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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
KPMG Sells Its Spark Business to Accounting Fintech Decimal

Accounting November 30, 2022 

KPMG Sells Its Spark Business to Accounting Fintech Decimal

The acquisition broadens Decimal’s suite of services and solutions. It also expands the company’s small-business footprint while adding key talent to the growing Decimal team.

As FTX Burned, Lawmakers Said to Be Dithering Over Regulator

Digital Currency November 30, 2022 

As FTX Burned, Lawmakers Said to Be Dithering Over Regulator

The central debate about regulation of cryptocurrencies is whether they are securities or commodities.

Report: Tax Prep Websites Sent Clients’ Financial Data to Facebook

Taxes November 29, 2022 

Report: Tax Prep Websites Sent Clients’ Financial Data to Facebook

Taxpayers’ financial information was being transmitted through a widely used code called the Meta Pixel.

Jason Bramwell

Is Technology Making Your Life Easier or Creating More Stress?

Technology November 29, 2022 

Is Technology Making Your Life Easier or Creating More Stress?

We all look to technology as a solution to overwork, but is it possible that the latest technology is contributing to your current stress levels?

Mary Girsch-Bock

CorveeTax Logo

Taxes November 29, 2022 

Corvee to Sponsor and Attend Digital CPA 2022

This conference has been a resource for over a decade for accounting professionals interested in learning about the latest ...

Crypto Lender BlockFi Files for Bankruptcy in Aftermath of FTX

Digital Currency November 28, 2022 

Crypto Lender BlockFi Files for Bankruptcy in Aftermath of FTX

Valued at $3 billion in March 2021, BlockFi looked to raise money at a reduced valuation of about $1 billion in June.

Thinking of Putting Crypto in Your 401(k)? Think Twice

Digital Currency November 23, 2022 

Thinking of Putting Crypto in Your 401(k)? Think Twice

Crypto is a uniquely perilous investment for families struggling to husband their resources for retirement.

The Technology Lab Podcast – Review of Zoho Invoice – Nov. 2022

Accounting Technology Lab Podcast November 23, 2022 

The Technology Lab Podcast – Review of Zoho Invoice – Nov. 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review Zoho Invoice, a free online invoicing system.

Brian Tankersley, Randy Johnston

‘Substantial Amount’ of FTX Assets are Either Stolen or Missing, Attorney Says

Digital Currency November 22, 2022 

‘Substantial Amount’ of FTX Assets are Either Stolen or Missing, Attorney Says

“Unfortunately, the FTX debtors were not particularly well run, and that is an understatement,” said James Bromley.

As Inflation Boils, Millennials and Gen Z Face Holiday Spending Pressure

Payroll November 22, 2022 

As Inflation Boils, Millennials and Gen Z Face Holiday Spending Pressure

Nearly a third of those younger shoppers say the upcoming holiday season will strain their budgets.

Warren, Shaheen Urge IRS to Probe TurboTax

Taxes November 22, 2022 

Warren, Shaheen Urge IRS to Probe TurboTax

Senators claim TurboTax has sent refunds to bank accounts opened without the permission of taxpayers.

IIA-Logo1

Accounting November 22, 2022 

Institute of Internal Auditors to Hold Technology Trends Virtual Conference on Dec. 8

The IIA’s Technology Trends Conference is designed to help internal auditors of all levels stay ahead of critical technology issues through a ...

Isaac M. O'Bannon

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