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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
Study Finds 72% of Enterprises Plan to Ramp Up Spending on GenAI in 2025

Technology June 21, 2025 

Study Finds 72% of Enterprises Plan to Ramp Up Spending on GenAI in 2025

The report, "What's Next for Generative AI in the Enterprise," highlights the insights, preferences and concerns about enterprise Large Language Model (LLM) adoption. 

Isaac M. O'Bannon

The Top Tech at AICPA Engage 2025 – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 20, 2025 

The Top Tech at AICPA Engage 2025 – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, went on video at the AICPA Engage conference and CPA Practice Advisor's annual Think Tank meet-up. Watch the video or read the transcript.

Brian Tankersley, Randy Johnston

Rightworks OneSpace Platform Wins 9 Badges in G2 Spring 2025 Reports

Accounting June 18, 2025 

Rightworks OneSpace Platform Wins 9 Badges in G2 Spring 2025 Reports

This recognition marks a milestone for Rightworks, as the company celebrates four years earning top honors in G2’s quarterly reports.

Isaac M. O'Bannon

Accounting Firms Saw Gains in Profits and Clients Over the Past Year

Firm Management June 17, 2025 

Accounting Firms Saw Gains in Profits and Clients Over the Past Year

Accounting firms in the U.S. have had a profitable last 12 months, due to adding new clients, technology, and service offerings, according to a new report from Xero.

Jason Bramwell

Tipalti Acquires Statement to Expand Its Treasury Offerings

Technology June 17, 2025 

Tipalti Acquires Statement to Expand Its Treasury Offerings

The finance automation platform said on June 17 that it has acquired Statement, an AI-native treasury automation solution that adds real-time, AI-driven cash intelligence capabilities to Tipalti.

Jason Bramwell

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Small Business June 17, 2025 

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Businesses started in the last 12 months reported the highest levels of skepticism around AI, while established businesses were the most enthusiastic.

Isaac M. O'Bannon

Worker Burnout From Online Learning is a Compliance Risk, Expert Warns

Payroll June 17, 2025 

Worker Burnout From Online Learning is a Compliance Risk, Expert Warns

“When employees are drowning in mandatory training modules, they're not absorbing the information properly. That's when compliance becomes a real concern,” says Allan Murphy Bruun, founder of SimplerQMS.

Virtual Cards: A Game Changer for B2B Payments 

Small Business June 16, 2025 

Virtual Cards: A Game Changer for B2B Payments 

Payments remain one of the most overlooked levers for improving control, efficiency, and financial outcomes. Yet today, it's one of the easiest to modernize thanks to virtual cards.

TaxPlanIQ Rolls Out New Tax Planning Features

Technology June 16, 2025 

TaxPlanIQ Rolls Out New Tax Planning Features

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched several new features designed to make tax planning more efficient and scalable.

Jason Bramwell

Taxfyle Launches AI Tool TXF Intelligence

Technology June 16, 2025 

Taxfyle Launches AI Tool TXF Intelligence

Taxfyle on Monday introduced TXF Intelligence, a generative artificial intelligence tool built to automate and streamline tax return preparation for small tax and accounting firms in the U.S.

Jason Bramwell

The Cyber Saga Continues: Protect Your Firm from First-Party and Third-Party Cyber Exposures

Technology June 16, 2025 

The Cyber Saga Continues: Protect Your Firm from First-Party and Third-Party Cyber Exposures

Relying on only one type of cyber insurance that may be limited to either first- or third-party coverage may leave businesses exposed to significant financial and legal risks.

Review of Microsoft Forms – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 12, 2025 

Review of Microsoft Forms – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, review Microsoft Forms, which lets users create and share online surveys, quizzes, polls, and forms.

Brian Tankersley, Randy Johnston

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