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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
Review of HubSync – The Accounting Technology Lab Podcast – Nov. 2024

Accounting November 26, 2024 

Review of HubSync – The Accounting Technology Lab Podcast – Nov. 2024

Brian Tankersley, CPA, and Randy Johnston review HubSync, an all-in-one, modern client platform which automates the tax return and other key processes and provides a single gateway to drive “Best-in-Class” collaboration between professionals and their clients.

Brian Tankersley, Randy Johnston

CPE Sessions Announced for Ensuring Success

Accounting November 25, 2024 

CPE Sessions Announced for Ensuring Success

On Dec. 18-19, professionals can earn up to 14 hours of free CPE credit, with 7 sessions each day. Pick the ones you want or stay for all of them.

Isaac M. O'Bannon

Bloomberg Tax & Accounting’s Compliance Tracker Expands Global and Indirect Tax Capabilities

Taxes November 25, 2024 

Bloomberg Tax & Accounting’s Compliance Tracker Expands Global and Indirect Tax Capabilities

Compliance Tracker users can now track and collaborate on filing activities for income tax obligations in over 200 countries.

Isaac M. O'Bannon

CFPB Finalizes Rule on Federal Oversight of Popular Digital Payment Apps

Financial Reporting November 25, 2024 

CFPB Finalizes Rule on Federal Oversight of Popular Digital Payment Apps

The Consumer Financial Protection Bureau (CFPB) has finalized a rule to supervise the largest nonbank companies offering digital funds transfer and payment wallet apps.

Isaac M. O'Bannon

Archived Webcast – Struggling with Workflow Chaos? Discover How Identifying Your Offerings Changes Everything!

Accounting December 5, 2024  Sponsored

Archived Webcast – Struggling with Workflow Chaos? Discover How Identifying Your Offerings Changes Everything!

Does your accounting firm struggle with chaotic workflows, missed steps, or inefficiencies that overwhelm your team? It might be time to go back to basics by defining your offerings! This foundational step could be the key to unlocking streamlined processes, greater team productivity, and happier clients.

Review of Blue J – The Accounting Technology Lab Podcast – Nov. 2024

Accounting Technology Lab Podcast November 22, 2024 

Review of Blue J – The Accounting Technology Lab Podcast – Nov. 2024

Brian Tankersley, CPA, and Randy Johnston review Blue J, a generative AI platform for tax experts. With Blue J, professionals can complete hours of tax research in seconds.

Brian Tankersley, Randy Johnston

State Societies in Action: Wisconsin Institute of CPAs

Firm Management November 22, 2024 

State Societies in Action: Wisconsin Institute of CPAs

The Wisconsin Institute of Certified Public Accountants was founded in 1905 and has continued to represent CPAs, accounting, and business professionals, promoting the value of members and the accounting profession.

Mary Girsch-Bock

LinkedIn + AI = A Recipe for Prospecting Success for Accounting Firms

Firm Management November 22, 2024 

LinkedIn + AI = A Recipe for Prospecting Success for Accounting Firms

By combining AI with LinkedIn, you can streamline sales prospecting, reach the right people, and ultimately build a more efficient pipeline for your accounting firm’s growth.

Becky Livingston

Survey: Over Half of Accounting Firms Plan to Increase Fees in 2025

Firm Management November 20, 2024 

Survey: Over Half of Accounting Firms Plan to Increase Fees in 2025

Most firms are planning to raise fees across services by 5% or 10% due to rising business costs, according to the Ignition report.

Jason Bramwell

Intuit Assist for QuickBooks Adds Gen-AI Financial Assistant to Power Business Growth

Small Business November 20, 2024 

Intuit Assist for QuickBooks Adds Gen-AI Financial Assistant to Power Business Growth

Intuit’s AI-driven expert platform is embedded in the company’s products, including QuickBooks, TurboTax, Credit Karma, and Mailchimp.

Isaac M. O'Bannon

Beyond AI Hype: Why Data is Your Next Smart Move

Auditing November 19, 2024 

Beyond AI Hype: Why Data is Your Next Smart Move

Accounting firms that will lead the future of audit are the ones ensuring they have the standardized, flowing data needed to power it.

Review of Soraban – The Accounting Technology Lab Podcast – Nov. 2024

Accounting Technology Lab Podcast November 15, 2024 

Review of Soraban – The Accounting Technology Lab Podcast – Nov. 2024

Brian Tankersley, CPA, and Randy Johnston review Soraban, an AI-powered system that revolutionizes your practice's client data intake process by automating and simplifying every step.

Brian Tankersley, Randy Johnston

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