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Technology

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

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
Archived Webcast: How Tax Automation Helps Firms Budget for the Short and Long Term

Firm Management July 29, 2025 

Archived Webcast: How Tax Automation Helps Firms Budget for the Short and Long Term

A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.

Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

Advisory July 14, 2025 

Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

As business leaders navigate rising costs, shifting employee expectations and economic uncertainty, many are turning to artificial intelligence (AI) and human resources (HR) as strategic levers for support.

Isaac M. O'Bannon

Overview of the New Tax Laws in the OBBBA – The Accounting Technology Lab Podcast – July 2025

Accounting Technology Lab Podcast July 11, 2025 

Overview of the New Tax Laws in the OBBBA – The Accounting Technology Lab Podcast – July 2025

In this special podcast, Brian Tankersley, CPA, and Randy Johnston welcome Wolters Kluwer tax law expert Mark Luscombe, CPA, to discuss the key changes to tax law with the passage of the One Big Beautiful Bill Act.

Brian Tankersley, Randy Johnston

2025 AICPA Engage Conference Floor Roundup – The Accounting Technology Lab Podcast – July 2025

Accounting Technology Lab Podcast July 11, 2025 

2025 AICPA Engage Conference Floor Roundup – The Accounting Technology Lab Podcast – July 2025

Brian Tankersley, CPA, and Randy Johnston, take you on a tour of the 2025 AICPA Engage Conference tradeshow floor.

Brian Tankersley, Randy Johnston

TaxDome and Juno Unveil Fully Integrated End-to-End Tax Workflow

Technology July 10, 2025 

TaxDome and Juno Unveil Fully Integrated End-to-End Tax Workflow

TaxDome said Thursday it has launched its new intake and delivery functionality, now fully integrated with Juno, creating a unified platform that offers end-to-end tax prep workflow—from proposal to payment—with automation at every step.

Jason Bramwell

Ramp Introduces AI Agents Suited for Controllers

Technology July 10, 2025 

Ramp Introduces AI Agents Suited for Controllers

Ramp has released its first set of AI agents, built specifically for controllers, to enforce company expense policies, eliminate unauthorized spending, and prevent fraud.

Jason Bramwell

E-Signature Platform SignWell Now Integrates with QuickBooks Online

Technology July 10, 2025 

E-Signature Platform SignWell Now Integrates with QuickBooks Online

The integration enables accounting and finance professionals and companies to get estimates and invoices signed faster, eliminate paperwork bottlenecks, and reduce approval delays.

Jason Bramwell

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Accounting July 10, 2025 

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Audit Sight, the AI technology platform transforming audit and transaction advisory services (TAS), has announced the release of its latest innovation: the Management Meeting Module.

Isaac M. O'Bannon

Sovos and Tungsten Automation Partner on Compliant AP Solution

Technology July 9, 2025 

Sovos and Tungsten Automation Partner on Compliant AP Solution

The partnership combines the Tungsten Automation Platform with Sovos' Tax Compliance Cloud to create a comprehensive solution for intelligent invoice automation and global tax compliance.

Jason Bramwell

Avalara Embeds AI-Powered Assistant Into Avalara Tax Research

Sales Tax July 9, 2025 

Avalara Embeds AI-Powered Assistant Into Avalara Tax Research

Avi for Tax Research empowers tax and trade professionals by providing immediate, reliable, and comprehensive answers, allowing them to identify, analyze, and apply complex tax laws effortlessly and at the speed of commerce.

Isaac M. O'Bannon

Archived Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

Accounting July 23, 2025  Sponsored

Archived Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.

New Ignition and Karbon Integration Aimed at Unifying Billing and Workflow Automation

Technology July 8, 2025 

New Ignition and Karbon Integration Aimed at Unifying Billing and Workflow Automation

The enhanced integration brings together solutions that help accounting firms streamline how they engage and onboard clients—and get paid.

Jason Bramwell

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