Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Technology September 9, 2024
interVal Rolls Out New Advisor Landing Page
The Latest Update Dashboard provides accountants and advisors with quick and easy access to important tools and resources.
Firm Management September 9, 2024
Forvis Mazars Adds Technology Consulting Practice to Serve Construction Clients
The practice is designed to help construction companies move forward with digital-first strategies to streamline financial reporting and project operations, enhance communication and
Accounting Technology Lab Podcast September 6, 2024
Review of Thomson Reuters Checkpoint Edge – The Accounting Technology Lab Podcast – Sept 2024
Hosts Randy Johnston and Brian Tankersley, CPA, review Thomson Reuters Checkpoint Edge with CoCounsel. Designed for tax professionals and firms, Checkpoint Edge with CoCounsel is a research platform that includes new AI-assisted research capabilities to help tax professionals get trusted answers to complex tax research questions by using everyday language.
Technology September 18, 2024
Webinar: Unlocking Success: Building Your Small Firm’s Ideal Tech Stack
Whether you’re a solo practitioner or part of a small team, your tech stack plays a crucial role in achieving your firm’s goals. But firm size doesn’t dictate technology you use. There’s no reason to be struggling with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings.
Financial Reporting September 5, 2024
Two-Thirds of U.S. Financial Services Execs Lack the Right Data Environment to Use AI Effectively
Among heads of operations within the U.S. financial services sector, roughly 50% are unable to access real-time data, and two-thirds have legacy data environments that aren’t suited to AI.
Payroll September 5, 2024
Paylocity to Acquire Airbase in $325 Million Deal
Once the deal closes in early 2025, Airbase's spend management solution will be integrated with Paylocity's HCM platform.
Accounting September 3, 2024
Is Your Technology Working for You?
What tools are working, and which ones are not? Prioritize replacements. For example, I have never seen as much appetite for replacing practice management tools as this year.
Payroll August 30, 2024
Patriot Software Adds Free HR Center For Users
The HR Center includes federal, state, and local compliance monitoring and robust HR tools, resources, and templates.
Accounting Technology Lab Podcast August 30, 2024
Review of CCH AnswerConnect Tax Research- The Accounting Technology Lab Podcast – Sept 2024
Hosts Randy Johnston and Brian Tankersley, CPA, review CCH AnswerConnect. CCH AnswerConnect is backed by the trusted CCH editorial team of CPAs and tax law experts, and designed to deliver comprehensive answers and information as an all-in-one tax research tool.
Accounting August 29, 2024
The 2024 Tax and Accounting Technology Innovation Awards Announced
CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.
Technology August 28, 2024
CohnReznick Opens Digital Forensics Lab
Located near Washington, D.C., the lab is part of the top 20 firm's expanded cybersecurity and incidence response services.
Technology August 27, 2024
Crowe Introduces New Solution That Automates Financial Spreading Process
The top 15 accounting firm has broadened its banking technology portfolio by releasing Crowe CX for Financial Spreading.