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Technology Advisor

Voting Opens for 2026 Readers’ Choice Awards!

Accounting February 28, 2026 

Voting Opens for 2026 Readers’ Choice Awards!

Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.

Isaac M. O'Bannon

Featured Articles

April 7, 2026  

Why CPA Firms Risk Losing Influence Before the First Conversation

April 6, 2026  

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

April 6, 2026  

NIST’s New Password Standards: Why Accounting Firms Should Rethink Complexity

April 6, 2026  

AI is Co-Writing End-of-Month Financial Reporting. Here’s What that Means for Auditors

April 5, 2026  

Cybersecurity Expert: Why Your Business Needs This One Thing That 62% of Companies Already Have
Experiences 2025 – PE? To Be or Not To Be

Firm Management September 17, 2025 

Experiences 2025 – PE? To Be or Not To Be

Taking a transaction, private equity or not, is no small decision that will have many pros and cons. What is right for you? Based on your values and needs, that is for you to decide.

Randy Johnston

Blue J and CPA.com Co-Author the AI Tax Research Solution Outlook Report to Set the Benchmark for the Future of Tax Research

Taxes September 17, 2025 

Blue J and CPA.com Co-Author the AI Tax Research Solution Outlook Report to Set the Benchmark for the Future of Tax Research

Drawing on responses from more than 150 tax practitioners across firm sizes, the report uncovers a widening performance gap between those adopting AI-powered tax research solutions and those still using legacy tools.

Isaac M. O'Bannon

What Happens When QuickBooks on a Local Server Isn’t Enough

Accounting September 16, 2025 

What Happens When QuickBooks on a Local Server Isn’t Enough

It all starts when a client first loads QuickBooks Desktop onto a server in the back office. Things run smoothly for a while, sometimes many years. Everything really is carefree—until it isn’t.

Cybersecurity, AI, and Economic Uncertainty: How Internal Audit Teams Are Managing 2025’s Top Risks

Accounting September 16, 2025 

Cybersecurity, AI, and Economic Uncertainty: How Internal Audit Teams Are Managing 2025’s Top Risks

The firm's ninth annual Internal Audit Priorities Survey finds that cybersecurity remains the top emerging risk for the fifth consecutive year.

Isaac M. O'Bannon

thomsonreuters1

Accounting September 16, 2025 

Thomson Reuters Acquires Additive, a Specialist in AI-Powered Tax Document Processing

The San Francisco-based startup, founded in 2023, uses cutting-edge AI to automate tax document processing for tax and accounting professionals.

Isaac M. O'Bannon

Where the AI Revolution Meets a Challenged Accounting Profession

Accounting September 15, 2025 

Where the AI Revolution Meets a Challenged Accounting Profession

Many accounting and finance departments don’t yet know what’s possible with a well-integrated automation fabric, which helps knit disparate systems data into a seamless close.

Nominations Open for CPA Practice Advisor’s 2025 ’40 Under 40′ and ’20 Under 40′ Awards

Accounting September 15, 2025 

Nominations Open for CPA Practice Advisor’s 2025 ’40 Under 40′ and ’20 Under 40′ Awards

Nominate a professional for the 2025 40 Under 40 or 20 Under 40 award. The deadline is Nov. 12, 2025. Nominees must have not turned 40 by Nov. 15, 2025.

Isaac M. O'Bannon

Why Small Businesses Using AI Are Still Wasting 20 Hours a Week on Manual Accounting

Small Business September 15, 2025 

Why Small Businesses Using AI Are Still Wasting 20 Hours a Week on Manual Accounting

For those business owners who have adopted AI but are still struggling with their accounting tasks, a small business finance expert identifies three key reasons why this happens.

Prompt Engineering for Accountants: Automating Financial Tasks with AI

Accounting September 12, 2025 

Prompt Engineering for Accountants: Automating Financial Tasks with AI

This article explores practical applications of prompt engineering in finance, shares real-world case studies, and offers best practices to get accurate and valuable results from AI.

TrustedAdvisor3 54bed0beb4f6c

Advisory September 12, 2025 

Tax Advisory Practices Are Busier Than Ever: How to Keep Up

For firms to succeed, we must adapt our operational strategies to meet these challenges head-on. These are three key factors contributing to the increased demand for tax services.

The Treasury Throwdown: When Agentic AI Takes on Macro Turbulence

Accounting September 11, 2025 

The Treasury Throwdown: When Agentic AI Takes on Macro Turbulence

Research indicates that 97% of finance leaders plan to integrate AI within two years, with a particular focus on automating processes, enhancing cash forecasting, and driving smarter decision-making.

Deloitte Introduces Global AI Infrastructure Center of Excellence

Technology September 11, 2025 

Deloitte Introduces Global AI Infrastructure Center of Excellence

The Big Four accounting firm launched its global AI Infrastructure CoE on Sept. 4, dedicated to supporting clients around the world in establishing and operating specialized AI data centers.

Jason Bramwell

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