PYMNTS

DECEMBER 3, 2020

Morgan Asset Management has announced that it has agreed to acquire FinTech 55ip , which works to help financial advisors deliver tax-smart investment strategies, according to a press release. The release stated 55ip will still operate as its own separate company, but it will have the "full support" of J.P.

Boston 228

Boston Fintech Taxes Management 228

PYMNTS

JANUARY 27, 2020

The latest Workforce Spend Playbook examines how an increasingly younger workforce is changing employees’ and employers’ approaches to payment and expense spending, as well as the ways manual spending tools could hurt both during tax season and in spend reporting. Why Deft Spend Management Is Crucial To Successful Event Planning.

Management 160

Management Taxes Tools Metro 160

PYMNTS

DECEMBER 27, 2019

We have a deep dive into spend management in addition to news involving the Sprint and T-Mobile merger, as well as data on state tax laws. . Behind Sysco’s Spend Management Switch To Cards. A ‘Diaper’ By Any Other Tax Code: The Complexities Of Selling Across State Tax Laws. Trackers and Reports.

Taxes 101

Taxes Mobile Management blockchain 101

South State Correspondent

MARCH 21, 2023

ERC gave eligible businesses a refundable tax credit of up to 50% of $10,000 for qualified wages paid per employee. Community banks can now white label this same product to onboard and process employee retention tax credits for the bank’s small business customers AND prospects. In 2020, the U.S.

Taxes 195

Taxes Community Bank Community Operations 195

PYMNTS

APRIL 5, 2018

Filing taxes is hardly a walk in the park. Fortunately, online tax filing solutions have helped cut through the mounds of paperwork that go into preparation and filing — and consumers seem to be rejoicing. The average federal tax refund is $2,960 — $3,091 for direct deposit filers — as of March 2018.

Taxes 100

Taxes Tools Payments Cards 100

PYMNTS

JUNE 22, 2018

Supreme Court opened the door to state collection of sales taxes for eCommerce purchases, questions swirled about software, Congressional action, marketplace sellers and how consumers would react. According to Jerry Storch, former CEO of Toys R Us, who also spoke with CNBC, such technology is “readily available.” A day after the U.S.

Taxes 114

Taxes Online South Dakota Retail 114

PYMNTS

SEPTEMBER 24, 2019

As commerce has, increasingly, moved into the digital realm, and even the smallest merchants have gone omnichannel, tax policy has evolved as well — although perhaps it may be more apt to say tax policy has scrambled to keep up. Thus far, a bit more than a year after the ruling, tax policy remains fragmented.

Taxes 116

Taxes Retail Online South Dakota 116

PYMNTS

JANUARY 30, 2020

When it comes to solutions, the latest Workforce Spend Playbook , a collaboration between PYMNTS and Bento for Business , is a compilation of the best spend management approaches currently available. Weddings and events are another sector experimenting with card-based spend management efforts. Tax Time, and Time as a Commodity.

Management 130

Management Las Vegas Cards Taxes 130

PYMNTS

AUGUST 1, 2018

A new survey from K2E Canada suggests small business accountants understand that technological disruption is a major challenge, yet few are addressing the issue. Specifically, workflow management is the area in which technology may be most disruptive for the profession in the coming years.

Technology 101

Technology Training Survey Taxes 101

PYMNTS

DECEMBER 9, 2020

The ongoing pandemic poses challenges that have amplified businesses’ need to digitize their payment operations. Some firms have better adjusted to new digital tendencies than others, especially when it comes to keeping track of B2B payments and spend management. The benefits of using virtual cards extend far beyond spend management.

Cards 155

Cards Management Tools Payments 155

Bank Innovation

NOVEMBER 19, 2019

billion in assets, is using automation technology to speed up loan approval times. The bank is tapping cloud banking vendor nCino to automatically pull information from tax returns when underwriting commercial loans. According to Jason Shields, vice president and loan operations manager at Gulf […].

