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.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Accounting December 18, 2025
The survey of 1,446 global senior finance and accounting leaders and managers highlights challenges in the organizational readiness for AI.
Automation December 17, 2025
With AvidXchange’s AP as a Service model, ERP customers can activate payments directly within their platform through digital onboarding, reducing IT effort and going live in days instead of weeks.
Technology December 17, 2025
These tools understand your spending habits, spot money-wasting patterns you’d never catch yourself, and automatically implement savings strategies tailored to how you actually live.
Technology December 17, 2025
The New York City-based tax and financial advisory platform has launched its Tax Advisor Tech Survey, designed to capture a clear, data-driven picture of how today’s tax and accounting firms are leveraging technology and where the biggest gaps, opportunities, and needs still exist.
Artificial Intelligence December 16, 2025
The platform is recognized as a G2.com, Inc. leader in xFP&A, reflecting a commitment to proven outcomes and industry leadership for organizations managing intricate supply chains.
Technology December 15, 2025
Yonda Tax has grown over 100% YoY, and headcount has more than doubled over the past 12 months as it expands globally, highlighting strong market demand for accurate.
Technology December 15, 2025
Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season.
Technology December 13, 2025
Value Insights launched a web-based, AI-backed application that identifies, substantiates, valuates, and documents clients' non-cash contributions with a simple click of a camera.
Technology December 13, 2025
This newest release builds on Certinia’s agentic AI plans, taking aim at the everyday bottlenecks that slow down professional services, customer success, and accounting and finance teams, the Austin, TX-based company said.
Technology December 13, 2025
This strategic collaboration aims to provide accounting firms using Wolters Kluwer solutions with a performance-built, secure, reliable, and compliant remote access solution for all their tax applications.
Technology December 13, 2025
Bookkeeper360 announced Dec. 11 the launch of its iOS and Android mobile and web application featuring Business Optimization Learning Technology, an AI-powered virtual CFO.
Technology December 13, 2025
Double announced Dec. 11 a $6.5 million Series A round led by Album Ventures, with participation from returning investor Jack Altman, co-founder and CEO of Lattice, and Y Combinator.