Author: Greg Pope

SurePrep Announces the Next-Generation Scan-and-Populate

IRVINE, Calif., November 1, 2018 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced the release of next-generation scan-and-populate technology. The new patent-pending technology…

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Top 5 Tax Tools to Automate Your Firm

If you ask 10 accounting professionals what the least efficient and most stressful part of their job is, the answer will be unanimous: taxes. The tax accounting process, from filing…

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PrimeGlobal Partner Leadership Conference 2018

SurePrep recently returned from the PrimeGlobal Partner Leadership Conference! We had the pleasure of meeting and partnering with numerous current SurePrep customers at the event. We also had the opportunity…

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SafeSend Returns and TaxCaddy Announce Partnership

SafeSend Returns and TaxCaddy announced a partnership to transform the tax return assembly and delivery process through a new integration of their award-winning solutions. The partnership will launch with a free webinar, Award Winning Innovations…

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Allinial Global 2018 Firm Management Conference

This week we attended the 2018 Allinial Global Firm Management Conference in beautiful Clearwater Beach, FL. The conference focused on a few topics: Technologies for Tomorrow, Updated US & Global Economic Forecasts…

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Meltdown & Spectre Vulnerabilities

Two new hardware vulnerabilities, dubbed Meltdown & Spectre, discovered independently by researchers from academia and Google, underscores a microprocessor flaw that, if exploited, could allow an attacker to read data from…

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CPAsNET Mid-Year Meeting Fort Worth, TX Recap

November 8-10 we attended the CPAsNET Mid-Year Meeting at the Renaissance Worthington Hotel in downtown Fort Worth, TX. The agenda focused on the “Rosenberg Survey’ and allowed the attendees to…

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PBC Lists – Prepared By Client Lists Now Automated

Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques…

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RSM US Alliance Leadership Conference – Innovate. Collaborate. Elevate.

Last week we attended and sponsored the RSM US Alliance Leadership Conference at The Drake Hotel in Chicago. The theme for this year’s event was “Innovate. Collaborate. Elevate.” Over the…

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CPA Associates International Orlando Conference Recap

This week we attended the CPA Associates International Conference in Orlando. Monday’s tax track kicked off with Gale Crosley exploring the cutting-edge approaches of the most successful firms around the…

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