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.
Technology July 23, 2025
Paylocity Expands Platform’s Reach to the Office of the CFO with New Finance Solution
Paylocity for Finance brings finance and human resources teams together through a unified system grounded in the employee record.
Technology July 23, 2025
White House Announces AI Policy to Spur U.S. Development
The AI Action Plan recommends revamping the permitting process and streamlining environmental standards to speed AI-related infrastructure projects.
Technology July 23, 2025
AvidXchange Unveils New AI Agents to Elevate Accounts Payable Processes
As part of AvidXchange’s 2025 trends report, which surveyed 500 mid-market finance leaders, it was reported that 76% of finance departments recognize the value of using AI within their finance department to improve efficiency and decision-making.
Technology July 22, 2025
Canopy Announces Release of New Client Intake Solution
Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow.
Technology July 22, 2025
Intuit Adds AI Agents, Other Enhancements to Intuit Enterprise Suite
Intuit said July 22 that it has made significant updates to Intuit Enterprise Suite, including the addition of new proactive AI agents, enhanced automation, business intelligence, and financial management capabilities.
Technology July 22, 2025
Sovos Unveils AI-Powered Tax Compliance Intelligence Solution
Sovos on July 22 announced Sovos Intelligence, an AI-powered tax compliance intelligence solution that enables companies to get real-time insights on transactions and tax data.
Taxes July 22, 2025
SmartVault to Launch SmartRequestAI to Automate Document Collection and Client Intake Process for Tax Professionals
Launching later this year to enable firms before the tax season rush, SmartRequestAI uses proprietary AI technology to automate and streamline one of the most time-consuming parts of tax prep.
Technology July 21, 2025
Emburse Brings Travel and Expense Into a Single Workflow in Mobile App
The T&E solutions provider has launched integrated itinerary management in the Emburse Enterprise mobile app, which allows business travelers to manage their trips and submit expenses within a single, intuitive mobile interface.
Firm Management August 4, 2025 Sponsored
Archived Webcast: From 14 tools to 4: Why Modern Firms are Switching to Canopy
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
Technology July 21, 2025
Sovos Launches ‘Sovi’ Suite of Embedded AI Capabilities
"Sovi AI" is a comprehensive suite of artificial intelligence capabilities embedded across the Sovos Tax Compliance Cloud platform for e-invoicing, tax, and information reporting compliance.
Technology July 21, 2025
Socure Rolls Out Workforce Verification Solution to Combat Employee Fraud
The new solution brings enterprise-grade identity verification and fraud prevention to hiring workflows, detecting manipulated or fabricated identities before they enter organizations and addressing workforce risk at its source.
Technology July 21, 2025
Ryan Announces Integration with SAP Concur for M&E Tax Deductions
The meals and entertainment deduction optimization integration addresses a common challenge for tax and finance teams: identifying and classifying deductible M&E expenses across large datasets, Ryan says.