BankBazaar

OCTOBER 22, 2019

Between managing parents and children, the expenses sometimes spiral out of control. You can also download money apps that you can use on the go if don’t have the time to log in and use online software. Use those tax breaks. Your kid’s tuition expenses can be claimed as a tax deduction. Read about them here.

Management 60

Management How To Taxes Software 60

Abrigo

MARCH 13, 2024

Here’s how banks and credit unions with strong CRE risk management can identify weakening property loans, assess them, triage them, and assist with their prognosis and treatment. Beyond a hard money default due to a payment or maturity event, early warning signs for CRE loans typically manifest as a : Failure to pay real estate taxes.

Strategy 221

Strategy Course Meeting Taxes 221

PYMNTS

OCTOBER 25, 2017

There are different levels of fraud management an organization can implement, from completely in-house to completely outsourced. But for a company planning to build an internal team to manage and prevent fraud 24/7, it’s important to understand the value and limitations of this approach.

Fraud 101

Fraud Management Tools Analytics 101

BankBazaar

JULY 30, 2023

Personal finance management is crucial for achieving financial stability and prosperity in India. Invest in Tax-Saving Instruments Take advantage of tax-saving instruments like Public Provident Fund (PPF), Employee Provident Fund (EPF), and Equity-Linked Savings Schemes (ELSS). 15 years, 15 pearls of wisdom!

Taxes 78

Taxes Security Policies Cards 78

Abrigo

JANUARY 17, 2023

The customer portal for requesting financials and tax returns. With an automated loan management system , there’s no more emailing with document attachments. Download report. Download case study. However, there are five big reasons to automate SMB/Commercial Lending now. They are: . Digital lending. Keep me informed.

Lending 195

Lending System Customer Experience Case Study 195

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Get the free 64-page download to learn how industries are using tech to reimagine nearly every facet of their operations. First name. Company Name. Phone number.

Management 87

Management Fintech Industry Trends 87

Abrigo

MAY 10, 2021

Takeaway 2 Process management features of a loan origination system help manage the workflow, from analysis through closing. A loan origination system (LOS) should perform several basic functions to automate and manage the end-to-end steps in the commercial loan process. LOS process management features.

System 195

System Lending Analysis Software 195

PYMNTS

APRIL 23, 2019

Corporate travel and expense management software provider Expensify is expanding its reach in Southeast Asia through a new collaboration with the region’s leading ridesharing company, Grab. The company’s solution was featured in PYMNTS’ February Workforce Spend Management Tracker.

Regional 115

Regional Software Taxes Management 115

PYMNTS

OCTOBER 4, 2019

“The thought of opening a new account or downloading another app can feel overwhelming – and we know inertia is one of the biggest barriers to financial progress. We spent the first 12 years focusing on helping Americans manage their debt. Credit Karma is partnering with West Virginia-based MVB Bank on the venture.

West Virginia 132

West Virginia Virginia FDIC Taxes 132

PYMNTS

APRIL 7, 2020

This has resulted in business-to-business (B2B) offerings such as mobile apps that help provide small business owners better overview and management of their companies’ bank accounts, as well as their accounts payable (AP) and accounts receivable (AR). For more on these and all the rest of the latest B2B API headlines, download the Tracker.

Groups 159

Groups Lending Examples Taxes 159

Abrigo

JUNE 9, 2016

Accounting, audit and tax services are unlikely to be the growth engines of the accounting profession in the coming years. The weeks and months following the end of tax and audit seasons represent an excellent time for firm leaders to take stock of their accounting practices and the services clients may need.

Exercises 150

Exercises Taxes Training Risk Management 150

PYMNTS

SEPTEMBER 26, 2018

Square has announced the launch of the Square Payroll App , a self-serve tool that makes it easier for employers to manage the payroll process. Employers can download the Square Payroll App in the App Store or Google Play. This is the latest service from the company.

New York 184

New York Google Conference Taxes 184

BankBazaar

SEPTEMBER 28, 2020

A PAN or Permanent Account Number (PAN) is a unique identification number that is assigned to every tax paying citizen of India. A PAN Card is essential for all tax-paying entities, such as individuals, companies, local authorities etc. Once your PAN is successfully allotted, you can download your e-PAN. What Is e-PAN?

