august2021 - 18

CORVEE TAX PLANNING - BY CORVEE
https://corvee.com
Corvee Tax Planning software is a first-of-its-kind software that allows
accounting and tax professionals to scan their clients' tax returns, collect
vital information via custom individual and business questionnaires,
analyze estimated tax savings across multiple entities and multiple
years and prepare tax plan proposals and plans for their clients - all
within a matter of minutes.
The individualized tax plans that tax and accounting professionals
can create with the Tax Planning software include customized
tax planning strategies and recommendations per client. The
software even includes modifications from the COVID-19 relief
bill packages that impacted a large portion of Americans and
SMBs across the nation to help tax and accounting professionals
navigate these changes. All individualized tax plans are created
in a ready-to-send, professional and customizable PDF file that
showcases previous year overpayment information, estimated
current and future savings and a detailed list of strategies
as well as estimated savings per strategy.
CPA Practice Advisor's
FIELDGUIDE PLATFORM - BY FIELDGUIDE
https://www.fieldguide.io
Fieldguide is a modern workflow automation and collaboration
software platform for leading audit firms.
With Fieldguide, assurance and advisory practices
increase margins, win new business, and build
stronger client relationships.
* Automate any workflow. Fieldguide improves
productivity and eliminates errors by automating
every step of the engagement, from requests to
reporting. While Fieldguide currently specializes
in risk engagements (e.g., SOC 2, NIST CSF, ISO
27001, more), the platform powers other audit
programs and agreed-upon procedures with
flexible templates and customizable workflows.
* Collaborate in one source of truth. Fieldguide
brings together the entire engagement
cycle across practitioners and clients on a
single, cloud-native platform. Auditors can
act on insights at their fingertips, drive
automation, and make requests and
document testing, all from Fieldguide.
digital and print publications
offer independent practice
management resources and
technology information for tax
and accounting professionals
in public practice.
www.CPAPracticeAdvisor.
com. The nomination period
for the 2022 Innovation
Awards will open in
February 2022.
* Enhance client experiences. Fieldguide helps firms gain a competitive advantage
by delivering a seamless and intuitive user experience. Clients are empowered
with an easy-to-use central hub to upload files and view real-time status updates
and progress metrics from the audit team.
With Fieldguide, top-ranked CPA firms, including Withum and Warren
Averett, have saved significant hours of manual work and increased realization
on every engagement. Eliminating routine tasks has allowed Fieldguide customers
to focus on delivering exceptional client service. " Fieldguide is dramatically
enhancing the client experience with their flexible approach and intuitive
workflows, " says Tony Chapman, SOC Services Market Leader at Withum. " Our
team and clients are excited by the platform's capabilities and value. " Fieldguide
was also awarded AccountingToday's 2021 Top New Product for Audit Tools.
INFLO DATA ANALYTICS - BY INFLO
https://inflosoftware.com/en-us
Inflo Data Analytics are part of an innovative suite of cloud solutions from
Inflo. This Data Analytics suite includes modules to meet the full spectrum of
accounting and tax practitioner needs, including the ability to:
* Perform high level data analysis at both the trial balance and general ledger levels,
identify unusual variances and drill down into transactional detail to further
understand underlying cause and assess risk. This replaces time-consuming
manual analysis of summary financial information.
* Analyze whole populations to easily identify unusual transactions, including
indications of fraud and management override of controls. This ability to
efficiently test full populations instantly raises the quality and effectiveness of
the accountant's work.
* Map large populations of transactions, such as sales and revenue transactions, to
easily identify account codings which deviate from the norm, indicating potential
errors or fraudulent activity. This allows accountants to understand large volumes
https://www.corvee.com https://www.inflosoftware.com/en-us https://www.fieldguide.io http://www.CPAPracticeAdvisor.com http://www.CPAPracticeAdvisor.com http://www.CPAPracticeAdvisor.com
august2021

Table of Contents for the Digital Edition of august2021
