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.
Accounting July 29, 2025
Lack of Trust Stands in the Way of Agentic AI Adoption
Just 13.5% of respondents say their organizations are already using agentic AI — although 33.6% say they are currently building or have future plans to adopt the technology.
Technology July 29, 2025
UHY Partners with Secure AIs to Expand Technology Compliance Offerings
UHY on Tuesday announced a new partnership with AI governance and security platform Secure AIs, which will enable the top 30 firm to expand its technology compliance offerings for clients.
Small Business July 29, 2025
Mastercard Accelerates B2B Payment Automation Globally with Acceptance Innovations
The expanded offerings deliver a fast, innovative B2B payment experience for both buyers and suppliers at an opportune time when embracing the digitization of commercial payments is increasingly moving from optional to essential.
Accounting July 28, 2025
Sage Acquires Fyle for Expense Management Workflow
Fyle was born out of the founders’ personal frustrations with expenses – managing clunky workflows, manually aligning receipts to charges, and waiting long periods while employers processed reimbursements.
Financial Reporting July 25, 2025
Generative AI for Finance Workflows: From Hype to ROI
For most CFOs and controllers, the question isn’t if GenAI can help, but how to adopt it without compromising accuracy, compliance, or audit readiness.
Auditing July 25, 2025
Wolters Kluwer Unveils Next-Gen CCH Validate Confirmation Solution
CCH Validate reimagines bank confirmations, putting auditors in full control to obtain confirmations with unprecedented speed. Leveraging advanced technologies—including blockchain for tamper-proof assurance—it enables 100% bank statement retrieval from banks worldwide.
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Taxes July 25, 2025
Bloomberg Tax & Accounting Adds Enhanced AI Assistant Features
This chat-based research tool is designed to streamline and speed up tax and accounting research, making the process more efficient and user-friendly.
Technology July 24, 2025
Tipalti Job Cuts Affect Dozens of Employees
The fintech company has laid off dozens of employees worldwide over the past few days, including 40 in Israel, as it shifts sales efforts to mid-market customers.
Firm Management July 24, 2025
10 Essentials for Selecting a Practice Management System
Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the business's efficiency now and for years to come.
Firm Management July 24, 2025
Aprio Makes $300 Million AI Investment, Acquires TimeCredit
The acquisition of TimeCredit, an AI assistant built by accountants, complements the five-year, $300 million commitment Aprio is making to build "a scalable, AI-enabled firm that delivers measurable value for clients and team members alike."
Taxes July 23, 2025
AI Tax Platform April Raises $38 Million in Funding
With core infrastructure in place, april is now focused on delivering the most connected tax software to enable millions of Americans to forecast, optimize, and file their taxes.
Technology July 23, 2025
Karbon Launches Client Portal for Accounting Firms
Karbon has launched Karbon for Clients, a secure, modern client portal designed to help accountants streamline collaboration, accelerate response times, and reduce administrative burden.