Perficient

DECEMBER 1, 2022

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

PYMNTS

SEPTEMBER 28, 2020

Corporate buyers must gather data to ensure that potential suppliers can meet their procurement needs, but their research does not stop there. 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.

Data 166

Data Management Taxes Meeting 166

PYMNTS

JANUARY 27, 2020

The latest Workforce Spend Playbook examines how an increasingly younger workforce is changing employees’ and employers’ approaches to payment and expense spending, as well as the ways manual spending tools could hurt both during tax season and in spend reporting. Why Deft Spend Management Is Crucial To Successful Event Planning.

Management 160

Management Taxes Tools Metro 160

South State Correspondent

DECEMBER 7, 2016

The Federal Reserve held off in raising rates at its November meeting, preferring to assess the results of the presidential election and allow time to make further progress on their twin goals of full employment and price stability. Furthermor

Management 150

Management Taxes Meeting Marketing 150

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.

Taxes 129

Taxes Online South Dakota Louisiana 129

PYMNTS

DECEMBER 2, 2019

million tax-exempt groups active in the U.S., These organizations need to demonstrate to donors and community members that donations were spent appropriately to retain tax-exempt statuses and encourage future donations. . There are approximately 1.56 The agency found these nonprofits generated $2.5 trillion in revenues and $2.4

Management 141

Management Taxes Groups Regulation 141

PYMNTS

DECEMBER 30, 2019

Merchants’ marketing departments may find bundling useful, but their accountants are less likely to see it positively — determining individual items’ tax obligations in the different states into which they are sold can be challenging, and putting offerings into bundles only magnifies complexities. Unpacking States’ Unbundling Policies .

Taxes 130

Taxes Retail Iowa Policies 130

Abrigo

SEPTEMBER 26, 2016

Have you ever wondered whether your clients question the value of your meetings and engagements? If so, it might be time to learn how you can elevate your role as a CPA from a finance or tax advisor to one of a business consultant. Finally, end the meeting with a real action plan for your client.

Meeting 150

Meeting Analytics Taxes How To 150

Abrigo

FEBRUARY 26, 2015

While tax accountants may not be able to see the light at the end of the busy season tunnel yet, the spring is sure to come. If your firm has already begun post-busy season planning, partners and managers have likely touched on shifting into consultant mode during the coming weeks. youtube:Iv05Cci1cfw]. Blog Accountant'

Taxes 150

Taxes Video Compliance Meeting 150

South State Correspondent

NOVEMBER 14, 2024

Many of these additional accounts serve a purpose (more on this later), and customers actively transfer money between accounts to meet those purposes. In order to manage liquidity, banks, mainly publicly traded ones, should not only closely monitor these accounts but also take measures to limit account balance volatility.

Payments 195

Payments Study Survey Data 195

Perficient

FEBRUARY 16, 2021

These enhancements will undoubtedly provide Oracle EPM customers the opportunity to expand their current reporting abilities to meet the challenges facing organizations today. Per Oracle’s readiness release: “Management Reporting within Oracle’s Narrative Reporting offering has been available for the past few years.

Report 322

Report User Experience Taxes Meeting 322

Abrigo

FEBRUARY 20, 2025

AI can extract information from tax returns and pull credit checks to speed up underwriting, which is good. It can even automate approval of certain loans that meet institution-specified criteria, allowing loan approval that meets regulatory requirements and institutional policies. Take loan approval, for instance.

Strategy 195

Strategy Compliance Data Tools 195

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. Phemex publicized a $3.5

Taxes 130

Taxes Bitcoin cryptocurrency Meeting 130

PYMNTS

JANUARY 17, 2018

Tax preparation firm H&R Block announced Tuesday (Jan. Under the terms of the deal, H&R Block will become the sole provider of tax software available at Walmart stores. “At 16) that it would link up with megaretailer Walmart in what is being billed as an exclusive partnership, according to Globe Newswire reports.

Taxes 108

Taxes Software Kansas City Kansas 108

PYMNTS

DECEMBER 12, 2019

The company behind QuickBooks , Intuit , announced it is releasing an expanded suite of online payroll offerings to help small to medium-sized businesses (SMBs) automate payroll and tax filing, according to a press release. The Elite option has tax penalty protection and an on-demand HR advisor.

Taxes 179

Taxes Resources Online Course 179

PYMNTS

MARCH 4, 2020

As a result, new technologies are needed to unlock data silos and support the ERP’s newfound role as a collaborative portal for corporates, said Wes Gillette, vice president of Product Management at insightsoftware. ERP still sits at the heart of modern finance, but we’ve also seen that the monolithic ERP doesn’t work,” he told PYMNTS.

Data 260

Data Taxes Analytics Management 260

PYMNTS

DECEMBER 21, 2020

We all share a common vision to expand the virtual LTO offering across a broader set of retail partners and to meet the needs of more customers through an integrated omnichannel strategy. About $225 million in adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is expected for 2020. . billion in 2020.

Utah 263

Utah Retail US Taxes 263

PYMNTS

MAY 22, 2020

The measure limits independent contractors and the self-employed to borrow up to two months of their pay based on their 2019 income tax return or $15,385, whichever is less, toward forgiveness. If they can’t convince the SBA they met those requirements, borrowers have two years to repay it at a 1 percent interest rate.

