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. . ”

Bitcoin 132

Bitcoin blockchain Taxes Austin 132

CB Insights

OCTOBER 27, 2021

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

Taxes 65

Taxes Software Capital Online 65

PYMNTS

NOVEMBER 13, 2020

Singapore-based Osome announced $3 million in new funding this week as an extension of its seed round, with XA Network and AltaIR Capital providing the latest investment, TechCrunch reported. Osome connects small and medium-sized businesses to a digital business assistant app to automate accounting, payroll and tax compliance workflows.

Capital 229

Capital Cards Fintech Payments 229

PYMNTS

SEPTEMBER 24, 2018

tax law and revenue accounting rules. As a result, past financial reports had to be reexamined to recalculate the value of tax credits or liabilities, or to assess how previous results would look under new rules. percent stake in CWGS Enterprises. percent stake in CWGS Enterprises.

Taxes 170

Taxes Massachusetts Software Analytics 170

PYMNTS

AUGUST 22, 2016

It looks like supply chain software firm JDA will be able to hold off an acquisition attempt by Honeywell International. New Mountain Capital, the majority stakeholder in JDA, instead went with Blackstone’s structured financing deal. JDA software is used by around 4,000 wholesale distribution and retail customers.

Software 100

Software Taxes Groups Industry 100

PYMNTS

FEBRUARY 23, 2020

The deal will push the bookkeeping software giant more into the realm of consumer finance, people familiar with the deal said. Intuit is known for making online tax filing service TurboTax, which is used by millions of people. Credit Karma was valued at $4 billion in a private share sale around two years ago.

Report 180

Report Taxes Online Financial Technology 180

PYMNTS

AUGUST 31, 2017

Rumor has it there will be a software bar that can be dragged to the middle of the screen to open the phone and can toggle between apps or return to the home screen – so, all the basic functions of the Home button, probably plus a bunch more to be unveiled at the press event Sept. and Western Digital Corp.,

Apple 116

Apple Software Training Taxes 116

PYMNTS

FEBRUARY 8, 2019

Growth of FinTech funding seems unstoppable, with the latest analysis from Hampleton Partners finding enterprise financial services and integration, online financial services, enterprise financial software and Software-as-a-Service (SaaS) risk management as some of the hottest spots for investors this year.

Fintech 188

Fintech Capital New York City Analysis 188

PYMNTS

NOVEMBER 2, 2020

One of the biggest challenges for SMBs is the lack of capital, with the pandemic's economic downturn causing even more stress, the release stated. NerdWallet has found it profitable to expand its portfolio of services, with additions of student loan services, investing, insurance and mortgages and more over the years, the release stated.

Resources 209

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PYMNTS

SEPTEMBER 8, 2020

The tax situation can also improve for individuals and their employers alike as workers move to leafier, suburban locales. For example, in New York state, the top marginal income tax rate is nearly 9 percent, plus another 3 percent in New York City. Yet, in neighboring Connecticut, the top income tax rate is 7 percent.

Taxes 170

Taxes Los Angeles New York City New York 170

PYMNTS

APRIL 3, 2018

Wells Fargo reached an agreement to sell assets of its Business Payroll Services unit to Asure Software , the companies said in a press release on Monday (April 2). Evolution HCM includes payroll, Human Resources (HR) and tax management services for business clients. Financial terms of the acquisition were not disclosed.

Austin 124

Austin Software Training Capital 124

Abrigo

DECEMBER 18, 2023

WATCH Takeaway 1 Banks and credit unions are critical sources of capital for businesses in their communities, so how institutions assess CRE credits matters. Takeaway 3 Loan-level stress testing can help assess repricing risk, while capital stress testing helps clarify the impact of CRE loan losses on capital.

