Text description provided by the architects. The city of Ranica, in the province of Bergamo, Italy, inaugurates its new Cultural Center
is the outcome of a competition launched by the Municipality of Ranica in 2005 to endow the town with an important institution that would augment its cultural and social life
© Alessandra BelloThe building, located between the historical nucleus of the town and the area of urban growth, is the physical hinge of the resulting urban structure. With its sharp and pristine image and soft color nuances alternative to the surrounding buildings, the Cultural Center stirs the urban landscape aesthetically and winks at the silvery shimmers of the nearby mountains and at the warm shades of dawn or sunset.
site plan“The “piazza” has always been defined in history by the physical and visual limits of the buildings that surround it- With our project -the architects say- we wanted to blur the sharp distinction between solid and void. We opened up the building to the city and welcomed pedestrian flows up to its very core.”
© Alessandra BelloThe snow-white and sober interiors reveal a complexity which endows the spaces and the activities taking place in them with a powerful dynamism
“In the vast double-height space of the library,” the architects explain
“the various functional areas appear as independent volumes
connected by means of elevated catwalks and visually linked to the central patio.” The interior spaces become a representation of a lively urban scene where the various places are connected by a grid of paths
to be walked through as well as enjoyed in moments of pause and encounter
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as businesses struggle to predict what the future will bring
but today’s analytics and forecasting tools come closer than ever
and have the potential to solidify the importance of the accountant as a partner to small businesses in a way nothing has before
The novel coronavirus pandemic has made the need for data analytics and forecasting very
was ready for a global upset of this scale
and while larger companies have been historically more likely to engage with analytics and forecasting in conjunction with their accountant partners
many smaller businesses in America don’t work with an accountant in the first place
especially one who can provide data analytics and forecasting services
could be the difference between a business making it through the pandemic
It can also allow business owners to fail responsibly
had one client whose biggest concern as the pandemic tore away at its business was simply whether they could
Close our doors at the end of the year?’” said Kemper
who uses the product Futrli to create forecasts for clients
and after we looked at the boards I created
we saw there was an opportunity for online sales for this client
Futrli is a cash flow prediction and planning software powered by artificial intelligence
It allows accountants to create “cards” and “boards” to present data to clients in a visually appealing way
and they can be collected into a board to create a customized picture of anything a client needs to see
It’s a great example of a data analytics and forecasting solution made for and accessible to small firms and small businesses
Kemper has also been able to perform reality checks for her clients
restaurants and boutiques located all over the country
All three of those sectors have been hit hard by the pandemic
Kemper has noticed that many of her clients have been experiencing an uptick in business
with some of them performing better than in previous years
“I looked at a lot of data from previous years,” Kemper said
they actually did really well this year because as lockdown measures eased in later months
many people came out to support local businesses
And businesses came out in front of their customers
more than they normally would because of COVID.”
An opportunity Kemper is particularly excited about as she grows her use of analytics and forecasting is green reporting
which companies use to evaluate their impact on the environment
but also to evaluate their treatment of employees and all other associates
and whether they are operating in an overall ethical way
green reporting has been around for more than two decades
Kemper is a sole practitioner — though she is getting ready to hire her first employee — and her firm is 100 percent virtual
Her holy trifecta of technology consists of Xero as her central accounting software
“Data analytics and forecasting will be a big part of my strategy as I grow,” she said
“It’s made such a difference in my clients’ eyes that I can’t see how I wouldn’t make it part of my business
There’s a lot of opportunity for one-time engagements where you do a forecast for a client who just needs that
capacity or even knowledge to perform forecasts themselves
but they know it’s a helpful tool to help their business grow.”
