Accounting Today

JULY 25, 2023

The Treasury Inspector General for Tax Administration said the IRS does an admirable job addressing cyberthreats, but said the agency should improve its documentation of them.

Tax 246

Tax 246

Accounting Today

DECEMBER 22, 2022

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Auditing 351

Auditing Accounting Accounting Bookkeeping 351

Xero

OCTOBER 28, 2022

Here, Andy shares why he’s passionate about staying up to date with the latest tools and gadgets, and how he makes the most of document packs in his practice — a secure solution within Xero HQ that helps you easily collate, send and e-sign documents. Andy now uses document packs whenever he needs to share a document.

XERO 240

XERO Tax Computation Accounting 240

Intuit

APRIL 9, 2025

Already, Intuits near-decade of deep expertise in AI-driven document understanding with TurboTax enables broad support for tax document import, upload, and photo capture, and auto-fill of a majority of tax returns, minimizing manual data entry. when preparing their taxes. .

Tax 262

Tax Data Entry QuickBooks 262

Accounting Today

AUGUST 6, 2024

TaxDome announced the release of TaxDome AI, meant to facilitate document management tasks.

Tax 182

Tax 182

Nanonets

NOVEMBER 5, 2024

DocuClipper is an OCR-powered financial document processing tool that converts bank statements, credit card statements, invoices, receipts, and brokerage statements into Excel, CSV, or accounting software-ready formats. Hubdoc Automated document fetching & archiving No Yes Automated fetching, Xero integration Xero/QBO users 4.3

Data Entry 52

Data Entry XERO Accounting Software QuickBooks 52

Accounting Today

DECEMBER 26, 2024

The Internal Revenue Service's program for destroying sensitive paper documents needs to be improved after inspectors found many documents easily accessible.

Tax 162

Tax 162

Nanonets

NOVEMBER 7, 2024

Klippa DocHorizon might be on your radar if you’re looking to automate your document processing. This AI-powered platform transforms your documents — from invoices and receipts to complex business forms — into usable data. What makes Klippa stand out is its comprehensive approach to document automation.

Purchase Order 52

Purchase Order AP Accounts Payable Accounts Payable 52

Nanonets

NOVEMBER 19, 2024

While Sensible offers robust document processing capabilities, it’s not always the best fit for every business.  While Sensible is a strong contender in the document processing space, it has limitations. 2 Nanonets Customizable workflows with complex unstructured documents Medium to large businesses 4.8

Purchase Order 52

Purchase Order Data Entry Invoicing XERO 52

Accounting Today

AUGUST 22, 2023

You got your taxes filed by the skin of your teeth last year and before. But what if you're audited? What if you need a loan? Are you ready?

Auditing 246

Auditing Tax 246

Intuit

FEBRUARY 20, 2025

Intuit’s specialized AI workflows process relevant business artifacts, such as user-submitted images of hand-written notes from client meetings, documents, and emails, and then orchestrating any necessary accounts receivable and accounts payable-specific follow up actions like creating invoices, bills and invoice reminders for review.

QuickBooks 244

QuickBooks Accounts Payable Accounts Payable Invoicing 244

Accounting Today

JUNE 20, 2025

Users can automatically onboard their clients by dragging and dropping the relevant file, access a secure file transfer portal for document collection, and then have the AI review the documents, extract client data, verify the information, then send it on to the users current tax-filing software.

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

LedgerDocs

NOVEMBER 28, 2024

Managing bookkeeping documents can feel like an uphill battle, especially when it comes to collecting documents, receipts, invoices and bank statements from your clients. This is where our document management system for accountants and bookkeepers comes in.

Collections 52

Collections Data Entry Bookkeeping QuickBooks 52

Xero

DECEMBER 17, 2024

Prepare and give out P60s A P60 is a document that summarises how much an employee has earned, plus how much tax and National Insurance Contribution they have paid, in a year. Its the employers legal duty to provide the document by this deadline. Once the final payslip and any corrections are complete, it is time to issue P60s.

Payroll 245

Payroll XERO Tax 245

Accounting Today

AUGUST 16, 2024

The company continued to use a controversial sales strategy to meet financial targets after promising it would stop.

Accounting 182

Accounting Accounting Corporate Finance 182

Nanonets

APRIL 24, 2025

As healthcare digitization has surged from 10% in 2010 to 96% in 2023 , these firms now face overwhelming volumes of complex medical documents. Medical experts were spending more time sorting through documents instead of analyzing medical histories, creating a growing backlog and rising costs.   This is a story of how they did it.

Computation 52

Computation 52

Accounting Today

AUGUST 1, 2024

OneStream announced the rebrand of OneStream Suite to OneStream One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

306

306

Nanonets

MARCH 4, 2025

If LLMs can "see" and "read" documents, why not use them directly for text extraction? Can you always be a 100% sure of the veracity of text output that LLMs interpret from a document/image? Our dataset choices include: Common Business Documents: Forms, invoices, and financial statements containing structured text.

