The notion of automating client questionnaires sounds simple and makes sense. Technologist and adviser Don Whalen had that idea five years ago when he co-created the application PreciseFP to do just ...

If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...

Cross-site scripting vulnerabilities allow malicious attackers to take advantage of web server scripts written in languages such as PHP, ASP, .NET, Perl or Java that do not adequately filter data sent ...

Automating data entry has become an increasingly important application of artificial intelligence (AI) in recent years. The ability to efficiently extract and manage data from various sources can ...

Six of the largest global banks in conjunction with the Depository Trust & Clearing Corporation have launched Clarient Global, a new DTCC company that will operate a third-party centralised client ...

It seems like pretty much all we read about lately is the increasing number of data breaches and information hacks. When data resides on servers and computers we have no control over, there’s really ...