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.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Technology June 4, 2025
This acquisition will enable Scytale to offer a variety of security, privacy, and AI compliance automation for standards like SOC 2, ISO 27001, and now SOX IT general controls in one platform.
Financial Reporting June 3, 2025
This integration gives Amazon Business account holders the ability to issue scenario-based virtual credit cards directly within PivotLynx, enabling pre-approved purchases and eliminating the traditional post-purchase reconciliation process.
Technology June 3, 2025
EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.
Financial Planning June 3, 2025
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Financial Reporting June 3, 2025
A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.
Auditing June 2, 2025
The generative AI writing engine is designed to enable auditors to enhance the quality of audit documentation while ensuring data protection and safeguards.
Technology June 2, 2025
Unlike generic AI, Thomson Reuters agents are refined by legal and tax, audit, and accounting experts to reason in alignment with professional standards and best practices
Accounting Technology Lab Podcast May 30, 2025
Randy Johnston and Brian Tankersley, CPA, discuss the most popular products in this year's 2025 CPA Practice Advisor Readers Choice Awards. Watch the video, listen to the audio, or read the transcript.
Accounting June 27, 2025 Sponsored
Tax and accounting professionals are leveraging new technologies to make their firms more efficient and to stay ahead of competitors. In this webinar, we’ll explain how.
Technology May 29, 2025
The Washington-based ERP provider said on May 29 it has signed an agreement to be acquired by Vista Equity Partners, the global investment firm that purchased Avalara in 2022.
Technology May 29, 2025
Companies like Brex, Bluevine, and Wave are already using Plaid's existing Transactions product to deliver real-time spend tracking, smarter capital access, and automated bookkeeping to businesses.
Advisory May 29, 2025
International accounting firm Armanino has implemented a 1099 and W-9 compliance system to relieve the burden on its clients, reduce risks, simplify filing processes, and create a strategic year-round plan for maintaining vendor information collection and management.