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Firm Management April 23, 2026
The usual fixes—values refresh, culture audit, leadership training—miss the point. Culture is shaped by the small daily decisions CEOs make without realizing they're setting the tone.
Technology April 23, 2026
The HCM Agent is designed to improve efficiency and accuracy without reducing oversight, helping teams automate routine work while maintaining control over critical processes such as payroll and compliance.
Firm Management April 23, 2026
Canopy Notetaker automatically archives every client conversation into the correct client record alongside the full history of engagements, documents, communications, and tasks that define that relationship.
Firm Management April 21, 2026
CBIZ will leverage Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio.