Firm Management

Technology October 16, 2025 

A new report from audit, risk, and compliance software provider AuditBoard reveals that artificial intelligence adoption in audit functions is growing, up from 8% to 21% in just one year.

Jason Bramwell

Technology October 30, 2025  Sponsored

Clients want a digital tax experience that’s fast and easy. But they want it with a human element. How can your firm thread that needle? By integrating solutions that automate and simplify the most time-consuming and dreaded parts of the tax process—intake, signatures, deadline reminders, etc.—while also promoting clear and easy communication with features like…

Firm Management October 16, 2025 

The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.

Isaac M. O'Bannon

Firm Management November 18, 2025  Sponsored

Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix…

Technology October 15, 2025 

Wolters Kluwer Tax & Accounting said Oct. 15 that it has launched Expert AI, an enhancement to its cloud-native platform, CCH Axcess, which brings advanced intelligence into the flow of work, unifying tax, audit, and firm management with a digital core.

Jason Bramwell

Firm Management October 15, 2025 

Additionally, AidenRescue has everyday uses such as cleaning and repurposing a device for a new user, upgrading to a new operating system, reprovisioning a device disabled by a blue-screen error, and more.

Isaac M. O'Bannon

Marketing October 15, 2025 

As the year wraps up, your clients are probably thinking about bonuses, holiday plans, and taxes. That means it’s the perfect time for your accounting firm to stay top of mind.

Becky Livingston

Auditing October 14, 2025  Sponsored

Artificial intelligence is becoming an integral part of modern audit practices. As new tools emerge, understanding how to evaluate them effectively is essential. The Ultimate Guide to AI for Auditors provides a practical framework to help audit professionals, firm leaders, and teams make informed decisions about adopting AI.

Technology October 14, 2025 

While there are formal methodologies for change management as we cover later in this article, a common-sense assessment of what your team can handle can serve you well in the right situation.

Randy Johnston

Firm Management October 14, 2025 

Remote work is dead. Long live… plush offices that look like high-end residences where knowledgeable workers can pretend to work from home?

AICPA October 14, 2025 

The AICPA is recommending relief measures that are fair, reasonable and practical to mitigate the negative impact of the shutdown on taxpayers and practitioners.

Isaac M. O'Bannon

Firm Management October 13, 2025 

DSWD, a CPA and advisory firm with offices in Chicago and Frankfort, IL, announced on Oct. 9 that it has received an investment from 119th Street Capital, a Merrillville, IN-based family office that exclusively invests in privately owned financial services firms.

Jason Bramwell