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Latest Articles

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

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A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
Man Who Made False Gun Threat at Kansas City IRS Campus Gets Prison Sentence

IRS May 9, 2025 

Man Who Made False Gun Threat at Kansas City IRS Campus Gets Prison Sentence

Anthony Alford, 46, of Kansas City, who was accused of making a false gun threat that set off an active shooter lockdown at the Kansas City IRS campus last year, has been sentenced to three years in prison.

How AI is Revolutionizing Financial Planning

Firm Management May 9, 2025 

How AI is Revolutionizing Financial Planning

AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.

Isaac M. O'Bannon

Sovos Joins AWS ISV Accelerate Program

Accounting May 9, 2025 

Sovos Joins AWS ISV Accelerate Program

The program helps AWS Partners drive new business by directly connecting participating ISVs with the AWS Sales organization.  

Isaac M. O'Bannon

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Accounting May 9, 2025 

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Now in their 21st year, the awards allow tax and accounting professionals from various specialties to identify the technologies they have found to be essential to their practice, including performing client service functions, staff management, collaboration, resource management, payroll, communications, or other tasks.

Isaac M. O'Bannon

South Carolina Treasurer’s Office Under Investigation by State’s Inspector General

Accounting May 8, 2025 

South Carolina Treasurer’s Office Under Investigation by State’s Inspector General

The investigation follows a House decision not to take up a Senate resolution to remove Curtis Loftis as state treasurer this year over a $1.8 billion accounting error.

State CPA Society News & Updates – May 2025

May 8, 2025 

State CPA Society News & Updates – May 2025

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

AICPA May 8, 2025 

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

Peterson’s retirement caps a tenure at AICPA and a broader career defined by advocacy and an unwavering commitment to elevating the voices of small firms across the accounting profession.

Isaac M. O'Bannon

Dext Launches Two New Products in North America: Vault and Dext Self-Employed

Accounting May 8, 2025 

Dext Launches Two New Products in North America: Vault and Dext Self-Employed

The new products include Vault, an AI-powered document storage solution in Dext, and Dext Self-Employed, purpose-built to manage receipts, expenses, and financial documents for self-employed clients.

Isaac M. O'Bannon

san franc 1  5494627783d39

Payroll May 8, 2025 

Tech Industry Jobs and Layoff Woes Jolt San Francisco Bay Area

The Bay Area tech industry’s jobs sector has nosedived to kick off 2025, a plunge punctuated by layoff plans recently disclosed by a San Jose company.

 Louisiana Unemployment Benefits Could Have Stricter Rules

Payroll May 8, 2025 

Louisiana Unemployment Benefits Could Have Stricter Rules

Louisiana could require residents who get unemployment insurance to do more to find new jobs if a bill advancing in the legislature becomes law.

Aiwyn Acquires Taxa, Launches Aiwyn Tax

Technology May 8, 2025 

Aiwyn Acquires Taxa, Launches Aiwyn Tax

The addition of its new tax solution allows Charlotte, NC-based Aiwyn to deliver core tax capabilities within the Aiwyn ecosystem, including automated preparation, AI-enabled review, and real-time collaboration.

Jason Bramwell

Ignition Launches AutoCollect to Help SMBs ‘Wipe Out’ Late Payments

Technology May 8, 2025 

Ignition Launches AutoCollect to Help SMBs ‘Wipe Out’ Late Payments

With AutoCollect, customers can automatically import and get paid for invoices created in their accounting software, including QuickBooks Online and Xero, directly within Ignition. 

Jason Bramwell

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