Technology November 5, 2025
Expensify Launches First Hybrid ‘Contextual’ AI Expense Agent
Combining cutting-edge AI with round-the-clock human expertise, Concierge helps members save time and money by managing expenses through chat, email, and text.
Small Business November 5, 2025
Wave Customers Gain Access to Banking Tools through New Partnership with Bluevine
Bluevine has partnered with Wave to offer Wave customers six free months of Wave Pro and three free months of Bluevine’s upgraded checking plans, unlocking premium tools across both platforms to help small businesses better manage money and stay organized.
Firm Management November 5, 2025
Forvis Mazars Welcomes 3 New Governing Board Members
Keith Giddens, Tammy Rivera and Caleb Vuljanic have been named to the firm's U.S. governing board.
Accounting November 5, 2025
Thomson Reuters Launches Agentic AI Solutions to Transform Tax, Audit and Accounting Workflows
These additions expand the company’s agentic AI capabilities to automate routine tasks, increase efficiency, and free professionals to focus on higher-value advisory work.
Firm Management November 4, 2025
Deloitte Expands Alliance With Snowflake to Enhance Tax Data Management Solutions
This collaboration will leverage the strengths of both organizations to combat cloud modernization challenges and deliver innovative cloud data solutions and analytics capabilities to tax departments.
Taxes November 4, 2025
IRS Nationwide Tax Forum Online Launches with New Continuing Education Content
Each seminar features a 50-minute interactive video presentation synchronized with PowerPoint slides, downloadable resources and full transcripts.
Firm Management November 4, 2025
Wipfli Associates Unite for 21st Annual Community Day
Associates are encouraged to pursue their own passions through flexible volunteer time, nonprofit board service and donation matching programs. Community Day amplifies this spirit, offering a shared moment for teams to unite around which causes that matter most.
Technology November 4, 2025
SmartVault Launches Integration with Intuit ProConnect Tax
Automated workflows and centralized document management help firms save time, eliminate manual tasks, and create consistent firm-wide processes.
Payroll November 4, 2025
Patriot Software Adds Auto Payroll Feature
Auto Payroll is engineered for companies with predictable payrolls, where employees and pay amounts remain consistent each run.
Artificial Intelligence November 3, 2025
Avalara Launches Avi and a Network of Secure Compliance Agents
By combining AI precision with human judgment, Avalara's lead AI agent, Avi, and its network of agents enable enterprises to let tax and compliance work run automatically while maintaining complete control and transparency.
State CPA Societies November 3, 2025
New Jersey Society of CPAs Teams Up with Family Enterprise USA
The partnership includes invitations to attend in-person Capitol Hill and regional events. The NJCPA will also share its content, programming and events with FEUSA.
Small Business October 31, 2025
Pending Home Sales Report Shows No Change in September
Month-over-month and year-over-year pending home sales rose in the Northeast and South but declined in the Midwest and West.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
