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Technology Advisor

Voting Opens for 2026 Readers’ Choice Awards!

Accounting February 19, 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

February 20, 2026  

What is Model Context Protocol? – Accounting Technology Lab Podcast – Feb. 2026

February 19, 2026  

Win a Free ScanSnap® iX2500 Receipt Edition

February 18, 2026  

New Report from The IIA and AuditBoard Reveals Growing Awareness of AI-Enabled Fraud, Varying Perception of Audit Preparedness

February 18, 2026  

Armanino and Accrual Partner for AI-Driven Accounting Workflow

February 17, 2026  

Sage Adds New AI Functions to Intacct for Financial Analysis, Closes and Management
marketing geralt pixabay

Firm Management April 14, 2025 

AI Trends CPAs and Accounting Marketers Can’t Afford to Ignore

AI isn’t just some futuristic buzzword—it’s changing how CPAs, accounting firms, and their marketing teams operate right now. Here are some of the trends that’ll shape the accounting industry over the next year and how you can get ahead of the curve.

Becky Livingston

AICPA Expresses Strong Support for Mobile Workforce State Income Tax Simplification Act of 2025

Accounting April 11, 2025 

AICPA Expresses Strong Support for Mobile Workforce State Income Tax Simplification Act of 2025

This bill provides uniformity for nonresident state and local income tax withholding and a reasonable de minimis exception from the assessment of state and local income tax in a jurisdiction in which an employee does not reside.

Isaac M. O'Bannon

Microsoft Celebrates 50 Years of Computing – The Accounting Technology Lab Podcast – April 2025

Accounting Technology Lab Podcast April 11, 2025 

Microsoft Celebrates 50 Years of Computing – The Accounting Technology Lab Podcast – April 2025

Randy Johnston and Brian Tankersley, CPA, discuss the 50th anniversary of Microsoft, and the impact the PC has had on the profession, business, and society as a whole.

Brian Tankersley, Randy Johnston

Vertex Adds Integration with Coupa for Total Spend Management Platform for SMBs

Financial Reporting April 9, 2025 

Vertex Adds Integration with Coupa for Total Spend Management Platform for SMBs

Customers benefit by extending the capabilities of their spend management platform and solve unique business challenges, while reducing the cost of third-party software integrations.

Isaac M. O'Bannon

EY Invests $1B to Integrate AI into Accounting and Audit Platform

Financial Reporting April 9, 2025 

EY Invests $1B to Integrate AI into Accounting and Audit Platform

The capabilities include EYQ Assurance Knowledge, which uses generative AI (GenAI) to help with detailed searches and summarization of accounting and auditing content.

Isaac M. O'Bannon

CyberSecurity11

Firm Management April 8, 2025 

Essential Cybersecurity Tips to Safeguard Your Clients During Tax Season

Cybercriminal activity like phishing emails, fake IRS scams and malware-infected software ramp up during this period, targeting both businesses and individual filers.

Capstone Accounting and Tax Secures Private Equity Investment

Mergers and Acquisitions April 4, 2025 

Capstone Accounting and Tax Secures Private Equity Investment

Formerly known as Capstone CPAs, Capstone Accounting and Tax said the outside capital will provide the financial and strategic support needed to accelerate its long-term growth, strengthen client service offerings, and expand its market presence through mergers and acquisitions.

Jason Bramwell

CPAClub Opens Club 22 Network to Accounting, Finance Professionals

Accounting April 4, 2025 

CPAClub Opens Club 22 Network to Accounting, Finance Professionals

The accounting solutions provider has launched Club 22, a professional network that brings accounting and finance professionals together through experiential learning and shared growth.

Jason Bramwell

Strategies for Family Practice CPAs – The Accounting Technology Lab Podcast – April 2025

Accounting Technology Lab Podcast April 4, 2025 

Strategies for Family Practice CPAs – The Accounting Technology Lab Podcast – April 2025

Randy Johnston and Brian Tankersley, CPA, discuss strategies needed to efficiently run a family tax and accounting practice. Watch the video, listen to the audio podcast below, or read the transcript.

Brian Tankersley, Randy Johnston

Young Accounting Leaders Honored: CPA Practice Advisor Announces ’40 Under 40′ and ’20 Under 40′ Awards

Accounting April 4, 2025 

Young Accounting Leaders Honored: CPA Practice Advisor Announces ’40 Under 40′ and ’20 Under 40′ Awards

This year’s 40 Under 40 Honorees and 20 Under 40 Influencers are active in professional organizations, as well as in their local communities, where many are small business owners and employers.

Isaac M. O'Bannon

Gartner Finance Survey Reveals the Top 10 Technologies for Future Investment in Finance

Accounting April 4, 2025 

Gartner Finance Survey Reveals the Top 10 Technologies for Future Investment in Finance

Finance leaders are focused on AI-enabled technology solutions and intelligent process automation to align their finance technology investments with broader business goals to enhance speed, agility, and competitive advantage.

Isaac M. O'Bannon

Laying the Foundations to Measure Value from Investment in AI: 3 Key Priorities

Technology April 3, 2025 

Laying the Foundations to Measure Value from Investment in AI: 3 Key Priorities

Finance teams should consider three key foundational areas of focus when seeking to harness AI's transformative potential to drive and quantify value.

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