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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
insightsoftware Shifts to Four Business Units, Adds to Leadership Team

Technology May 15, 2025 

insightsoftware Shifts to Four Business Units, Adds to Leadership Team

The company has finalized a strategic realignment into four business units—ERP Reporting and BI, EPM, Controllership, and Data and Analytics—and has added three members to its executive leadership team.

Jason Bramwell

Vena’s Agentic AI for FP&A Now Integrates With Microsoft Teams

Technology May 15, 2025 

Vena’s Agentic AI for FP&A Now Integrates With Microsoft Teams

Vena announced May 15 the general availability of Vena Copilot for Microsoft Teams, designed to bring dedicated financial planning and analysis expertise and insights into businesses’ workflows.

Jason Bramwell

Zoho Releases New Payments Solution in the U.S.

Technology May 15, 2025 

Zoho Releases New Payments Solution in the U.S.

Zoho has entered the U.S. payments market by launching Zoho Payments, a unified solution that helps businesses collect payments online using a variety of methods like cards and ACH. 

Jason Bramwell

OneStream Unveils Four New AI Solutions for Finance Teams

Technology May 14, 2025 

OneStream Unveils Four New AI Solutions for Finance Teams

OneStream announced on May 13 the release of four new SensibleAI solutions, which are embedded throughout the enterprise finance management platform across planning and forecasting, close and consolidations, and reporting and analytics processes.

Jason Bramwell

Intuit Rolls Out New Features for QuickBooks Online Accountant

Technology May 14, 2025 

Intuit Rolls Out New Features for QuickBooks Online Accountant

Intuit recently implemented its latest round of changes to QuickBooks based on feedback from accountants, primarily focused in the areas of accounts payable and accounts receivable, workflow efficiency, and Intuit Enterprise Suite.

Jason Bramwell

Sage Unveils New AI-Driven Tools and Innovations for Sage Intacct

Technology May 14, 2025 

Sage Unveils New AI-Driven Tools and Innovations for Sage Intacct

Sage announced a new wave of artificial intelligence-powered automation and industry innovations for Sage Intacct, with updates that improve accuracy, reduce reconciliation effort, and simplify contract, fundraising, and project workflows.

Jason Bramwell

Corporate Finance Has an AI Talent and Skills Gap Problem, Study Finds

Technology May 14, 2025 

Corporate Finance Has an AI Talent and Skills Gap Problem, Study Finds

AI readiness tapers off considerably from college-age finance students to senior finance professionals, exposing a key AI skills gap at a time when AI-driven finance is critical to business growth, according to a new OneStream study.

Jason Bramwell

CBIZ Launches Tariff Solution to Help Businesses Navigate Trade Pressures

Accounting May 13, 2025 

CBIZ Launches Tariff Solution to Help Businesses Navigate Trade Pressures

The CBIZ Tariff Solution is a cross-functional offering designed to help companies address the rising financial, operational, and compliance challenges driven by new and evolving global trade policies.

Jason Bramwell

Suralink Debuts Request-to-Test Solution for Accountants

Technology May 13, 2025 

Suralink Debuts Request-to-Test Solution for Accountants

The Request-to-Test solution was announced alongside the launch of Workpaper Suite and a collection of new AI automation and collaboration capabilities, Assessment Hub.

Jason Bramwell

Celery Secures $6.25 Million in Seed Funding to Modernize Internal Financial Controls

Accounting May 13, 2025 

Celery Secures $6.25 Million in Seed Funding to Modernize Internal Financial Controls

Celery replaces hours of manual reviews with intelligent audit agents that detect fraud, compliance risks, and financial inefficiencies in minutes.

Crowe Expands OpenAI ChatGPT Enterprise Access

Accounting May 12, 2025 

Crowe Expands OpenAI ChatGPT Enterprise Access

The top 15 accounting firm said it's one of the few firms in the profession to deploy ChatGPT Enterprise across all personnel, unlocking innovation and accelerating client outcomes.

Jason Bramwell

Avalara to Kick Off CRUSH on Tour in June

Technology May 12, 2025 

Avalara to Kick Off CRUSH on Tour in June

CRUSH on Tour—a new, free, one-day event series bringing Avalara's latest innovations directly to customers—will be held in Chicago and New York City next month, with additional cities to follow.

Jason Bramwell

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