What Is Tax Technology?
Tax Tech

What Is Tax Technology?

There is a sea change happening in the tax industry: Where the focus was once on compliance, it is now about value—ensuring fair taxes are being paid, managing tax risk, evaluating the tax consequences of business activities, and more. Underlying this shift to a more... Brandon Van Volkenburgh

Cyber Insurance for Enrolled Agents
Tax Tech

Cyber Insurance for Enrolled Agents

Enrolled agents (EAs) must have custody of client personal and financial information in order to provide the services that their clients require. Allowing some of that information to fall into the wrong hands can result in both financial and reputational harm to the...

The Future Is Cloud-First
Tax Tech

The Future Is Cloud-First

Seventy-three percent of businesses are running at least one application on the cloud. It is a far cry from the 1990s—when people were planning for complete technological annihilation at the hands of the year 2000 (Y2K). Today, there is a sense of trust with a... Kate Wilson

Finance Leaders and AP Managers Key to Digital Transformation Strategy
Tax Tech

Finance Leaders and AP Managers Key to Digital Transformation Strategy

When it comes to getting your business ready for the wave of digital transformation, getting up to speed and retooling with the help of new software is only one part of the necessary prep work. Experts from the MIT Sloan School of Business and consultancy Deloitte put it q... Yooz U.S. Editorial Staff

The State of ePayables in 2020: Why a Crisis Is the Right Time for AP Automation to Shine
Tax Tech

The State of ePayables in 2020: Why a Crisis Is the Right Time for AP Automation to Shine

Physical disruption and “work from home” mandates, furloughs and layoffs, downsizing, and outright business closures. The uncertainty gripping global markets during the COVID-19 pandemic and the challenging business climate has a silver lining for accounts payable (AP) groups. It is an oppo... Nimia Amaya

Creating a Data Breach Incident Response Plan
Tax Tech

Creating a Data Breach Incident Response Plan

How to Construct a Data Breach Incident Plan A breach in data for any business can be both costly and stressful for employees and customers alike. Whether the breach leaks sensitive information, personal records, or credit card information, you should do eve... Gallagher Affinity Member Benefits and Services

Data and Network Security Risks Relating to the Coronavirus Outbreak and Response
Tax Tech

Data and Network Security Risks Relating to the Coronavirus Outbreak and Response

In their response to the coronavirus outbreak, employees and other stakeholders will begin remote work and there is increased pressure on an organization’s cybersecurity risk management. A likely derivative effect of the outbreak, lower in priority but still significant, is increased pressure ... John Doernberg

Adapting Accounting Ethics to New Technology
Tax Tech

Adapting Accounting Ethics to New Technology

The International Ethics Standards Board for Accountants (IESBA) recently restructured and revised its Code of Ethics for Professional Accountants. While the IESBA Code is not specifically geared toward management accounting and finance professionals, it d... Daniel Butcher

In the Game of Fraud, How Accounting and Tax Leaders Take Charge
Tax Tech

In the Game of Fraud, How Accounting and Tax Leaders Take Charge

Concern for security in today’s public and private sector companies continues to be more and more critical in a world of ongoing digital transformation, and it involves preventing and fighting fraud. The Association of Certified Fraud Examiners reports that U.S. businesses will lose an... Laurent Charpentier

Five Simple Tips Enrolled Agents can use to Find Lucrative Tax Resolution Clients
Tax Tech

Five Simple Tips Enrolled Agents can use to Find Lucrative Tax Resolution Clients

It is no secret that millions of taxpayers owe the IRS billions in taxes, and that, in fact, the number is only expected to grow in the coming years. It is also no secret that most of these overwhelmed taxpayers are buried under an avalanche of confusing forms, letters, and... Doresa Ibrahim

How AP Automation Puts the Smart in Smart Data Extraction
Tax Tech

How AP Automation Puts the Smart in Smart Data Extraction

When it comes to invoice and payment processing (AP) automation, there is a lot of reference to optical character recognition (OCR). It is a buzzword that accounting professionals have likely heard about. What is it exactly? Optical character reco... Laurent Charpentier

The Dollars and “Sense” of Accounts Payable Automation: How Cost Savings Translate Directly to the Bottom Line
Tax Tech

The Dollars and “Sense” of Accounts Payable Automation: How Cost Savings Translate Directly to the Bottom Line

There is no doubt that finance and accounting leaders are realizing the value of automating their invoice and payment (AP) processing workflows. In fact, an impressive 84 percent of accounts payable practitioners are optimistic about the progress their department will make ove... Laurent Charpentier

The Rise of the Tax Technologist
Tax Tech

The Rise of the Tax Technologist

The demand for tax professionals who can handle technical and scientific details and can act as true partners and advisors to the business is stronger than ever in today’s complex enterprises. Audi. BMW. Daimler. We know what business these companies are in, right? But look... Kate Barton

NAEA’s Cyber-insurance Program
Tax Tech

NAEA’s Cyber-insurance Program

This article introduces the coverage within the cyber-liability policy offered to the NAEA membership. The policy is supported by Lloyds of London utilizing a London managing general underwriter (CFC), and a U.S. domestic surplus lines broker (Evolve) and offered through The Arrow Group locate... The Arrow Group

Tax Season Is Phishing Season
Tax Tech

Tax Season Is Phishing Season

As the tax deadline approaches, work hours increase and more time is spent going through emails. This is the time when it is important to be extra vigilant when answering emails, and fulfilling client email requests. However, cybercriminals are a constant threat and once the new... Linda Hamilton, MFA