Abrigo

FEBRUARY 27, 2020

Abrigo's Business Lending Readiness Survey found many processes stymie those efforts. Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays for lenders and credit analysts. Survey: Repetitive data entry common. Another 9% of respondents said turnaround is 8 weeks or longer.

Lending 243

Lending Survey Data System 243

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

Abrigo

APRIL 16, 2015

How about technology? Is your firm using technology to drive new valuation engagements? Many accounting firms view technology expenses as overhead – costs that chew up precious revenue dollars rather than bolster them. But other firms view technology as much more. Marketing ? Cross-selling current accounting clients?

Technology 150

Technology Referral Marketing Survey Michigan 150

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

South State Correspondent

AUGUST 31, 2022

Then there are vendor contracts, employment agreements, statements of work, loan documents, financial statements, tax returns, deposit account documents, policies, and an array of similar applications. Pulling data off a tax return has a low error rate while pulling data off an attorney-prepared loan document is more challenging.

Training 448

Training Data Examples Taxes 448

PYMNTS

JANUARY 16, 2019

The CBA said it will look to include smaller and mid-sized banks on the platform, with eventual additions of tax agencies and customs activities to the platform. Separately, the South Korean government has been eyeing tax breaks for blockchain in a move that looks to bring innovation to the region.

blockchain 206

blockchain Taxes Security Survey 206

PYMNTS

FEBRUARY 8, 2018

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. Only 23 percent of those surveyed are satisfied with the way insurance firms disburse payments — nearly at the bottom of the barrel. In one example, One, Inc.

Taxes 101

Taxes Payments social media Policies 101

PYMNTS

JANUARY 2, 2019

In a recent report published by Protiviti and North Carolina State University, analysts found just how important technology and innovation are becoming for corporate executives. The World Trade Organization’s latest analysis on the technology found blockchain could add $3 trillion to the world’s global trade markets by 2030.

blockchain 201

blockchain North Carolina Survey Analysis 201

PYMNTS

OCTOBER 1, 2018

One-quarter of small businesses continue to record financial data on paper instead of keeping digital records, according to a new survey by Clutch, a B2B ratings and reviews firm, and the tactic is exposing these companies to security risks. Clutch surveyed 302 small business owners and decision-makers for its report.

Security 108

Security Survey Software Resources 108

PYMNTS

MARCH 14, 2019

The two published their newest “ Treasury Perspectives ” survey this week, a report that polled corporate treasurers and finance executives about their plans and economic outlook. The 340 survey respondents, based mostly in North America and Europe, revealed their rising concerns over political gridlock in the U.S.

Fraud 115

Fraud Survey Taxes Regulation 115

PYMNTS

DECEMBER 15, 2017

A new survey from Citizens Bank explores how mid-market CFOs in the U.S. are anticipating new technologies and market trends for the year to come, with these professionals signaling interest in real-time and electronic payments. In an announcement Thursday (Dec. In an announcement Thursday (Dec. ”

Marketing 116

Marketing Payments Survey Taxes 116

PYMNTS

APRIL 24, 2020

The information security and technology news publication said tricksters, trying to take advantage of vulnerable Americans, have been sending out emails impersonating the Small Business Association’s (SBA) Payment Protection Program (PPP). The COVID-19 pandemic, like other disasters, has created a playground for cybercriminals.

Taxes 159

Taxes Exercises Security Study 159

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

NOVEMBER 13, 2017

Small business owners have a lot on their plates today and, depending on who one asks, top concerns range from taxes to late invoice payments. Amid a wave of new surveys released on small business sentiment, PYMNTS wades through the data to examine how entrepreneurs are handling the array of worries with which they must deal.

Taxes 105

Taxes Survey Capital America 105

PYMNTS

JANUARY 28, 2020

In the effort to migrate SMBs and their accountants away from spreadsheets, technology now enables accountants to spend less time on manual number-crunching and more time on strategic processes. Yet despite improvements in accounting software, cash flow management remains a headache that threatens the very existence of many companies.

Payments 151

Payments Data Survey Management 151

PYMNTS

DECEMBER 18, 2017

Financial management and strategy is now only part of the job description, which has come to include guiding their organizations’ tech adoption, cybersecurity efforts and growth strategy as well. Amid these changes is a world of regulatory shifts, from tax reform in the U.S. to financial reform in China and Brexit in the U.K. . —50

Taxes 109

Taxes Survey Analysis Big Data 109

PYMNTS

MARCH 16, 2018

Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. “The

Risk Management 134

Risk Management Survey Management Fintech 134

FICO

JANUARY 6, 2022

As credit issuance, account management and collections enter the digital age, the opportunity for innovative experimentation is accelerated and made more complex by the wide range of data and decision points a digital platform enables. The importance of this was shown in a recent FICO survey. The Pillars of Experimentation.

Management 52

Management social media Customer Experience Strategy 52

PYMNTS

JANUARY 17, 2019

As innovative technologies move down stream, small and medium-sized businesses are poised to benefit significantly from being able to customize a flexible payroll and human capital management (HCM) program. The vast majority of the 35,000 survey respondents told the APA that they get paid via direct deposit, with only 4.3

Capital 173

Capital Tools Survey Management 173

PYMNTS

SEPTEMBER 25, 2019

Project managers and construction workers often have to manage their funds, operating budgets and other related expenses themselves, and losing track of any of these components can increase the time to project completion and final costs. A lack of access to spend management tools can add further delays and expenses.

Tools 108

Tools Management Software Training 108

PYMNTS

JUNE 14, 2017

Tax and accounting compliance can be an overwhelmingly monumental task as companies expand their geographic footprint. Analysts agree that a company should work with partners, advisors and technologies that can help them manage their compliance demand across borders. There are also an “extremely high number” of tax rules.

