Technology March 11, 2025
Smarsh Announces AI Assistant for Professional Archiving
Smarsh works in partnership with the world’s largest global banks, enabling training of their data for industry-leading AI for compliance.
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
Technology March 11, 2025
Smarsh works in partnership with the world’s largest global banks, enabling training of their data for industry-leading AI for compliance.
Small Business March 11, 2025
AGL acts as a proactive bookkeeper, automatically categorizing transactions, reconciling accounts, and delivering real-time financial insights with unmatched speed and accuracy.
Financial Reporting March 11, 2025
Through this new intuitive portal, DFIN clients can quickly meet the new authentication requirements for all filing types, including public company filings, investment company filings, and beneficial owner reporting.
Accounting March 11, 2025
DevSavant, a software development and engineering talent division of private equity firm, Savant Growth, today announced its partnership with Qount, a developer of AI-powered practice management software solutions for public accounting firms.
Small Business March 10, 2025
Amid continuing tariff turmoil, imports at the nation’s major container ports are expected to remain elevated through this spring but volume could see year-over-year drops this summer.
Small Business March 10, 2025
Total retail sales, excluding automobiles and gasoline, were down 0.22% seasonally adjusted month over month but up 3.38% unadjusted ...
Auditing March 10, 2025
AuditBoard's new features enable customers to audit with impactful, industry-trained, generative AI-powered workflows.
Auditing March 10, 2025
Internal audit functions that are more strongly aligned with overall organizational strategy are more likely to have sufficient funding.
Accounting March 10, 2025
The committee’s Alternative Practice Structures Task Force will seek comment through June 15 on the memo’s preliminary conclusions and two interpretation options.
Accounting March 10, 2025
Gartner polled 192 CFOs and finance leaders from a cross-industry group of organizations with global operations about priorities in response to new tariffs.
Advisory March 7, 2025
For the second consecutive year, individual contributions—the single largest source of dollars given to charitable organizations for more than 10 years—have declined.
Taxes March 7, 2025
In the wake of recent reports of workforce reductions at the Internal Revenue Service (IRS), President and CEO, Mark Koziel, CPA, CGMA, of the American Institute of CPAs (AICPA) released the following statement.