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CAS

Wolters Kluwer to Launch New CCH Axcess Advisor System

Technology December 15, 2025 

Wolters Kluwer to Launch New CCH Axcess Advisor System

Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season.

Featured Articles

December 12, 2025  

Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025

December 12, 2025  

What Is CAS (Client Advisory Services)? – The Accounting Technology Lab Podcast – Oct. 2025

December 8, 2025  

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy

November 25, 2025  

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

November 21, 2025  

Sax Adds SCL Consulting in Maryland
How Firms Are Using CAS to Build Better Work-Life Balance

Firm Management July 24, 2025 

How Firms Are Using CAS to Build Better Work-Life Balance

Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.

Why Now is the Right Time to Modernize Client Accounting Services

CAS July 15, 2025 

Why Now is the Right Time to Modernize Client Accounting Services

The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.

43% of Finance Teams Question Their Own Tariff Preparedness

CAS July 7, 2025 

43% of Finance Teams Question Their Own Tariff Preparedness

The insightsoftware study reveals that access to modern forecasting tools and real-time data creates a decisive advantage in navigating economic uncertainty.

Isaac M. O'Bannon

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence

CAS June 30, 2025 

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence

The Sales Tax Sisters and Roundtable Labs partner to launch a supportive, educational space for accounting professionals struggling with sales tax.

Isaac M. O'Bannon

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

Financial Reporting June 25, 2025 

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

With the new solution, Emburse Professional and Sage Intacct are seamlessly bridged through bi-directional data synchronization.

Isaac M. O'Bannon

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

Accounting June 24, 2025 

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

The acquisition is expected to be funded through a mix of cash and equity. The upfront consideration will be US$2.5 billion (A$3.9 billion) in cash and equity consideration.

Isaac M. O'Bannon

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CAS June 24, 2025 

You Don’t Have to Chase the Sugar High of Private Equity: Why CLA Believes in Organic Growth and the Power of Partnership

Clients need a partner who understands their world, who’s in it for the long haul, and who can bring the full weight of a seamlessly integrated team to help them thrive. 

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

CAS June 23, 2025 

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

With customer expectations evolving, some restaurant leaders are turning to artificial intelligence (AI) to create new opportunities for growth across their operations.

Isaac M. O'Bannon

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

CAS June 23, 2025 

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

A new study identifies a combined annual economic opportunity of $616 billion through productivity gains, faster payments, and reduced fraud, if businesses more effectively adopt e-invoicing practices.

Isaac M. O'Bannon

Accounting Firms Saw Gains in Profits and Clients Over the Past Year

Firm Management June 17, 2025 

Accounting Firms Saw Gains in Profits and Clients Over the Past Year

Accounting firms in the U.S. have had a profitable last 12 months, due to adding new clients, technology, and service offerings, according to a new report from Xero.

Jason Bramwell

Powering Up at Intuit Connect: Feel the Transformational Experience and Register Today

Small Business June 17, 2025 

Powering Up at Intuit Connect: Feel the Transformational Experience and Register Today

One of the key focuses of the Intuit Connect conference is to offer expert advice on how to become a stronger leader and advisor so that you can transform your client relationships and ultimately your firm’s success. 

Bryan Cytron

ADP Adds New Resource Center to Give Accountants Strategic Advisory Tools

CAS June 6, 2025 

ADP Adds New Resource Center to Give Accountants Strategic Advisory Tools

Accountants can explore insights on workforce trends, tax and legislative updates, client advisory strategies, and firm management best practices.

Isaac M. O'Bannon

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