Software

Firm Management November 20, 2025  Sponsored

Does your firm embrace change, or avoid it until it's too late? Modernizing your firm isn't just about adopting new technology. It means shifting workflows, rethinking pricing models, and building a culture where your team actually buys in. Ryan Lazanis, Will Hill, and Sean Duncan will share how forward-thinking firms are leading change that lasts.

Technology October 6, 2025 

Designed specifically for mid-market CPA firms, IRIS Firm Management Core delivers enterprise-grade practice management capabilities without enterprise complexity—enabling firms to be fully operational in as little as two to three weeks, the company said.

Jason Bramwell

Technology September 23, 2025 

TaxPlanIQ announced Sept. 23 partnerships with Liberty Tax and Elite Resource Team, putting tax planning tools in the hands of tax preparers and wealth managers around the country.

Jason Bramwell

Software September 25, 2025  Sponsored

As a tax and accounting firm, your clients’ data is among your most precious commodities. That means its security must be a priority. Are you confident that the solutions your firm uses are keeping your clients’ data safe?

Software September 9, 2025  Sponsored

Many accounting firms only focus on clients’ 1099 filing requirements in January. But with the IRS increasing enforcement — and with sweeping changes like the One Big Beautiful Bill poised to alter filing requirements — firms need a year-round strategy.

Technology August 21, 2025  Sponsored

Tech-forward accounting firms aren’t just keeping up, they’re pulling ahead. By embracing affordable automation tools, consolidating tax and accounting workflows, and adopting the latest technology, these firms are unlocking efficiencies that reduce costs and free up time.

Firm Management August 6, 2025  Sponsored

The role of a CPA has evolved far beyond spreadsheets and audits. Today’s clients and companies expect CPAs to be advisors, strategists, and forward-thinkers. But the reality is many CPAs still spend too much time on manual tasks that slow down productivity.

Firm Management August 4, 2025  Sponsored

In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.

Accounting August 14, 2025  Sponsored

When your teams are caught in a grind of manual tasks, fragmented tools, and version-control headaches, chaos often ensues. But there’s a smarter way.

Firm Management July 29, 2025 

A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.

Accounting Technology Lab Podcast July 11, 2025 

Brian Tankersley, CPA, and Randy Johnston, take you on a tour of the 2025 AICPA Engage Conference tradeshow floor.

Brian Tankersley, Randy Johnston

Technology June 30, 2025  Sponsored

Readers tell us which tax and accounting software they love the most. The awards highlight the most useful technology for firms and clients.