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.
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.
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.