Articles

Insights, updates, and best practices for document processing

CFO Ops: ESG + Regulations
CRITICAL ESG Compliance CFO Strategy

CFO Ops: ESG + Regulations

By Dan Gudkov | September 16, 2025

In 2025, CFOs can no longer ignore sustainability. Environmental, social and governance (ESG) issues have moved from CSR to finance as regulators and investors insist on transparent reporting.

The SEC's climate disclosure rule and Canadian standards mandate ESG integration into financial operations. Learn the seven key steps for successful implementation and avoid costly greenwashing risks...

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IRS Modernization
CRITICAL UPDATE IRS Compliance 2025 Requirements

IRS Modernization and E-Filing Requirements: What Every Tax Professional Must Know for 2025

By Dan Gudkov | August 29, 2025

The IRS is undergoing its most significant transformation in decades, backed by $80 billion in funding. From mandatory e-filing expansions to revolutionary Direct File programs, these changes will fundamentally reshape tax preparation.

Discover the four strategic pillars of modernization, critical 2025 deadlines, and how to position your practice for success in the new era of tax administration...

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The Automated CFO
NEW AI & Finance C-Suite Strategy

The Automated CFO: How AI Agents Are Reshaping C-Suite Financial Strategy

By Dan Gudkov | September 1, 2025

AI agent networks are transforming financial operations at an unprecedented pace. The market for AI-powered financial automation is projected to explode from $0.87 billion to $80 billion by 2034, with 58% of finance functions currently using some form of AI.

Learn about the 4-phase implementation roadmap that enables organizations to achieve 15x faster financial close cycles and 95% process automation rates...

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The Next Frontier in Tax Preparation
Tax Automation AI & Machine Learning

The Next Frontier in Tax Preparation: AI Automated Tax Return Filing

By Dan Gudkov | July 29, 2025

The tax preparation industry stands at the precipice of a technological revolution. As we move beyond traditional paper-based processes and first-generation digital tools, artificial intelligence is reshaping how tax professionals work, deliver value, and serve their clients.

Discover how AI automation can reduce processing time by 95%, improve accuracy to 99.5%, and help accounting firms triple their client capacity while reducing costs...

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Transform Your Business with Intelligent Document Processing
Digital Transformation Featured

Transform Your Business with Intelligent Document Processing

By Eugene Vladimirovich Dokuchaev | June 5, 2025

Does your team of skilled workers still spend many hours on manual data entry? Are they typing invoice details, scanning receipts, or sorting bank statements? If so, you're not alone. Many businesses still rely on outdated manual processes that drain time, money, and employee morale.

Intelligent Document Processing (IDP) offers a revolutionary solution to these challenges, combining AI, machine learning, and automation to transform how businesses handle documents...

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Increase Customer Capacity
Accounting Procurement
How to increase Customer Capacity and Margin in Accounting and Procurement

By Eugene Vladimirovich Dokuchaev | June 4, 2025

Many mid-size accounting teams and procurement departments are still tied to manual invoice and receipt processing. Staff key in data from paper or PDFs, reconcile documents by hand, and hunt...

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