Technology November 6, 2026
TaxDome Unveils Client MCP for Accounting Firms
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
May 28, 2021
A Guide to Earning and Managing CPE Credits
Earning and efficiently managing CPE credits is an essential skill for an accountant. You have to decide which courses to take, make sure they meet the necessary requirements, work it into your schedule, report them and then make sure you are always up-to
May 27, 2021
Post-pandemic Priorities: Reassess Your Target Markets
Yay! At long last we are finally seeing light at the end of the pandemic tunnel. With increasing vaccinations, many accounting firms, technology companies and service providers are slowly moving back from remote work to in-person environments.
May 27, 2021
Avalara Announces New Sales Tax Compliance Solutions Built for Accounting Firms
The new product and service offerings give accountants access to the same Avalara cloud technology used to process millions of sales tax returns and remit billions of dollars each year. This focus underscores Avalara’s commitment to providing ...
May 26, 2021
1 in 5 Private Company Execs Feel Unprepared on Lease Accounting
With just a few months to go before private organizations must include most leases on their balance sheets for fiscal years starting after Dec. 15, 2021 (i.e., calendar periods beginning Jan. 1, 2022), one-fifth (19.8%) of privately held organization ...
May 26, 2021
Audit Risk Assessment Guidance Added to AICPA & CIMA Digital Assets Practice Aid
Each section describes the individual considerations that may be important when performing risk assessment procedures, including the types of procedures that auditors may perform, or are required to perform, to identify and assess risks of material ...
May 26, 2021
New Data Tool Addresses Organizational Burnout and Takes Guesswork Out of Change
The DHG Advisory practice has launched a new proprietary change analytics platform, Clari3ty, developed by the Healthcare Consulting Team in conjunction with Professor-in-Residence Dr. Victoria Grady, a thought leader in the individual behaviors...
May 26, 2021
Balance Sheet Liabilities Climb for Private Companies Amid Lease Accounting Transition
The report cautions private companies—many of whom are behind schedule in their transition to the new standard, despite warnings from public companies and other early adopters—that they may be surprised by how much they’ll have to overhaul their ...
May 26, 2021
Anduin Launches “AI Work-to-Cash Summer Series” to Help Firms Reimagine Billing & Collections
The series kicks off in June with a webinar hosted by Anduin cofounder Pat Morrell: “Creating a Better Client Experience Through a Better (AI-Powered) Work-to-Cash Cycle.” This webinar will expand on research Anduin published in its white paper by the ...
May 25, 2021
Professionals on the Move: May 2021
Professionals on the Move is a roundup of recent promotions and hires in and arround the accounting profession and technology providers that support the profession.
May 24, 2021
Finance Leaders Depend on Business Intelligence to Drive Change
In the windfall of the pandemic, high-performing accounting teams have adapted their operational mindset. These forward-thinking leaders have elevated their roles from process administrators to strategic partners that provide tangible, data-driven ...
May 24, 2021
How Remote Work Lends Itself to Reshaping the Back Office
By Kim Lockett. The pandemic has been hard on everyone in different ways, and though the end is in sight, we’re not there yet. But, as we close in on a year and a half of working from home, we can look back with some perspective and perhaps a little pride at how we’ve adapted...…
May 24, 2021
Stuck in the Middle
Finance automation is lagging in the mid-market—where it is needed more than ever.