Accountants don’t have to have access to expensive technology to provide data analytics and forecasting to their clients
she used Microsoft Excel to try and create forecasts
but it goes to show there is opportunity to provide these services even with non-specialized software
an Enrolled Agent and founder of West Palm Beach
Florida-based firm G+F Business and Financial Consulting
applies job costing methodologies to help his construction industry clients increase project productivity — and he uses Excel
pulling data from QuickBooks and client merchant accounts (from Square
He was considering buying additional software before the pandemic
but that plan was put on hold until the firm catches up to the rapidly changing times
Wingate’s clients turned away from forecasting slightly during recent months: “We haven’t really had time to forecast for clients because they needed more assistance with finding grants or applying for loans,” Wingate said
Indeed many firms have turned their focus quickly to helping their existing clients apply for government assistance
said she believed it to be her firm’s “duty” to help clients apply for Paycheck Protection Program loans for free
there are things more urgent than looking toward the future
Constructionclients need to know how to accurately cost a job
as it can make the difference between winning a bid for a project or not
or taking a project that will financially make sense
“Construction clients need to know whether they are profiting on specific jobs,” Wingate explained
“This information helps them plan and price similar jobs in the future
Knowing the effects of hiring new employees or when a supplier increases material cost is significant in making adjustments to maintain adequate profit margins
the power of data analytics and forecasting can be big — as big as you want it to be
it became apparent to Big Four firm KPMG that their audit clients were using technology so sophisticated that the firm would have to make it a point to match that level of sophistication in order to provide effective audits
KPMG had been developing data analysis tools that plugged into specific enterprise resource planning platforms
the firm has developed a generic processor that can extract data from any system
“The tools we have are no longer bolt-on,” said Larry Bradley
global head of audit for the Big Four firm
they’re embedded within our methodology and our audit delivery tool called KPMG Clara
as opposed to being viewed as a bolt-on tool.”
KPMG positions it as an all-encompassing solution for audit
from finding aberrations to suggesting actions to orchestrating investigative exploration — like obtaining drone footage of company inventory
The potential for application of data analytics in audit is vast
and is evolving so quickly that “the future” could be here before anyone predicted
“The future came upon us in a matter of months” this year
when the pandemic forced everyone to go remote
is tapping into their available technology more than ever before in order to stay connected and effective in a virtual environment
and if data analytics had the potential to change the way accountants viewed their job before the crisis
a significant amount of change management has occurred almost overnight,” Bradley said
and access to underlying source documentation
But we’re going to have to be much more sensitive about global trends — COVID has put so much of this in focus
Our ability to analyze the data is only as good as our understanding of the global macroeconomic trends happening right now.”
data analysis is not something that a machine just does and that’s the end of it
Accountants participate in this process with critical thinking
and every other expectation that comes with advising and guiding clients in the right direction
Bradley said that while there is an “insatiable” need for technology-minded accountants
it’s still vitally important to hire accountants that have very good fundamental auditing skills
“The art of professional skepticism is built into the auditing standard,” he said
“We have an obligation to have a questioning mindset.”
he noted that an understanding of the client business is just as important: “You can have the greatest analysis software in the world
but if your auditor doesn’t have a fundamental understanding of the client’s business — how they make money
how they do business — they’re not going to interpret the information properly
or they’re not going to have that requisite professional skepticism.”
he is most excited about the potential of data lakes
from which organizations can extract any kind of data and configure it in any way
The opportunity that data lakes also present is the ability to compare financial data with non-financial data
“The beauty of a data lake is that it’s a repository
but has a way to leave a common thread through the data so it can be extracted and analyzed in a meaningful way,” Bradley explained
“That’s the challenge for auditors — there is great potential in us being able to evaluate that data
but you have to ensure the data is complete and accurate
and then you have to understand the business to know exactly what to query to the data lake
but asking the right question — just as it is now.”
but their use has been growing steadily anyway
Tax IRS reduced workforce 11% so far More than 11,400 IRS employees have either received termination notices as probationary employees or voluntarily resigned
It also announced an equity investment in Llamadex
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has named Danny DeVito a partner for its latest videos
The initiative is aimed at helping self-employed
small business and mid-market enterprise customers succeed
whose character in the long-running TV series “It’s Always Sunny in Philadelphia” helps run a small dive bar
will help “provide customers insights about smarter business tools while they run the day-to-day of their business,” in the Backing You videos
The comedian will play a coach and advocate for small businesses on behalf of QuickBooks
where he cheers on real small business owners
a personal trainer and a doggy daycare owner
with practical advice to help them on their path to success
The short films aim to shed light on the common struggles small business owners experience and also to demonstrate the simplicity of using QuickBooks tools to manage their business
Intuit is also releasing a series of instructional mini films called “Danny Teaches,” in which DeVito will demonstrate the simplicity of QuickBooks’ product suite in 15 seconds
To further boost the real small businesses taking part in the video campaign
Intuit is featuring 30-second commercials that profile each of the business owners as they receive personalized coaching from DeVito
“The importance of small business is personal to me,” DeVito said in a statement
I watched both my parents and my sister build their own business from the ground up and struggle to balance family obligations with growing their businesses
When Intuit QuickBooks approached me for this campaign
I felt this was a way that I could give back to this very important industry
show them how to make their lives easier and make them laugh along the way too.”
