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Technology

Review of the Keyveve Accounting Firm Platform – Accounting Technology Lab Podcast – June 2026

Accounting Technology Lab Podcast June 5, 2026 

Review of the Keyveve Accounting Firm Platform – Accounting Technology Lab Podcast – June 2026

Randy and Brian examine Keyveve, an emerging accounting-firm platform that brings together document management, workflow and more.

Brian Tankersley, Randy Johnston

Featured Articles

June 5, 2026  

Zuora Releases AI Monetization Suite

June 5, 2026  

Lili Embeds Business Credit Solutions for Small Businesses

June 5, 2026  

GruntWorx, Jody Padar Present On-Demand Course to Help Tax Firms Design an Automated, Human‑Centered Workflow

June 4, 2026  

Wolters Kluwer and OpenAI Expand Collaboration on Enterprise AI

June 4, 2026  

Zoho’s Point-of-Sale Software Now Available in the U.S.
PCAOB Adopts New Rules for Auditors on Technology-Aided Analysis

Auditing June 17, 2024 

PCAOB Adopts New Rules for Auditors on Technology-Aided Analysis

The revised rules provide detail and clarity for auditors when performing procedures using technology-assisted analysis.

Jason Bramwell

The Good and the Bad of Cloud Vendor Relations

Technology June 14, 2024 

The Good and the Bad of Cloud Vendor Relations

Cloud vendor lock-in can impact businesses that are migrating to the cloud. Lete's take a look at some pros and cons.

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Accounting Technology Lab Podcast June 13, 2024 

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Laurel.ai, automated timekeeping solution that uses real AI to not just track hours, but also to unlock a new level of profitability and efficiency.

Brian Tankersley, Randy Johnston

data-security-cloud-computing1

Accounting June 13, 2024 

Banks Struggle with Electronic Communications Compliance

The report also revealed that four out of five firms (79%) are increasingly using communication surveillance technology to identify misconduct and culture risk.

Isaac M. O'Bannon

Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes

Firm Management July 9, 2024 

Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.

Last Chance to Nominate Technologies for 2024 Innovation Awards

Accounting June 12, 2024 

Last Chance to Nominate Technologies for 2024 Innovation Awards

Now in their 21st year, the Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Isaac M. O'Bannon

KPMG Collaborates with Databricks for Audit AI

Auditing June 12, 2024 

KPMG Collaborates with Databricks for Audit AI

The firm’s ongoing alliance with Databricks will further accelerate the adoption of artificial intelligence within KPMG’s audits.

Isaac M. O'Bannon

Vertex Acquires Artificial Intelligence Sales Tax Capabilities from Ryan, LLC

Sales Tax June 12, 2024 

Vertex Acquires Artificial Intelligence Sales Tax Capabilities from Ryan, LLC

The new Vertex AI capabilities leverage proprietary and private Large Language Models (LLM) to deliver Generative Pre-Trained Transformer (GPT) capabilities combined with “human in the loop” tax expertise.

Isaac M. O'Bannon

Review of Black Ore Tax Autopilot- The Accounting Technology Lab Podcast – June 2024

Accounting Technology Lab Podcast June 7, 2024 

Review of Black Ore Tax Autopilot- The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Black Ore Tax Autopilot, an AI tax prep system for CPAs, which features complete 1040 tax preparation automation.

Brian Tankersley, Randy Johnston

growth pic 1  5661b14028d45

Advisory June 7, 2024 

Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants

Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.

Marketing1

Firm Management June 6, 2024 

Mid-Year Marketing Checklist for Accounting Firms

Focusing on the middle of the marketing funnel, where potential leads are weighing their options and seeking more information, can significantly enhance your ability to convert prospects into engaged clients.

Becky Livingston

Lettuce Financial Launches LettuceHead AI to Answer Solopreneur’s Tax Questions 24/7

Taxes June 6, 2024 

Lettuce Financial Launches LettuceHead AI to Answer Solopreneur’s Tax Questions 24/7

LettuceHead AI, an AI-powered knowledge base and tax hub purpose-built to meet solopreneurs' needs.

Isaac M. O'Bannon

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