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 April 1, 2025
Navigating the Accounting Firm Capacity Puzzle
Leaders are always looking at managing capacity to allow their firms to thrive in the face of shifting client expectations, evolving technology and a competitive labor market.
Accounting Technology Lab Podcast March 28, 2025
Tech Essentials for Family Practice CPAs – The Accounting Technology Lab Podcast – March 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the fundamentals of the technology needed to efficiently run a family tax and accounting practice. Watch the video, listen to the audio podcast below, or read the transcript.
Accounting March 26, 2025
Sage Opens New North American HQ in Atlanta
The new office marks a significant milestone in the company’s long-term investment in the region, reflecting its commitment to innovation, job creation, and community engagement.
Auditing March 26, 2025
Fieldguide Launches Field Agents
Field Agents goes beyond simple automation by autonomously executing entire engagement workflows, transforming complex, multi-step processes that once took hours into seconds.
Technology March 25, 2025
Lattice Rolls Out AI Agent for Human Resources
The people management platform has debuted its AI agent for human resources, designed to help HR teams work better and make employees more productive.
Accounting March 25, 2025
Gartner Says CFOs Should Reset Expectations About AI’s Impact on Workforce Productivity and Headcount
Despite artificial intelligence’s promise for enhancing efficiency, many organizations struggle to turn investments in traditional and generative AI into material improvements in worker productivity.
Technology March 25, 2025
BlackCloak Releases Digital Executive Protection Framework
The new framework offers chief information security officers and chief security officers a detailed risk assessment and control review of the necessary components of a comprehensive digital executive protection program.
Technology March 25, 2025
AccountsIQ Debuts Workflow Approval Engine
The new workflow approval engine streamlines financial workflows, improves compliance, and enhances visibility, all while reducing reliance on manual processes, according to AccountsIQ.
Technology March 25, 2025
Stax.ai Partners with Payroll Integrations to Automate Payroll Processing for Retirement Third-Party Administrators
TPAs using Stax.ai can now connect directly to an extensive network of payroll providers through Payroll Integrations to automatically collect and standardize payroll and employee census data in real time.
Small Business March 24, 2025
72% of Small Businesses Have Positive Outlook on AI in Survey
While concerns about data accuracy, security, and privacy persist, survey responses from 500+ business owners and 500+ HR leaders found that the business impact of AI is undeniable – 72% of small businesses have a positive outlook on the technology.
Technology March 24, 2025
CRM Tech is Most Valued in the Finance Function, Says Survey
CRM technology, cloud ERP, and analytics and business intelligence (ABI) tools were the top three most valued technologies in the finance function.
Artificial Intelligence March 24, 2025
Policymakers and Industry Leaders Discuss AI Innovation at Bloomberg Industry Group Executive Forum
The event also featured a panel discussion of C-suite thought leaders, including attorneys and tax advisors, who shared their organization’s approach to generative AI tools and applications.