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Technology

AuditDashboard Launches Collaborative Scheduling

Auditing August 26, 2026 

AuditDashboard Launches Collaborative Scheduling

Communicating and agreeing on engagement expectations is an essential part of the client experience.

Featured Articles

August 26, 2026  

53% of Laid-Off Workers Believe AI Played a Role in Their Job Loss — But Most Were Never Told

August 26, 2026  

Basware Signs Agreement to Acquire Trustpair

August 26, 2026  

AI Forecasting Jumps Among CFOs, But ROI Remains Elusive

August 26, 2026  

5 Questions to Ask About Client Data Security in a Hosted Environment

August 26, 2026  

Andera and RSM US Partner to Create AI-Enabled Control Testing Platform for Internal Audit
How Technology Can Address Two Big Problems at Accounting Firms

Technology July 3, 2024 

How Technology Can Address Two Big Problems at Accounting Firms

Tackling cyber risk and talent shortages at accounting firms requires proactive measures and innovative solutions.

IRS: Security Threats Against Tax Pros Remain a Daily Threat

Taxes July 2, 2024 

IRS: Security Threats Against Tax Pros Remain a Daily Threat

The IRS and its Security Summit partners announced the start of its annual "Protect Your Clients; Protect Yourself" campaign.

Jason Bramwell

How to Use ChatGPT to Create Attention-Grabbing Marketing Content

Advisory July 2, 2024 

How to Use ChatGPT to Create Attention-Grabbing Marketing Content

Using ChatGPT, Copilot, or Gemini to create any type of marketing output can save you time and money. And if you’re not a natural wordsmith, it can help you put the pizazz in your titles and subject lines as well as the rest of your marketing content.

Sandi Smith Leyva

IRS Finalizes Rules on Crypto Tax Reporting for Brokers

Taxes July 1, 2024 

IRS Finalizes Rules on Crypto Tax Reporting for Brokers

The final regulations are viewed by proponents as critical to policing a largely unregulated sector plagued by tax avoidance.

Jason Bramwell

Gen Z and Millennials Don’t Want to Be the Weakest Links in Workplace Digital Security

Payroll July 1, 2024 

Gen Z and Millennials Don’t Want to Be the Weakest Links in Workplace Digital Security

Younger workers worry that they're especially vulnerable to new hacker tactics, according to a recent survey from EY.

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Accounting Technology Lab Podcast June 28, 2024 

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.

Brian Tankersley, Randy Johnston

cyber-security1

Accounting June 26, 2024 

Rightworks Acquires Cyber Security Firm Practice Protect

The acquisition will enable firms to manage risk, secure client data, and achieve regulatory compliance while using cloud and desktop applications in Rightworks OneSpace.

Isaac M. O'Bannon

Roadmap to The Modern Firm

Advisory June 25, 2024 

Roadmap to The Modern Firm

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root

bloomberg tax

Accounting June 24, 2024 

Bloomberg Tax & Accounting Enhances Fixed Asset System

This new feature allows customers to leverage self-service automation to prepare, cleanse, and transform data from complex enterprise resource planning data directly into the Bloomberg Tax Fixed Assets system.

Isaac M. O'Bannon

 California Lawmakers Consider Action to Regulate AI

Technology June 24, 2024 

California Lawmakers Consider Action to Regulate AI

The effects of artificial intelligence on employment, society and culture are wide reaching, and that’s reflected in the number of bills circulating the Legislature.

 How to Use ChatGPT to Create Forms and Templates for Accounting Firms

Firm Management June 24, 2024 

How to Use ChatGPT to Create Forms and Templates for Accounting Firms

These forms and templates should be customizable to fit the specific needs of the CPA firm and its clients. Additionally, they should be regularly updated to comply with evolving accounting standards and regulations.

Sandi Smith Leyva

The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024

Accounting Technology Lab Podcast June 20, 2024 

The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 AICPA Engage conference, held in June in Las Vegas.

Brian Tankersley, Randy Johnston

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