Tag : CPAs

TaxStatus Launches Planning Observations, Turning Millions of Tax Records Into Actionable Planning Opportunities
Artificial Intelligence Finance News

TaxStatus Launches Planning Observations, Turning Millions of Tax Records Into Actionable Planning Opportunities

Business Wire
by Business Wire0
The new capability automatically surfaces advice opportunities and advice gaps across six advisory disciplines, potentially saving financial advisors and CPAs hundreds of hours of manual analysis per client, all without the use of AI TaxStatus, the leading provider of IRS-sourced financial data for financial advisors and CPAs, announced Planning Observations, a......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
Fintech Investment Services Machine Learning News

Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals

Fintech News Desk
by Fintech News Desk0
Machine Learning-Powered Bookkeeping Leader to Supercharge the Accounting Industry’s Success by Dedicating Their Offering to Accounting Firms Botkeeper, a leading Machine Learning-powered bookkeeping solution, is turning the accounting industry on its ear in 2021. The “service as a software” pioneer that has provided both a direct to SMB and wholesale solution......
Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses
Fintech News

Bookkeeper360 Is Offering No-Cost Advisory to Small Businesses Impacted by the COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Fintech industry leader, Bookkeeper360 is helping small businesses stay afloat during the COVID-19 outbreak. If the coronavirus is impacting your business, you can receive free advice from their CPAs and business advisors. Assistance is available for all small businesses with operations within the United States, and you do not need to be an......
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