Taxes March 17, 2026
Is Your Clients’ Data Safe This Tax Season? Here’s What CPAs Need to Know
Tax season is demanding enough without a security incident disrupting filings or eroding client trust.
Advisory June 28, 2023
Fast Track Compliance with the IRS Pub 4557 and the FTC Safeguards Rule – a No-nonsense Guide for Firm Owners
By now, most tax preparers are aware they need to comply with the FTC Safeguards Rule and IRS Publication 4557. Failure to do so could result in stiff penalties.
Accounting June 28, 2023
Business Owners Are Poised to Invest More in Technology
Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds.
Accounting June 28, 2023
Geni Whitehouse, CPA, Appointed President of Information Technology Alliance
Whitehouse has a full docket of ITA initiatives to oversee as she takes the helm, including planning and upscaling the Spring and Fall Collaborative meetings.
Accounting June 27, 2023
Tax and Accounting Best Practices for Cryptocurrencies
As a tax and accounting professional, you will encounter clients who require guidance regarding investing in cryptocurrencies and digital assets.
Accounting June 27, 2023
PCAOB Looks to Add Rules for Auditors on Technology-Assisted Analysis
The proposal would update parts of existing PCAOB standards relating to audit evidence and auditors' responses to risk.
Taxes June 22, 2023
H&R Block Partners with Microsoft for Tax Prep AI
The system uses thousands of machine learning models trained with millions of tax returns, AI algorithms, and generative AI technology.
Accounting June 22, 2023
Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance
This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.
Accounting Technology Lab Podcast June 21, 2023
The Technology Lab Podcast – Recap of AICPA Engage 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 AICPA Engage conference. The largest annual event by the AICPA, Engage brings together professionals in all areas of practice for education, networking, and other events.
June 21, 2023
Rolling out Your Firm’s WISP – A Practical Guide for Firm Owners
It only takes one breach to destroy a firm’s good reputation, and breaches are stressful and costly to remediate. Plus, most firms cannot afford the possible FTC penalties for non-compliance.
Accounting June 21, 2023
Tax, Accounting and Legal Pros are Cautiously Optimistic about Generative AI
Twenty percent of respondents said their firm or company has warned employees against the unauthorized use of generative AI at work.
Accounting June 20, 2023
Confused about IRS Pub 4557 vs FTC Safeguards Rule, and Which Applies to Your Firm?
Practitioners who fall under the ruling may be subject to an investigation by the FTC which could result in steep penalties and fines for not complying - up to $43,000 per day.
Accounting June 20, 2023
Avalara Announces 51 Newly Certified Integrations into Business Applications
Avalara certified integration partners have met criteria developed by Avalara for performance and reliability.