PYMNTS

APRIL 17, 2018

While Americans rush to file their taxes this Tax Day, some computer systems at the Internal Revenue Service (IRS) are “experiencing technical difficulties.” As a result, the agency said it is having trouble taking in returns from tax preparers, The Wall Street Journal reported. This year, Tax Day falls on a Tuesday (April 17).

Taxes 100

Taxes Software Capital System 100

PYMNTS

JANUARY 7, 2020

In other crypto news , cryptocurrency tax automation software TaxBit has raised $5 million in funding. Investors in the venture include TTV Capital, Dragonfly Capital Partners, Collaborative Fund, Winklevoss Capital, Valar Ventures, Global Founders Capital, Table Management, Album VC and more. . ”

Bitcoin 132

Bitcoin blockchain Taxes Austin 132

CB Insights

MAY 27, 2022

ZenLedger , a provider of crypto tax prep software, has raised $15M in a Series B. The round drew participation from ParaFi Capital, AngelList, King River Capital, and Blizzard Fund, among others. <span The post ZenLedger, a crypto tax prep software company, raises $15M in round backed by AngelList.

Taxes 55

Taxes Software Compliance Company 55

Abrigo

DECEMBER 18, 2023

WATCH Takeaway 1 Banks and credit unions are critical sources of capital for businesses in their communities, so how institutions assess CRE credits matters. Takeaway 3 Loan-level stress testing can help assess repricing risk, while capital stress testing helps clarify the impact of CRE loan losses on capital.

Risk Management 221

Risk Management Management Lending Capital 221

PYMNTS

MAY 19, 2020

Payment collections software company Ontario Systems has acquired SwervePay to help bolster its electronic payment capabilities, according to a press release. Ontario Systems aims to sell RevQ+ software on the market, which works with managing the collection of fees for court-ordered debt payment, income taxes and property tax.

System 239

System Payments Taxes Software 239

PYMNTS

JANUARY 26, 2021

The round, headed up by Sequoia Capital , doubled the company’s total funding to $120 million, the release stated. And, Pilot helps SMBs get tax credits they might have missed out on, according to the release, including a research and development payroll credit that can go up to $250,000.

Millennials 262

Millennials Taxes Boston Analysis 262

PYMNTS

AUGUST 22, 2016

It looks like supply chain software firm JDA will be able to hold off an acquisition attempt by Honeywell International. New Mountain Capital, the majority stakeholder in JDA, instead went with Blackstone’s structured financing deal. JDA software is used by around 4,000 wholesale distribution and retail customers.

Software 100

Software Taxes Groups Industry 100

MyBankTracker

AUGUST 12, 2020

Personal Capital is an online wealth management concept that started in 2009. Today, Personal Capital offers two sets of tools depending on whether you pay for their services or not. Personal Capital provides a paid wealth management service for those with $100,000 or more in investable assets. This is done securely.

Tools 52

Tools Capital Management Taxes 52

PYMNTS

AUGUST 31, 2017

Rumor has it there will be a software bar that can be dragged to the middle of the screen to open the phone and can toggle between apps or return to the home screen – so, all the basic functions of the Home button, probably plus a bunch more to be unveiled at the press event Sept. and Western Digital Corp.,

Apple 116

Apple Software Training Taxes 116

PYMNTS

FEBRUARY 23, 2020

The deal will push the bookkeeping software giant more into the realm of consumer finance, people familiar with the deal said. Intuit is known for making online tax filing service TurboTax, which is used by millions of people. Credit Karma was valued at $4 billion in a private share sale around two years ago.

Report 180

Report Taxes Online Financial Technology 180

PYMNTS

NOVEMBER 13, 2020

Singapore-based Osome announced $3 million in new funding this week as an extension of its seed round, with XA Network and AltaIR Capital providing the latest investment, TechCrunch reported. Osome connects small and medium-sized businesses to a digital business assistant app to automate accounting, payroll and tax compliance workflows.

Capital 229

Capital Cards Fintech Payments 229

PYMNTS

SEPTEMBER 8, 2020

The tax situation can also improve for individuals and their employers alike as workers move to leafier, suburban locales. For example, in New York state, the top marginal income tax rate is nearly 9 percent, plus another 3 percent in New York City. Yet, in neighboring Connecticut, the top income tax rate is 7 percent.

