PYMNTS

OCTOBER 17, 2016

Technology has the power to help a business rise up from the competition. Small businesses, too, have an appetite for technology. This week, in our B2B Data Digest, PYMNTS examines how technology is both making life easier and harder for small business owners throughout the globe. 78% of U.S.

Technology 100

Technology Analytics Survey Data 100

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

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

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

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

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.

Taxes 101

Taxes Payments social media Policies 101

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

OCTOBER 1, 2020

The process is made secure through the help of forensic security experts alongside advanced banking-grade digital technology. But increasingly sophisticated forgeries mean the technology to verify identities has to keep up, too. The key could be communication, with the survey finding that 64.1 Since March, over 1 million GOV.UK

Survey 130

Survey Security Taxes Fraud 130

FICO

JANUARY 22, 2020

We recently conducted a survey with banks in the region and found that 4 out of 5 (78 percent) have seen their fraud losses increase. The survey bore this out with 40 percent of banks in FICO’s survey naming social engineering as the number one fraud concern when it comes to real-time payments. by Dan McConaghy.

Survey 52

Survey Fraud Payments Regional 52

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

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? Leveraging technology is also important for your firm’s reputation.

Taxes 191

Taxes Survey Technology Comparison 191

Abrigo

JULY 3, 2017

Accountants looking for another reason to justify technology investments in their firms should consider this: The firm’s next generation of business clients are likely to require accounting services that are all or mostly digital. These are among the findings of a recent survey of 1,000 business owners by business payments network Bill.com.

Mobile 150

Mobile Millennials Survey eBook 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 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

DECEMBER 18, 2017

Amid these changes is a world of regulatory shifts, from tax reform in the U.S. 50 percent of North American CFOs believe large companies will benefit the most from tax reform , according to a new CNBC survey. Regulatory issues were mentioned by only 5 percent of survey respondents, researchers found. 34 percent of U.K.

Taxes 109

Taxes Survey Analysis Big Data 109

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

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

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

APRIL 27, 2017

During a recent webinar with Sageworks , David O’Connell, a Senior Analyst at Aite Group , presented data from a recent survey by Aite of small and medium business borrowers. They apply early… The Aite survey data first looked at the timeline that most borrowers have when they begin applying for a loan.

Survey 150

Survey Lending Data Taxes 150

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

Abrigo

JANUARY 18, 2016

How an electronic tax return reader provides more time for advisory services As accountants and their staff scramble to complete client W-2s and 1099s to meet other deadlines related to the start of tax season, it’s hard to see an end to the crazy schedules.

Taxes 150

Taxes Meeting Analysis Data 150

PYMNTS

JANUARY 9, 2019

In addition to lower optimism, small business owners surveyed by the NFIB for the Index also showed a decline in the number of entrepreneurs who say now is a good time to expand their businesses. .”

Michigan 168

Michigan National Survey New York 168

PYMNTS

MAY 21, 2018

Small businesses are in a tight spot when it comes to technology. It’s holding entrepreneurs back, too, with a lack of technology adoption being linked to lack of growth, cybersecurity risk and a broader impact on their national economies. ” Forty percent of U.K. ” Forty percent of U.K.

Survey 104

Survey Innovation Technology Resources 104

PYMNTS

DECEMBER 18, 2018

When considering the differences across age groups of entrepreneurs, digitization and technology adoption often come to mind first, with younger small business (SMB) owners typically more likely to embrace cutting-edge tools. However, tech adoption isn’t the only difference between age groups.

Survey 144

Survey Groups Technology Tools 144

PYMNTS

AUGUST 29, 2018

Blockchain technology is making ever-more inroads into various verticals to convey data and payments, according to a recent report from audit, assurance, consulting and tax services provider PwC, and appears to be moving away from cryptocurrencies in the process. Companies have dabbled in the lab,” the company wrote.

blockchain 101

blockchain Survey Taxes cryptocurrency 101

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. Indeed, integrating various apps and platforms was cited as the largest focus of technology investments for small businesses recently surveyed by CompTIA.

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

AUGUST 10, 2020

Instant payments that enable the 24/7, year-round transfer of tax refunds, benefits, dividend payments and other disbursements could be key to quickly getting them money for much needed purchases within 30 minutes or less. This is in turn driving a need for fresh financial solutions that can help customers pay — and get paid — fast.

Millennials 222

Millennials Data United States Report 222

PYMNTS

OCTOBER 2, 2018

TD Ameritrade ’s new research report, “ The Tech Effect: How the Digital Age is Changing Investing ,” surveyed 1,000 U.S. The report found that 21 percent believe technology’s greatest impact on their everyday life has been on how they manage money. investors between the ages of 18 and 70 with over $10,000 in investable assets.

Management 108

Management Technology Taxes Survey 108

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 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. Survey after survey reflects how large SMBs’ cash flow woes really are. Traditionally, their whole focus has been historical.”.

Payments 151

Payments Data Survey Management 151

PYMNTS

FEBRUARY 20, 2020

such as non-operating nest income, income tax benefit and expense, and more. based financial technology and bank holding company that operates in the realm of “branchless” banking or using a bank without actually going to a particular financial institution. million and $0.14, respectively. Green Dot is a U.S.-based

Report 130

Report Operations Taxes Study 130

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

APRIL 9, 2018

According to data published last September, SMB accountants agree that accounts software is now the most important innovation to their industry, and nearly two-thirds said they feel motivated to upgrade their own technologies and embrace automation to meet SMBs’ demands. government’s tax digitization initiative. “We’re

Software 124

Software Taxes Technology Data 124

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

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

Abrigo

OCTOBER 21, 2019

While many financial institutions are seeing the benefits of digitizing different areas of their bank or credit union, others are still hesitant to invest in technology. Does your financial institution support a culture of innovation and an environment that welcomes new technology? Technology, like banking, isn’t “one-size-fits-all.”

Oklahoma 218

Oklahoma Millennials Innovation Technology 218