Compliance 146

Compliance Marketing Taxes Groups 146

PYMNTS

SEPTEMBER 6, 2017

In its biennial exploration of the evolving role of corporate treasurers, Deloitte is keeping tabs on how treasurers are embracing technology and gearing up to handle more responsibilities than ever before. Ninety percent agreed that the treasurer holds an important role as a “steward for risk management for the company.”.

Risk Management 108

Risk Management Survey Management System 108

ABA Community Banking

OCTOBER 1, 2019

Heated competition for bank funding is an increasingly important focus for community bank leaders, according to an annual survey released today by the Federal Reserve, the FDIC and the Conference of State Bank Supervisors. The post Survey Finds Cost of Funds Top of Mind for Community Bankers appeared first on ABA Banking Journal.

Survey 49

Survey Community FDIC Community Bank 49

Abrigo

JUNE 30, 2017

The recent Accounting Firm Operations and Technology Survey (AFOT), available as a PDF eBook at CPA Trendlines , produced by Randolph P. percent provide tax preparation services. percent provide tax preparation services. Coming as no surprise, the data shows 92.2 Whereas 77.7 Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220

PYMNTS

OCTOBER 19, 2016

A new report by Deutsche Bank and the Economist Intelligence Unit (EIU) explored how financial managers are handling the changing winds of the economy and found that macroeconomic conditions are now top of mind as treasurers fight to grow their businesses.

Survey 100

Survey Regulation Strategy Management 100

PYMNTS

APRIL 1, 2019

A December 2018 survey from Connect Solutions found that this kind of remote employment offers perks for both workers and employers. According to the survey, productivity can improve up to 77 percent when workers are offsite and can control their work environments. . Gig work payments in the digital marketplace.

Payments 183

Payments Survey Online Company 183

PYMNTS

NOVEMBER 13, 2018

Such is the case in cash flow management, according to Chief Commercial Officer Simon Lyons of The Slide App , a new mobile tool rolled out by virtual account management solutions provider Cashfac. “Your traditional bank technology only works on what’s happened,” Lyons told PYMNTS in a recent interview.

Data 184

Data Fintech Mobile Analysis 184

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. Using technology in your accounting practice can help you to more easily provide this advice. in the Washington, D.C.,

Taxes 150

Taxes Analysis Examples Technology 150

PYMNTS

JANUARY 24, 2020

The Deloitte CFO Signals Survey was released earlier this month, and researchers found nearly all chief financial officers at large U.S. Small businesses are notoriously not that strategic about looking at cash flow, whether managing receivables or payment terms, or making sure they don’t have outstanding balances,” Woloszczuk said.

Survey 130

Survey System Capital Management 130

PYMNTS

SEPTEMBER 20, 2017

The tool integrates bookkeeping and management of financial statements, as well as both personal and corporate tax returns, the company added, and acts as a platform to facilitate collaboration between accountants, bookkeepers, business owners and other service providers.

Compliance 108

Compliance Taxes Analytics Management 108

Abrigo

JULY 17, 2017

While accountants express the desire to generate a large share of firm revenue from providing advisory services , survey data has shown that many firms derive very little revenue from the types of value-added, consultative services that comprise advisory. Recognize that there are set stages in the way you approach these services,” he says.

Honolulu 150

Honolulu Taxes eBook Leadership 150

PYMNTS

APRIL 9, 2018

Instead, titles like “business analyst,” “data analyst” and “business development manager” topped the list. One small business accounting software provider, Xero, has found new evidence that SMB accountants are reaping the benefits of technology innovation and adoption. government’s tax digitization initiative. “We’re

Software 124

Software Taxes Technology Data 124

PYMNTS

FEBRUARY 18, 2020

This creates new security challenges as firms must learn to centrally manage their fraud protection methods while also gauging threats across many different channels. FIs and PSPs in Europe are particularly interested in robust fraud-busting technologies for SCA compliance, which is mandated under PSD2. Omnichannel Fraud Protection.

Fraud 131

Fraud Customer Experience Compliance Survey 131

PYMNTS

NOVEMBER 29, 2018

Key to their Open Banking plans are their corporate clients, according to new research from Accenture , which surveyed more than 750 executives across global banks, large corporations, and small- to medium-sized businesses (SMBs). KPMG and 3GEM announced their own report earlier this week, which surveyed 1,000 U.K.

Survey 140

Survey Data Taxes Innovation 140

PYMNTS

APRIL 20, 2016

The world of corporate treasury management has of late had to focus especially hard on the management portion of the job description. The reference work, says the company, helps inform treasury and risk professionals about technology and workflow, with an eye on trading, risk controls and compliance. two years ago to 3.2

Taxes 100

Taxes Regulation Management Marketing 100

PYMNTS

JUNE 15, 2018

The cost of technology has lessened, though, opening the door for SMEs to bring bits and bytes to supply chains – lessening reliance on manual processes and invoices of the paper kind, thus eliminating errors. The software firm, Sage, has had five of its accounting offerings focused on VAT, accredited by the UAE Federal Tax Authority.

Fintech 115

Fintech Compliance Software Taxes 115

PYMNTS

SEPTEMBER 9, 2019

billion a year from a widespread legal sports betting market, largely as the result of increased fan engagement, and data from this survey show that bettors are more likely to engage with the league, its media partners and with other fans,” the trade group said. Lack of confidence will lead to lower tax revenues.”. Digital Wallets.

Innovation 137

Innovation Payments Taxes User Experience 137