Taxes 170

Taxes Los Angeles New York City New York 170

PYMNTS

SEPTEMBER 24, 2018

tax law and revenue accounting rules. As a result, past financial reports had to be reexamined to recalculate the value of tax credits or liabilities, or to assess how previous results would look under new rules. percent stake in CWGS Enterprises. percent stake in CWGS Enterprises.

Taxes 170

Taxes Massachusetts Software Analytics 170

PYMNTS

SEPTEMBER 28, 2017

But, for companies like IT innovators and software as a service (SaaS) startups, business models that depend on recurring revenues and strong investment in research and development can mean sporadic financing isn’t always enough. Two, Helman said it can take, on average, 18 months for these tax breaks to actually reach the company.

Innovation 101

Innovation Taxes Capital Software 101

PYMNTS

NOVEMBER 2, 2020

One of the biggest challenges for SMBs is the lack of capital, with the pandemic's economic downturn causing even more stress, the release stated. NerdWallet has found it profitable to expand its portfolio of services, with additions of student loan services, investing, insurance and mortgages and more over the years, the release stated.

Resources 209

Resources Taxes Survey Software 209

CB Insights

OCTOBER 12, 2017

Founded in 1983, Intuit has built itself into a financial and accounting software giant with a product line catering to individuals, small businesses, and accountants.

Software 32

Software Taxes Fintech Capital 32

PYMNTS

FEBRUARY 8, 2019

Growth of FinTech funding seems unstoppable, with the latest analysis from Hampleton Partners finding enterprise financial services and integration, online financial services, enterprise financial software and Software-as-a-Service (SaaS) risk management as some of the hottest spots for investors this year.

Fintech 188

Fintech Capital New York City Analysis 188

PYMNTS

MARCH 9, 2020

To provide a digital lending offering for small business clients, Metro Bank has collaborated with banking software provider ezbob. The company’s plans were thwarted when it was revealed that it was miscategorizing a number of loans when determining capital requirements.

Metro 142

Metro Lending Strategy Capital 142

PYMNTS

OCTOBER 6, 2020

has raised $55 million in Series F funding to bring its total venture capital funding to $105 million, the company announced Tuesday (Oct. With the largest global footprint in terms of payment, billing and tax management coverage, Chargebee enables businesses to rapidly move into new markets, geographies, and recurring business models.”.

Software 130

Software Taxes Marketing Capital 130

PYMNTS

NOVEMBER 24, 2020

The B2B Software-as-a-Service market has followed a fairy unique evolutionary path over the last few decades. Built with its foundations largely in the enterprise world, software first began being sold to organizations as more of a product, licensed one time to be used on-premise. The Customer Acquisition Journey.

Payments 151

Payments Software Strategy User Experience 151

PYMNTS

JUNE 15, 2018

In India , Marg ERP, which makes inventory and accounting software, is linking with ICICI Bank , the nation’s largest private sector bank by consolidated assets. The partnership will offer integrated payments to micro, small and mid-sized enterprises, using the former’s accounting software. The tech is licensed by a U.S.

Fintech 115

Fintech Compliance Software Taxes 115

PYMNTS

OCTOBER 26, 2018

This week, however, venture capital rounds were all about the small- and medium-sized business (SMBs), and how to address their biggest financial management pain points. raised venture capital for their SMB-facing tools, including global payments, accounting and banking. Businesses across Asia, South Africa, the U.K.

Fintech 192

Fintech Capital Tools Management 192

PYMNTS

APRIL 23, 2019

Bookkeeping is at the core of many essential processes in the back office: tax filing, working capital management and access to financing, to name a few. In the case of accessing capital, the Federal Reserve ‘s latest analysis has suggested that small business demand for financing in the U.S. The firm secured $1.8

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

MARCH 7, 2018

-based B2B FinTech, has raised $40 million in venture capital, according to TechCrunch reports on Tuesday (March 6). FirstMark Capital led the investment, reports said, while existing backers Redpoint Ventures, Index Ventures, Bain Capital and Thrive Capital also participated.

