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Technology

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

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.

Featured Articles

June 10, 2026  

Canopy Releases Close Automation to Customers in Open Beta

June 10, 2026  

The Case for Standardizing Audit Data Intake Before Busy Season Hits

June 10, 2026  

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

June 10, 2026  

Xero Adds Free Standard ACH

June 9, 2026  

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
 AI and Payroll: Analyst Says Change Won’t Replace Professionals

Payroll August 7, 2023 

AI and Payroll: Analyst Says Change Won’t Replace Professionals

The founder of a human capital management advisory business assured payroll professionals that artificial intelligence will not replace their profession.

startups 1  554fc49a926e0

Accounting August 7, 2023 

2024 Accounting Startup Accelerator Seeks Applicants with Artificial Intelligence Focus

Applications for the 2024 accelerator program will be accepted through Nov. 30, 2023.

Isaac M. O'Bannon

The Accounting Technology Lab Podcast – Audit Technology and Data – August 2023

Accounting Technology Lab Podcast August 4, 2023 

The Accounting Technology Lab Podcast – Audit Technology and Data – August 2023

Technologists Randy Johnston and Brian Tankersley, CPA, talk with Jeff Gramlich of Validis about changes in audit technology and the role of data.

Brian Tankersley, Randy Johnston

 AvidXchange Names New COO and CPO

Accounting August 3, 2023 

AvidXchange Names New COO and CPO

Feldman will continue to oversee the transformation of the company’s service and fulfillment operations around standardization, sourcing and automation.

Isaac M. O'Bannon

BlackLine-Logo-02

Accounting August 3, 2023 

BlackLine Offers 5-Day Implementation of Financial Close Management Platform

With BlackLine 5-Day Fast Track, new customers can ‘Go live in 5’ and be up and running on BlackLine’s financial close management platform.

Isaac M. O'Bannon

AICPA Updates Digital Assets Practice Aid

Accounting August 3, 2023 

AICPA Updates Digital Assets Practice Aid

This free, comprehensive practice aid is regularly updated to keep practitioners informed of the rapidly evolving digital assets landscape, enabling them to adapt to changes effectively.

Isaac M. O'Bannon

tigta1

Taxes August 3, 2023 

TIGTA Says IRS Isn’t Properly Controlling Sensitive Tax Information

The report found that required tracking documents, such as Forms 3210, Document Transmittal, are not included with these shipments and/or not prepared properly.

Isaac M. O'Bannon

ADP-logo1

Payroll August 3, 2023 

ADP Acquires Automation Tool Sora

Third-party integration of data and HR tools can be a very manual process that relies on technical teams to customize integrations.

Isaac M. O'Bannon

Cetrom logo coloronwhite-logo-300dpi

Firm Management August 1, 2023 

Cetrom Introduces Cetrom Connect to Bridge IT Gap Created by New FTC Safeguards Rule

With the enforcement of the FTC Safeguards Rule on June 9, 2023, firms involved in tax preparation are now required to meet a whole new set of requirements to avoid penalties.

Isaac M. O'Bannon

Patriot Software Launches Its Summer Product Release Roundup

Payroll August 1, 2023 

Patriot Software Launches Its Summer Product Release Roundup

The Summer Product Release Roundup incorporates a broad range of updates, each specifically designed to streamline processes...

Isaac M. O'Bannon

Emerging Trends in Fin Serv: What Service Providers Need to Know

Firm Management August 1, 2023 

Emerging Trends in Fin Serv: What Service Providers Need to Know

Keeping up with emerging trends is essential for staying relevant and connecting with your target audience effectively.

 New Canopy Insights Advances Practice Management Analytics with AI Features

Accounting August 1, 2023 

New Canopy Insights Advances Practice Management Analytics with AI Features

This new feature of the Canopy platform will provide accounting professionals with powerful insights to develop deeper advisory relationships with their clients and simplify complex firm data in a few clicks. 

Isaac M. O'Bannon

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