Taxes 88

Taxes Cards Mobile How To 88

Abrigo

JANUARY 20, 2015

Experts have been saying for years that accounting firms’ clients in the future will seek less help related to compliance and more advisory help managing their business. For a handy list of topics that can help you get the conversation going, download a free worksheet, “ Tax season prep: A worksheet for client meetings.”

How To 150

How To eBook Taxes Meeting 150

Abrigo

SEPTEMBER 20, 2023

Banking intelligence solutions can assist with data analysis so financial institutions can better see activity patterns. Augment float time management : Minimizing float time can effectively curtail fraud opportunities, particularly kiting, leaving little to no window for exploitation.

Fraud 195

Fraud Trends Cards Software 195

BankBazaar

JUNE 24, 2019

The deadline to file Income Tax Returns for FY 2018-19 is 31 st July 2019. The form provides the detailed break-up of your salary and the tax deducted on it. The new format of form 16 is in sync with the ITR-1 and ITR-2 forms issued by the tax department for the financial year 2018-19. Tax-Saving Investment Proofs.

Taxes 60

Taxes Capital Cards Management 60

Abrigo

SEPTEMBER 14, 2016

For at least a decade, the accounting profession’s thought leaders have preached the need for accountants to grow advisory services, and many firms would like nothing more than to reduce their reliance on tax returns and other compliance services to generate revenue.

eBook 150

eBook Compliance Taxes Groups 150

PYMNTS

MAY 15, 2019

Fraudsters called, posing as American tax or immigration officials, and threatened immigrants with arrest or deportation if they did not send money to accomplices in the U.S. For more on these and other call center news items, download this month’s Tracker. How AI is Making Call Centers Smarter.

Google 183

Google Innovation Security Operations 183

Abrigo

JUNE 14, 2016

Here are three ways that the lending department can proactively help manage credit quality. Download the Maintaining Credit Quality Whitepaper. Loan officers and the chief lending officer can play a role in protecting asset quality during the sales and application process, particularly during times of rapid loan growth.

Lending 150

Lending Examples Taxes Resources 150

Abrigo

MAY 2, 2017

While it sounds great in theory and everyone agrees, just how is this to be accomplished when most of your efforts are currently focused on finding new clients for the seeming financial security of gaining a heap of tax and compliance work? Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

How To 150

How To Taxes Compliance System 150

PYMNTS

OCTOBER 16, 2020

COVID-era fraudsters use scams that range from impersonating tax officials to selling fake PPE on P2P payment apps. The nation’s banks managed to reduce their financial crime losses by 374.3 For more on these and other financial crime news items, download this month’s Playbook. More than 58 million pounds (about $74.8

Fraud 222

Fraud Payments Security Data 222

Abrigo

AUGUST 11, 2016

If you think back to the start of your accounting career – whether it was 40 years ago or four – much has changed in the intervening years: technology, of course, tax laws, professional standards, even workplace traditions. Download “ Future of Accounting: Key Trends.”. Son : Mind.

Trends 150

Trends Taxes Chicago Google 150

Abrigo

OCTOBER 25, 2014

Tip: When presenting financial statements or tax returns to a client, identify one or two open-ended questions to ask so that you can start the dialogue with clients about their business concerns and begin to offer proactive advice. “When they think of their accountant, they think of taxes,” he says.

Taxes 284

Taxes Study Survey Fraud 284

Abrigo

APRIL 22, 2015

client This business owner tends to slip in questions about managing business finances at the end of a meeting or a call related to something entirely different. For example, a discussion about preparing tax returns ends with what the owner thinks may be a simple question about how to get clients to pay more quickly.

Report 150

Report Taxes Analysis Meeting 150

Abrigo

MARCH 3, 2015

Offering advisory services like valuation engagements or calculations of value can also provide new options for tax accounting firms to spread work and revenue throughout the year so they can address challenges related to workload compression. But how can you approach existing accounting clients to offer your valuation services?