Security 100

Security Capital Taxes Resources 100

PYMNTS

DECEMBER 5, 2016

The experts estimate that the United States government spent millions trying to enforce it and deprived the states of billions in tax revenue — all without managing to make any significant change in American alcohol consumption. server products, including Primavera project portfolio management software.”.

Capital 100

Capital San Francisco Bitcoin United States 100

PYMNTS

MARCH 26, 2019

Human capital management firm Netchex and restaurant business management technology provider Delaget are teaming up to promote data integration for the restaurant sector, with a focus on payroll. “As a market leader, Netchex was an obvious choice. “As a market leader, Netchex was an obvious choice.

Data 122

Data Analytics Capital Tools 122

PYMNTS

MARCH 16, 2020

The system has machinations for putting funds into employee credit cards, dealing with invoice payment or collection, and working out transactions via the company software and generating the corresponding reports. Because of that, Borisov said he wanted to capitalize on paperless, digital trends.

Cards 167

Cards Metro Taxes System 167

PYMNTS

DECEMBER 20, 2019

Investors at Malachi led the seed round, while Revolution’s Rise of the Rest Seed Fund, DeepWork Capital, LAUNCH Syndicate and others also participated. The company also connects its clients to accounting, tax and regulatory services, with plans to expand its team and develop new features with the funding. Tribal Credit.

Management 131

Management Fintech Capital Operations 131

Gonzobanker

AUGUST 17, 2022

Engagement platform Personetics also secured $85M from Thoma Bravo Digital banking provider Apiture announced a fundraising round led by Live Oak Bank, Pinnacle Bank, and BHG Financial Digital banking provider Backbase raised $128.6M

Fintech 195

Fintech Lending Software Compliance 195

PYMNTS

DECEMBER 13, 2019

by regulatory initiatives (designed to spur competition in small business banking, open up the market to new challenger banks and support marketplace lending platforms), the bank loan is often the first place small business owners look when in search of capital. venture capital investments in U.K. venture capital investments in U.K.

Capital 132

Capital Lending Strategy Community 132

PYMNTS

JULY 5, 2018

payroll services market saw consolidation this week with Asure Software announcing Tuesday (July 3) that it acquired USA Payroll. Furthermore, USA Payroll provides customers with payroll and tax services, timekeeping, third-party administration and other back-office services. The tool helps businesses mitigate payroll compliance risk.

Marketing 108

Marketing Software Taxes Resources 108

PYMNTS

JULY 18, 2017

That means accounting software for these professionals is big business, too, with investors placing about $43 million in new funding to one industry player, FreshBooks. there are other challenges for the SME accounting software space. And while SMEs are awaiting tax reform, this area also makes the U.S.

Software 109

Software Taxes Capital Policies 109

PYMNTS

SEPTEMBER 27, 2019

A summer lull in B2B venture capital appears to have given way to an impressive start to the fall season. Operating out of New Zealand, Hnry offers gig economy workers tax administration technology that has just caught the attention of investors to the tune of $1.35 ZenBusiness.

Payments 149

Payments Capital Taxes Lending 149

Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice. The advantage of working capital is obvious to some degree.

Management 150

Management Resources Capital Taxes 150

PYMNTS

JUNE 29, 2020

With the Wealthfront mobile app, customers with direct deposit can get paid up to two days early, as well as set up direct deposit for other payments like a tax refund or company expenses.

Fintech 151

Fintech California New York ATM 151

PYMNTS

SEPTEMBER 7, 2018

The largest investment rounds landed at companies offering full-suite services, like South Africa’s Yoco , which offers small business enterprise software, performance analytics and a point-of-sale (POS) system. million venture capital raise. Portal Finance. The investment follows a $1.5 Countingup. Based in the U.K.,

Fintech 109

Fintech Capital Lending Software 109

PYMNTS

NOVEMBER 14, 2016

Some are even starting to compare the use of AWS to a tax, as it is so widely used by so many companies. Social Capital’s VC investor, Chamath Palihapitiya was quoted as saying, “AWS is a tax on the comput[ing] economy … more companies than not will be using AWS versus building their own infrastructure.

Taxes 100

Taxes Retail Google Industry 100