Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
December 19, 2018
5 Opportunities to Add Value to Your Small Business Clients
Your small business clients are uniquely suited to help your practice grow; in fact, they are very likely your most innovative thinkers who are most open to new ideas. However, due to limited finances and staffing, they may be more in need of your ...
December 19, 2018
TaxAct Professional Enhances Solutions for Tax Preparers
TaxAct Professional users can compare all tax forms from the current year and prior year side by side. That includes Form 1040, Form 1065, Form 1120, Form 1120S, Form 1041, and Form 990. This change also allows preparers to easily view a client's ...
December 18, 2018
Avalara Announces CRUSH 2019: The Path Forward for Tax Compliance
Avalara a provider of tax compliance automation software for businesses of all sizes, today announced the return of CRUSH, its fourth annual tax conference and industry gathering. The conference will take place May 8–10, 2019, in Huntington Beach, ...
December 17, 2018
Firm Leaders: Are Your People Lost?
Understanding the mind of the new millennial generation is one of the growing challenges firms of all sizes are faced with today and this challenge often results in firms feeling that these new millennials are entitled and lazy, but are they really ...
December 17, 2018
How to Market to Childcare Businesses
While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.
December 17, 2018
EY Expands Tax & Finance Operate Digital Solution with Microsoft
Based on automated data capture, standardization and reuse, as well as featuring advanced analytics and intelligent automation, the platform provides tax constituents with access to a growing suite of tax and finance services while becoming the ...
December 17, 2018
Paychex Adds Integration with QuickBooks Online
The new integration allows users to quickly and easily connect data from the Paychex GLS, so it flows directly into their QuickBooks Online accounting package through a convenient “Link and Sync” tool in Paychex GLS. Through the integration, users can ...
December 17, 2018
No Need to Fear Blockchain: What CPAs Need to Know
Eighty-four percent of executives say their companies have at least some involvement in a blockchain project, according to PwC's 2018 Global Blockchain Survey.
December 17, 2018
The Best Technology Enhancement
A colleague recently shared an amusing story with me. At a firm she worked for, an older partner refused to use email. Instead, he tasked a staff member with sending and receiving all email to and from clients on his behalf. As if that weren’t bad enough, the partner insisted the staff member format all...…
December 17, 2018
Got Bots?
When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.
December 17, 2018
11 Easy Automation Wins for Accounting Teams
Overwhelmed by buzzwords like “blockchain” and “artificial intelligence”? While these technologies will no doubt be transformative over the next decade, there are plenty of ways for teams to get significantly more efficient and effective using ...
December 17, 2018
In Firm: 2019 IT Predictions and 2018 Results
The increasing rate of technological evolution and of software vendors attempting to integrate with that evolution continues to happen at a fever pitch. With that in mind we offer our predictions as to those items that we believe will have the highest ...