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Tags: Technology
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Tags: Technology
Automation November 17, 2026 Sponsored
Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. 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…
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."
Technology November 5, 2026
Xero announced Thursday an expanded partnership with Chaney & Associates, a specialized accounting and financial advisory firm serving churches and faith-based nonprofits.
Small Business November 5, 2026
John took the stage at the LevelUp entrepreneurship conference at the Hilton Anatole in Dallas on Thursday to speak to small business owners about how they can use artificial intelligence to help grow their businesses.