SafeSend has introduced an organizer that gives the preparers the ability to send 1040 client organizers electronically. SafeSend Organizers automatically read PDFs from tax preparation packages and converts them to a fillable format.

 H&R Block plans to expand its Emerald Card as a banking platform. The company said this month that the first step is to make it available digitally.

The RSM US Middle Market Business Index showed an improvement optimism about the future dropped because of the ongoing coronavirus pandemic. However, in November a nearly half of businesses reported improvement in revenue and earnings.