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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
Woodard Appoints Deborah Defer as Director of CAAS Consulting Services

Accounting June 21, 2023 

Woodard Appoints Deborah Defer as Director of CAAS Consulting Services

Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.

Isaac M. O'Bannon

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Advisory June 20, 2023 

Commercial Insurance Rates Increased by 5.6% in Q1 2023

The aggregate commercial price change reported by carriers was an increase of 5.6%, up from the rate of 4.8% in the previous quarter.

Isaac M. O'Bannon

SD Mayer Adds HR Advisory Firm WOVEN

Firm Management June 7, 2023 

SD Mayer Adds HR Advisory Firm WOVEN

WOVEN, which will remain an independent entity under the SD Mayer umbrella, provides HR strategy and operations to SMBs.

Jason Bramwell

CPA Firms’ Consulting Arms Get Some Love in New Ranking

Advisory June 5, 2023 

CPA Firms’ Consulting Arms Get Some Love in New Ranking

The consulting practices at seven of the top accounting firms in the U.S. are among the 50 best in the world, according to The Consulting Report.

Jason Bramwell

Protect Your Clients’ Banking Relationships by Adhering to New Lease Accounting Standards

Accounting June 2, 2023 

Protect Your Clients’ Banking Relationships by Adhering to New Lease Accounting Standards

As the industry drives toward greater compliance, banks will scrutinize agreed-on covenants and reporting requirements.

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Advisory May 31, 2023 

Unlocking Your CAS Potential: Strategies for Facing Challenges Head-On

As practitioners, we must continuously adapt, evolve, and learn to ensure our practices remain successful and serve our clients effectively.

Amy Vetter

How to Market Advisory Services in 2023

Accounting May 30, 2023 

How to Market Advisory Services in 2023

Promoting advisory services isn’t as complicated as you think. Here’s how to get started.

Grant Thornton is the Latest Large Firm to Get Rid of Staff

Firm Management May 26, 2023 

Grant Thornton is the Latest Large Firm to Get Rid of Staff

Grant Thornton let 300 employees in its advisory and tax services practices know on Thursday that they were losing their jobs.

Jason Bramwell

Your Firm and Your Tools – Top Technology Initiatives

Accounting May 19, 2023 

Your Firm and Your Tools – Top Technology Initiatives

The accounting profession is undergoing a rapid digital transformation. As a result, embracing innovative technology tools is crucial for public practice accounting firms to stay competitive, streamline operations, and provide exceptional client service.

Randy Johnston

Real-Time Insights are Key to a Trusted Advisor’s Role

Accounting May 2, 2023 

Real-Time Insights are Key to a Trusted Advisor’s Role

An overwhelming majority of accountants attribute their clients’ business success to real-time financial data.

forensic-accounting1

Taxes May 2, 2023 

Tax Rep Network to Present The Practitioner’s Advisory Summit Free Virtual Conference June 14, 2023 Sponsored by Intuit

The Summit agenda features key thought leaders discussing all aspects of advisory services including reviewing the current state of advisory services.

Forvis Launches Nonprofit Advisory Services Practice in Arizona Market

Accounting April 26, 2023 

Forvis Launches Nonprofit Advisory Services Practice in Arizona Market

FORVIS has expanded its nonprofit advisory services practice to the Arizona market with the addition of Pete Finley.

Isaac M. O'Bannon

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