Tax-refund fraud in 2016 reached about $21 billion, up from just $6.5 billion in 2014, according to the IRS. With recent rises in tax-related identity theft and phishing attacks, thieves can take over the credentials of firm staff or their clients to gain access to confidential financial data including tax returns, financial statements and more. […]

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While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can actually help improve client satisfaction dramatically. In a recent Accounting Today webinar titled “Document Management: The Client Service Connection,” Wolters Kluwer product line manager Damon Russel explained the various ways […]

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