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.
Accounting March 4, 2024
Embracing AI, Automation and Other New Tech Is Necessary for Successful Firms
Those willing to embrace change, adapt their strategies, and invest in the future are set to transform their services and client experiences in ways we're just beginning to imagine.
Accounting Technology Lab Podcast March 1, 2024
The Accounting Technology Lab Podcast: Overview of Stanford Tax – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax, which leverages AI to understand your clients' prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes.
Payroll March 1, 2024
U.S. Employees Surveyed on Use of AI in HR Processes
A new study from Paychex, Inc. reveals the benefits and challenges of artificial intelligence in the human resources industry, and how opinions on its use and effectiveness differ between HR professionals and employees.
Accounting February 29, 2024
Xero Adds Generative AI to Business Accounting System
'Just Ask Xero' will help small business owners and their advisors complete accounting-related tasks and provide deep insights to enable them to run their business better.
Accounting February 28, 2024
Sage Partners with AWS to Enable AI-Powered Solutions for Small and Mid-Sized Businesses
Sage has expanded its relationship with AWS, enabling SMBs to successfully navigate the complexities of modern finance and address environmental responsibilities with cutting-edge solutions.
Technology February 28, 2024
EisnerAmper Offers Free Cybersecurity eBook
Cyberattacks are a daily threat to any organization and can result in compromised data, damaged client relationships, financial cost, litigation, reputational harm and more.
Small Business February 27, 2024
Sage Launches New Generative AI System for SMBs and Accountants
Sage Copilot will act as a trusted member of their team, handling administrative and repetitive tasks in ‘real time,’ while recommending ways to make savings and drive business improvements.
Accounting February 27, 2024
A Guide to Human-Supervised, AI-Powered Online Fraud Prevention for CPAs & Tax Professionals
This year will undoubtedly bring big breakthroughs for AI, and CPAs and tax professionals stand to benefit from its burgeoning capabilities.
Firm Management February 23, 2024
Automation and AI-Driven Solutions Can Create Incentives to Attract and Retain Certified CPAs
By automating standard accounting processes like data entry and recording, invoice processing and expense management, employers free their staff for more exciting work, reduce taxing workloads and even help to educate aspiring exam takers.
Taxes February 23, 2024
How Tax Automation and Advisory Solutions Can Transform a Firm
With new AI applications, tax professionals will have more time to focus on serving clients, staff will uplevel their skills more quickly, solo practitioners will scale more easily, and professionals will increase earnings.
Accounting February 22, 2024
Digital Asset Risk and Regulatory Compliance Expectations for 2024
Executives involved in managing digital assets like digital currencies, digital securities, and stablecoins expect digital asset risks to increase and the regulatory environment to become more complex in 2024
Technology February 22, 2024
Docyt Combats U.S. Accountant Shortage with the Launch of Docyt University
This free resource provides training to accountants to become certified on the latest advanced artificial intelligence accounting tools.