Firm Management October 16, 2025
Canopy Launches AI-Powered Client Intake System
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com
Firm Management October 16, 2025
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Firm Management October 15, 2025
Additionally, AidenRescue has everyday uses such as cleaning and repurposing a device for a new user, upgrading to a new operating system, reprovisioning a device disabled by a blue-screen error, and more.
Small Business October 15, 2025
Melio is an SMB bill pay platform that integrates accounting and payments, offering SMBs and their accountants and bookkeepers easy-to-use accounts payable workflows.
Accounting October 14, 2025
As enterprises expand into multiple subscription, usage, and outcome-based monetization models, the risks grow exponentially.
Small Business October 14, 2025
While federal policy dominated worries in Q2, leaders are now expressing concerns about customers' increasingly cautious behavior and the subsequent slowing of the sales cycle.
AICPA October 14, 2025
The AICPA is recommending relief measures that are fair, reasonable and practical to mitigate the negative impact of the shutdown on taxpayers and practitioners.
Payroll October 13, 2025
Despite the push for more in-person work, fewer than one-third of companies offer incentives to encourage attendance.
Payroll October 13, 2025
Three-quarters of employers believe overqualified hires struggle to stay motivated in lower-level roles (75%), and nearly as many fear they’ll leave as soon as a better opportunity comes along.
Financial Planning October 11, 2025
They said their current quality of life would be better had they had the opportunity to take it, and that it would better prepare students for life after graduation.
Small Business October 10, 2025
This season, nearly a quarter (24%) of shoppers, regardless of their household income, expect to take on more credit card debt to afford their holiday shopping.
Staffing October 10, 2025
Among managers who are unwilling to hire Gen Z employees, 81% say they lack work ethic, 74% describe them as entitled, and 68% cite issues with professionalism.
Accounting October 9, 2025
Melancon has considerable experience of working across the profession on a global basis, from standard setting to change management, to working with regulators and on public interest matters.