“Owning a small business can be the most rewarding yet challenging pursuit a person takes on
We know how much work and effort it takes to keep these businesses afloat and their time is of the utmost importance,” added Dan McCarthy
vice president of global marketing for QuickBooks
“When QuickBooks launched Backing You last year
we focused on the inspirational stories we hear through our hours of customer-focused research and innovation
we kept with the same Backing You message to show small business owners we understand their challenges and to show the ease of using QuickBooks products
This new campaign is an entertaining call for small business owners
the self-employed and mid-market enterprises to get what they are owed
Nothing is more valuable than time and QuickBooks provides a smarter way to run a small business so owners can get back the time
To view the Backing You video series, which is now live, visit Intuit’s QuickBooks video channel on YouTube.
Gilded takes care of everything from invoicing and payments
to accounting and tax reporting for cryptocurrency
The system offers non-custodial verification of crypto payments and support for Coinbase
businesses still need to operate in the traditional financial world — consequently
Gilded also offers conventional payment options like credit cards via an integration with Stripe
invoices can be sent for both traditional and crypto payments
The accounting module automatically syncs with the accountant or business user’s accounting software of choice
you don’t have to understand the mechanics of an internal combustion engine to be able to drive it,” said Gil Hildebrand
“That’s what we’re trying to do for crypto.”
To sign up for Gilded or learn more about it
which makes workflow management software for accountants
The new product helps firms manage budgets
Time & Budgets is designed to allow Karbon customers to set time and dollar estimates
“With the release of Time & Budgets in Karbon
timesheets and analysis are in the same place as an accounting firm’s work and collaboration,” said Sara Goepel
“This unlocks new capabilities for a firm to be more profitable
They can identify their most effective clients and employees
know what actions will maximize their resources
compare budgets against the actual progress already occurring in Karbon
and use automatic time-entry suggestions based on the activities Karbon already tracks.”
Time & Budgets is now in beta testing and will be rolled out to all Karbon customers in the coming weeks
To learn more, visit karbonhq.com/time-and-budgets/
Thomas Reuters confirmed that its software had experienced service disruption
Thomson became aware of a “technical issue” with the aforementioned platforms on Jan
“Our teams have worked around the clock over the last few days to restore availability for all customers,” a spokesperson said
Thomson stated it had restored GoFileRoom to full functionality
A customer told Accounting Today that the company had handled the outage “poorly,” having only sent one email on Monday after the disruption had been noticed by customers
it is normal for software companies to remain tight-lipped during an interruption to online software service to prevent misinformation and also to control unknown variables in case there was a data breach
Thomson has given no indication that there was a data breach
the “vast majority” of Virtual Office customers were able to use the application
Full service resumed for the few remaining Virtual Office customers late Monday night
“We know how frustrating this situation has been for our customers who rely on these applications,” a spokesperson from Thomson Reuters said
“We sincerely regret the disruption to our service
on ensuring full functionality and consistent support throughout the remainder of this busy tax season and beyond
Our engineers continue to work diligently to reinforce the resilience and reliability of our systems and help mitigate future issues.”
Virtual Office CS is a cloud-based suite of accounting applications
and GoFileRoom is a document storage solution
Both products are used by tax professionals
which makes the timing of the service disruption troubling to accountants preparing for tax season
If Virtual Office CS and GoFileRoom customers would like to share their experience
please contact technology editor Ranica Arrowsmith at ranica.arrowsmith@sourcemedia.com
a United Kingdom-based provider of cloud-based expense reporting software
Expanding into the United States is part of Webexpenses’ global expansion program
“Over the last three years we have tripled in size and already have a strong U.S
“We are confident our innovative solution is well suited to the market
We have a fantastic team who consistently strive to provide a high level of personal customer care and support
so overall we are extremely excited to continue the Webexpenses journey.”
