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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 5, 2026  

Cybersecurity Expert: Why Your Business Needs This One Thing That 62% of Companies Already Have

April 2, 2026   Sponsored

The Franken-Stack Effect: Is Your Firm’s Technology Stack Slowing You Down?
The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024

Accounting Technology Lab Podcast June 20, 2024 

The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 AICPA Engage conference, held in June in Las Vegas.

Brian Tankersley, Randy Johnston

Decisions 2024 – Conferences, Upgrades, and Meetings…Oh My!

Accounting June 20, 2024 

Decisions 2024 – Conferences, Upgrades, and Meetings…Oh My!

Now that we have time to vet the products for quality, usability, and company vision, we will indeed have some attractive strategic and tactical options for you as the year progresses.

Randy Johnston

SmartVault Acquires SmartPath Intelligent Pricing Platform 

Small Business June 20, 2024 

SmartVault Acquires SmartPath Intelligent Pricing Platform 

SmartPath empowers firms to accurately present their value to clients by providing a solution to increase margins and client satisfaction.

Isaac M. O'Bannon

Financial-Data-and-Mag-Glass1

Accounting June 18, 2024 

How to Use ChatGPT to Analyze Financial Statements

AI tools like ChatGPT can be used to streamline financial statement analysis and other client accounting service tasks. Here’s an example of what it can do with an income statement.

Sandi Smith Leyva

CEO Process Improvement Down 1  57d85c3bf293a

Firm Management June 17, 2024 

5 Process Improvement Trends for 2024

We’ve identified five trends for process improvement that leaders in the accounting profession should be aware of to ensure their firms remain at the forefront.

Arianna Campbell

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

Firm Management June 17, 2024 

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

This innovative addition is designed to provide firms with advanced analytics, actionable insights, and customizable reports to enhance efficiency and profitability.

Isaac M. O'Bannon

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Firm Management June 17, 2024 

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Accountants’ biggest concerns about adopting advanced technology are data quality (46%) and security (38%), according to Intapp’s recent Technology Perceptions Survey.

PCAOB Adopts New Rules for Auditors on Technology-Aided Analysis

Auditing June 17, 2024 

PCAOB Adopts New Rules for Auditors on Technology-Aided Analysis

The revised rules provide detail and clarity for auditors when performing procedures using technology-assisted analysis.

Jason Bramwell

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Accounting Technology Lab Podcast June 13, 2024 

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Laurel.ai, automated timekeeping solution that uses real AI to not just track hours, but also to unlock a new level of profitability and efficiency.

Brian Tankersley, Randy Johnston

data-security-cloud-computing1

Accounting June 13, 2024 

Banks Struggle with Electronic Communications Compliance

The report also revealed that four out of five firms (79%) are increasingly using communication surveillance technology to identify misconduct and culture risk.

Isaac M. O'Bannon

Capitaliz Releases Value Gap Assessment Tool To Identify Business Value And Acceleration Strategies

Accounting June 13, 2024 

Capitaliz Releases Value Gap Assessment Tool To Identify Business Value And Acceleration Strategies

The Value Gap Assessment assists advisors in acquiring new clients and securing planning engagements with both prospective business owners and existing clients who seek services to accelerate the value of their businesses.

Isaac M. O'Bannon

Breaking the Cycle: Groundhog Day On Repeat

Firm Management June 12, 2024 

Breaking the Cycle: Groundhog Day On Repeat

Accountants can break their cycle by embracing new technologies and learning new skills and being open to change.

Garrett Wagner

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