ThomsonReuters

OCTOBER 24, 2023

Clearly, these stresses do not help in your efforts to keep your most valued employees happy and productive —and on your team. Plus, software will always cost less than salaries The right technology can also enable clients and staff to collaborate more effectively. Partial outsourcing,” in particular, has grown in popularity.

Technology 52

Technology Marketability 52

ThomsonReuters

JUNE 16, 2023

Is their current technology a drain on efficiency and profitability? As outlined in the Thomson Reuters white paper “ Mind the gap: Identifying gaps in your software this tax season ,” there are several indicators to help firms determine if their accounting technology is outdated and in need of a refresh. Change is not easy.

Technology 98

Technology Start-ups Accounting Firms Compliance 98

ThomsonReuters

JUNE 28, 2022

Corporate tax teams that want to invest in an automated indirect tax solution can’t simply declare to decision-makers that efficiencies, cost savings, and a host of other benefits will magically start boosting the bottom line once the software is activated. Until now, companies believed that the product would perform as advertised.

Compliance 90

Compliance Technology Start-ups Marketability 90

Audit Board

MARCH 15, 2022

Issues in the supply chain, such as production slowdowns, inventory shortages, or delayed delivery, impact businesses and consumers alike. A supply chain audit reviews any or all of the activities and processes that an organization follows to deliver products or services to its customers. Contract Compliance Risk. Quality Risk.

Compliance 98

Compliance Start-ups 98

Benzinga

AUGUST 16, 2022

Data443" or the "Company") (OTCPK: ATDS ), the leading data security and privacy software company for ALL THINGS DATA SECURITY, today announced operating results for the second quarter and first half ended June 30, 2022. Increased global product and brand visibility, attending four in-person trade shows. Product Updates.

Technology 40

Technology Marketability 40

ThomsonReuters

OCTOBER 6, 2023

File-sharing software can present many of the same inconveniences. Therefore, it is important to leverage the right client collaboration tools that facilitate data collection and integrate with the tax software to automate 1040 preparation. Advanced scan and populate software is the most powerful tool a firm can employ.

Technology 64

Technology Start-ups Accounting Firms 64

Viking Mergers

FEBRUARY 27, 2023

These vital tools are tax-deductible, whether you make a one-time purchase for a software license or pay for subscription access. These vital tools are tax-deductible, whether you make a one-time purchase for a software license or pay for subscription access. You can claim bad debt on your Schedule C, Form 1040.

Start-ups 130

Start-ups Banking Marketability Technology 130

Startup Valuation Blog

FEBRUARY 21, 2022

SaaS stands for Software as a Service. Customer resource management (CRM) is an example of Saas. These applications allow SaaS customers to manage customer information and track sales through their pipeline. . You want to look at a few key numbers when buying software as a service business. What is the Churn Rate?

Technology 100

Technology Business Valuation 100

Audit Board

NOVEMBER 8, 2023

Secure network configuration and management is key to CDE segmentation and protection. Even organizations that do not have to meet this mandate must perform quarterly vulnerability scans through an Approved Scanning Vendor (ASV) and conduct an annual PCI Self-Assessment Questionnaire (SAQ).

Compliance 52

Compliance Start-ups Banking Technology 52

ThomsonReuters

APRIL 6, 2023

If out of balance, immediate attention is needed to regain financial wellbeing. As an accountant, your clients depend on you to help manage their finances. Accounts payable (AP) , is the list of all amounts a company owes to its vendors. This includes products or services that are purchased and invoiced.

B2B 52

B2B Technology Finance 52

IT Valuations

OCTOBER 18, 2023

They’re still buying IT firms, SaaS providers, and other channel vendors to increase the value of their overall portfolios. Technology services and channel integrators/software vendors remain the vertical(s) with the strongest level of overall buyer interest. Private equity interest in buying tech firms hasn’t waned much.

Marketability 40

Marketability Private Equity Firm Debt Financing Equity 40

Audit Board

JUNE 13, 2022

Integrated risk management (IRM) is a strategic and collaborative way for organizations to manage risk across their entire group. This strategy accepts risk as a part of doing business, and pulls it into a company’s culture so that the organization manages risk as a part of both daily operations and long-term strategy.

