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Technology

Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession

Advisory September 17, 2026  Sponsored

Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession

The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.

Featured Articles

October 2, 2026  

Technology Mergers & Acquisitions – Accounting Technology Lab Podcast – Oct. 2026

October 2, 2026  

What the FTC Safeguards Rule Actually Requires From Tax and Accounting Firms

October 1, 2026  

Sovos Acquires Agentic Finance Orchestration Platform Flowie

October 1, 2026  

Washington, D.C., Arizona, and Colorado Lead in Reported Business AI Use

October 1, 2026  

Sage Acquires Financial Workflow Specialist Paperless Environments
Visual Lease to Be Acquired By CoStar Group

Accounting October 24, 2024 

Visual Lease to Be Acquired By CoStar Group

Visual Lease will become part of the CoStar Real Estate Manager platform, providing additional lease-related offerings to clients.

Jason Bramwell

Eliminate Manual Work and Accelerate Accounts Receivable

Accounting October 23, 2024  Sponsored

Eliminate Manual Work and Accelerate Accounts Receivable

Is your firm bogged down by manual client tasks like engagement letters, invoicing delivery, and payment collection? These tasks will always be important – but you shouldn’t have to spend 20+ hours a week completing them out.

Crowe and Blue J Partner to Enhance GenAI-Enabled Tax Services

Technology October 23, 2024 

Crowe and Blue J Partner to Enhance GenAI-Enabled Tax Services

Crowe teams will tap Blue J's GenAI product, Ask Blue J, to discover the best tax law and insights to apply to their clients' individual situations.

Jason Bramwell

Forvis Mazars Unveils Sales and Use Tax Estimation Platform

Sales Tax October 22, 2024 

Forvis Mazars Unveils Sales and Use Tax Estimation Platform

The SALT Explorer platform helps businesses in the construction industry navigate their state and local tax challenges.

Jason Bramwell

Thomson Reuters Acquires AI Firm Materia

Artificial Intelligence October 22, 2024 

Thomson Reuters Acquires AI Firm Materia

The acquisition accelerates Thomson Reuters vision for the provision of generative AI tools to the professions it serves.

Isaac M. O'Bannon

SEC to Increase Scrutiny of AI Tools Used by Brokers, Investment Advisers

SEC October 22, 2024 

SEC to Increase Scrutiny of AI Tools Used by Brokers, Investment Advisers

Although the SEC put AI risks on its examination watch list last year, it went into further detail in its latest Division of Examinations report.

Accounting Software Maker UBCC Acquired by Pioneer Accounting Group

Accounting October 21, 2024 

Accounting Software Maker UBCC Acquired by Pioneer Accounting Group

In addition to UBCC and Lin Company, Pogosyan also owns Gandrud Financial and Archer Halliday.

Isaac M. O'Bannon

70% of Finance Professionals Plan to Invest in AI in Next 5 Years

Technology October 21, 2024 

70% of Finance Professionals Plan to Invest in AI in Next 5 Years

60% of respondents who had already deployed an AI-related Finance project characterized the deployment as successful.

Isaac M. O'Bannon

Review of TimeCredit AI – The Accounting Technology Lab Podcast – Oct. 2024

Accounting Technology Lab Podcast October 18, 2024 

Review of TimeCredit AI – The Accounting Technology Lab Podcast – Oct. 2024

Hosts Brian Tankersley, CPA, and Randy Johnston review TimeCredit AI, an AI assistant for technical accountants.

Brian Tankersley, Randy Johnston

TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire

Tax Planning October 18, 2024 

TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire

The event on Oct. 25 is geared toward firm owners looking to start offering or enhance their existing tax planning and advisory services.

Jason Bramwell

Jirav Does Full Roll Out of Intelligent Forecasting Tool For Accounting Firms

Accounting October 17, 2024 

Jirav Does Full Roll Out of Intelligent Forecasting Tool For Accounting Firms

Jirav says the new tool generates client cash forecasts in seconds, enabling firms to differentiate their services and offer deeper advisory.

Jason Bramwell

SMBs are Driving Growth in AI Adoption

Small Business October 17, 2024 

SMBs are Driving Growth in AI Adoption

In the past year, the number of SMBs using AI has more than doubled (39% of SMBs are using AI in 2024 compared to 14% in 2023), in large part due to the growing familiarity with and accessibility of AI and its business applications.

Isaac M. O'Bannon

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