Technology November 10, 2026
Safebooks Unveils Enterprise Finance Automation Suite
The suite helps finance teams reduce manual work, accelerate the close, and maintain traceable evidence across financial processes, Safebooks says.
Technology October 1, 2026
Sage Acquires Financial Workflow Specialist Paperless Environments
A long-standing Sage partner, Baton Rouge, LA-based Paperless Environments provides solutions for accounts payable automation, document workflows, and subcontractor compliance in the construction industry.
Technology September 30, 2026
Kantata Enables Firms to Turn Their Expertise Into Custom AI Agents
Professional services automation solutions provider Kantata has introduced Agent Studio, which enables professional services firms to turn their expertise into custom AI agents.
Advisory September 17, 2026
Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
Firm Management October 9, 2026 Sponsored
Archived Webcast: Digital Meets Personal – Why Your Firm Needs to Pair People With Tax Automation
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.
Technology August 31, 2026
Vena Rolls Out Financial Consolidation Solution
Vena announced last week the general availability of Vena Financial Consolidation, an Excel-native solution that automates intercompany eliminations, FX translation, ownership logic, and adjustments in one governed system.
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
Archived Webcast: 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.