Technology

The GenAI initiative builds on CPA.com’s efforts to help practitioners successfully navigate technology’s impact on driving business model transformation and the evolution of practice areas.

Having outsourced professionals act as business management sherpas frees business owners and managers from tedious tasks and greatly reduces errors that can prove costly.

New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.

The partnership includes both QuickFee Connect and QuickFee Finance which provides e-invoicing and online payment options through integration with IRIS practice management solutions and a pay overtime option.   

Evaluate your tech stack periodically and prune back the legacy software as much as possible to eliminate the risks and reap the rewards of your new technology ecosystem.

Technologists Randy Johnston and Brian Tankersley, CPA, discuss how a new generation of computing will impact accounting firms.

The Innovation Awards are presented to honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow and efficiencies, increased accessibility, enhanced collaboration, greater accuracy, or other means.

The IRS on Tuesday unveiled more details about Direct File, the agency’s free online tax filing program that is debuting in 2024.