For more information on Webexpenses’ software, click here
has added online check payment to its digital payment solution for accountants
All CPACharge users can now accept check payments online with zero percent processing and a flat $2 per transaction fee
no additional monthly fees and advanced risk protection
Each eCheck transaction is verified to ensure account and routing numbers are accurate
Technology to streamline client interactions has become increasingly important to accounting firms as they grow their services beyond traditional bookkeeping
CPACharge was developed specifically for CPA firms and offers a secure way to accept credit
The system also offers real-time reporting for reconciliation
CPACharge is recommended by 20 state CPA societies and offered as a Member Discount Partner by the American Institute of CPAs
For more information, visit cpacharge.com
has established a new web-based developer center
and has added 30 new applications to the online marketplace Zuora Connect
The developer site offers an app builder starter pack and a community board
The apps offered on the marketplace are aimed at helping companies and their accountants manage subscription-based business
The apps on Zuora Connect cover tasks such as quoting
Some examples of what’s new in Zuora Connect are lockbox synchronizations (a simple security measure) with banks including Bank of America and Wells Fargo; and connectors to data providers such as Amplitude and MailChimp
Editor's note: A previous version of this article included a misattributed quote
which makes workflow and productivity software for accountants
has a new look with a newly designed logo and website
simply enabled.” The company will also now refer to itself simply as XCM
Switching to the shortened moniker is hoped to offer “constancy and ease of use” for XCM’s customers
The new logo is designed to invoke “interconnectivity and energy,” the statement further said
“Our rebranding reflects our evolution of the products and services we deliver today and in the future to our 28,000 plus users” said Mark Albrecht
XCM was the first to offer an innovative Tax Outsourcing solution
the XCM brand represents our open platform system that works horizontally across tax
which puts on the annual Scaling New Heights accounting conference
online show this year in partnership with QuickBooks maker Intuit
The event is patterned after Woodard’s on-premise conference conducted each June
networking opportunities and a virtual exhibit floor featuring QuickBooks-integrated software solutions
“Accountants and bookkeepers are looking for educational opportunities they can leverage from the convenience of their home or office
so I wanted to deliver some of the value of our annual Scaling New Heights conference within an online environment,” said Joe Woodard
immersive and visually stunning Scaling New Heights Online experience so accountants and bookkeepers can 'walk' through an Exhibit Hall
chat with their peers (and with conference sponsors) and attend breakout sessions.”
Training tracks will focus on practice development
and the exploration of new small business technology innovations
which makes invoice and expense management software
has released the latest version of its invoice automation tool
The solution now offers a mobile invoice process on any device
Chrome River Invoice features responsive web design technology
which allows the solution to maintain its appearance and functionality across different devices
it allows users to take advantage of supplier programs such as early payment discounts
The solution also offers an invoice management dashboard
which gives accounts payable teams an overview of all invoices from a single screen
Accountants can visualize approvals and track down invoices with a range of search filters
“The accounts payable team has long been overlooked as far as high-quality productivity solutions go,” said Alan Rich
“Until now they have relied either on paper-intensive manual processes or complex and unintuitive software tools
AP administrators now have access to the same caliber of solutions as their colleagues elsewhere in the enterprise
and approvers will love how it easy it is to view and approve invoices on any device.”
has completed a $25 million Series B round of financing
The stated goal for these funds is to focus on product innovation
expand into overseas markets and scale up the company’s go-to-market strategy
The company already has customers in nine overseas markets including Canada
but FloQast has plans to establish offices in countries in which it operates to accelerate go-to-market time
vice president of Insight Venture Partners
FloQast completed its Series A round of $6.5 million early last year
“This new funding will help further accelerate our growth by enabling the company to expand internationally and grow our product portfolio,” said Michael Whitmire
co-founder and chief executive officer at FloQast
expertise and backing to build the next great fintech software company.”
