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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
FTX Founder Sam Bankman-Fried Charged with ‘One of the Biggest Financial Frauds in American History’: Feds

Digital Currency December 14, 2022 

FTX Founder Sam Bankman-Fried Charged with ‘One of the Biggest Financial Frauds in American History’: Feds

He is accused in parallel criminal and civil complaints of orchestrating a yearslong fraud causing billions in losses.

Sam Bankman-Fried Arrested in Bahamas as U.S. Files FTX Charges

Digital Currency December 12, 2022 

Sam Bankman-Fried Arrested in Bahamas as U.S. Files FTX Charges

The disgraced co-founder of digital-asset exchange FTX is being held in custody pending an extradition process.

Accounting Top 100 Social Media Leaderboard – Dec. 7, 2022

Accounting December 12, 2022 

Accounting Top 100 Social Media Leaderboard – Dec. 7, 2022

The Accounting Top 100 social media leaderboard scores and ranks users based on five separate metrics, each of which is weighted according to its perceived value.

Maureen Salahshoor

Your Firm and Your Providers

Firm Management December 12, 2022 

Your Firm and Your Providers

While a December column would frequently predict or suggest changes for the coming year, it is time to take a longer view.

Randy Johnston

 Analytics and Data Evaluation for Everyone

Accounting December 10, 2022 

Analytics and Data Evaluation for Everyone

One of the more interesting areas for new offerings in accounting technology has been the emergence of toolsets to automate the analysis of data sets. Whether we’re learning about end user tools for accounting firms like InformationActive’s Active ...

Brian Tankersley

Your Practice Management Playbook Part 3: How to Nail Your CX Using your Current Practice Management Solution

Firm Management December 8, 2022 

Your Practice Management Playbook Part 3: How to Nail Your CX Using your Current Practice Management Solution

Tools in the accounting profession are commonly built on decades-old technology, which doesn’t make for ...

Randy Johnston

Overshadowed by Failures, Crypto Hacking Exacts Higher Price

Digital Currency December 8, 2022 

Overshadowed by Failures, Crypto Hacking Exacts Higher Price

Hackers made off with more than $3 billion in digital assets so far this year, according to research firm Chainalysis.

Intuit Unveils New Product Experiences and Celebrates 25 Years of the ProAdvisor Program at QuickBooks Connect 2022

December 8, 2022  Sponsored

Intuit Unveils New Product Experiences and Celebrates 25 Years of the ProAdvisor Program at QuickBooks Connect 2022

Restaurateur and chef Carla Hall emceed as Williams, Gladwell, and Sinek inspired a sold-out crowd of more than 3,000 QuickBooks partners at the ARIA Resort and Casino in Las Vegas.

3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features

Accounting December 8, 2022 

3,000+ Accounting Pros Attend Live QB Connect Conference in Vegas: Intuit Announces Big New Features

In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be ...

The Technology Lab Podcast – Review of cdata – Dec. 2022

Accounting Technology Lab Podcast December 7, 2022 

The Technology Lab Podcast – Review of cdata – Dec. 2022

Technologist Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review cdata, a universal data connectivity platform that enables more insightful analytics, integration and insights.

Brian Tankersley, Randy Johnston

Los Angeles Bans Styrofoam Products

Small Business December 7, 2022 

Los Angeles Bans Styrofoam Products

The expanded polystyrene ban will take effect April 23 and is aimed at large food or beverage facilities such as restaurants, coffee shops, bars and vendors ...

Crypto Pressure Ratchets Up as FTC Probes Several Firms Over Ads

Digital Currency December 6, 2022 

Crypto Pressure Ratchets Up as FTC Probes Several Firms Over Ads

“We are investigating several firms for possible misconduct concerning digital assets,” the FTC said in a statement.

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