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.
September 21, 2017
September 2017 Firm Management Channel
The office network that tax professionals and accountants use is at risk by hackers looking to do more than just peek at client information: The hackers are trying to take those networks over, says the IRS and state tax agencies. If that happens, the ...
September 20, 2017
September 2017 Payroll Channel
Looking to enhance your payroll offering? There’s no better way than placing time clocks in your clients’ businesses. Time clocks are simple to implement; in many cases they integrate with your current payroll software. They also provide an ...
September 20, 2017
September 2017 Small Business Channel
There may be nothing more certain than death and taxes, but Americans like to push thoughts of that first topic away. Perhaps that's why almost three-fourths of U.S. small businesses don't have a succession plan and most small business owners don't ...
September 20, 2017
Female Partners: A Year Later, Where Are We?
In 2017, female accounting professionals still lack the support they need in the workplace in order to advance their careers. Last year, I wrote a column on the topic of females only being represented in 19% of accounting firm leadership positions, ...
September 19, 2017
New E-Books Offer Steps Toward Future-Readiness for CPAs and Finance Pros
With new technologies poised to redefine the world of finance, one of the most important skills accounting and finance professionals can own today is future-readiness — the ability to be aware, predictive of, and adaptive to emerging trends and ...
September 19, 2017
Apps We Love September 2017: Disaster Relief Apps
When natural disasters strike, Americans naturally want to help. And that feeling of compassion is doubled when those catastrophes happen to our neighbors, our fellow citizens.
September 19, 2017
What Is Overhead Allocation? Why Your Jobs Should Take on Additional Costs
The more accurately you can measure how overhead impacts each job’s bottom line, the more accurate your picture of job performance can be. This can also mean better data for estimating, which in turn can protect your bottom line on future jobs.
September 19, 2017
Doc.It Wins K2E Awards for Best New App and Marketing Communications
In June 2017 Doc.It launched Doc.It Go, their mobile app engineered to work in conjunction with Doc.It Suite. With Doc.It Go, Doc.It Suite users have every opportunity to gain a productivity advantage as they handle some of the most common tasks ...
September 19, 2017
CPA Tomorrowland
This is a tantalizing brave new world for younger accountants who like the idea of turning their penchant for number-crunching into a sexier profession, but what about those who are, ahem, reaching their golden age? It kind of sounds like rather than ...
September 18, 2017
8 Factors Affecting Innovation for Financial Services Firms
The rise of customer choice will have profound implications on the design and distribution of products, and will likely force companies to shift roles. Platforms that offer the ability to engage with different financial institutions from a single ...
September 18, 2017
Hurricanes Harvey and Irma — Disaster Planning: It’s Back to Basics for Your Firm and Clients
What can firms do to better prepare themselves for disaster? How can they carry through their trusted advisor role to help clients recover? With technology in today’s environment, we all know it’s easier to prepare and plan for a natural disaster ...
September 18, 2017
Leveraging Supplier Payment Networks for ePayments
The hardest problem in B2B payments isn’t moving the money. It’s simple enough to get payment to suppliers electronically through a credit card or ACH network. What’s hard is vendor enablement—knowing which suppliers accept what payment type, and ...