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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
Instead Launches AI-Driven Tax Reports

Technology June 9, 2025 

Instead Launches AI-Driven Tax Reports

The tax management platform announced on June 9 the launch of its artificial intelligence-driven tax reports, designed to enhance how business owners and individuals make tax decisions and maximize tax savings.

Jason Bramwell

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Accounting June 8, 2025 

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Tax and accounting professionals, and the businesses they service, are currently facing intense changes in economic dynamics, trade, regulations, technology, state changes in credentialing, and staffing issues.

Isaac M. O'Bannon

Review of Power Automate – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 5, 2025 

Review of Power Automate – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, review Microsoft's Power Automate, one of the robotic process automation tools available from Microsoft 365. Watch the video, listen to the audio, or read the transcript.

Brian Tankersley, Randy Johnston

AI For Accounting Firms: The Perfect Combo to Boost Client Content and Value

Advisory June 5, 2025 

AI For Accounting Firms: The Perfect Combo to Boost Client Content and Value

Whether you're running your own firm, building a personal brand, or just trying to keep clients engaged—consistent, unique content is one of your most valuable assets.

Kristy Short, Ed.D.

Global Payments and Sage Team on Embedded Vendor Payments Solution

Technology June 4, 2025 

Global Payments and Sage Team on Embedded Vendor Payments Solution

Global Payments announced on June 4 that its MineralTree business and Sage have launched a vendor payments solution built directly within Sage Intacct.

Jason Bramwell

AICPA and CIMA Partner with Oxford University to Offer Executive Program on Sustainability Reporting and ESG Data Management

Accounting June 4, 2025 

AICPA and CIMA Partner with Oxford University to Offer Executive Program on Sustainability Reporting and ESG Data Management

The program uses a mix of multimedia learning material, webinars, and optional weekly group sessions led by the course tutors.

Isaac M. O'Bannon

Karbon Launches End-to-End Tax Workflows, AI Innovations, and Practice Intelligence

Accounting June 4, 2025 

Karbon Launches End-to-End Tax Workflows, AI Innovations, and Practice Intelligence

Karbon’s new tax workflows and features enable firms to manage the entire tax work lifecycle, from client intake to filing and archiving, while improving speed, reducing manual work, and increasing transparency.

Isaac M. O'Bannon

Smarsh Unveils Major Platform Innovations, Next-Gen AI and Robust APIs for Smarter Financial Oversight

Accounting June 4, 2025 

Smarsh Unveils Major Platform Innovations, Next-Gen AI and Robust APIs for Smarter Financial Oversight

Smarsh Capture provides compliance teams with enhanced tools to securely govern Microsoft 365 Copilot and significantly enhance productivity.

Isaac M. O'Bannon

Pivot Payables Announces Availability of its Accounting Automation Application on Amazon Business App

Financial Reporting June 3, 2025 

Pivot Payables Announces Availability of its Accounting Automation Application on Amazon Business App

This integration gives Amazon Business account holders the ability to issue scenario-based virtual credit cards directly within PivotLynx, enabling pre-approved purchases and eliminating the traditional post-purchase reconciliation process.

Isaac M. O'Bannon

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

Technology June 3, 2025 

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.

Isaac M. O'Bannon

paycheck-Pixabay-Shutterbeg75-g61aae17fc_1280

Financial Reporting June 3, 2025 

Checks are Surging Again and Causing Cash Flow Challenges

A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.

Xero and Tallyfor Integrate to Streamline Business Tax Preparation

Small Business June 2, 2025 

Xero and Tallyfor Integrate to Streamline Business Tax Preparation

To enable accounting partners to experience these powerful benefits firsthand, Xero is offering 12 months of complimentary access to Tallyfor’s tax workflow tool.

Isaac M. O'Bannon

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