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#TechTips: Auto Entry
By Jonathan Rivlin, CPA Greetings from the lockdown, my fellow practitioners! Today we're going to profile an app called AutoEntry. This app provides a unique value proposition to the marketplace and demonstrates how far the cloud has come in such a short while. Yes, it's true that certain jobs are under threat by the robots, but it's also true that new jobs are being created. AutoEntry is a program that seeks to automate certain facets of the data entry process. Specifically, A/P and A/R documents (bills and invoices), expense reports, and also bank statements. In our usage of the app,...
#TechTips: What’s Your Plan?
By Jonathan Rivlin, CPA We need to talk. Those four little words are laden with baggage, I know. In the crush of the most insane tax season since 1913, when every thing happened at once, when nothing makes sense, when the rules change daily, when our clients are freaking out and grasping at whatever shred of hope we can provide them, we need to have one more uncomfortable conversation. Last year, as part of the IRS' continued attempts to reduce taxpayer identity theft, we were required, as part of our PTIN renewal to state that we had a plan for...