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Steve Palomino, CPA/CITP, CGMA

Defining the requirements and the measure of success is the first step in a successful technology overhaul, according to Steve Palomino, CPA/CITP, CGMA.

Ask the expert: Technology

For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.

2018 tax software survey

Our annual survey breaks down how CPA tax preparers rate their tax preparation software’s performance during the challenge of the last tax season. This year, we also look ahead to the sweeping changes in tax law.

SPONSORED REPORT

How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.