Technology August 13, 2026
Suralink Expands Agentic Capabilities
Agentic automation platform Suralink announced an expansion of its agent library, including what it says is the industry’s first Client Document Prescreen Agent.
Technology August 13, 2026
Suralink Expands Agentic Capabilities
Agentic automation platform Suralink announced an expansion of its agent library, including what it says is the industry’s first Client Document Prescreen Agent.
Firm Management September 1, 2026 Sponsored
CPE Webinar: Grow Your 1040 Practice Without Adding Staff: AI-Powered Strategies for Tax Firms
As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have.
Technology July 21, 2026
ContinuServe Unveils Revamped ContinuFlow Platform
ContinuServe said Tuesday it has updated ContinuFlow, its next-generation finance automation platform designed to modernize and unify back-office operations for middle-market companies.
Technology July 15, 2026
Firm360 Introduces AutoPrep
Practice management platform Firm360 announced Firm360 AutoPrep, a tax prep automation capability powered by Juno.
Firm Management July 13, 2026
Beyond the Scan-and-Populate: Moving AI to the Client-Facing Front Lines
Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?
Financial Reporting June 29, 2026
AI for Accounts Payable: The Everyday Problems It Solves
Traditional automation of the AP process has historically been used to solve the problems of manual AP, including inaccuracy. AI now builds on that, making the AP process smarter, faster, and more intuitive.
Technology June 26, 2026
Smarsh Collaborates with AWS to Reduce Compliance Review Workload by 77%
The collaboration is accelerating the transformation of compliance from a reactive function into an intelligence-driven competitive advantage.
Firm Management June 22, 2026 Sponsored
A Better Way to Onboard New Clients
Stop chasing client information. Download free intake templates from 8am™ CPACharge to reduce onboarding delays, cut administrative back-and-forth, and move engagements forward faster.
Technology June 17, 2026
Melio Unveils Autonomous B2B Payment Network
Melio has launched an agent-powered payment network that enables buyers to pay suppliers directly through their accounts receivable systems, without requiring suppliers to onboard to a new portal or payment network.
Technology June 10, 2026
Canopy Releases Close Automation to Customers in Open Beta
The module has evolved into a native system of record that unifies client workflows with general ledger data to automate ledger monitoring, issue surfacing, and reporting, Canopy says.
Technology June 10, 2026
Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows
The integration delivers concrete benefits across the audit workflow:
Technology June 5, 2026
GruntWorx, Jody Padar Present On-Demand Course to Help Tax Firms Design an Automated, Human‑Centered Workflow
GruntWorx announced Thursday the release of "Modern Tax Workflow: Process, Automation and the Human Advantage," a new on‑demand course taught by tax thought leader and educator Jody Padar.