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.
December 19, 2016
For a Definition of Value, Just Ask Your Employees
The first step is specifying value from the standpoint of the customer. Accounting firms have multiple customers. The easiest to identify are, of course, the clients who pay you. But as you begin to understand the core of Lean, you need to identify ...
December 19, 2016
CCH Axcess has Streamlined Sachetta & Callahan’s Tax Practice
It was not so long ago that the administrative work accompanying the annual tax preparation process was arduous at best. Most tax accountants except the very youngest among us can remember the file cabinets, the piles of papers and workpaper folders ...
December 18, 2016
Intuit Opens Up TurboTax for Third Party Developers to Add Apps and Services
Intuit Inc. has announced the launch of an open platform that will, for the first time, enable developers to engage with the nearly 28 million people using the company’s flagship TurboTax Online product. The launch of an open platform will drive ...
December 16, 2016
Professionals on the Move – December 19, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
December 15, 2016
The Lure of Technology
There was also the luxury of moving at a leisurely pace. I was studying computer science, learning programming languages, solving problems too complex for paper and pencil and (non-handheld) calculators, but I had days and even weeks to solve a ...
December 15, 2016
The Human Element of Change
Process improvement requires a change of routines and habits that have been formed over time. While it is important to appeal to logic, feelings and emotions ultimately influence the decision to comply or resist. However, we often overlook or ...
December 13, 2016
Boost Your Productivity With This Personal Hack
We all struggle with demands on our time. Some of these are external and work-focused- requests from colleagues, phone call interruptions, and email. But others stem from our own internal weaknesses. In our conversations with session attendees, people ...
December 13, 2016
New Lease Accounting Standards Have Finance Depts Working Overtime
In some sectors, respondents expect to spend considerably more time and effort on lease accounting implementation. These sectors include: automotive (77.1 percent); health plans (65.9 percent); health care providers (62.8 percent); industrial products ...
December 13, 2016
Is Your Technology Meeting Client Expectations?
Too many firms are stuck in the paper age; continuing to do things the way they always have. Beyond the aversion to change is the deep-rooted belief that if they don’t send out a tangible stack of paper, the client will question the value they ...
December 13, 2016
Where Does Time Go?
It’s hard to believe another year has come and gone. The old adage that time flies when you’re having fun has certainly applied to our family with the addition of three new grandchildren this year! While we often track time in our lives by birthdays ...
December 13, 2016
2016 Review of Tax Document Automation Systems
While tax document automation software can automatically populate relevant information on tax returns, the products also offer digital PDF workpapers, allowing users to easily create binders for each client following a specific order, so all binders ...
December 12, 2016
5 Things Accountants Need to Know About Mileage Reimbursement
Understanding mileage reimbursement has the potential to save businesses and their finance teams millions of dollars in the long run. With that in mind, there are a few basic things you need to know in order to lay the foundation for fair and accurate ...