ThomsonReuters

APRIL 6, 2021

If every business needs extra help at the end of the year, the stress can be immense, and your firm can end up with its own compressed workload problems. This can include specialized audit workflow tools and evolving content that ensures both the firm and your clients are up to date on the latest version of a specific framework.

Start-ups 64

Start-ups Compliance Technology Finance 64

ThomsonReuters

FEBRUARY 8, 2022

When you seek to win new tax clients, it’s best to start at the beginning. By keeping your employees engaged and clients happy, you can take advantage of their word-of-mouth and reputation-building referrals, freeing you up to focus on marketing strategies to bring in more new tax clients. New relationships take a little effort.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

ThomsonReuters

FEBRUARY 23, 2024

Download our free whitepaper on managing sales and use tax audits. A properly supported automated tax solution also ensures that up-to-date tax rates and rules are being applied. Again, says Davis, “Trying to keep up with changing regulatory requirements manually is both time-intensive and prone to errors.”

Start-ups 52

Start-ups Technology Compliance 52

Audit Board

AUGUST 3, 2022

Before we start celebrating what some have seen as softer-than-expected plans for audit reform, we need to be clear about what’s really coming and start preparing now. My 20+ years in audit and risk are bookended by US corporate reform at the start of the century and similar UK measures pending more than two decades later.

Start-ups 52

Start-ups Compliance Dividends Technology 52

ThomsonReuters

SEPTEMBER 18, 2023

While traditional audit activities involve on-site visits, face-to-face meetings, and the physical exchange of documents, technology is opening up new business capabilities for auditors to conduct their work from anywhere in the world. The post Still on the fence about remote audit? Here’s a business case.

Technology 52

Technology Start-ups Data Analysis Accounting Firms 52

ThomsonReuters

AUGUST 29, 2023

It starts with understanding the challenges and embracing the solutions to work smarter. If your firm is like most, your staff spends a good portion of the day formatting financial statements, entering trial balance data, and cleaning up spreadsheets. Let’s take a look. What are the pain points of a disconnected workflow?

Start-ups 52

Start-ups Technology Accounting Firms Compliance 52

Reynolds Holding

APRIL 12, 2022

For cryptos that are not securities, there is substantial leeway to consider the best approach to balancing investor protection with allowing this important innovation to continue, whether the SEC or the Commodity Futures Trading Commission (CFTC) ends up with regulatory authority over crypto. ENDNOTES. [1] 1] [link]. [2]

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Start-ups 83

ThomsonReuters

APRIL 12, 2021

Thorough, up-to-date indirect tax content : In the US alone, there are 15,000 tax jurisdictions administering more than 50,000 tax rates, Harris noted, so companies need confidence their tax engine software reflects the latest rules and rates everywhere they do business. a)(2) of Treasury Department Circular 230.

Compliance 98

Compliance Technology Start-ups Treasury 98

ThomsonReuters

MARCH 19, 2024

Though in truth, Bobby says, tax teams should start preparing the company’s defense as soon as they are informed of the audit. The moment you get notified of an audit, you should start preparing—both for the audit itself and contesting it—because you have to assume that the assessment is going to be negative,” he says.

Start-ups 52

Start-ups Compliance Technology 52

M&A Leadership Council

FEBRUARY 10, 2022

Part 2 in this series will help you identify how your current playbook stacks up and how you can improve it. Nearly all acquirers struggle with setting up appropriate and efficient governance models that are purpose-built for their specific level of deal volume, type, and pace, yet there’s no other way to do it.

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Start-ups Technology 52