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Earlier this week, I presented “Tech, Trends and Disrupters” with Thomson Reuters Director of Innovation Jordan Kleinsmith at GEAR UP 2020. Keep reading for highlights from our program or scroll down to the bottom of the article to sign up for our next live presentation of “Tech, Trends, and Disrupters” on Friday, December 11.

While many of us are concerned about the “new normal” right now, the reality is that technological change and innovation are accelerating and will create a string of “new normals” (cloud hosting, application integrations) that firms will have to adapt to in the future. And those that do so effectively will be…

On this episode of The Right Byte, Roman Kepczyk discusses how firms should beware of getting locked into a long term copier lease. To gain a better understanding of why…

Allowing firm members to work remotely can increase morale, improve productivity and boost employee retention, especially among Millennial staff focused on quality-of-life concerns. When it comes to recruiting, firms that…

Rightworks was in Ft. Lauderdale this week!  Not for a “Spring Break” but for a “Tax Break” at the National Tax Practice Institute put on by the National Association of…

Rightworks’ Wayne Jackson and Roman Kepczyk were in Washington, DC this past week participating in Integra International’s Worldwide Conference.  Integra International membership vaunts more than 5,000 personnel situated around the…

Phishing attacks are consistently listed as one of the top cyber threats impacting CPA firms. They are most often malicious emails containing malware, viruses, and/or links to unscrupulous websites that…

On this episode of The Right Byte, Gene Marks provides insight on how to speed up vendor payments! Marks recommends offering discounts specifically to the customers who usually pay a…

The IRS recently released the updated W-12 (PTIN Application Renewal) form and one of the questions that preparers will need to take note of is #11-Data Security Responsibilities which states:…

We’re pleased to announce integration partnerships with leading business application companies Bill.com (business payments), Expensify (receipt and expense management) and TSheets (time tracking).  The three apps are part of the…