CB Insights

FEBRUARY 1, 2022

CoinTracker , a cryptocurrency tax management software provider, has raised $100M in a Series A. California-based CoinTracker enables crypto investors to track portfolio performance and taxes. The post Cryptocurrency Tax Management Software Provider CoinTracker Valuation Climbs To $1.3B.

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Taxes cryptocurrency Software Management 61

PYMNTS

DECEMBER 26, 2019

Merchants aiming to sell nationwide must pay attention to how their goods are treated by each state’s tax code. Items considered as exempt medical necessities in some states may be taxed at high rates in others, and businesses cannot afford to be caught by surprise. Around The Next-Gen Sales Tax Wor ld.

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Taxes South Carolina Compliance Alaska 130

PYMNTS

JANUARY 29, 2020

businesses are likely already feeling tax season’s pressures. Filing is exhausting and complicated for individuals, and businesses experience those tax difficulties to a far greater degree. SMBs And Manual Tax Frustrations. Spring may seem far away, but U.S.

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Taxes Fraud Tools System 141

PYMNTS

MARCH 6, 2019

Corporate accounting and consultancy firm Ernst & Young is rolling out a new accounting solution designed to help businesses manage their crypto assets. EY announced in a press release this week that its new crypto accounting tool targets the tax preparation process.

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Taxes cryptocurrency blockchain Tools 139

PYMNTS

SEPTEMBER 4, 2019

Since 1992, when eCommerce was still in its infancy, online retailers have not had to collect sales tax. States can now tax sales by companies that do not have a physical presence within the state. Will this increasingly regulated online sales tax environment affect this growth? Online Sales Tax and Marketplaces.

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PYMNTS

MARCH 11, 2020

With a continuation of its global expansion, small business accounting software maker FreshBooks has rolled out in the United Kingdom. FreshBooks rolled out its VAT Return Report last year to assist more owners of small businesses get ready for tax time compliance. per news in December.

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Software Taxes Compliance Meeting 130

CB Insights

OCTOBER 27, 2021

Clear , a tax filing software firm, has raised $75M in a Series C. This round drew participation from Stripe, Think Investments, and Kora Management, among others. India-based Clear offers an online platform for tax filing and processes over 10% of India’s business invoices. HOW’S THE COMPANY PERFORMING?

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Abrigo

JULY 20, 2017

Allaboutrisk.com (AAR) recognizes Sageworks as a credit risk vendor in its 2017 Risk Software Report. The annual report features Sageworks as a credit risk software vendor alongside global technology and financial leaders SAS and UBS Delta. Relationship Manager. Electronic Tax Return Reader (ETRR). Loan Administration.

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Software Report United States Compliance 150

Abrigo

OCTOBER 28, 2015

Likewise, accountants each year experience a tax season that requires detailed planning and precise execution. One way to organize those efforts as tax season approaches is to think of your planning in terms of three general areas: capacity, communication and conclusion.

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Taxes Meeting Software Examples 150

PYMNTS

SEPTEMBER 28, 2020

They also need to collect and verify vendors’ details to comply with anti-crime regulations, adhere to tax reporting requirements and deliver convenient digital payments to these suppliers. Preventing crime also includes thwarting tax fraud, and companies must obtain certain details to fulfill their tax reporting responsibilities.

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Data Management Taxes Meeting 166

PYMNTS

JANUARY 24, 2021

Business software maker Cygnet Infotech has updated its FACE ( Financial Accounting Comprehensive and Easy ) accounting software platform, according to a published report. India uses its Invoice Registration Portal to track business activity and ensure compliance with tax laws.

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Taxes Compliance Software Fraud 178

PYMNTS

OCTOBER 28, 2019

Wayfair case that allowed states and individual cities to launch tax policies aimed at remote sellers and marketplaces is still reverberating in 2019 and will likely affect online retail in 2020. In Q3 2019, 14 states started collected online sales tax and 11 more followed in October. eBay Makes a Deal. Don’t cry for eBay, though.

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Taxes Online San Jose South Carolina 102

PYMNTS

JANUARY 4, 2017

Tax reform in the U.K. Government authorities are set to publish proposals that would require SMEs to submit quarterly tax returns online, reports said Tuesday (Jan. It’s an initiative, dubbed Making Tax Digital, the U.K. It’s an initiative, dubbed Making Tax Digital, the U.K.

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Taxes Report Online Software 120

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. Speculation about hassles caused by a lack of tax-calculating software is a “nonissue,” he added. A day after the U.S.

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Taxes Online South Dakota Retail 114

PYMNTS

MAY 13, 2020

The IRS is seeking to have contractors assist in auditing digital currency tax returns, according to a post on CryptoTrader.Tax ‘s website. CryptoTrader.Tax is a tax software platform and is used by bitcoin as well as digital currency investors to manage their reporting.

