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8月11日，改善财务评估网站在线Brickflow发布了针对会计师的新介绍项目。该项目将允许客户立即加入财产开发商客户与债权人和赚取额外收入，使用专有算法来返回即时结果。

温哥华——主要基于全面治理、威胁和合规软件计划公司Galvanize于8月17日推出了其与包括威胁控制咨询公司Turnkey Consulting在内的新的战略合作伙伴关系。这一合作伙伴关系让Turnkey为客户提供Galvanize的HighBond平台，作为其庞大的技术支持解决方案组合的一部分。

软件即服务(SaaS)组织Pry Financials筹集了420万美元，作为提高初创企业定价范围的一部分。8月23日宣布，这笔投资可用于增加平台的“经济文件仪表板”，其中集成了稳定表、损益表和现金流，以及包括招聘计划、经济模型和情况规划在内的上传功能。

最后，在8月26日，会计软件程序公司FreeAgent与收据控制和经济信息软件程序组织Sensibill建立了全新的合作关系。该合作伙伴关系的目标是通过自动化价格范围、会计和税收，帮助超过11万的企业客户处理更高的企业费用。

从表面上看，HMRC将专家赔偿覆盖范围(PII)强加于无关联的营销人员的提议可能也会额外看起来像一个聪明的纸面流通，然而在实践中，它规避了不受监管的顾问和不受保护的客户的实际困难，Anne Davis警告说，财务会计师协会(IFA)的专家要求主任。

HMRC关于提高税收建议市场内的要求:专家赔偿范围和定义税收建议的会议指出，“PII可以帮助为消极行为顾问创造更高的市场激励，以提高要求”。然而，我们并不满足于它的好处，并认为它最好的服务是提高可能性，现代建议可以看到作为“修补边缘”。

IFA反应

我们对会议的反应表明了我们的担忧，并表明HMRC在提高(和维持)要求方面更重视我们身体专家的地位。

虽然提供某种形式的追索权对客户是有益的，但我们没有明显的证据表明这增加了税务顾问的要求。事实上，在一些人看来，可能认为PII罩应该为自满铺平道路。在不同的监管安排的背景下，PII罩是最有用的。

潜在的公共危害

前言到会议指出，“有可能是不称职的，不专业的和恶意的顾问，其运动损害他们的客户的少数”，这孕育着公众的不信任和有损害会计行业的普及能力。但是，我们相信，广大公众也同样受到影响。

要求PII在那些不称职、不专业和恶意的顾问中不会做任何事情来纠正对那些直接遭受伤害的人造成的伤害。它也不会保护客户免受持续的负面操作和糟糕的推荐——它所做的一切只是为PII提供商提供一个偿还能力的替代方案。

规则与顾客愿望

会议指出，大约30%的税收建议市场是独立的市场营销人员(税收营销人员现在不再是专家机构的一部分)。这是一个概念，其中1/2可能已经额外保持了PII。试图理解要求少数税务顾问单独维持PII可能会提高技术和道德要求的要求是具有挑战性的——因为看到一个消费者的会计不受一个专家机构的监管，从而获得大量收益。相应的反应要求从更大的角度去寻找——会计法则和客户的知识需求。

定义需求
资源和白皮书

提高税收建议市场内部要求的另一个概念是提高对HMRC代理标准的认可(尽管也有人建议，一些税务营销人员不属于“税务顾问”的定义，反之亦然)。然而，这是假设HMRC标准是强有力的，并且可能有一个实施它的方法。对HMRC标准的评估应该与对HMRC权力的评估同时进行，但我们相信，这一体系会导致HMRC的立场和我们机构的专家之间存在大量的重复(即监管重叠)。除了可能产生的不成比例的费用，这将真正创建一个比它希望的更复杂(和不透明)的框架。

了解我们身体的专家地位

我们还认为，更大的愿望是从HMRC的角度，大致了解我们的机构在提高(和维持)需求方面的专家地位。虽然我们认识到这幅画可能没有固定的时间表，但我们很清楚，这样的信息需要在英国税务海关总署(HMRC)提出提高税收建议市场内部要求的挑战能够可靠进展之前收到。我们的身体甚至可以对专家的画作进行强有力的评估，找出依赖(和信息)当前监管框架的区域，以帮助不同的优先覆盖区域，其中包括防止货币犯罪。

消费者的可读性是关键

当它涉及到提升当中税务工作者的要求，这将，如果试图孤立，并非一件困难的任务什么简单地说，它现在将不再满足广大出来的价值和复杂性屏蔽普通大众的目标。正如谚语所说，要凡事预则待立，直等到会计的产品优势，额外的可读性的客户，他们保持敏感和不能够做一个有知识的渴望。

我们坚持这样一种观念:我们的身体很适合让会计师(包括税务顾问)在追求强有力的、适当的和有针对性的法律的情况下，改变他们，因此对他们的成员有过多的专家和道德要求。公众希望在税收建议主题上向客户完全透明地提供足够的资金，并确保他们清楚自己的顾问是否(以及如何)受到监管。

//www.646j.com/