Technology

Are IRS Chatbots Really Helping Taxpayers?

IRS July 8, 2026 

Are IRS Chatbots Really Helping Taxpayers?

It's a question that's difficult to answer because the data the IRS collects to measure chatbot performance is unreliable, limiting the agency's ability to determine whether the applications are operating effectively, the Treasury Inspector General for Tax Administration says.

Jason Bramwell

retirement_accounts

June 3, 2020 

IRS Allows Electronic Signatures for Retirement Plan Elections

For the period from Jan. 1, 2020, through Dec. 31, 2020, the individual may use an electronic system facilitating remote notarization if executed via live audio-video technology that otherwise satisfies the requirements of participant elections ...

caseware

June 3, 2020 

CaseWare Launches New Cloud Solutions to Connect Accountants, Auditors and Clients

Each product is a standalone solution hosted in the secure CaseWare Cloud, providing users with flexibility to choose the product or combination of products that best fits their particular needs as they engage in new ways of working, and giving them assurance that everyone involved will be working from one integrated workflow.

 Xero Partners with K-Coe Isom

May 29, 2020 

Xero Partners with K-Coe Isom

K·Coe and its clients will have access to Xero’s cloud-based accounting and practice management platform as well as Xero’s ecosystem of more than 800 third-party applications to help boost efficiency and performance.

Finance tablet Lindex_Statistics_34965_1_.55d62086ab656

May 28, 2020 

Do MBAs or CPAs Make Better CFOs?

CEOs have turned the CFO into their advisor and second-in-command. The CFO is like the Hand of the King in Game of Thrones, the one person who has the courage and knowledge to question the ruler.

Covid 19

May 28, 2020 

Five Ways Businesses Can Pivot in Response to COVID-19

History has proven that the companies most likely to emerge from a volatile market are those that embrace a willingness to adapt. For business owners, this means first coming to terms with the situation, and then examining how to pivot what ...

2020 CPA Innovation Award_2020_2

May 28, 2020 

Nominations Closed for 2020 Innovation Awards

Now in their 17th year, CPA Practice Advisor's annual Tax & Accounting Technology Innovation Awards have been the pinnacle of recognition for technology vendors serving the tax and accounting profession. The awards recognize ...