its Retirement and Employee Benefits businesses,......
Tax Master Network Launches New Automated SaaS Tax Operating System
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Tax Master Network Launches New Automated SaaS Tax Operating System

Fintech News Desk
by Fintech News Desk0
 Tax Master Network Inc. (TMN), a Financial Gravity Companies portfolio company, announced the launch of TMN’s Automated Tax Operating System tool. Tax professionals and financial advisors understand that proactive planning is the key to paying less tax. For 15 years, TMN has offered a unique planning tool that diagnoses the......
eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals
Fintech News

eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced it has marked 20 years of transforming the financial advice industry through planning-led solutions. Over the last two decades, eMoney expanded its client base to more than 70,000 financial professionals by developing......
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