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Advisory

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

Technology June 9, 2026 

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.

Isaac M. O'Bannon

Featured Articles

June 5, 2026  

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

June 4, 2026  

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business
Virtual Cards: A Game Changer for B2B Payments 

Small Business June 16, 2025 

Virtual Cards: A Game Changer for B2B Payments 

Payments remain one of the most overlooked levers for improving control, efficiency, and financial outcomes. Yet today, it's one of the easiest to modernize thanks to virtual cards.

TaxPlanIQ Rolls Out New Tax Planning Features

Technology June 16, 2025 

TaxPlanIQ Rolls Out New Tax Planning Features

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched several new features designed to make tax planning more efficient and scalable.

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

ADP Adds New Resource Center to Give Accountants Strategic Advisory Tools

CAS June 6, 2025 

ADP Adds New Resource Center to Give Accountants Strategic Advisory Tools

Accountants can explore insights on workforce trends, tax and legislative updates, client advisory strategies, and firm management best practices.

Isaac M. O'Bannon

profit 1  58d3cecd0200b

Small Business June 5, 2025 

The Pulse of Profit: How Small Business Owners Can Keep Cash Flow Alive and Kicking

If you’ve felt the strain of covering payroll while waiting on a client payment, you already know: this isn’t a spreadsheet issue—it’s a survival skill.

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.

Audit Partners Concerned on Economic and Geopolitical Risks

Small Business June 5, 2025 

Audit Partners Concerned on Economic and Geopolitical Risks

As trusted experts with a front-row seat to corporate strategy and performance, audit partners provide a unique lens into how U.S. companies are navigating a period marked by economic uncertainty, geopolitical tension, and rapid technological change.

Isaac M. O'Bannon

Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

Financial Reporting June 5, 2025 

Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

The survey polls chief executive officers, chief financial officers, controllers and other CPAs in U.S. companies who hold executive and senior management accounting roles.

Isaac M. O'Bannon

Progress Software Launches New ShareFile Features for Automation and Client Experience

CAS June 5, 2025 

Progress Software Launches New ShareFile Features for Automation and Client Experience

With staffing shortages and client expectations on the rise, many accounting firms are struggling to keep pace, especially when administrative burdens reduce time for strategic advisory services.

Isaac M. O'Bannon

Aprio Acquires Advisory Firm Nextfed

Mergers and Acquisitions June 4, 2025 

Aprio Acquires Advisory Firm Nextfed

The Atlanta-based top 30 firm said June 4 it has acquired Nextfed, an Arlington, VA-based strategy consulting and M&A advisory firm with experience in the commercial aerospace, defense, and government services sectors.

Jason Bramwell

Paychex Launches New Accountant Portals

CAS June 4, 2025 

Paychex Launches New Accountant Portals

Accountants previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access the broad range of functionality of Paychex Flex through an intuitive dashboard with simplified workflows.

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

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