Taxes 199

Taxes Operations Management Technology 199

Abrigo

SEPTEMBER 26, 2017

A major concern surrounding technology expenditures is whether the investments will generate a return for the accounting practice. However, identifying the return on investment begins with ascertaining which everyday challenges can be addressed with technology. The end result?

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

SEPTEMBER 8, 2020

In addition, the legislation would make sellers pay a third of commissions to a dedicated training fund for technology specialists each quarter. The FAA’s role is to ensure that any [drone] operation is performed safely,” the FAA said in a statement to PYMNTS. Big Tech Updates Fees to Reflect UK Digital Services Tax.

Taxes 131

Taxes Google Apple social media 131

PYMNTS

JANUARY 16, 2019

Human resources (HR) management company iSolved HCM , based in the U.S., However, the company has been investing more into its cloud operations as of late. Small business (SMB) cloud solutions provider Sage is refocusing away from payroll as it divested its U.S. assets for $100.3 million, Reuters reported on Tuesday (Jan. posted a $1.28

Operations 134

Operations US Taxes Resources 134

PYMNTS

JANUARY 24, 2021

Cygnet Infotech promotes FACE as a product that handles not only conventional accounting processes, but also provides specialized handling of challenges around goods and services taxes. India uses its Invoice Registration Portal to track business activity and ensure compliance with tax laws.

Taxes 178

Taxes Compliance Software Fraud 178

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools. “We are more than welcoming them.”

Management 116

Management Compliance Taxes Marketing 116

PYMNTS

AUGUST 20, 2019

Middle market companies need help navigating the complexities of accounts payable management, especially when it comes to cross-border, cross-currency payments. That’s especially important as businesses gain scale, as they expand reach into new geographic areas — and as they grapple with AP operations.

Management 127

Management Payments Taxes Software 127

PYMNTS

OCTOBER 14, 2019

In other news, the Marco Polo Network has announced that it has secured its first Russian-German import-export operations financing project. We launched our first distributed ledger technology in trade finance as early as 2017. The Internal Revenue Service (IRS) now has a question on crypto ownership on its 1040 income tax form.

Taxes 109

Taxes blockchain Bitcoin social media 109

PYMNTS

AUGUST 13, 2018

WeChat , an online messaging service operated by Chinese technology conglomerate Tencent, is looking to enhance its ability to facilitate employee expense reimbursements, and reports said the firm is exploring blockchain as part of the effort. CoinDesk reported Friday (Aug.

blockchain 102

blockchain Management Taxes Tools 102

PYMNTS

JULY 26, 2018

Finally, Sovos is augmenting its corporate tax compliance software offering with Tipalti’s tools. ” Sovos Global Vice President of Alliances Andrew Chi said the collaboration with Tipalti is part of its response to the digitization of government operations, including tax and compliance.

Technology 102

Technology Taxes Fintech Compliance 102

PYMNTS

JUNE 13, 2018

Microsoft and human resources management company ADP are partnering for a holistic business management solution that combines financial and human capital data analytics, the companies recently announced.

Management 124

Management Data Resources Taxes 124

PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. Recently, several technology firms have done just that.

Management 134

Management Fintech Tools Technology 134

PYMNTS

MARCH 15, 2019

Cash is easily stolen, lost, laundered, hidden from the tax man, and rendered unhip by P2P and other rising mobile payment methods. Better Cash Management? That’s the context in which Kickfin is operating. That device is similar to what an armored car operation markets as a “ smart safe.” Kickfin Play.

Management 136

Management Los Angeles Cards Philadelphia 136

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.

Management 150

Management Resources Capital Taxes 150

PYMNTS

MAY 19, 2020

Electronic payments processing is becoming “increasingly critical” for Ontario Systems’ customers, which mandated the acquisition of SwervePay acquisition, a payment facilitator in the accounts receivable management and healthcare industries.