Taxes 150

Taxes Compliance Strategy Report 150

PYMNTS

JANUARY 5, 2017

The January mPOS Tracker™ highlights several developments in mPOS technology aimed at helping restaurants provide better management services to their customers and staff. Fortunately, for restaurant owners, new technological solutions to restaurant management issues are becoming more prevalent. About The Tracker.

Report 105

Report System Technology Taxes 105

PYMNTS

SEPTEMBER 19, 2017

The malware, dubbed “ ExpensiveWall ” after the fraudulent app “Lovely Wallpaper,” was loaded into 50 different mobile apps and downloaded as many as 4 million times. Google and Intuit have teamed up to boost Australian small and medium-sized businesses (SMBs) with cash management. 7, and the apps were removed from the store.

Google 100

Google cryptocurrency Online Management 100

Abrigo

APRIL 27, 2016

With so many accounting firms wrapping up tax season and looking to other engagements in the year, it’s the ideal time to redouble efforts to be the trusted advisor your business clients want. Download a complimentary one-page guide, “ Before and After Tax Season: How to Increase Revenue and Add Value? ”

Taxes 150

Taxes Analysis Examples Technology 150

Abrigo

MAY 31, 2016

Like the business clients they serve, accountants and valuation professionals often face challenges such as time constraints, staffing needs, management issues and evolving technology that encourage business as usual and discourage efforts to reach bigger, better or sustainable goals.

Strategy 150

Strategy Taxes How To Resources 150

Abrigo

JULY 11, 2016

Like the business clients they serve, accountants and valuation professionals often face time constraints, staffing needs, management issues and evolving technology – all of which encourage a business-as-usual approach and discourage efforts to reach bigger, better or sustainable goals.

eBook 150

eBook Strategy Taxes Resources 150

PYMNTS

DECEMBER 14, 2017

Taxes, customs, language barriers and global payments are just some of the many factors that cripple their supply chain. That’s where supply chain management solutions like Ingram Micro’s Shipwire API come in handy. TO DOWNLOAD THE DECEMBER EDITION OF THE PYMNTS.COM X-BORDER RECEIVABLES REPORT , CLICK THE BUTTON BELOW.

Trends 115

Trends Payments blockchain Report 115

PYMNTS

JUNE 13, 2016

Stockholm is the largest city in the small country of Sweden that’s famous for a few other things, too: charming and beautiful people, long dark winters, short but amazing summers, generous government and social benefits, and having one of the most progressive tax systems in the world. times the average Swedish income.

Apple 100

Apple Taxes Marketing Payments 100

Abrigo

OCTOBER 18, 2016

Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire with a manager. Read more by downloading the free whitepaper from Sageworks. Fortunately, each pitfall has identified solutions.

How To 150

How To Video Taxes Resources 150

PYMNTS

JANUARY 18, 2019

Unlike Venmo , whose users created its P2P network – “hey, Joe, let me send you my $500 for the rent using Venmo” and Joe downloads the app – P2P via mobile bank apps span use cases where the receiver may not be connected to a bank that has integrated with Zelle. Getting that person their money can be wrought with friction.

Course 159

Course Mobile Taxes Metro 159

PYMNTS

FEBRUARY 2, 2021

Tax compliance has never been a simple issue for businesses. Enter Software as a Service (SaaS), and even tax codes have been playing catch-up with the subscription business. As the marketplace shifts toward a more SaaS-based strategy, you can be sure that we're going to see a shift in tax guidance as well.”. Here in the U.S.,

Taxes 220

Taxes Software Compliance United States 220

Abrigo

NOVEMBER 30, 2015

For more information on how to connect with your target audience and convey the value of your services, download this complimentary whitepaper, Refresh Your Accounting Firm’s Marketing Program. The company also works with solo practitioners and small firms in helping them better market their accounting practice.

Marketing Strategies 150

Marketing Strategies Strategy Taxes Resources 150

MyBankTracker

SEPTEMBER 24, 2020

Easily manage your portfolio with the SoFi Invest mobile app. The difference between accounts hinges primarily on: Whether you have a tax-advantaged account or a taxable brokerage account. SoFi Invest lets you pick between an active option if you’d rather manage your portfolio yourself, or automated invested.

cryptocurrency 52

cryptocurrency Taxes Tools Management 52