Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Technology April 24, 2025
Intuit to Buy HR Platform GoCo
Intuit announced on April 23 that it has signed an agreement to acquire GoCo, a provider of modern human resources and benefits solutions for small and mid-market businesses.
Firm Management April 24, 2025
Cetrom Expands On-Site IT Services Nationwide
This strategic initiative aims to enhance client support and deliver tailored, hands-on solutions to meet the diverse technological needs of modern firm environments nationwide.
Technology April 24, 2025
Accounting Seed Releases AI Invoice Capture for Finance Teams
AI Invoice Capture uses the latest artificial intelligence and predictive technology to streamline invoice processing and reduce manual accounts payable work.
Technology April 24, 2025
Ignition Touts New Integration With Wolters Kluwer’s CCH Axcess
With this integration, accounting firms using CCH Axcess can automate their client workflows from first engagement to final payment using Ignition—improving efficiency, cash flow, and profitability.
Taxes April 24, 2025
Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.
The president said imposing a higher tax rate on millionaires would spur the country’s richest to leave the U.S., downplaying an idea that is under discussion in some Republican circles as a way to pay for an economic package.
Taxes April 24, 2025
He Can’t ‘Raise Taxes on a Whim’: 12 States Ask Court to Halt Trump Tariffs
A dozen states filed a federal lawsuit on April 23 challenging the Trump administration’s imposition of sweeping tariffs, arguing the president trampled on Congress’ powers to raise taxes.
Taxes April 24, 2025
First-Quarter Tax Lobbying Explodes as Reconciliation Package Looms
There were more than 300 new lobbying registrations—disclosures firms file when they acquire new clients—citing tax policy issues, up more than 200% compared to the first quarter last year and more than 260% compared to the previous quarter.
Payroll April 24, 2025
Payroll Integrations and UKG Partner to Automate Payroll and Benefits Administration
Payroll Integrations, a benefits automation provider, has introduced a new technology partnership with UKG, a leading global provider of HR, payroll, and workforce management, and culture solutions.
Mergers and Acquisitions April 23, 2025
Capstone Accounting and Tax Acquires Keller & Mendoza CPAs, Sargent CPA
Fresh off receiving a private equity investment, Bend, OR-based Capstone has expanded into Colorado and increased its presence in Oregon by adding Keller & Mendoza CPAs and Sargent CPA.
Mergers and Acquisitions April 23, 2025
Chahal & Associates Acquired By Financial Services Firm Earned Wealth
The Hercules, CA-based tax and accounting firm has joined Earned, a New York City-based comprehensive wealth and tax firm that provides financial services for doctors, their families, and their practices.
Accounting April 23, 2025
SoftLedger Launches Enhanced Bank Reconciliation Capabilities
SoftLedger, a provider of accounting software for multi-entity organizations, has added automation to further simplify the reconciliation process, enabling a faster monthly close.
Accounting April 23, 2025
Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI
Canopy has announced a $70 million Series C funding round. Viking Global Investors, a global investment firm with over $51 billion in capital under management–led the round.