Risk Management 221

Risk Management Management Lending Capital 221

Abrigo

APRIL 19, 2022

“Owners and guarantors may be sources of business capital, but in down economies they become users of business cash flow, depending on their personal and other business obligations. Not analyzing (or requesting) all of the necessary tax forms Tax returns and their supporting schedules are vital to performing a GCF analysis correctly.

Analysis 195

Analysis Taxes Lending Examples 195

PYMNTS

OCTOBER 25, 2019

Yet, small business (SMB) banking wasn’t the only highlight of this week’s B2B venture capital roundup, with the two largest fundraises showcasing China’s rising B2B FinTech ecosystem in areas like expense management and invoicing. based Point72 Ventures and a range of other backers, MENABytes reported this week.

Capital 101

Capital Fintech blockchain Management 101

PYMNTS

OCTOBER 22, 2018

22) that it will buy Pennsylvania-based JetPay , “a provider of end-to-end payment processing and human capital management solutions,” according to a statement. It also accelerates NCR’s strategy of increasing recurring revenue growth and expanding margins by enhancing its mix of software and services.”. based firm said Monday (Oct.

Payments 136

Payments Pennsylvania Capital Strategy 136

PYMNTS

MARCH 15, 2019

Greenshades Software. With new funding led by SFW Capital Partners, Greenshades Software said it will focus on expanding its portfolio of products, which currently includes payroll, tax and human capital management services for its corporate customers. Validus Capital. The company raised $7.5 and Europe.

Software 144

Software Capital Resources Lending 144

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.

Management 150

Management Resources Capital Taxes 150

CB Insights

MARCH 4, 2022

Anrok , a SaaS sales tax solution, has raised $20M in a Series A. The round drew participation from Index Ventures and Sequoia Capital. California-based Anrok unifies sales tax monitoring, calculation, and payments processes across the enterprise financial stack. HOW’S THE COMPANY PERFORMING? Want the full post?

Taxes 59

Taxes San Francisco Software Compliance 59

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. In the case of accessing capital, the Federal Reserve ‘s latest analysis has suggested that small business demand for financing in the U.S. The firm secured $1.8

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

JANUARY 10, 2020

Jenny Lefcourt of Freestyle Capital, for instance, said that consumers are an increasingly difficult sales target because they “became fickle with the proliferation of VC-backed, consumer-focused startups over the past few years.” million in internal profits. Receipt Bank.

Fintech 131

Fintech Capital Software Technology 131

Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

Taxes 195

Taxes Lending Connecticut Capital 195

PYMNTS

MARCH 9, 2020

To provide a digital lending offering for small business clients, Metro Bank has collaborated with banking software provider ezbob. The company’s plans were thwarted when it was revealed that it was miscategorizing a number of loans when determining capital requirements.

Metro 142

Metro Lending Strategy Capital 142

PYMNTS

MARCH 16, 2020

The system has machinations for putting funds into employee credit cards, dealing with invoice payment or collection, and working out transactions via the company software and generating the corresponding reports. Because of that, Borisov said he wanted to capitalize on paperless, digital trends.

Cards 167

Cards Metro Taxes System 167

PYMNTS

JUNE 15, 2018

In India , Marg ERP, which makes inventory and accounting software, is linking with ICICI Bank , the nation’s largest private sector bank by consolidated assets. The partnership will offer integrated payments to micro, small and mid-sized enterprises, using the former’s accounting software. The tech is licensed by a U.S.

Fintech 115

Fintech Compliance Software Taxes 115

PYMNTS

DECEMBER 7, 2017

According to Jake Benson, CEO of back-office software provider Libra , that’s because traditional accounting and auditing software solutions aren’t compatible with blockchain, rendering them unable to access, manage and analyze financial data stored on distributed ledgers. Libra, which recently announced $7.8

blockchain 131

blockchain cryptocurrency Software Regulation 131

PYMNTS

SEPTEMBER 27, 2019

A summer lull in B2B venture capital appears to have given way to an impressive start to the fall season. Operating out of New Zealand, Hnry offers gig economy workers tax administration technology that has just caught the attention of investors to the tune of $1.35 ZenBusiness.

