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 May 27, 2026
HubSync Unveils ‘Halo’ AI Operating System
HubSync Halo is an AI operating system that the company says automates and orchestrates the full tax and accounting engagement lifecycle—from engagement letter to delivery and close.
Technology May 20, 2026
Suralink Launches Client Data Vault
Suralink, an agentic automation platform for accounting firms and their clients, has unveiled Client Data Vault, a client-owned archive that preserves audit data within Suralink’s Request List Management platform.
Advisory June 16, 2026 Sponsored
Archived Webcast: The Post-Busy Season Audit: Turning Pain Points into Progress
This practical webinar helps tax and accounting professionals make sense of what worked—and what didn't—during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.
Firm Management June 9, 2026 Sponsored
Archived Webinar: Ask Ryan Lazanis Anything
Tax season might be in the rearview mirror, but for many firm owners, the sprint never ends. If you feel like your firm is running you, instead of the other way around, bring your questions to Ryan Lazanis, CPA, of Future Firm Accelerate in this “Ask Me Anything” webinar.
Technology May 13, 2026
Xero Provides Small Businesses and Accountants With a Natural Language Custom AI Agent Builder
The global small business accounting platform announced Wednesday the launch of XeroForce, a natural language custom AI agent builder for the financial workflows of small businesses and accountants.
Technology May 12, 2026
Deel Launches Agentic Workflow Platform Akai
Akai automates the manual, portal-based workflows that slow operations teams down without needing a developer, an API, or an IT integration project, Deel says.
Technology May 8, 2026
Optro Acquires SOX Automation Platform Midship
Hg-backed Optro, the cloud-based audit, risk, and compliance management platform that was formerly known as AuditBoard, said May 6 that it has acquired Midship, an AI-native SOX automation solution.
Technology May 7, 2026
Digits Brings Automated Accounting Schedules Inside the Ledger
AI-native accounting platform Digits on Thursday unveiled Digits Schedules, a new system that brings accrual accounting workflows into the ledger by automatically detecting, generating, and managing supporting schedules.
Cloud Technology May 28, 2026 Sponsored
Archived Webcast: Why Post–Tax Season is the perfect time to move your firm to the cloud
As another tax season wraps up, many smaller tax prep firms are left reflecting on what slowed them down: system crashes, limited remote access, hardware issues, or constantly troubleshooting outdated on‑premise tax software. If these pain points feel familiar, then this is the right time to explore a move to a modern cloud‑based tax platform.
Technology April 30, 2026 Sponsored
5 Tech Trends to Watch in 2026
Technology is rapidly reshaping the accounting and tax profession. AI, automation, unified tech stacks, and cloud-based platforms are moving from emerging ideas to everyday tools, changing how firms operate, collaborate, and serve clients.
Technology April 29, 2026
Rippling Rolls Out Automated Compliance Tool for SOC 2 Audits
Workforce management system Rippling has launched an automated compliance tool that the San Francisco-based company says dramatically simplifies SOC 2 audits.
Technology April 22, 2026
Certinia Launches Forecasting Platform for Professional Services Firms
Certinia has launched Services Forecasting, which the company says unifies cost and revenue data on a single platform so services organizations can move away from reactive reporting and toward real-time margin management.