Ohio 248

Ohio Taxes Guidelines California 248

PYMNTS

SEPTEMBER 3, 2020

The feature can be used to adjust any change in the tax rate charged on food and non-alcoholic beverages. The iZettle Food & Drink app will also enable merchants to manage orders in one place, from dining rooms to take-out.

social media 298

social media Taxes Online Payments 298

PYMNTS

JUNE 9, 2019

International Monetary Fund Managing Director Christine Lagarde issued a warning over the weekend about the impact artificial intelligence may have on the financial system across the globe. The meeting also resulted in the Group of 20 finance ministers announcing they will work together to create common rules to close corporate tax loopholes.

Industry 190

Industry Big Data Fintech Taxes 190

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.

Data 448

Data Training Examples Taxes 448

Perficient

MARCH 2, 2021

This exercise can seem especially daunting within the SCM application realm, specifically, because the breadth and depth of these capabilities are severely intertwined not just amongst themselves, but also with other parts of the application ecosystem like Finance, Reporting, Tax and Master Data, just to name a few. .

Exercises 322

Exercises Comparison Apple Meeting 322

Abrigo

FEBRUARY 6, 2025

This staggering amount presents a lucrative opportunity for banks and credit unions to step in and meet the growing need for banking services while supporting businesses within their communities. Lending to CRBs supports local economies by fueling job creation, boosting tax revenue, and promoting community growth.

Lending 195

Lending Compliance Community Software 195

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.”.

Management 108

Management Technology Taxes Survey 108

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.

Management 122

Management Software Resources Mobile 122

PYMNTS

MARCH 19, 2020

The workers appealed to management by writing letters asking for the establishment of an EWC, three sources told Bloomberg. Google is now starting the process and will meet with employees about its breadth, the sources said. If enough employees ask for a council, the EU mandates that the company complies.

Google 174

Google social media Taxes Software 174

South State Correspondent

JUNE 7, 2023

Bank ERC Background Bank ERCs is a refundable tax credit available to businesses, including financial institutions, affected by the global pandemic as granted under the CARES Act and modified by the Relief Act. Unable to hold in-person meetings—with customers, partners, regulators, industry representatives, and more.

Taxes 195

Taxes Meeting Operations ATM 195

Abrigo

FEBRUARY 25, 2025

Financial analysis Manual data entry related to financial statements and tax forms is like filling a jar with tweezerspainstakingly slow. It can automatically access credit scores and run loan details and borrower information against the financial institutions risk management policies.

Lending 195

Lending FDIC Policies Analysis 195

PYMNTS

APRIL 10, 2020

To help businesses contend with new procedures and regulations related to the Families First Coronavirus Response Act (FFCRA), GoCo has rolled out a new feature to manage and track COVID-19 paid leave. The creation of the feature stemmed from the law, which took effect on April 1, according to an announcement.

Tools 185

Tools Taxes Texas Policies 185

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.

Taxes 209

Taxes Data Fintech Compliance 209

PYMNTS

JUNE 24, 2016

A new solution by business service provider TMF Group is looking to help corporations manage employee spend, regardless of location. An announcement on Thursday (June 23) said TMF is rolling out InternationalXpense, a platform to automate employee expense claims across more than 80 countries.

Management 101

Management Compliance Groups Taxes 101

Perficient

JANUARY 29, 2021

Ideally, this is a person or persons central to the creation and management of Supplier and Customer data. Have a meeting with the users of Supplier and Customer information. Whether County information is needed to support US Sales and Use Tax and if so, Counties are present where needed. Supplier or Customer site definition.

Data 322

Data System Taxes Examples 322

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.

Data 74

Data Training Examples Taxes 74

Perficient

NOVEMBER 4, 2020

Managing and configuring classification sample sets and extraction rules in layout-driven, legacy solutions, is time consuming and expensive. Thinking about that loan package, tax returns and W2s are standard forms with standard layouts that change rarely. Each of these tasks can be completed without human intervention.

Training 322

Training Data Tools Examples 322

Abrigo

DECEMBER 31, 2014

Instead, you’ll be feverishly working to meet imminent deadlines and to survive the grueling work schedule. Studies have shown that accountants’ top pain points consistently include winning new clients, retaining current ones and managing a compressed workload.

Meeting 207

Meeting Strategy Examples Industry 207

Abrigo

APRIL 14, 2015

One key to successful firm management parallels the elementary school adage, “check your work.” Here are a few questions worth asking yourself, your partners and your staff about what can be learned from busy season: Did we succeed in sticking to the resolutions that you set forth for tax season ? Did we maximize our client meetings?

Taxes 150

Taxes Meeting Resources Video 150

Perficient

OCTOBER 20, 2020

Recently, I was working on an engagement for a long term Hyperion / Oracle client who is considering replacing Hyperion / Oracle with OneStream as their strategic Corporate Performance Management solution. So “What is MarketPlace”? Compliance a classification that currently has six solutions that are focused on well compliance.

Training 294

Training Compliance Security Examples 294