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.
Technology February 24, 2026
Win a Free ScanSnap iX2500 Receipt Edition
CPA Practice Advisor and the hosts of The Accounting Tech Lab Podcast are giving away a Ricoh ScanSnap® iX2500 Receipt Edition. No purchase is required. Register now for your chance to win.
Firm Management February 24, 2026 Sponsored
What CPA Firms Miss When Preparing for Tax Season
Many firms enter tax season with cautious optimism. Last season’s problems are still fresh, the lessons were applied, and there’s a hope this year will be different. Then the first few weeks hit.
Technology February 24, 2026
Basis Raises $100 Million to Deploy AI Agents for Accounting Firms
AI accounting startup Basis said Feb. 24 it has raised $100 million in Series B funding—led by venture capital firm Accel, along with GV (Google Ventures), billionaire investment banker Lloyd Blankfein, and with Khosla Ventures and other existing backers—at a $1.15 billion valuation.
Technology February 24, 2026
Xero: Online Bill Payments Now Available
The online bill payments feature was designed to help small businesses turn bill payments from a constant headache into a more predictable, manageable part of running the business, Xero says.
Technology February 24, 2026
April Unveils AI Tax Platform for Wealth Management Firms
The new platform gives financial advisors a real-time view into client tax workflows, documents, and insights while enabling a more efficient filing process, april said Feb. 23.
Artificial Intelligence February 24, 2026
Propense Launches 24/7 Agentic AI Client Service Partner for Professional Services Firms
Hatfield continuously monitors a partner’s book of business, surfacing timely risks, cross-selling opportunities, and meaningful milestones—such as client birthdays and anniversaries.
Technology March 26, 2026 Sponsored
Archived Webinar: Becoming a Modern Firm: The 5 Stages of Development
What separates high-performing, future-ready accounting firms from those struggling to keep up?
Accounting February 23, 2026
Report Shows Finance AI Automation Gap as 76% Plan Investment, Only 6% Deliver Advanced Implementation
Only 3% of respondents anticipate net job growth, suggesting increased pressure on existing teams to deliver more output with the same resources.
Firm Management February 23, 2026
Where AI Is Shifting the Nature of Accounting Work
For lots of accounting firms, AI adoption has unfolded gradually through implementation of a variety of tools that primarily deliver efficiency in focused and meaningful ways.
Small Business February 23, 2026
The Best and Worst U.S. Cities for Digital Payments
As America accelerates toward a cashless future, new data reveals the cities leading the digital payment revolution and those falling behind.
Technology February 23, 2026
OnPay Unveils Expanded HR Capabilities to Streamline Back-Office Tasks
OnPay recently announced the launch of a new HR add-on and enhancements designed to help employers manage human resources alongside payroll within a single, easy-to-use service.
Technology February 19, 2026
MYCPE ONE Launches Comprehensive Learning and Development Services
Amid mounting regulatory complexity, rapid technology adoption, AI integration, advisory expansion, and persistent talent shortages, firms are discovering that informal training models are no longer sustainable.