FloQast employees meet in the boardroom
The company released version 6.0 in July 2015
and since then has gathered feedback for the next version
development goals included cross-browser support and increased usability
but 6.1 has added more features based on customer input
Older version of DocuPhase worked best with Internet Explorer
Version 6.1’s HTML viewer is compatible with most commonly used browsers
and the new version does not require separate desktop installation for each user like the old one did
which allows users can look at any work item’s progression through the workflow
Then there’s the improved help section which provides a context-specific help window
the window reads the page the user is on and provides help accordingly
There are expanded annotation options and the ability to upload documents from an email account using the DocuPhase interface
DocuPhase has made updates to document caching
Instead of caching on the local workstation
documents will now be cached on the server
Version 6.1 will be immediately available to all existing clients for a fee
and version 5.1 will be phased out completely
enhanced automation for transaction reconciliation
expanded application program interfaces and software integration
The updates coincide with a new partnership with KPMG
which combines BlackLine’s cloud platform with KPMG’s finance process
The new data visualization capabilities are aimed at helping accounting teams identify and uncover business insights
timeliness and accuracy of accounting results
The new BlackLine Transaction Matching feature helps organizations embed more automation within manual processes to help accounting teams focus on exceptions and anomalies
The latest enhancements use business rules to help automate matches and resolve unmatched transactions
New public APIs broaden opportunities for integration with other business processes and systems
BlackLine's Smart Close integration allows customers to track SAP Smart Close tasks and run reports directly within BlackLine
New API capabilities facilitate the new partnership with KPMG
BlackLine will use the Big Four firm’s finance process to help users improve staff efficiency
shift the focus from transactional to analytical
and align finance strategies with those of the business
As digital transformation becomes more of a priority
KPMG and BlackLine can “support an automation of finance roadmap that will ultimately achieve a move of finance professionals out of transaction processing and into more valuable operational and strategic decision support,” according to Ralph Canter
“We’ve completed many successful projects with KPMG over the years where their in-depth knowledge and hands-on advisory services have helped us meet the requirements of global customers,” added BlackLine CEO Therese Tucker in a statement
“KPMG has been a terrific partner in that they have been very vocal about the potential they see for BlackLine
as well as the direction they think we should take to get there
They see the broader vision of what BlackLine can do to transform finance and accounting organizations.”
PDFConverter.com has released “The Ultimate Guide for PDF Files (for Accountants and Bookkeepers).” The document outlines how to create, edit, print and otherwise work with PDF files in ways relevant to accounting professionals, including converting files back and forth from Microsoft Excel. The guide can be accessed here.
a business-to-business payment management software provider
Together the companies plan to form a more complete accounts receivable offering
Credit2B uses crowdsourcing and other technology to provide insight into payment behavior and financial risk information on customers that businesses share in common
enabling suppliers to make credit risk decisions
SyncStream Solutions has released ACA Audit, an Affordable Care Act compliance tool to help organizations respond to IRS audits surrounding the ACA. More information is available here.
being named the top M&A technology service provider for the second year in a row at the Global M&A Network’s 2017 Americas M&A Atlas Awards celebration
This is the second consecutive year Donnelley has taken home the award
Venue Data Room is part of the company’s Venue Deal Solution suite
helping organizations complete transactions
secure online data rooms and contract analytics features
Venue Data Room's virtual workspace helps users organize
investment in the company’s Venue Deal Solution’s technology suite allowed it to integrate artificial intelligence technology to streamline legal and due diligence processes
which makes a cloud-based visual analytics and reporting app for NetSuite and Google Cloud Platform
launched a brand new app for NetSuite at SuiteWorld 2017
New features include include chart templates tailored for specific industries including manufacturing
professional services and wholesale distribution
The QuickStart Templates are pre-validated based on industry best practices and user research
iCharts BI also offers real-time pivot tables — a function that summarizes information from a large data set — as well as consolidated information from multiple data sources
For more information about iCharts for NetSuite, click here.
