Automation

Technology November 19, 2025 

The Vertex Configuration Agent for Microsoft Dynamics 365 can now be found in the Microsoft Marketplace, helping customers automate tax configuration, maintain compliance, and adapt quickly as business needs evolve.

Jason Bramwell

Accounting Technology Lab Podcast November 19, 2025 

Accounting technologists Randy Johnston and Brian Tankersley, CPA, take a look at some of the products in the 2025 CPA Practice Advisor Tax and Accounting Technology Innovation Awards. In this, the second of a two-part series, the focus is on accounting and audit services.

Brian Tankersley, Randy Johnston

Technology November 17, 2025 

Zeni announced it has just launched its AI Accountant Agent, an autonomous solution that handles transaction processing, reconciliations, flux analysis, and receipt matching with machine-level accuracy.

Jason Bramwell

Firm Management December 4, 2025  Sponsored

Discover the roadmap to achieving future-ready success for your tax and accounting firm by joining us at our The Future of Your Firm: Unlocking Growth Through Integration, Innovation, and Insight webinar.

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.