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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
From Transactional to Transformational: How to Activate Your Advisory Services

Advisory October 10, 2022 

From Transactional to Transformational: How to Activate Your Advisory Services

For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.

New! Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies

October 6, 2022  Sponsored

New! Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies

With the integration between Lacerte and ProConnect Tax, client data is automatically mined to bring significant time savings to your practice and more accurate tax projections for your clients.

Here is How to Thwart Cyber Thieves Coming For Your Data

Technology October 6, 2022 

Here is How to Thwart Cyber Thieves Coming For Your Data

While challenges persist, remote workers can keep data secure by following these nine key tips.

Jason Bramwell

From Transactional to Transformational: How to Activate Your Advisory Services

Advisory October 6, 2022 

From Transactional to Transformational: How to Activate Your Advisory Services

Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.

The Technology Lab Podcast – Review of PlanGuru – Oct. 2022

Accounting Technology Lab Podcast October 5, 2022 

The Technology Lab Podcast – Review of PlanGuru – Oct. 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.

Brian Tankersley, Randy Johnston

The Technology Lab Podcast – Review of WeIntegrate – Oct. 2022

Accounting Technology Lab Podcast October 5, 2022 

The Technology Lab Podcast – Review of WeIntegrate – Oct. 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review WeIntegrate, which provides small businesses with automated integration of Shopify and QuickBooks Online near real-time, saving time and increasing accuracy.

Brian Tankersley, Randy Johnston

Study: 20% of U.S. Workers Say They Felt Mistreated by Colleagues Over Political Views

Firm Management October 5, 2022 

Study: 20% of U.S. Workers Say They Felt Mistreated by Colleagues Over Political Views

Society for Human Resource Management survey found an uptick in political volatility in the workplace.

Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations

Advisory October 5, 2022 

Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations

Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.

Stan Sterna

Accounting Firms Make Appearance in Fortune’s 100 Best Workplaces for Women

Accounting October 4, 2022 

Accounting Firms Make Appearance in Fortune’s 100 Best Workplaces for Women

Six public accounting firms were among the top 100 large workplaces for women in 2022.

Jason Bramwell

Get Your C-Suite on Board with Technology

Small Business October 4, 2022 

Get Your C-Suite on Board with Technology

It can be an uphill battle getting the C-suite on board with new technologies, despite the benefits they can bring to a business.

Justin Hatch

Accountants Can Win a Trip to Italy in Expensify Contest

Accounting October 4, 2022 

Accountants Can Win a Trip to Italy in Expensify Contest

Five all-expenses-paid spots at ExpensiCon – the global accounting conference hosted by Expensify in May 2023 at Borgo Egnazia in Puglia, Italy – are up for grabs for accountants.

Isaac M. O'Bannon

data-breaches-notification1

Firm Management October 3, 2022 

Data Security: What Could Go Wrong?

At the end of the day, cyberattacks can have a detrimental impact to firms. Don’t wait until it’s too late to develop an effective data security plan.

Christopher Stark

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