which makes cloud-based financial data consolidation software
has been awarded a patent for its technology in Australia
Texas-based company’s first entry into the Australian market
Qvinci’s solutions integrate with QuickBooks
MYOB and Excel to consolidate financial data and perform syncing
business intelligence and workflow management challenges for the accounting
franchising and multi-unit business markets
Qvinci’s technology is designed to help firms increase billing realization
improve staff utilization and provide value-added consulting services to clients through the consolidated reporting capabilities
“This first-of-many overseas patents underscores Qvinci’s strong commitment to creating and improving technologies that solve complex financial data challenges on a secure and near real-time basis for customers all over the world,” said Qvinci’s CEO
While Qvinci does have customers that have locations overseas
the company has mainly focused on the United States market for the 10 years it’s been in operation
The new early payment automation function is designed to allow finance teams to pay their suppliers earlier than their originally agreed-upon due date without negatively impacting the payer’s working capital
The early payments solution is fully integrated into Tipalti’s end-to-end AP workflow
which provides businesses with multiple subsidiaries
and global business units the capability to manage disparate accounts payable workflows
Tipalti’s AP Hub is a new suite that centralizes all AP and supplier payments processes within one cloud-based interface
The suite encompasses supplier management and communications
and now early payments and multi-entity management
the CFO can finally focus their finance talent on driving their business’ global growth and competitiveness forward,” Tipalti CEO and co-founder Chen Amit said in a statement
which makes cloud-based tax compliance software
has earned a certification for SAP’s ERP Central Component (ECC) solution for North America
This allows SAP customers to deploy AvaTax
AvaTax is designed to automatically calculate applicable sales and use taxes
fees and surcharges for every billing line item
Avalara already has several software integrations in place within the SAP ecosystem
including with SAP’s e-commerce platform Hybris
an SAP implementation partner in the oil and gas industry
The SAP ECC integration for Avalara was developed by corporate tax consultancy DuCharme
"Our established relationship with SAP has allowed its customers access to Avalara's tax engine across a variety of products
and we are proud to expand support into its core ERP offering," said Marshal Kushniruk
executive vice president of global business development for Avalara
tasked with providing technology-based solutions for the firm’s business clients
the firm acquired technology consulting practice The Computer Solution Co
which adds 30 technology professionals to the Cherry Bekaert
The terms of the acquisition were not disclosed
TCSC was founded in 1981 and will provide the new technology unit with services including strategic IT alignment
Former TCSC president David Romig will join Cherry Bekaert as a principal and take a leadership role in the new unit
“This acquisition is part of our overall vision to expand our value-add services within the technology consulting and application development arena,” said Scott Moss
chair of the new unit and managing partner of advisory services for Cherry Bekaert
“Our clients are demanding more innovative technology-based solutions to help them grow and the capabilities within a firm like TCSC will position us to meet these expanding needs.”
25 on Accounting Today’s Top 100 Firms list for 2017
The firm is an independent member of Baker Tilly International
an accountancy and business advisory network
a provider of enterprise software for project-based businesses
a market intelligence company for businesses that sell to the government sector
Deltek provides management solutions for accounting firms; practices that have an interest in earning government contracts may benefit from Deltek’s latest acquisition
Deltek’s business offerings for accounting firms consist of solutions for client
Onvia provides business customers with federal
state and local government contracting leads
The goal of the acquisition is for Deltek to combine its software for tracking government business contract opportunities
to create a more comprehensive public sector market intelligence product
“We are very excited to welcome Onvia into the Deltek family and begin our journey as one global team,” said Mike Corkery
Deltek’s GovWin IQ and Onvia provide the most comprehensive source of information for public sector procurement and government market intelligence
Our customers will benefit from our now broadened solution set
helping them to power their project pursuits and win more business.”
where he served as vice president of product management
formerly the ProConnect group product manager
“Jim left Intuit to pursue other career opportunities,” Intuit spokesperson Stephanie Friswell told Accounting Today
“His leadership was instrumental in accelerating our tax and small business strategy and we look forward to what he will accomplish next.”
originally as vice president of marketing for the Accountants Professional Division
and later as vice president of the accounting segment for the company
he was named one of Accounting Today’s Most Influential People in Accounting several times
he served as executive vice president and general manager at Activision
and in various senior marketing positions at PepsiCo and Proctor and Gamble
McGinnis was not immediately available for comment on where he will be going next
Olavarrietta has been at Intuit serving in various capacities since 2000
he was a training specialist at Lacerte Tax in Dallas
He has a BA in finance from the University of North Texas
including Oracle’s enterprise resource planning software
The Wdesk data integrations offer automation
in that linked systems import and update data automatically
Users can connect Wdesk to one or multiple external systems to create records of data that can be used as sources for lookups and aggregations
Integrated data from enterprise systems also creates an audit trail
and Wdesk provides a detailed history of source systems
date and time of updates and who imported or exported data
Workiva customers can use a Wdesk connector or build their own integrations through the Wdesk API. For more information on Wdesk data integration, click here.
a startup B2B e-commerce platform that raised $14 million this year
Handshake provides a sale platform for manufacturers and distributors
The QBO certification means that its mobile order writing and B2B e-commerce solutions are now listed in the Intuit QuickBooks App Store
and Handshake now integrates with QBO out of the box
order management and accounting processes go hand-in-hand for small- and medium-sized manufacturers and distributors,” said Glen Coates
“Our customers rely on our mobile-first B2B commerce platform to not only provide superior ordering experiences for sales reps and customers
but also make it easy for their back office to manage orders
Integrating with QuickBooks combines top bookkeeping technology with our […] order management system to automate data flow and businesses processes.”
