December 20, 2015
Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...
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Tags: Technology
Firm Management July 10, 2026
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
Technology July 10, 2026
If the average finance worker soon has more than 10 agents handling tasks on their behalf, enterprises will need to build an entirely new operating model that can effectively manage millions of agents at scale.
Technology July 9, 2026
Xero touted new AI-powered features within its agentic platform JAX that make it easier for small businesses and accountants and bookkeepers to keep their books clean, automate time-consuming financial workflows, and stay on top of cash flow.
IRS July 8, 2026
It's a question that's difficult to answer because the data the IRS collects to measure chatbot performance is unreliable, limiting the agency's ability to determine whether the applications are operating effectively, the Treasury Inspector General for Tax Administration says.