Technology April 30, 2026 Sponsored
Technology is rapidly reshaping the accounting and tax profession. AI, automation, unified tech stacks, and cloud-based platforms are moving from emerging ideas to everyday tools, changing how firms operate, collaborate, and serve clients.
April 6, 2026 Sponsored
March 9, 2026 Sponsored
March 26, 2026 Sponsored
Technology November 17, 2025
The cannabis-exclusive business software provider has launched what it claims is the cannabis industry’s first comprehensive financial solutions platform, designed to help operators bank, borrow, operate, and grow with greater clarity, control, and financial stability.
November 14, 2025
Randy and Brian take a look at some of the products in the 2025 CPA Practice Advisor Technology Innovation Awards. The focus is on tax technologies.
Automation November 25, 2025 Sponsored
The first mile of the tax process is fraught with cumbersome, time-consuming tasks. But leveraging emerging technology can radically change that experience for firms. Automation and AI are drastically shortening that first mile by taking monotonous tasks like source document gathering and organization off of firms’ plates.
Technology October 30, 2025
To be transformative with tech in the space of accounting and finance, we need to understand the unique dynamics of accounting firms and your relationship with clients.
Technology October 22, 2025
A Birmingham, AL-based financial tech company is expanding its operations in the Magic City, with plans to create 66 new jobs over the next five years.
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.
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.