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Technology

Automation_technology _.5558c5b706074

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.

Featured Articles

June 10, 2026  

Canopy Releases Close Automation to Customers in Open Beta

June 10, 2026  

The Case for Standardizing Audit Data Intake Before Busy Season Hits

June 10, 2026  

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

June 10, 2026  

Xero Adds Free Standard ACH

June 9, 2026  

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
Accounting Tech Isn’t Just a Tool—In the World of Private Equity, It’s a Valuation Multiplier

Technology August 18, 2025 

Accounting Tech Isn’t Just a Tool—In the World of Private Equity, It’s a Valuation Multiplier

In this new era, your tech infrastructure doesn’t just support your business—it multiplies its value.

RoboBossing: 66% of Workers Say AI in Leadership Would Make the Workplace More Fair and Efficient

Payroll August 18, 2025 

RoboBossing: 66% of Workers Say AI in Leadership Would Make the Workplace More Fair and Efficient

66% of workers surveyed say AI-led management would enhance fairness and operational efficiency, suggesting that many view AI as a solution to human bias, inconsistency, and subjectivity.

Isaac M. O'Bannon

Experiences 2025 – Not So Secret AI Agents

Technology August 18, 2025 

Experiences 2025 – Not So Secret AI Agents

Consider innovations that will benefit your team, your clients, and your partners. Structure your service offerings as a repeatable service that can be leveraged by technology.

Randy Johnston

Certinia Launches AI Agents for Staffing and Customer Success

Technology August 15, 2025 

Certinia Launches AI Agents for Staffing and Customer Success

For resource managers and customer success managers (CSMs), these daily scrambles are a constant source of friction that are time-consuming and pull focus from more strategic work in service of their customers.

AI Innovations in the Tax Profession – The Accounting Technology Lab Podcast – August 2025

Accounting Technology Lab Podcast August 14, 2025 

AI Innovations in the Tax Profession – The Accounting Technology Lab Podcast – August 2025

Brian Tankersley, CPA, and Randy Johnston, discuss new AI innovations in the tax preparation, planning and strategy space, and how tax pros and advisors are using them. Watch the video, listen to the audio, or read the transcript. Or use the below podcast player to listen:

Brian Tankersley, Randy Johnston

Avalara Announces New CRUSH on Tour Cities and Dates

Technology August 14, 2025 

Avalara Announces New CRUSH on Tour Cities and Dates

After recent stops in Chicago and New York, Avalara will hold its next CRUSH on Tour events in Dallas on Sept. 11 and Atlanta on Sept. 25.

Jason Bramwell

Report Shows Business and Professional Services Organizations Grapple with Networking and Security Challenges

Firm Management August 14, 2025 

Report Shows Business and Professional Services Organizations Grapple with Networking and Security Challenges

Resource-constrained IT teams are struggling to protect apps and infrastructure in these settings, which can grow quickly in scale.

Isaac M. O'Bannon

Tech Modernization Success at CPA Firms Starts at the Top

Firm Management August 13, 2025 

Tech Modernization Success at CPA Firms Starts at the Top

From workflow automation tools and cloud-based platforms to AI-assisted analysis, these organizations are making bold moves toward broader digital transformation.

Steve Saah

NetSuite SVP of Tech Discusses AI Capabilities

Technology August 12, 2025 

NetSuite SVP of Tech Discusses AI Capabilities

The NetSuite AI Connector Service gives customers a secure, flexible, and scalable way to connect their own AI to NetSuite.

Brightwave Launches Research Agents

Accounting August 12, 2025 

Brightwave Launches Research Agents

This release launches state of the art multi-agent research systems, transforming Brightwave into an IDE for information. 

Isaac M. O'Bannon

Gen Z and Millennials Embrace AI, But May Not Tell Their Boss

Staffing August 12, 2025 

Gen Z and Millennials Embrace AI, But May Not Tell Their Boss

AI isn't the only technology in the workplace shadows. Sixty-three percent of survey respondents report using personal apps or software for work purposes. Unchecked, this could create a significant security risk for organizations.

Isaac M. O'Bannon

Drake Software 4Color 570d15e32f475

Technology September 3, 2025  Sponsored

Archived Webinar: Navigating Ethical Responsibilities in a Tech-Driven World: Aligning AI Use with Circular 230 and Professional Ethics

This webinar explores the intersection of emerging technologies and professional standards, emphasizing how to align AI usage with Circular 230 and broader ethical frameworks.

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