System 239

System Payments Taxes Software 239

PYMNTS

OCTOBER 3, 2019

The move means that users of Stripe’s payments platform can now connect to TaxCloud to manage their U.S. sales tax obligations via the company’s sales tax application programming interface (API). Wayfair last year, many online retailers now have to collect sales tax in additional states.

South Dakota 164

South Dakota North Dakota Taxes Retail 164

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. But the ERP of today doesn’t look like it used to. He pointed to financial reporting as one example of this shift.

Data 260

Data Taxes Analytics Resources 260

PYMNTS

FEBRUARY 1, 2021

In a recent conversation with PYMNTS, he discussed how various trends in how employees wish to get paid and how employers manage those payouts are driving more organizations to digitize payroll operations, with payroll data an increasingly valuable asset for CFOs. The Value Of Integration. Cash Flow Implications.

Strategy 247

Strategy Taxes Management Trends 247

PYMNTS

JUNE 1, 2020

As part of EY ’s international trade management services expansion, over 100 staffers from GTKonnect became a part of EY member firms in India and the United States. Barton continued, “We are excited to further expand EY global trade managed service offerings through this strategic transaction.”.

United States 131

United States Training Management Taxes 131

PYMNTS

DECEMBER 10, 2020

the ability to send secure funds to 12 countries in Africa for a reduced fee, while Volante Technologies Inc. Plus, HM Treasury is seeking input on the challenges that the sharing economy brings for value-added tax (VAT). Volante Technologies Accelerates Market Convergence For Santiago Exchange. Volante Technologies Inc.,

Payments 178

Payments Google Technology Taxes 178

Abrigo

FEBRUARY 23, 2023

Relationship focus helps CFIs Small banks can leapfrog competitors and better serve their communities by combining their unique advantages with smart management and partnerships. Takeaway 3 With effective technology, the bank can continue to grow its portfolio without necessarily adding staff.

Community Bank 195

Community Bank Kansas City Community Lending 195

FICO

MARCH 25, 2022

While it may seem like an esoteric topic, explainability in fraud management is important – and it’s especially relevant when it comes to using AI and machine learning in fraud detection and prevention. In other words, a fraud management system isn’t a black box. Effective Fraud Management Requires Explainable Technology.

Fraud 52

Fraud Management System Course 52

PYMNTS

JANUARY 3, 2020

In an interview with PYMNTS, Liz Armbruester, senior vice president of Global Compliance at Avalara , said 2019 represented a watershed year for tax compliance as states embraced the economic nexus model and passed marketplace facilitator laws. Imposing state taxes on out-of-state sellers is now the new normal, she said.

Online 132

Online Taxes Compliance Missouri 132

PYMNTS

SEPTEMBER 7, 2020

Form3 , which works in cloud-native payment technology, will work with Countingup , the U.K.-based Form3's new service will offer real-time payments, bolstered by Countingup's modern tech which converts transactional data in real time and eliminates complex workflows, letting businesses manage finances and accounting more quickly.

Taxes 167

Taxes Innovation Software Technology 167

PYMNTS

FEBRUARY 21, 2019

For that, thank digital and mobile technologies, and the ability to analyze data in such a way as to find those seemingly small, but meaningful differences in the cost of driving throughout various locations. Beyond that, though, using the IRS rate can lead to unnecessary expenses, including tax-related ones, for employers.

Taxes 128

Taxes San Francisco New York City Case Study 128

PYMNTS

NOVEMBER 1, 2018

In the rare instance that a new market emerges, using the blueprints that other industries have created in supply chain management, logistics, procurement and other areas may seem like the easy path to take. In California, where WAYV operates, and where the legal cannabis market is expected to reach a $5.1

Taxes 122

Taxes California Regulation Innovation 122

Abrigo

JANUARY 6, 2017

Ellison-Taylor, chairman of the AICPA , recently noted that technology tops her list of the most important trends shaping 2017 because it will drive so many of the profession’s opportunities and challenges in the year ahead. But how are accountants supposed to keep up with all of the technological trends ?

Trends 218

Trends blockchain Taxes Survey 218