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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 Adds Tap to Pay on iPhone for Small Businesses Using Stripe

Technology June 9, 2025 

Xero Adds Tap to Pay on iPhone for Small Businesses Using Stripe

Xero has launched Tap to Pay on iPhone, enabling small business customers in the U.S. with a Stripe account to securely accept in-person contactless payments with their iPhone and the Xero Accounting app.

Jason Bramwell

Instead Launches AI-Driven Tax Reports

Technology June 9, 2025 

Instead Launches AI-Driven Tax Reports

The tax management platform announced on June 9 the launch of its artificial intelligence-driven tax reports, designed to enhance how business owners and individuals make tax decisions and maximize tax savings.

Jason Bramwell

AuditPro.ai Introduces Turnkey AI Solutions for Auditors, CFOs, and Investors

Auditing June 9, 2025 

AuditPro.ai Introduces Turnkey AI Solutions for Auditors, CFOs, and Investors

AuditPro.ai is an intuitive and affordable assurance platform where accounting and finance professionals can easily discover and quickly benefit from the most advanced technologies. 

Isaac M. O'Bannon

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Accounting June 8, 2025 

Accounting Thought Leaders Meet to Discuss Challenges Facing Profession

Tax and accounting professionals, and the businesses they service, are currently facing intense changes in economic dynamics, trade, regulations, technology, state changes in credentialing, and staffing issues.

Isaac M. O'Bannon

CPACharge is Now Integrated With SafeSend One

Technology June 5, 2025 

CPACharge is Now Integrated With SafeSend One

CPACharge and SafeSend announced a new partnership on June 5 aimed at simplifying payments for accounting professionals.

Jason Bramwell

Review of Power Automate – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 5, 2025 

Review of Power Automate – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, review Microsoft's Power Automate, one of the robotic process automation tools available from Microsoft 365. Watch the video, listen to the audio, or read the transcript.

Brian Tankersley, Randy Johnston

AI For Accounting Firms: The Perfect Combo to Boost Client Content and Value

Advisory June 5, 2025 

AI For Accounting Firms: The Perfect Combo to Boost Client Content and Value

Whether you're running your own firm, building a personal brand, or just trying to keep clients engaged—consistent, unique content is one of your most valuable assets.

Kristy Short, Ed.D.

Audit Partners Concerned on Economic and Geopolitical Risks

Small Business June 5, 2025 

Audit Partners Concerned on Economic and Geopolitical Risks

As trusted experts with a front-row seat to corporate strategy and performance, audit partners provide a unique lens into how U.S. companies are navigating a period marked by economic uncertainty, geopolitical tension, and rapid technological change.

Isaac M. O'Bannon

Global Payments and Sage Team on Embedded Vendor Payments Solution

Technology June 4, 2025 

Global Payments and Sage Team on Embedded Vendor Payments Solution

Global Payments announced on June 4 that its MineralTree business and Sage have launched a vendor payments solution built directly within Sage Intacct.

Jason Bramwell

Karbon Launches End-to-End Tax Workflows, AI Innovations, and Practice Intelligence

Accounting June 4, 2025 

Karbon Launches End-to-End Tax Workflows, AI Innovations, and Practice Intelligence

Karbon’s new tax workflows and features enable firms to manage the entire tax work lifecycle, from client intake to filing and archiving, while improving speed, reducing manual work, and increasing transparency.

Isaac M. O'Bannon

Smarsh Unveils Major Platform Innovations, Next-Gen AI and Robust APIs for Smarter Financial Oversight

Accounting June 4, 2025 

Smarsh Unveils Major Platform Innovations, Next-Gen AI and Robust APIs for Smarter Financial Oversight

Smarsh Capture provides compliance teams with enhanced tools to securely govern Microsoft 365 Copilot and significantly enhance productivity.

Isaac M. O'Bannon

Paychex Launches New Accountant Portals

CAS June 4, 2025 

Paychex Launches New Accountant Portals

Accountants previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access the broad range of functionality of Paychex Flex through an intuitive dashboard with simplified workflows.

Isaac M. O'Bannon

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