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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
 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

AICPA Updates Practice Aid for Auditing Digital Assets

Auditing June 6, 2024 

AICPA Updates Practice Aid for Auditing Digital Assets

Guidance was added on auditing the valuation of digital assets and audit procedures regarding their existence, rights, and obligations.

Jason Bramwell

TLS 2021 Zoom screenshot

Firm Management June 4, 2024 

Lead, Follow, or Get Out of the Way: Thought Leaders Share Actionable Insights on Firm Business Model Transformation

Thought leaders from tax, accounting, education and media convened virtually for an Accounting Meta Influencers roundtable focused on business model transformation, as firms are looking to expand and compete, do more for clients, and evolve into a new era.

Isaac M. O'Bannon

Marcum’s Technology Division Acquires IT Enhanced Managed Services Group From CliftonLarsonAllen

Firm Management June 3, 2024 

Marcum’s Technology Division Acquires IT Enhanced Managed Services Group From CliftonLarsonAllen

The deal expands Marcum Technology's Managed IT Services group and adds expertise to its healthcare and banking teams.

Jason Bramwell

Ledgible Rolls Out SpecID Feature for Digital Asset Tax Reporting

Technology June 3, 2024 

Ledgible Rolls Out SpecID Feature for Digital Asset Tax Reporting

Using the specific identification feature, Ledgible users can optimize tax calculations tailored to their specific needs, the company said.

Jason Bramwell

Vena Integrates Microsoft PowerPoint Into Platform

Technology June 3, 2024 

Vena Integrates Microsoft PowerPoint Into Platform

With Vena for Microsoft PowerPoint, finance and operations teams can use live data to create insightful financial presentations.

Jason Bramwell

cloud-accounting1_11317600

Accounting May 30, 2024 

What Does the Next Generation of Accounting Look Like?

With an expanding definition of an accounting career, advancing technology, increased need for connected services, and a shifting landscape of industry participants, it’s an exciting time.

Review of Anchor – The Accounting Technology Lab Podcast – June 2024

Accounting Technology Lab Podcast May 30, 2024 

Review of Anchor – The Accounting Technology Lab Podcast – June 2024

Anchor automates the entire process of getting paid by clients, end-to-end. It enables firms to send proposals, and has functions to auto-invoice, auto-charge, and auto-sync them all with your accounting software.

Brian Tankersley, Randy Johnston

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