ThomsonReuters

FEBRUARY 8, 2022

When you seek to win new tax clients, it’s best to start at the beginning. With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you. Sometimes, it’s a multi-bylined whitepaper.

Accounting Firms 105

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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. How can API integration transform your accounting workflow?

Start-ups 52

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ThomsonReuters

SEPTEMBER 18, 2023

Jump to: Laying the foundation for remote audit work Tools that enable remote audit work Maximizing remote audit capabilities Like many facets of tax and accounting, auditing has undergone a significant transformation in recent years driven by rapid advancements in technology. The post Still on the fence about remote audit?

Technology 52

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ThomsonReuters

OCTOBER 6, 2023

However, they don’t know where to start the needed transformation. That’s why we’ve created this simple guide outlining how firms can complete the planning phase of a digital 1040 tax transformation. Firms looking to effectively improve the tax workflow process must first modernize document collection and then automate data entry.

Technology 64

Technology Start-ups Accounting Firms 64