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Taxes Bitcoin cryptocurrency Meeting 130

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. One solution may address tax issues, another currencies, and so on — and that approach, he said, works well for larger firms, but decidedly less well for everyone else.

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Management Payments Taxes Software 127

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.

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Management Las Vegas Cards Taxes 130

CB Insights

JULY 21, 2021

Insightsoftware is a software company that specializes in financial reporting and corporate performance management. It has a portfolio of software solutions in the areas of reporting, budgeting and planning, closing and consolidation, tax, disclosure, and equity management. How’s the company performing?

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Software Company Report Taxes 69

PYMNTS

FEBRUARY 25, 2019

As such, they can struggle to organize flight bookings, handle payments, manage trip expense records and more. The February Workforce Spend Management Tracker , a collaboration with PEX , tracks how solution providers are seeking to bridge this gap to meet the business travel expense management needs of SMBs and freelancers.

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Management Software Resources Mobile 122

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. ” What is clear, though, is that demand for T&E technologies is on the rise.

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Management Compliance Taxes Marketing 116

PYMNTS

DECEMBER 28, 2020

India-based business management software provider Tally Solutions is debuting a new service, TallyPrime Release 1.1, Tally Solutions Managing Director Tejas Goenka said the new service would help as India begins to force companies to adopt electronic invoicing (eInvoicing) in the next few months.

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Taxes Software Management Report 202

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. .

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Bitcoin blockchain Taxes Austin 132

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.

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System Payments Taxes Software 239

PYMNTS

DECEMBER 20, 2019

With more than $89 million raised, B2B FinTechs this week impressed venture capitalists (VCs) with a range of services, including small business accounting, financing, spend management and payroll. Focused on helping startups manage and analyze expenditure, U.S. PYMNTS breaks down the latest VC investments below. Tribal Credit.

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Management Fintech Capital Operations 131

PYMNTS

NOVEMBER 25, 2020

In an effort to assist small business owners in Britian on a greater scale, small business accounting software company FreshBooks has teamed with Barclays to offer joint offerings to customers in the country. Those features include a direct debit option, a mileage tracker feature and a tax filing function. 25) announcement. “Our

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Software Taxes Management National 236

PYMNTS

OCTOBER 2, 2018

The report found that 21 percent believe technology’s greatest impact on their everyday life has been on how they manage money. If you want a tax statement in the middle of the night, for example, you’ll expect to be able to ask Alexa to get that for you.”.

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Management Technology Taxes Survey 108

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.

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Management Data Resources Taxes 124

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.

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Management Resources Capital Taxes 150

PYMNTS

FEBRUARY 28, 2020

As Michael Cichy, general manager of the Americas for Centsoft parent company Palette Software , told PYMNTS, the value in cross-platform integration can be significant for companies, particularly when it comes to saving time often wasted on manual data entry. “Time and change management are huge barriers,” he said.

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Taxes Data Fintech Compliance 209

PYMNTS

MARCH 19, 2020

The workers appealed to management by writing letters asking for the establishment of an EWC, three sources told Bloomberg. EWCs represent the interests of employees of multinational companies, giving them the right to consult with management about any issues that could affect their employment.

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Google social media Taxes Software 174

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. This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant.

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Management Fintech Tools Technology 134

MyBankTracker

AUGUST 12, 2020

Personal Capital is an online wealth management concept that started in 2009. billion in assets under management with over 24,200 clients. First, they offer everyone access to free personal finance management tools you can use to gain insight into your money. What Free Personal Finance Management Tools Are Available?

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Tools Capital Management Taxes 52

PYMNTS

FEBRUARY 28, 2020

An entrepreneur who opens a coffee shop or launches a FinTech startup isn’t in business to crunch numbers and file taxes. Yet, the burden of financial management, from tedious data entry to compliance challenges, is a nonnegotiable part of starting a small business (SMB). “In retrospect, it was a big mistake.

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Capital Taxes Software Data 154

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.

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System Lending Analysis Software 195

Abrigo

SEPTEMBER 20, 2023

Moreover, an AML program that is robust and comprehensive becomes a vital component in this fight, with fraud detection software being essential. Robust software can swiftly analyze vast amounts of data, detecting anomalies and flagging potential check fraud instances. It's no longer a discretionary measure but an imperative one.

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Fraud Trends Cards Software 195

BankBazaar

OCTOBER 22, 2019

Between managing parents and children, the expenses sometimes spiral out of control. If you want something more sophisticated, choose online software. 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. Read about them here.

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Management How To Taxes Software 60

PYMNTS

FEBRUARY 14, 2019

Along with regulatory action from tax reform and tougher Know Your Customer (KYC) rules adding the pressure of complex red tape, public companies need to add one more compliance concern to their list: changes to accounting standards by the Financial Accounting Standards Board (FASB). “In many ways, they are.” ”

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Management Compliance Company Data 115