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Technology

Review of the Keyveve Accounting Firm Platform – Accounting Technology Lab Podcast – June 2026

Accounting Technology Lab Podcast June 5, 2026 

Review of the Keyveve Accounting Firm Platform – Accounting Technology Lab Podcast – June 2026

Randy and Brian examine Keyveve, an emerging accounting-firm platform that brings together document management, workflow and more.

Brian Tankersley, Randy Johnston

Featured Articles

June 5, 2026  

Zuora Releases AI Monetization Suite

June 5, 2026  

Lili Embeds Business Credit Solutions for Small Businesses

June 5, 2026  

GruntWorx, Jody Padar Present On-Demand Course to Help Tax Firms Design an Automated, Human‑Centered Workflow

June 4, 2026  

Wolters Kluwer and OpenAI Expand Collaboration on Enterprise AI

June 4, 2026  

Zoho’s Point-of-Sale Software Now Available in the U.S.
The Technology Lab Podcast – Outsourcing for Tax and Accounting Firms – July 2023

Accounting Technology Lab Podcast July 12, 2023 

The Technology Lab Podcast – Outsourcing for Tax and Accounting Firms – July 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the pros and cons, as well as the technologies and liabilities, of outsourcing tax and accounting tasking.

Brian Tankersley, Randy Johnston

 Professionals on the Move – July 12, 2023

Accounting July 12, 2023 

Professionals on the Move – July 12, 2023

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting profession.

Mary Girsch-Bock

Beach

Advisory July 12, 2023 

How To Enhance Your Advisory Services During The Summer Months

If you take this downtime seriously at the start of the season, you can even take a break afterward and allow everyone to recharge for the more hectic times ahead.

Joeseph Graziano

SmartVault SmartRouting Feature Optimizes Document Organization for UltraTax CS Users

Accounting July 12, 2023 

SmartVault SmartRouting Feature Optimizes Document Organization for UltraTax CS Users

This integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault.

Isaac M. O'Bannon

ecommerce-web-marketing11_10920954

Accounting July 11, 2023 

Set Solutions Automates Tax Compliance Across Multiple States with Avalara and Sage Intacct

When the U.S. Supreme Court ruled in favor of the state in South Dakota v. Wayfair, Inc., in 2018, it expanded the complexity of sales tax obligations for many businesses.

Isaac M. O'Bannon

change-management11_11181237

Accounting July 11, 2023 

Leading Change: Workplace Transformation is Possible in the Accounting Profession

To drive change effectively, let's delve into the key components that fuel authentic, long-lasting changes within accounting firms and their cultures.

Amy Vetter

CPA Society News & Updates – July 2023

Accounting July 11, 2023 

CPA Society News & Updates – July 2023

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

AuditFile Announces Acquisition of Advantage Audit from Wiley

Accounting July 10, 2023 

AuditFile Announces Acquisition of Advantage Audit from Wiley

AuditFile also announced it has relaunched the Advantage Audit product as "AuditFile Advantage Audit AI."

Isaac M. O'Bannon

7 Traits of a Modern Accounting Firm

Firm Management July 6, 2023 

7 Traits of a Modern Accounting Firm

Modern firms are taking steps to ditch the billable hour quotas and address signs of burnout early on. It’s the right thing to do and ends up being good for business.

The Technology Lab Podcast – Technology Governance – July 2023

Accounting Technology Lab Podcast July 6, 2023 

The Technology Lab Podcast – Technology Governance – July 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance.

Brian Tankersley, Randy Johnston

 Professionals on the Move – July 5, 2023

Firm Management July 5, 2023 

Professionals on the Move – July 5, 2023

Professionals on the Move is a round-up of recent promotions and staffing assignments from around the accounting profession.

Mary Girsch-Bock

Financial-Data-and-Mag-Glass1

Accounting July 5, 2023 

Driving the Discipline of Strategic Growth

Business owners and firms need to be thinking about how to adapt to keep up with the “changing neighborhood” around them.

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