The Handshake dashboard For more information, click here.
which provides cloud hosting services for CPA firms
has named Jim Walsh its new chief information officer (CIO)
He will be guiding the technology strategy for the company’s cloud infrastructure
and will lead the scaling of the corporate IT and security functions
Walsh served as vice president and CIO at Virtustream for the past year
Walsh spent seven years at Constant Contact helping develop and scale the software as a service company’s enterprise systems and technology
Walsh held senior technology management executive positions at Peoplefluent
Right Networks released a user management portal app
allowing accountants to manage staff permissions and client onboarding themselves should they want to
The company also reached the 100,000 user mark in June
“We are pleased to welcome Jim Walsh to our executive team as Right Networks takes the next step to expand and grow our reach in the marketplace,” said John Farrer
“Jim’s extensive experience in helping develop teams
workflow and technology operations for mid-stage and later-stage SaaS companies makes him excellent addition to the team.”
The integration is designed to enable sales and use tax calculations and returns within the Hybris suite
A key functionality now enabled within SAP Hybris by Vertex is address cleansing
a process that converts addresses formatted in different ways to a single
This is performed so that each transaction is assigned to the proper tax jurisdiction
director of strategic partnerships at Vertex
characterized Hybris’ software platform as participating in a larger trend of “using data about customer preferences” to “create personalized experiences.” Enabling smart processes to automatically identify tax jurisdictions is part of that effort
Vertex’s tax solutions are available in on-premise, hosted or SaaS deployment environments. For more information on the Vertex integration for SAP Hybris, click here.
talks on her cell phone outside the PricewaterhouseCoopers offices at 300 Madison Avenue in New York
Photographer: Daniel Acker/Bloomberg News.Daniel Acker/Bloomberg Oracle Financial Services Analytical Applications and PwC have teamed up to offer technology
implementation and consulting solutions for financial institutions to comply with the International Accounting Standards Board’s new IFRS 9 and the Financial Accounting Standards Board’s proposed CECL (current expected credit loss) reporting standards
Banks are expected to meet the IFRS 9 accounting standards by 2018
Oracle will contribute its software and analytical solutions
methods and reports; PwC will provide compliance consulting and implementation expertise
“IFRS 9 implementation poses a significant challenge for financial institutions
and failure to manage it well can have a material impact on their bottom line,” said Sonny Singh
senior vice president and general manager of Oracle’s financial services global business unit in a statement
we can provide our clients a comprehensive technological solution
which provides cloud-based software for enterprise management across borders
has added a new global compliance feature to its OverseasConnect platform
The application provides complete visibility into each client’s compliance calendar
which may differ greatly from country to country
so finance professionals can keep track of deadlines associated with their clients’ corporate taxes
The Global Compliance app on OverseasConnect lets clients know exactly what needs to be done and when
Accountant users of Global Compliance also have access to Radius’ team of compliance experts
who provide client support and track regulatory changes around the world
“Tax authorities everywhere are intent on collecting all the revenues they can
and maintaining compliance is increasingly important for multinationals of all sizes,” said Jody Fullman
“Global Compliance is a simple solution for staying on top of your regulatory requirements
It also eliminates the need for multiple compliance providers
which can lead to real up-front cost savings as well as reducing your risk of fines.”