Payments 149

Payments Capital Taxes Lending 149

PYMNTS

NOVEMBER 24, 2020

The B2B Software-as-a-Service market has followed a fairy unique evolutionary path over the last few decades. Built with its foundations largely in the enterprise world, software first began being sold to organizations as more of a product, licensed one time to be used on-premise. The Customer Acquisition Journey.

Payments 151

Payments Software Strategy User Experience 151

PYMNTS

DECEMBER 12, 2018

Urban Eatz in Richardson, Texas, has become the first NCR customer to use JetPay payment processing through its point-of-sale (POS) software. Back in October, NCR announced that it was acquiring Pennsylvania-based JetPay , “a provider of end-to-end payment processing and human capital management solutions.”.

Payments 115

Payments Samsung Pennsylvania Atlanta 115

PYMNTS

DECEMBER 5, 2016

The experts estimate that the United States government spent millions trying to enforce it and deprived the states of billions in tax revenue — all without managing to make any significant change in American alcohol consumption. server products, including Primavera project portfolio management software.”.

Capital 100

Capital San Francisco Bitcoin United States 100

PYMNTS

SEPTEMBER 4, 2018

Employee attendance management software provider OnTheClock is integrating its solution into Thomson Reuters’ payroll solutions. One of the largest points of friction, he said, is tax compliance. “A By 2020, 30 percent of mid-market and large enterprises will invest in cloud-deployed human capital management suites,” he said.

Tools 100

Tools Taxes Software Management 100

PYMNTS

MARCH 26, 2019

Human capital management firm Netchex and restaurant business management technology provider Delaget are teaming up to promote data integration for the restaurant sector, with a focus on payroll. “As a market leader, Netchex was an obvious choice. “As a market leader, Netchex was an obvious choice.

Data 122

Data Analytics Capital Tools 122

PYMNTS

MAY 18, 2018

Find out who raised the money, and other winners of this week’s B2B venture capital roundup, below. Endeavour Catalyst and Satya Capital also participated. This week, the firm revealed $27 million raised by Atlas Venture, Khosla Ventures and Top Tier Capital Partners. Small Business Banking. The company raised $47.5

Fintech 134

Fintech blockchain Analytics Capital 134

Abrigo

APRIL 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. Almost half sought credit to grow their businesses, and 28% applied to make repairs or replace capital assets. DOWNLOAD Takeaway 1 Financing plays a crucial role in small business survival and success. economic ecosystem.

Lending 243

Lending St. Louis Community Marketing 243

Abrigo

JULY 27, 2016

Centralizing processes for tracking these and other critical loan documents through an automated software solution provides standard practices, improves efficiency and reduces the likelihood of human error. For example, many institutions use a tickler system to request updated tax returns for borrowers.

Handbook 150

Handbook Taxes Management System 150

PYMNTS

OCTOBER 6, 2020

has raised $55 million in Series F funding to bring its total venture capital funding to $105 million, the company announced Tuesday (Oct. With the largest global footprint in terms of payment, billing and tax management coverage, Chargebee enables businesses to rapidly move into new markets, geographies, and recurring business models.”.

Software 130

Software Taxes Marketing Capital 130

PYMNTS

JULY 18, 2017

That means accounting software for these professionals is big business, too, with investors placing about $43 million in new funding to one industry player, FreshBooks. there are other challenges for the SME accounting software space. And while SMEs are awaiting tax reform, this area also makes the U.S.

Software 109

Software Taxes Capital Policies 109

Abrigo

JANUARY 27, 2017

The good news for financial institutions that see SMB lending as a crucial part of their loan portfolio growth strategy is that small businesses are in need of capital. Access to Capital 2. Small businesses are an important market for growth-oriented banks and credit unions. Good Deal 5.

Online 150

Online Capital Software System 150