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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
Special Report: 2025 Readers’ Choice Awards

Technology June 30, 2025  Sponsored

Special Report: 2025 Readers’ Choice Awards

Readers tell us which tax and accounting software they love the most. The awards highlight the most useful technology for firms and clients.

Prager Metis and Kearns Technology Partner to Launch PM IT Services

Technology June 30, 2025 

Prager Metis and Kearns Technology Partner to Launch PM IT Services

The new Prager Metis affiliate, PM IT Services, is a digital solutions company delivering cybersecurity, cloud modernization, and managed IT services across North America and Europe.

Jason Bramwell

Half of Managers Use AI To Determine Who Gets Promoted and Fired

Payroll June 30, 2025 

Half of Managers Use AI To Determine Who Gets Promoted and Fired

78% use AI to determine raises, 77% for promotions, 66% for layoffs, and 64% for terminations. More than 1 in 5 managers say they frequently allow AI to make final decisions without human input.

Isaac M. O'Bannon

Nominations Open for 2025 Innovation Awards

Accounting June 28, 2025 

Nominations Open for 2025 Innovation Awards

The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Isaac M. O'Bannon

Intuit Rolls Out AI Agents for QuickBooks

Technology June 27, 2025 

Intuit Rolls Out AI Agents for QuickBooks

Intuit said the new AI agents will automate workflows and, when combined with human experts, deliver real-time insights and improve cash flow for businesses.

Jason Bramwell

Ledgre Launches AI Tax Assistant for Rental Property Owners

Technology June 27, 2025 

Ledgre Launches AI Tax Assistant for Rental Property Owners

The accounting platform built for landlords and real estate investors has launched Ledgy, an AI tax assistant designed to simplify and support the bookkeeping and tax experience for rental property owners.

Jason Bramwell

Wiss and Rillet Partner on Co-Sourced Accounting Model for Businesses

Accounting June 27, 2025 

Wiss and Rillet Partner on Co-Sourced Accounting Model for Businesses

The top 100 accounting firm and the ERP platform announced a strategic partnership that will allow businesses to gain access to a co-sourced accounting model that blends technology and expert advisory services.

Jason Bramwell

Therabody Eases Pain of Complex Global Tax Compliance with Avalara

Technology June 26, 2025 

Therabody Eases Pain of Complex Global Tax Compliance with Avalara

Therabody develops wellness technologies intended to reduce muscle tension, accelerate recovery, and improve performance.

Isaac M. O'Bannon

Microsoft and ContractPodAi Announce Strategic Legal AI Partnership

Accounting June 26, 2025 

Microsoft and ContractPodAi Announce Strategic Legal AI Partnership

As part of the agreement, ContractPodAi will be able to scale its offering globally through the Azure Marketplace and unlock opportunities across the Microsoft partner ecosystem.

Isaac M. O'Bannon

Pramata Launches AI Negotiator, Reducing Time Spent on Contract Tasks by 50%

Accounting June 26, 2025 

Pramata Launches AI Negotiator, Reducing Time Spent on Contract Tasks by 50%

With Pramata’s AI Negotiator, businesses can rapidly accelerate key contract negotiation tasks, reducing the amount of time spent redlining and processing contracts by as much as 50%, without sacrificing accuracy.

Isaac M. O'Bannon

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

Financial Reporting June 25, 2025 

Emburse and Sage Expand Partnership for Faster Closes and Spend Visibility

With the new solution, Emburse Professional and Sage Intacct are seamlessly bridged through bi-directional data synchronization.

Isaac M. O'Bannon

LeaseCrunch Rebrands as Crunchafi—a Broader Vision for CPA Firms

Accounting June 25, 2025 

LeaseCrunch Rebrands as Crunchafi—a Broader Vision for CPA Firms

Crunchafi (pronounced crunch-uh-fy) blends the legacy of “crunching numbers” with a forward-looking focus on accounting and financial intelligence.

Isaac M. O'Bannon

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