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.
Accounting March 11, 2025
Maximizing IT Investments: Hardware, Software, and Budget Planning
CPA firms must balance cutting-edge IT solutions with cost-effective management. Firms that fail to optimize their IT investments often struggle with inefficiencies, unplanned expenses, and system downtimes that negatively impact productivity.
Small Business March 11, 2025
BlackCloak Launches Enhanced Family Office Cybersecurity Bundle
BlackCloak designed its enhanced family office services for multi-generational family offices – administrators and family members – including critical product and service capabilities, with packaging and pricing tailored for this specialized audience.
Technology March 11, 2025
Smarsh Announces AI Assistant for Professional Archiving
Smarsh works in partnership with the world’s largest global banks, enabling training of their data for industry-leading AI for compliance.
Small Business March 11, 2025
Digits Autonomous General Ledger Will Take on QuickBooks, Company Says
AGL acts as a proactive bookkeeper, automatically categorizing transactions, reconciling accounts, and delivering real-time financial insights with unmatched speed and accuracy.
Accounting March 11, 2025
RSM US to Use Arch Platform to Navigate Complexities of Alternative Investments
RSM US said on March 11 it's partnering with Arch on an initiative that equips the top five accounting firm's family office, financial services, and private client teams with a tech-forward solution that makes managing alternative investments more efficient.
Auditing March 10, 2025
AuditBoard Adds Advanced AI Capabilities to Internal Audit Platform
AuditBoard's new features enable customers to audit with impactful, industry-trained, generative AI-powered workflows.
Small Business March 10, 2025
AI Security: Invoice or Impersonation? 36.5% Spike in Phishing Attacks Leveraging QuickBooks’ Legitimate Domain in 2025
Cybercriminals are creating free accounts on the Intuit QuickBooks platform, which makes these attacks challenging for people to distinguish from genuine communications.
Accounting Technology Lab Podcast March 7, 2025
Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the Crypto Summit held at the White House on March 7, 2025, and the potential effects for accounting, reporting, taxes and accounting firms.
Accounting March 6, 2025
EY Adds AI Capabilities to Blockchain Analyzer
The AI feature enables users to automate and simulate the entire contract review process using natural language prompts and the tool’s testing engine, enhancing efficiency.
Taxes March 6, 2025
AICPA Issues Guidance for Reporting on Stablecoins
These criteria provide a framework to stablecoin issuers for presenting and disclosing information related to the tokens they issue.
Technology March 6, 2025
Vertex Expands e-Invoicing Capabilities to Streamline Compliance and Reporting
Scalable solutions are essential to replace fragmented approaches, ensuring seamless compliance while automating the reconciliation between real-time e-invoice data with periodic VAT filings.
Mergers and Acquisitions March 4, 2025
Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps
With the purchase, Moss Adams, which is a NetSuite Solution Provider and Alliance Partner, doubles the size of its NetSuite Implementation Services, augmenting existing resources and adding new product solutions, the top 15 accounting firm said on March 4.