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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
Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

Accounting June 24, 2025 

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

The acquisition is expected to be funded through a mix of cash and equity. The upfront consideration will be US$2.5 billion (A$3.9 billion) in cash and equity consideration.

Isaac M. O'Bannon

Deloitte Unveils Human Capital AI Solution Suite

Technology June 24, 2025 

Deloitte Unveils Human Capital AI Solution Suite

The human capital AI solution suite is geared for the human resources function, designed to provide organizations with the data and insights they need to effectively navigate the uncertainty and rapidly moving impacts of AI on the workforce and how work gets done.

Jason Bramwell

Gartner Predicts that 17% of Total Cyberattacks Will Involve Generative AI by 2027

Accounting June 24, 2025 

Gartner Predicts that 17% of Total Cyberattacks Will Involve Generative AI by 2027

The adoption of AI and generative AI continue to increase investments in security software markets like application security, data security and privacy, and infrastructure protection.

Isaac M. O'Bannon

RSM US Launches New AI-Powered Tax Platform

Technology June 24, 2025 

RSM US Launches New AI-Powered Tax Platform

The top five accounting firm said its new myRSM Tax ecosystem "demonstrates how cutting-edge AI is transforming client service, streamlining operations, and empowering professionals across the firm."

Jason Bramwell

ProfitSolv Gets Outside Investment From FTV Capital

Technology June 24, 2025 

ProfitSolv Gets Outside Investment From FTV Capital

ProfitSolv announced on June 24 a significant strategic investment co-led by growth equity firm FTV Capital and Lightyear Capital, an existing investor in the company since it launched in 2020.

Jason Bramwell

Grant Thornton Releases First Digital Transformation Survey

Small Business June 24, 2025 

Grant Thornton Releases First Digital Transformation Survey

Grant Thornton’s Digital Transformation Survey draws on insights from more than 550 cross-functional senior executives across industries, focusing on tech alignment, investment priorities, return on investment (ROI) metrics and integration challenges.

Isaac M. O'Bannon

Report Reveals Widening Performance Gaps Driven by AI Acceleration and Platform Connectivity 

Artificial Intelligence June 24, 2025 

Report Reveals Widening Performance Gaps Driven by AI Acceleration and Platform Connectivity 

66% of companies view their PSO as a profit center (up 3 percentage points from 2024), and the segment of firms targeting elite 40%+ margins is set to more than double in 2025. 

Isaac M. O'Bannon

merger_puzzle.5436eb547ed6e

Firm Management June 24, 2025 

When Teams Need More Than Technology: The Missing Piece in Firm Transformation

Because advisory firms don’t thrive on technology, they thrive on people—people who are clear, connected, and capable of using the tools with confidence.

Amy Vetter

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

CAS June 23, 2025 

Restaurants Increase Investments in AI, But Adoption Lags, Says Deloitte Survey

With customer expectations evolving, some restaurant leaders are turning to artificial intelligence (AI) to create new opportunities for growth across their operations.

Isaac M. O'Bannon

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

CAS June 23, 2025 

E-Invoicing Could Unlock $616 Billion in Global Economic Gains

A new study identifies a combined annual economic opportunity of $616 billion through productivity gains, faster payments, and reduced fraud, if businesses more effectively adopt e-invoicing practices.

Isaac M. O'Bannon

Digits Rolls Out AI Agents for Accounting Workflows

Technology June 23, 2025 

Digits Rolls Out AI Agents for Accounting Workflows

Digits Accounting Agents embed AI agents to run entire accounting workflows from start to finish, pausing only when human judgment is necessary or desired, for firms on its Autonomous General Ledger.

Jason Bramwell

Gusto and Elevate Partner to Enhance Consumer Benefits for Small Businesses

Small Business June 23, 2025 

Gusto and Elevate Partner to Enhance Consumer Benefits for Small Businesses

Through the partnership with Elevate, Gusto now offers enhanced HSAs, FSAs, and consumer benefits to small businesses—complementing its existing benefits platform that includes health insurance and more.

Jason Bramwell

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