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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 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 2, 2026   Sponsored

The Franken-Stack Effect: Is Your Firm’s Technology Stack Slowing You Down?

April 1, 2026  

Oracle Cuts Thousands of Jobs in Latest Sign of Tough Times for Tech Industry
Pennsylvania Senate Passes Legislation to Modernize CPA Licensure Requirements

Accounting June 17, 2025 

Pennsylvania Senate Passes Legislation to Modernize CPA Licensure Requirements

"By offering CPA candidates an additional pathway to complete their licensure and improving mobility for out-of-state CPAs, Pennsylvania is positioned to increase membership in the profession," said state Sen. Scott Hutchinson.

Merger_sign

Firm Management June 17, 2025 

The Power of Geography and Size in CPA Firm M&A

Parties to a deal are well served by a thorough analysis and understanding of geography and size, especially in the current hyperactive climate.

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Small Business June 17, 2025 

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Businesses started in the last 12 months reported the highest levels of skepticism around AI, while established businesses were the most enthusiastic.

Isaac M. O'Bannon

Virtual Cards: A Game Changer for B2B Payments 

Small Business June 16, 2025 

Virtual Cards: A Game Changer for B2B Payments 

Payments remain one of the most overlooked levers for improving control, efficiency, and financial outcomes. Yet today, it's one of the easiest to modernize thanks to virtual cards.

Taxfyle Launches AI Tool TXF Intelligence

Technology June 16, 2025 

Taxfyle Launches AI Tool TXF Intelligence

Taxfyle on Monday introduced TXF Intelligence, a generative artificial intelligence tool built to automate and streamline tax return preparation for small tax and accounting firms in the U.S.

Jason Bramwell

The Cyber Saga Continues: Protect Your Firm from First-Party and Third-Party Cyber Exposures

Technology June 16, 2025 

The Cyber Saga Continues: Protect Your Firm from First-Party and Third-Party Cyber Exposures

Relying on only one type of cyber insurance that may be limited to either first- or third-party coverage may leave businesses exposed to significant financial and legal risks.

Review of Microsoft Forms – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 12, 2025 

Review of Microsoft Forms – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, review Microsoft Forms, which lets users create and share online surveys, quizzes, polls, and forms.

Brian Tankersley, Randy Johnston

What Is a Niche 1  57fbdc844354c

Firm Management June 12, 2025 

Smart Strategies to Drive Demand for Niche Accounting Services

How niche accounting firms use demand generation strategies to build awareness, grow revenue, gain visibility, and build a pipeline in their specialty market.

Becky Livingston

Vertex Joins Oracle’s Enhanced Partner Network Program

Accounting June 12, 2025 

Vertex Joins Oracle’s Enhanced Partner Network Program

This enhanced collaboration with Oracle enables tax automation to be embedded within existing ERP workflows.

Isaac M. O'Bannon

Six CPAs Receive Awards During AICPA Engage 2025

Accounting June 11, 2025 

Six CPAs Receive Awards During AICPA Engage 2025

The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts, or significant contributions to the accounting profession.

Jason Bramwell

Sovos and Shopify Team Up to Automate Sales Tax Filing and Remittance for Merchants

Technology June 11, 2025 

Sovos and Shopify Team Up to Automate Sales Tax Filing and Remittance for Merchants

Sovos' Sales and Use Tax Filing solution is integrated with Shopify Tax, offering merchants a more streamlined experience when it comes to managing their sales tax compliance.

Jason Bramwell

Xero Adds Tap to Pay on iPhone for Small Businesses Using Stripe

Technology June 9, 2025 

Xero Adds Tap to Pay on iPhone for Small Businesses Using Stripe

Xero has launched Tap to Pay on iPhone, enabling small business customers in the U.S. with a Stripe account to securely accept in-person contactless payments with their iPhone and the Xero Accounting app.

Jason Bramwell

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