Jorge Olavarrieta. vice president and general manager, ProTax Group, Intuit, discusses how technology can help high-volume tax firms with their biggest operational challenges. Jorge Olavarrieta, vice ...
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Soraban Completes SOC 2 Type II Audit, Validating Security Controls Across Real-World Tax Workflows
SAN FRANCISCO, CA - January 29, 2026 - PRESSADVANTAGE - Soraban, the intelligent tax workflow and automation platform ...
In addition to document classification, Drake Portals now offers improved client checklists, making it easier for taxpayers to understand exactly what documents are needed and track their progress ...
The K1x and Truss integration consolidates K-1 data collection, validation, and delivery directly within firms' existing tax engagement workflows. By eliminating the need to toggle between multiple ...
Xero, the global small business platform, announced an integration with Tallyfor, the modern platform for business tax engagements, to deliver a solution designed to streamline tax preparation and ...
SmartVault has expanded its capabilities evolving to become an indispensable solution across the full client-to-compliance journey and a core tax technology. GetBusy PLC (LSE:(LON:GETB)) ...
Forbes contributors publish independent expert analyses and insights. Laura Clayton McDonnell covers tax, legal, risk & regulatory issues. Corporate tax professionals have a complicated relationship ...
With features like bulk client enrollment, QuickBooks Online sync, W-9 OCR, and QAI-powered chart of accounts mapping, accounting firms can manage the entire 1099 cycle, from client onboarding to ...
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