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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
How Automation Helped a Firm Save Clients $500,000 on Lease Management

Advisory October 29, 2024 

How Automation Helped a Firm Save Clients $500,000 on Lease Management

With the implementation of the new lease accounting standards under ASC 842, GBQ faced significant challenges in helping their construction clients navigate these complex changes.

Isaac M. O'Bannon

2024 Intuit Connect Conference Kicks Off in Vegas

Small Business October 28, 2024 

2024 Intuit Connect Conference Kicks Off in Vegas

Conference activities centered around small business practices, advisory services, professional tax services, and accounting firm management will be held from October 28-30, 2024.

Isaac M. O'Bannon

AICPA Offers Financial Tips to Recent Hurricane Victims

Financial Planning October 22, 2024 

AICPA Offers Financial Tips to Recent Hurricane Victims

The personal financial planning experts at the American Institute of CPAs are offering tips to help with financial wellbeing and planning for the future.

Isaac M. O'Bannon

TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire

Tax Planning October 18, 2024 

TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire

The event on Oct. 25 is geared toward firm owners looking to start offering or enhance their existing tax planning and advisory services.

Jason Bramwell

Avantax Adds New Advisor Members with Approximately $390 Million in Combined Asset Management

Financial Planning October 10, 2024 

Avantax Adds New Advisor Members with Approximately $390 Million in Combined Asset Management

Financial professionals transferring to Avantax receive the tax-intelligent tools, technology, resources and home office support needed to help clients pursue their financial goals.

Isaac M. O'Bannon

Avantax Acquires SEP Financial Services

Financial Planning October 1, 2024 

Avantax Acquires SEP Financial Services

Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.

Isaac M. O'Bannon

CPA Challenge: How Do You Build a Firm Culture?

Advisory September 30, 2024 

CPA Challenge: How Do You Build a Firm Culture?

What is firm culture? What makes it positive? How can a firm foster it? How do staff, clients and others react? This is a challenge for all firms, and a requirement for those that want to thrive.

Isaac M. O'Bannon

Executive Roundtable Meets in New York City

Artificial Intelligence September 27, 2024 

Executive Roundtable Meets in New York City

New York City was the place to be this week as the issue of responsible AI was discussed at the AICPA/CPA.com's annual meeting.

Gail Perry

CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It

Accounting October 24, 2024 

CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It

Embark on a journey to explore the foundational principles of change management tailored specifically for the accounting profession.

Intuit Launches FP&A and Management Solution for Growing Businesses

Small Business September 23, 2024  Sponsored

Intuit Launches FP&A and Management Solution for Growing Businesses

Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.

Scott Cytron

CPE Webcast Oct. 22 – Balancing Automation and Personal Connection in this Digital Era

Accounting October 22, 2024 

CPE Webcast Oct. 22 – Balancing Automation and Personal Connection in this Digital Era

Striking the right balance between automation and personal connection is key to delivering great client service.

2024 Innovation Awards Roundup – The Accounting Technology Lab Podcast – Sept. 2024

Accounting Technology Lab Podcast September 19, 2024 

2024 Innovation Awards Roundup – The Accounting Technology Lab Podcast – Sept. 2024

Hosts Brian Tankersley, CPA, and Randy Johnston discuss the technologies that won this year's 2024 Tax and Accounting Technology Innovation Awards, a program by CPA Practice Advisor that honors products making a difference for professionals.

Brian Tankersley, Randy Johnston

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