Technology December 29, 2025
Once they get an understanding of the direct and indirect cost benefits of accounting software hosting, CPA firm leaders can make an informed, strategic decision about their cloud transition.
November 25, 2025
November 17, 2025
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.
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.
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.
Technology June 24, 2025
ProfitSolv announced on June 24 a significant strategic investment co-led by growth equity firm FTV Capital and Lightyear Capital, an existing investor in the company since it launched in 2020.
Technology June 16, 2025
TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched several new features designed to make tax planning more efficient and scalable.