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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
profit 1  58d3cecd0200b

Small Business June 5, 2025 

The Pulse of Profit: How Small Business Owners Can Keep Cash Flow Alive and Kicking

If you’ve felt the strain of covering payroll while waiting on a client payment, you already know: this isn’t a spreadsheet issue—it’s a survival skill.

Progress Software Launches New ShareFile Features for Automation and Client Experience

CAS June 5, 2025 

Progress Software Launches New ShareFile Features for Automation and Client Experience

With staffing shortages and client expectations on the rise, many accounting firms are struggling to keep pace, especially when administrative burdens reduce time for strategic advisory services.

Isaac M. O'Bannon

Paychex Launches New Accountant Portals

CAS June 4, 2025 

Paychex Launches New Accountant Portals

Accountants previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access the broad range of functionality of Paychex Flex through an intuitive dashboard with simplified workflows.

Isaac M. O'Bannon

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Financial Reporting May 22, 2025 

EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges

Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.

Isaac M. O'Bannon

CFOs Most Likely to Spend Cash on Organic Growth and Acquisitions in 2025

Financial Reporting May 19, 2025 

CFOs Most Likely to Spend Cash on Organic Growth and Acquisitions in 2025

Eighty-seven percent of CFOs are likely, or very likely, to spend on organic growth in 2025, according to a survey by Gartner, Inc.

Isaac M. O'Bannon

How to Increase Revenue without Increasing Clients

CAS May 6, 2025 

How to Increase Revenue without Increasing Clients

One of the main goals of any business is to grow revenue, but the real challenge is to determine the proper strategy to do just that. Ultimately, it’s a math equation—music to any accountant’s ears.

small-business1

Small Business May 6, 2025 

ADP Celebrates National Small Business Week with Advice from Nearly 18,000 Small Business Owners

From the rapid rise of new technologies like generative AI to changing employee expectations and a shifting compliance landscape, small businesses continue to seek opportunities to thrive amid an ever-changing environment.

Isaac M. O'Bannon

How Technology Powers Continuous Innovation for CAS Practices

Advisory May 5, 2025 

How Technology Powers Continuous Innovation for CAS Practices

Clients are increasingly looking beyond traditional accounting services and instead want strategic partners capable of providing real-time financial insights and proactive guidance.

Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount

CAS May 5, 2025 

Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount

Adaptive, an automation platform for construction accounting, has launched its next-generation solution designed specifically for accounting firms to grow their construction verticals.

Isaac M. O'Bannon

10 Benefits of Cloud Accounting for Tax Professionals

CAS April 30, 2025  Sponsored

10 Benefits of Cloud Accounting for Tax Professionals

Here are the advantages of cloud accounting and how delivering services in the cloud can revolutionize the way a tax professional operates.

Scott Cytron

medical bills 1  58c1bfece1ec3

CAS April 30, 2025 

How to Help Medical Practice Clients with Administrative Fees

To cover some of those costs, it appears that a growing number of doctors are charging their patients a little extra, usually called an “administrative fee.”

Avalara Logo

Accounting June 3, 2025  Sponsored

Archived Webcast: Scale smarter: Automate sales tax to grow your CAS practice

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

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