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Technology November 6, 2026
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
Small Business November 6, 2026
This article focuses on Intuit’s U.S. product documentation. Features vary by subscription, services, region and rollout status.
Automation November 17, 2026 Sponsored
This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle to improve overall efficiency and consistency.
Firm Management November 5, 2026
"WorkflowCon is an opportunity to ... learn from other firm owners, and think differently about how you're running your business."
Melody Steelman was the Associate Publisher and Managing Editor of CPA Practice Advisor, serving in various roles with the publication from 1996 until 2011.
