Advisory September 17, 2026 Sponsored
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
Technology October 30, 2025 Sponsored
Clients want a digital tax experience that’s fast and easy. But they want it with a human element. How can your firm thread that needle? By integrating solutions that automate and simplify the most time-consuming and dreaded parts of the tax process—intake, signatures, deadline reminders, etc.—while also promoting clear and easy communication with features like…
Technology October 16, 2025
A new survey from FloQast shows accountants who actively collaborate with artificial intelligence experience less burnout, better sleep, and greater professional satisfaction.
Economy October 16, 2025
Consumers plan to spend $890.49 per person on average this year on holiday gifts, food, decorations and other seasonal items, according to the National Retail Federation’s annual consumer survey.
Technology October 16, 2025
An updated and tested Written Information Security Plan is no longer just a compliance checkbox; it is a core element of effective risk management and business resilience.
Payroll October 16, 2025
The announcement for the 2026 adjustment, which usually coincides with the Bureau of Labor Statistics' Consumer Price Index Report in mid-October, is delayed in part due to the government shutdown.
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.
Income Tax October 16, 2025
Recent cases show that federal prosecutors have subpoenaed client files from a major law firm, signaling that investigators are reviewing taxpayers’ actions and also the advice and documentation prepared by advisers.
Taxes October 16, 2025 Sponsored
By making workflows efficient and eliminating repetitive, time-consuming tasks, AI allows firms to be future-ready.
Firm Management November 18, 2025 Sponsored
Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix…
Technology October 15, 2025
Wolters Kluwer Tax & Accounting said Oct. 15 that it has launched Expert AI, an enhancement to its cloud-native platform, CCH Axcess, which brings advanced intelligence into the flow of work, unifying tax, audit, and firm management with a digital core.
Payroll October 15, 2025
A judge on Oct. 15 halted the Trump administration’s mass firing of federal employees during the government shutdown, siding with the workers’ unions who filed a legal challenge against the RIFs announced by the Office of Management and Budget last week.
Payroll October 15, 2025
Americans owe more than $1.67 trillion in student loan debt—an average of $39,000 per borrower although the amount varies widely from state to state. It would take 20 years’ worth of $288 monthly payments to pay off that $39,000 debt.