Automation

Automation November 25, 2025  Sponsored

The first mile of the tax process is fraught with cumbersome, time-consuming tasks. But leveraging emerging technology can radically change that experience for firms. Automation and AI are drastically shortening that first mile by taking monotonous tasks like source document gathering and organization off of firms’ plates.

Accounting Technology Lab Podcast November 7, 2025 

Accounting technologists Randy Johnston and Brian Tankersley, CPA, discuss the state of technology in the accounting space, including advancements in AI for firm management and client services. The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology.

Brian Tankersley, Randy Johnston

Technology October 22, 2025 

Cloud ERP company Acumatica and finance platform BILL announced on Oct. 22 that they have teamed up to embed BILL’s Accounts Payable Automation solution directly into Acumatica Cloud ERP.

Jason Bramwell

Taxes October 22, 2025 

Gruntworx, a maker of automation solutions for tax professionals, has announced its new integration with Intuit ProSeries, one of the most widely used tax preparation platforms in the profession.

Isaac M. O'Bannon

Technology October 30, 2025  Sponsored

Clients want a digital tax experience that’s fast and easy. But they want it with a human element. How can your firm thread that needle? By integrating solutions that automate and simplify the most time-consuming and dreaded parts of the tax process—intake, signatures, deadline reminders, etc.—while also promoting clear and easy communication with features like…

Firm Management November 18, 2025  Sponsored

Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix…

Automation October 15, 2025 

Docyt combines AI-driven bookkeeping automation, seamless data integrations, and built-in client communication tools, allowing accountants to dramatically expand capacity and revenue potential

Firm Management November 20, 2025  Sponsored

Does your firm embrace change, or avoid it until it's too late? Modernizing your firm isn't just about adopting new technology. It means shifting workflows, rethinking pricing models, and building a culture where your team actually buys in. Ryan Lazanis, Will Hill, and Sean Duncan will share how forward-thinking firms are leading change that lasts.

Accounting Technology Lab Podcast October 3, 2025 

Randy Johnston and Brian Tankersley, CPA, discuss the state of audit automation with two longtime audit professionals who are now with audit technology provider Audit Sight, a platform that eliminates manual work for auditors, diligence and private equity professionals by automating financial transaction verification.

Brian Tankersley, Randy Johnston

Technology October 2, 2025 

The AI-powered accounting automation solutions provider announced Oct. 2 that it has received a majority investment from TA Associates, a Boston-based global private equity firm.

Jason Bramwell

Accounting Technology Lab Podcast September 19, 2025 

Randy Johnston and Brian Tankersley, CPA, discuss the latest developments in agentic AI, including explaining what it is, how it can help accounting firms and their clients, and what their preferred AI platforms are. Watch the video, listen to the audio, or read the transcript. The Accounting Tech Lab is an ongoing series that explores...…

Brian Tankersley, Randy Johnston

Technology September 16, 2025 

The new feature set, Drake Workflow, is built to help tax professionals streamline operations, enhance team coordination, and gain visibility into every return and customer progress during tax season.

Jason Bramwell