Tag : tax

New CFO Appointment Signals Next Phase of Growth and Innovation at ReSource Pro
Fintech InsurTech News

New CFO Appointment Signals Next Phase of Growth and Innovation at ReSource Pro

Business Wire
by Business Wire0
Veteran finance and technology executive brings multi-industry leadership and a history of driving impactful change to ReSource Pro. ReSource Pro, a leading provider of strategic operations solutions for the insurance industry, announced the appointment of Eugene (“Gene”) Hugh as Chief Financial Officer. He will lead the company’s Accounting, Financial Planning......
Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync
Fintech Investment Services News

Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync

PR Newswire
by PR Newswire0
Thoma Bravo, a leading software investment firm, announced a strategic growth investment of more than $100 million in HubSync, the premier all-in-one tax and accounting platform, automating CPA firms. The investment is expected to accelerate HubSync’s product roadmap and customer service, as well as enable continued growth and innovation. HubSync is......
Thomson Reuters Acquires Materia - A Specialist in Agentic AI for the Tax, Audit and Accounting Profession
Artificial Intelligence Fintech News

Thomson Reuters Acquires Materia – A Specialist in Agentic AI for the Tax, Audit and Accounting Profession

PR Newswire
by PR Newswire0
Thomson Reuters Corporation, a global content and technology company, announced it has acquired Materia, a US-based startup that specializes in the development of an agentic AI assistant for the tax, audit and accounting profession. This transaction, which is complementary to Thomson Reuters AI roadmap, accelerates Thomson Reuters vision for the......
TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software
Banking Fintech News

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software

Cision PRWeb
by Cision PRWeb0
TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, is excited to announce the release of Version 3.0, featuring significant automation upgrades and comprehensive implementation tools for tax strategies. With this latest version, firms can now upload a 1040 and receive tailored tax planning strategies powered......
Deloitte, AuditBoard Announce Integration With SAP
Fintech News Risk Management Security

Deloitte, AuditBoard Announce Integration With SAP

PR Newswire
by PR Newswire0
Deloitte creates offering to connect SAP and AuditBoard Solutions;Integration helps enhance operational efficiencies and provide connected view of audit and SOX data Deloitte, a leader in audit and assurance, consulting, tax and risk advisory services, and AuditBoard, a leading cloud-based platform transforming audit, risk, compliance and ESG management announced the......
Blue J Announces Generative AI Collaboration with RSM
Artificial Intelligence News

Blue J Announces Generative AI Collaboration with RSM

Business Wire
by Business Wire0
Blue J, the leader in generative artificial intelligence (AI) for tax experts, is pleased to announce that they have expanded their relationship with RSM US LLP (“RSM”), the leading provider of assurance, tax, and consulting services for the middle market. RSM will expand its footprint with Blue J by implementing......
SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals
Artificial Intelligence News

SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals

Cision PRWeb
by Cision PRWeb0
SafeSend, the leading provider of automation technology for tax and accounting professionals, announced the launch of SafeSend One featuring the groundbreaking Next Gen Gather AI. SafeSend One the next evolution of the SafeSend Suite, automates the entire tax process, from taxpayer document gathering, integrations with tax preparation leaders, to tax......
Flatfee Revolutionizes Global Compliance with AI-Empowered Solutions
Artificial Intelligence Compliance management News

Flatfee Revolutionizes Global Compliance with AI-Empowered Solutions

EIN Presswire
by EIN Presswire0
Flatfee, an innovative company situated in the heart of Silicon Valley, is transforming the worldwide compliance landscape for small to mid-sized companies expanding globally. By offering AI-empowered compliance solutions, Flatfee is making it easier than ever for businesses to expand their operations internationally. With a dedicated team of cross-border attorneys......
Truist Receives $65 Million New Markets Tax Credit Allocation to Support Communities Across the US
Investment Services News

Truist Receives $65 Million New Markets Tax Credit Allocation to Support Communities Across the US

PR Newswire
by PR Newswire0
Truist Financial Corporation announced it has received $65 million in New Markets Tax Credits (NMTC) allocation authority from the U.S. Treasury Department’s Community Development Financial Institution (CDFI) Fund. This is the 12th time Truist Community Development Enterprises, a subsidiary of Truist Financial Corporation, has received a NMTC award and the second year in a......
Fintech News

Deloitte and Nexxiot Announce Strategic KYX Partnership for Logistics

PR Newswire
by PR Newswire0
Enhancing global trade compliance and operational efficiency with asset intelligence Introducing KYX (combining Know Your Client with Know Your Cargo) by Deloitte, powered by Nexxiot. Deloitte, known for its comprehensive range of services, including audit, consulting, financial advisory, risk management, tax, and legal services, is joining forces with Nexxiot, known for its expertise......
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