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.
July 14, 2020
2020 Review of Small Business Accounting Systems
Designed to be user-friendly and cloud-accessible in most cases, these applications no longer require expensive hardware and even non-accountants will find it easy to enter financial transactions and run reports.
July 13, 2020
The Great Leap: Convergence & Acceleration
Convergence is a theory that refers to the tendency for technologies that were initially unrelated to become more closely integrated and even unified as they develop and advance. For example, in the mid-2000s, everyone had ...
July 13, 2020
Hiring and Managing Paraprofessionals in the Age of Remote Working
As accounting firms refine their business strategies in the wake of the COVID-19 pandemic, it’s likely that paraprofessionals will loom large in their plans. There are few things more important today than an adaptable workforce...
July 13, 2020
The Outsourced CFO: Five Ways to Add Value
As an outsourced CFO you can provide the professional competence necessary to ensure “the way we do it here” produces reliable financial statements for management and lenders, facilitates regulatory compliance and provides ...
July 13, 2020
Deloitte Launches U.S. Legal Business Services
The Legal Business Services practice will both incorporate and build on Deloitte’s existing legal department offerings that include legal management consulting and legal managed services designed to help streamline, automate, and ...
July 10, 2020
Do You Have a Clear CAAS Vision?
CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...
July 9, 2020
AICPA News: July 2020
AICPA News is a roundup of recent announcements from the association.
July 9, 2020
Felix Lozano Elected to Chair the International Digital Committee for Nexia International
Lozano is the Partner in Charge of Whitley Penn’s Dallas office, Director of the Firm’s Audit department, a member of the Firm’s Executive Committee and Compensation Committee. He is active in both the internal and external growth strategy of the firm.
July 9, 2020
New AICPA Audit Evidence Standard Recognizes Evolving Nature of Business
The new audit evidence standard enhances’ the auditor’s assessment of whether sufficient and appropriate audit evidence has been obtained and establishes a multi-faceted consideration of attributes and factors in evaluating such audit evidence.
July 8, 2020
How Do Electronic Payment Solutions Fulfill Supplier Needs?
AP teams have been laboring under manual work and partially automated processes for so long; it's hard to imagine someone taking all that work off their plate. But that's precisely what we do.
July 7, 2020
Getting More From Your Zoom Meetings
If you’ve ever asked a question to a large group during a videoconference, you know that getting a response isn’t always straightforward. In some instances, a dozen people will try to talk at once. In others, everyone will sheepishly wait for ...
July 7, 2020
Fundamentals for Compliance and Oversight in the Time of COVID-19
By getting back to basics, accounting and compliance professionals can help their organizations weather the crisis, ensure a faster recovery, and help them emerge in the strongest financial position possible once the crisis abates.