a cloud CPM (corporate performance management) software provider
announced deeper integration with NetSuite at SuiteWorld 2017
Adaptive Insights appears as a tab within the software
Approximately 90 percent of NetSuite customers create additional custom fields within the ERP software
according to founder and chairman of Adaptive Insights Rob Hull
those customizations can be pulled right into Adaptive Insights to create bespoke data views
Hull gave the use case scenario of the monthly close process as an example of how the software integration works
Adaptive Insights’ software provides reporting capabilities that help with accounting processes such as the month end close
It can pull actuals from an ERP software—in this case NetSuite—and provide variance analysis
allowing the accounting or finance professional to conduct a trial close
a $9.3 billion deal that closed in November
NetSuite partners have noticed no difference in their dealings
Oracle CEO Mark Hurd promised major global expansions that NetSuite will now be able to leverage for its own partners
Adaptive Insights already operates in more than 50 countries
Hull said that the company plans to continue to expand internationally
19 on Accounting Today’s 2016 list of Top 100 Firms
has acquired Minneapolis-based Barefoot Technologies
a consulting firm that provides development
consulting and support services for the NetSuite platform
Barefoot Technologies will do business as Wipfli going forward
and the its associates will be remain based in Minneapolis
“Barefoot Technologies has a strong track record of providing NetSuite services to businesses in the Upper Midwest,” said Ken Kortas
Wipfli information technology consulting practice leader and partner
“This combination will expand our resources
enhance our services related to the NetSuite platform
strengthen our firm’s capabilities around e-commerce solutions
and deepen our offerings for job shops and inventory-based organizations.”
which makes cloud-based audit automation solutions
a Microsoft Excel plug-in tool available in the the Microsoft Office Store
The new tool is designed to allow accountants to build financial statements
schedules and other workpapers by linking from Excel directly to data in the AuditFile trial balance section
The new Excel plug-in works for Excel 2016 for Mac
The plug-in is on display at AuditFile's booth at the annual meeting of the American Institute of CPAs
This release adds to AuditFile’s existing Microsoft integrations
as it joined the Microsoft Cloud Storage Partner Program in April
“Customers can choose to use AuditFile’s built-in
one-click report builder for basic financials
or use this tool to design their own custom reports,” said AuditFile founder and COO
“The feedback so far from our customers and the market on our direction with this solution has helped fuel our development.”
H&R Block outlet in New YorkDaniel Acker/Bloomberg More Zero offers free filing for federal forms 1040EZ
1040A and 1040 with Schedule A plus a state return
Filers who can prepare and file federal and state returns for free include:
users can take a picture of their W-2 with a smartphone and import information from the image
They can also import last year’s return — as well as any new information — whether it was prepared online or on paper using the drag and drop feature
“H&R Block More Zero gives more taxpayers than ever a free federal and state filing option – even if they itemize their deductions,” said Heather Watts
H&R Block vice president and general manager of digital products
Also new this year, all H&R Block Online products allow the Earned Income Tax Credit (EITC) to be claimed without any additional costs
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Two men were Wednesday remanded to prison for robbing a Corentyne family who had several overseas-based Guyanese as guests at the time of the attack on Saturday evening
were charged jointly with five counts of Robbery under Arms
The men appeared at the Number 51 Magistrate’s Court on Wednesday y before Magistrate Alex Moore where they were not required to plead to the charges
As such they were remanded to prison and will return to court on November 8
had explained to Stabroek News that on Friday last she picked up her son and some other relatives at the airport and returned with them to her Corentyne residence
a noise was heard coming from outside of the house
they paid no attention to it and went back to sleep
but it was around 6 am that they discovered that a window had been broken “and then me see they wrench out the board from the wall to try to get in the house but them na get in,” she relayed
She said they did not file a police report but went about their business since they had some errands to run
It was around 8.30 pm on Saturday that the perpetrators returned to the house where there was a small gathering of relatives at the time
Three of the men armed with two guns and one knife entered the yard while a fourth who was armed with a gun stood guard outside
The three men then gathered the occupants together and ordered them to hand over whatever cash and valuables they had in their possession
“Them bore me hand here with the knife to take out the bangle,” the woman stated
he pleaded with them to leave them alone since that was all he had
one of the perpetrators then grabbed her overseas relative’s two-year-old child and threatened that if she (overseas relative) did not bring the “money and gold,” they would go away with the child
This threat prompted a male relative to break away and run outside where he began to scream for help causing the perpetrators to hasten their escape with the items they had secured at that time
The men were able to cart off one Samsung Galaxy cellular phone valued $50,000
two gold and diamond finger rings valued $400,000
one gold bangle valued $100,000 along with six gold bangles valued $360,000
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