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Firm Management

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Featured Articles

May 27, 2026  

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

May 27, 2026  

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

May 26, 2026  

Centri Lands $20 Million Credit Facility From Citizens Financial Group

May 26, 2026  

Shoreline Advisors in Massachusetts Joins Platform

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
 TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

Firm Management May 23, 2024 

TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

Isaac M. O'Bannon

Intern Hiring Is Stable For 2024, Report Says

Payroll May 22, 2024 

Intern Hiring Is Stable For 2024, Report Says

Eight out of 10 employers are expected to maintain or increase the number of interns they bring in, according to a NACE survey.

Jason Bramwell

Technology-Mature Firms Can Earn Up to 39% More Revenue Per Employee

Firm Management May 21, 2024 

Technology-Mature Firms Can Earn Up to 39% More Revenue Per Employee

Firms using connected, cloud-based accounting technology report earnings of up to 39% more revenue per employee, survey shows.

Kristy Short, Ed.D.

Grant Thornton Sheds 350 Employees, Delays Start Dates for New Associates

Firm Management May 21, 2024 

Grant Thornton Sheds 350 Employees, Delays Start Dates for New Associates

This latest round of layoffs comes almost exactly a year after Grant Thornton let 300 people go, mostly from tax and advisory.

Jason Bramwell

Forvis Set to Acquire ConTech360 Later This Year

Firm Management May 21, 2024 

Forvis Set to Acquire ConTech360 Later This Year

The deal, which is expected to close in the fall, is aimed at strengthening the construction industry practice at the top 10 accounting firm.

Jason Bramwell

Eide Bailly to Merge in Edward White & Co. Next Month

Firm Management May 20, 2024 

Eide Bailly to Merge in Edward White & Co. Next Month

The top 20 accounting firm said it was merging with Woodland Hills, CA-based CPA firm Edward White & Co., effective June 1.

Jason Bramwell

KSM to Join Forces With Cincinnati Firm Cassady Schiller

Firm Management May 20, 2024 

KSM to Join Forces With Cincinnati Firm Cassady Schiller

Katz, Sapper & Miller is expanding into Ohio as it is set to add Cassady Schiller, one of the largest CPA firms in Cincinnati, on May 31.

Jason Bramwell

Wolf & Company Adds Treehouse Technology Group

Firm Management May 20, 2024 

Wolf & Company Adds Treehouse Technology Group

As part of the transaction, Boston-based Treehouse Technology Group brings to Wolf its prized data analytics tool InsightOut.

Jason Bramwell

A Grassroots Movement for The Regenerative Accountant

Accounting May 20, 2024 

A Grassroots Movement for The Regenerative Accountant

Are you prepared to be a part of a movement that's reshaping our profession for the better by being the change that you want to see in the world?

Canopy Logo 2020

Firm Management May 17, 2024 

Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms

The $35 million investment will be channeled towards doubling down on Canopy’s vision for leveraging AI to make firms exponentially more efficient.

Isaac M. O'Bannon

 TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

Firm Management May 16, 2024 

TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

Isaac M. O'Bannon

Baker Tilly to Acquire Top 100 Firm Seiler in California

Firm Management May 16, 2024 

Baker Tilly to Acquire Top 100 Firm Seiler in California

The deal is the Chicago-based top 10 firm's first since it announced receiving a large private equity investment in February.

Jason Bramwell

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