Compliance 52

Compliance Technology Start-ups Marketability 52

ThomsonReuters

APRIL 8, 2024

Emphasizing data control The global minimum tax process is complicated and firms need to prepare appropriately, says Barbara Torzewski, Senior Manager, Tax, Technology & Transformation, EY. Panelists recommended using the right tax tools and tax provision software to help manage the data appropriately.

Compliance 52

Compliance Technology Finance 52

ThomsonReuters

AUGUST 26, 2022

Using a risk-based approach grounded in comprehensive data, companies can better manage supply chains in an unpredictable world. Companies are also increasingly attuned to issues which are affecting how they approach their suppliers and vendors. At least part of the answer is improving transparency and readiness through data, he added.

Start-ups 97

Start-ups Data Analysis Compliance 97

Equilest

MARCH 5, 2023

Therefore, having a contingency plan in place and using software to identify and mitigate key person risk can help protect the company's value and ensure business continuity. Key people may manage key accounts, oversee vital projects or even develop and implement the company's strategic vision. Learn more about key factor discount. "A

Key Person Discount 40

Key Person Discount Business Valuation Start-ups Marketability 40

ThomsonReuters

MAY 12, 2022

This sales tax audit guide can help indirect tax teams avoid common audit triggers and manage the sales tax audit as smoothly as possible. Download our free whitepaper on managing sales and use tax audits. A specialist can negotiate the terms of the audit and manage how much access the auditor has to your business.

Compliance 105

Compliance Technology 105

ThomsonReuters

DECEMBER 29, 2022

It ’ s certainly no surprise that we ’ ve seen an acceleration of corporations outsourcing things like tax and accounting functions, ” said Corey Greene, Senior Outbound Product Marketing Manager, Tax and Accounting Professionals for Thomson Reuters. .

Compliance 59

Compliance Accounting Firms Technology Marketability 59

Lighter Capital

SEPTEMBER 19, 2022

By Geoff Charles, Head of Product, Ramp. What’s wrong with the current state of finance automation As I mentioned in my , product recap last year, at Ramp we view finance automation as the software providing customers an unfair advantage: the ability to manage money faster, smarter, and with more peace of mind.

Finance 52

Finance Start-ups Technology Marketability 52

ThomsonReuters

JANUARY 3, 2023

If you have locally stored software or you have more of a paper mindset … then it becomes very, very challenging for teams to work remotely, or even have a hybrid approach, because they are used to sitting in a conference room and just kind of hashing it out and all heading out together.”. And that’s where that huge time savings comes in.”

Technology 59

Technology Accounting Firms 59

Lighter Capital

FEBRUARY 22, 2023

Open a business banking account A business banking account with an online component will help you eliminate unnecessary manual processes and better manage your cash flow. And it should seamlessly integrate with your chosen accounting software. Place vendors on net 30 payment terms and make sure to always pay your bills on time.

Start-ups 52

Start-ups Banking Finance Compliance 52

Audit Board

DECEMBER 7, 2022

On your connected risk journey, careful planning and guidance from audit, risk management, and compliance professionals are essential for business success when facing risk challenges such as digital transformation, climate change, supply chain disruption, and economic uncertainty. 2023 is shaping up to be a pivotal year for business leaders.

Start-ups 52

Start-ups Compliance Specific Risk Technology 52

Audit Board

AUGUST 1, 2023

The SEC recently adopted their proposed rules, including those regarding Cybersecurity Risk Management on July 26, 2023. The stakes and expectations of an organization’s IT Risk Management capabilities have never been higher – and as we all know, the dollar impacts are real.

Technology 52

Technology Start-ups Compliance Marketability 52

Audit Board

JANUARY 12, 2023

This is often by design, as the intent is to encourage organizations to build a risk management program that is unique to the type of business being conducted and the type(s) of data being processed. It includes: A process flow for building and manage a cybersecurity risk management program. . Identifying Cybersecurity Risks.

Compliance 97

Compliance Start-ups Asset-based Approach Specific Risk 97

Reynolds Holding

AUGUST 17, 2022

1] Under the marketing exception, persons who offer or provide time or space for an advertisement for a consumer financial product or service in print, newspaper, or electronic media are not service providers “solely” by virtue of that activity. [2] Password management. Timely software updates. ACTION AGAINST HELLO DIGIT.

Finance 45

Finance Marketability Technology Banking 45

ThomsonReuters

APRIL 18, 2023

Solution: This means firms should consider a software solution that can do the following: Enable efficient research with a built-in, customizable tax law database that is tailored to meet the specific needs of the firm. Firm-level security so the firm can easily manage permissions. Batch-style data entry.