Computation 52

Computation Financial Statements Financial Records Accounting 52

Xero

JANUARY 13, 2025

Apps that connect to Xero can help small businesses spend more time on what matters by automating processes like filing documents, reconciling expenses, tracking project costs and even managing employees. With apps, you may even find you have better visibility over your business and improved accuracy.

XERO 242

XERO Reconciling Accounting Accounting 242

Accounting Today

JUNE 12, 2025

and one of its partners, Kristofer Heaton, for failing to properly document five audits. The Public Company Accounting Oversight Board sanctioned Heaton & Co.

Auditing 147

Auditing Accounting Accounting 147

Accounting Today

JUNE 12, 2025

Bui knew that to make it appear that the participants had timely purchased their units in the shelters, Fisher, Sinnott and others backdated and instructed others to backdate documents, including subscription agreements and checks. and one of its partners, Kristofer Heaton, for failing to properly document five audits.

Tax 213

Tax Auditing Corporation Tax Accounting Software 213

Accounting Today

AUGUST 6, 2024

The document includes the top priorities outlined by investors.

Financial Reporting 317

Financial Reporting Accounting Accounting 317

Accounting Today

JUNE 23, 2025

Climate transition In related news, the IFRS Foundation also published on Monday a new guidance document disclosing information about an entitys climate-related transition, including information about transition plans , in accordance with IFRS S2 as part of its commitment to supporting the implementation of IFRS Sustainability Disclosure Standards.

Corporation Tax 147

Corporation Tax Auditing Accounting Software Tax 147

Accounting Today

JUNE 6, 2025

Wolters Kluwer releases AI audit documentation solution Wolters Kluwer HQ Wolters Klower announced TeamMate+ AI Editor, a generative AI writing engine designed to enhance the quality of audit documentation with data protection and safeguards.

XERO 147

XERO Auditing Corporation Tax Tax 147

Accounting Today

JANUARY 29, 2025

Court documents from an ancient tax fraud and forgery case show that tax evasion was an issue even 2,000 years ago.

Tax 305

Tax 305

Accounting Today

OCTOBER 23, 2024

The Public Company Accounting Oversight Board posted a practice aid, comparison document and webinar related to the implementation of QC 1000.

Accounting 303

Accounting Accounting Auditing 303

Accounting Today

MAY 6, 2024

Accounting firms that have embraced artificial intelligence are primarily using it to analyze documents, automate tasks and bolster client communication.

Accounting 328

Accounting Accounting 328

Accounting Today

JUNE 7, 2024

While the Internal Revenue Service has managed to reduce its backlog of unprocessed tax returns since the pandemic, one area where it's losing ground is in processing all the documentation for tax adjustments.

Tax 328

Tax 328

Accounting Today

MAY 19, 2025

EY continued to audit NMC Health Plc despite suspicions that management withheld key documents that revealed its true debt position.

Auditing 130

Auditing 130

Accounting Today

SEPTEMBER 26, 2023

In the context of accounts payable, generative AI can create text-based documents, such as invoices or purchase orders, by analyzing patterns and information from historical data.

Purchase Order 318

Purchase Order Accounts Payable Accounts Payable Accounting 318

Accounting Today

MARCH 13, 2025

Accounting practice management solution provider Canopy previewed three new products that are currently in beta testing, as well as announced new hires.

Accounting 130

Accounting Accounting 130

Accounting Today

JUNE 26, 2024

Logan Graf is documenting his accounting firm's journey to eliminating busy season on his YouTube channel.

Accounting 306

Accounting Accounting 306

Accounting Department

JANUARY 29, 2025

Differences Between FP&A and Traditional Accounting Services Traditional accounting services concentrate on documenting expenses and income to ensure a business complies with regulations and remains operational. The analyst may use different scenarios to show what needs to happen to reach that goal.

Budgeting 278

Budgeting Financial Statements Accounts Receivable Accounts Receivable 278

Xero

JUNE 16, 2022

ApprovalMax streamlines financial document workflows, meaning you no longer have to send hundreds of emails to get approvals. Deputy Employee Onboarding supports the onboarding of new hires within a day with all documents securely stored within the app. So, how can you make this better in FY23?

XERO 299

XERO Collections Purchase Order Invoicing 299

Accounting Today

DECEMBER 23, 2024

A Washington, DC tax accountant pleaded guilty for submitting falsified documents in his application for a $1.4 million purchase loan, which he later received.

Tax 264

Tax Accounting Accounting 264

Intuit

JULY 2, 2025

They want secure, easy access to their documents—anytime, anywhere. Everything can be handled securely and efficiently online, from engagement letters to document uploads. E-signature and secure document exchange Paper trails are out. Client portals and self-service platforms Clients don’t want to email files back and forth.

Accounting 130

Accounting Accounting Data Entry Auditing 130