Bob Scott

Bob Scott Debuts Wealth Management Payments has introduced an application for wealth management firms that support high-net-worth clients.  Features include automated bill payments with the software automatically entering invoice details.


Taxaroo Offers Integrated Video, Texting

Taxaroo has added integrated chat, texting and video calls to its practice management software suite. The system now also has bult-in Spanish language workflows.


AICPA: Tax Penalty Relief Needed

 The American Institute of CPAs has renewed its request for penalty relief for the 2019 tax year filing season. In its letter to the Department of the Treasure and the Internal Revenue Service, the AICPA cited the difficulty the coronavirus pandemic has created for taxpayers to file returns and pay taxes due.


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