Technology 52

Technology Compliance Start-ups Finance 52

Audit Board

FEBRUARY 28, 2023

This quote from management gurus Dave and Wendy Ulrich, authors of The Why of Work , was a lightbulb moment for me and has really shaped my concept of leadership. Let the software and apps and platforms take the strain and instead let us set meaningful rewarding work that enriches the lives of both individuals and our organizations.

Compliance 52

Compliance Start-ups Technology 52

Audit Board

SEPTEMBER 16, 2022

Third-party risk management (TPRM) has become a major concern for business leaders. There is an increased reliance on products and services offered by third-party vendors, which in turn expands the surface for security incidents, data breaches, and other risk exposure caused by those vendors.

Compliance 52

Compliance Technology 52

Audit Board

FEBRUARY 9, 2023

The modern connected audit, risk, and compliance platform recognized by customers for its innovative, user-friendly approach to risk management. As the world’s largest and most trusted software marketplace, G2 is visited by 80 million software buyers each year and lists more than 145,000 software products and services.

B2B 52

B2B Compliance Marketability 52

Benzinga

FEBRUARY 29, 2024

million on purchases of property and equipment, including capitalized software development costs. Our upsell and cross-sell wins, new customer additions, and attrition for the year performed broadly in-line with our historical revenue growth rates," said Scott Staples, Chief Executive Officer. First Advantage To Acquire Sterling Check Corp.

EBITDA 40

EBITDA Dividends Technology Total Shareholder Return 40

ThomsonReuters

DECEMBER 13, 2021

The products or services your company sells — tangible personal property versus digital goods and services — can also affect the complexity of your sales tax obligation. Inaccurate product mapping can lead to tax payment errors. Streamline sales tax exemption certificate management.

Compliance 52

Compliance Finance Technology Marketability 52

ThomsonReuters

APRIL 6, 2023

By optimizing your accounts payable workflow, you can gain insight into cash flow, make better business decisions, and ensure strong relationships with vendors and suppliers. How to manage accounts payable effectively An accountant’s hands are often full with the day-to-day work that keeps your practice running.

Start-ups 52

Start-ups Technology 52

Audit Board

AUGUST 2, 2023

Meanwhile, such programs are usually implemented manually, using annual or twice-yearly company-wide internal risk assessments, evaluations of third-party vendors , and, sometimes, external audits. Staffers and vendors must fill out long questionnaires that are then ingested and analyzed by risk and compliance teams.

Compliance 52

Compliance Technology Banking Marketability 52

ThomsonReuters

FEBRUARY 1, 2024

Companies should also be aware that a reverse audit “typically applies to sales taxes paid by the business or use taxes remitted,” Yrjanson says—meaning that a reverse audit addresses the tax paid on purchases the company has made, not products or services it has sold. Correction of taxes overcharged to customers is handled a bit differently.

Compliance 52

Compliance Start-ups 52

Audit Board

APRIL 20, 2023

Deloitte’s 2022 Global Third-Party Risk Management Survey showed that 73% of respondents have a moderate to high level of dependence on cloud service providers (CSPs) — which is expected to increase to 88% in the years ahead. The truth underlying these statistics? Third-party risk is real and growing.

Specific Risk 52

Specific Risk Technology Compliance 52

ThomsonReuters

JANUARY 31, 2022

Supply chain sourcing and management strategies are taking center stage as corporate stakeholders — including customers, employees, investors, and government regulators — push companies with global supply chains to make progress on their global Environmental, Social and Governance (ESG) commitments. What are their values?

Technology 98

Technology Compliance 98

Audit Board

OCTOBER 2, 2023

Faced with the conundrum of protecting organizations from cybersecurity risks while also staying within budget and remaining effective, cybersecurity risk management as an approach was born. Robust information security controls and cybersecurity risk management processes help companies prevent breaches.

Technology 52

Technology Start-ups Data Analysis Compliance 52

ThomsonReuters

NOVEMBER 8, 2022

Today’s accountants must not only be up to date on the latest tax regulations, but also understand accounting technology and how it can be leveraged to boost efficiency, accuracy, and productivity. Open API connectors can easily integrate with third party vendors, so the ways in which your firm uses APIs depends on your workflow. .

Technology 98

Technology Accounting Firms Start-ups Compliance 98