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.
Technology March 3, 2025
Wolters Kluwer Enhances Form 5330 E-Filing Capabilities
Wolters Kluwer has rolled out new enhancements that allow businesses to electronically file Form 5330 with the IRS from ftwilliam.com, Wolters Kluwer's employee benefit and pension software.
Technology March 3, 2025
April Tax Software Now Licensed to E-file in All 50 States
The embedded tax software provider said it has secured the necessary e-file licenses to enable Americans to electronically file in all 50 states, becoming the first new nationally licensed e-file provider in more than 15 years.
IRS March 3, 2025
Trump Administration Shutters Technology Office 18F Which Helped Build IRS Direct File
Dismissal notices went out Saturday to about 85 employees of 18F, a federal agency that works on improving government technology—effectively shutting down an office hailed a decade ago as Uncle Sam’s new tech startup.
Accounting Technology Lab Podcast February 28, 2025
Review of Zoho for Firms – The Accounting Technology Lab Podcast – Feb. 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, review ZOHO for Firms in their roundup of AI systems for accounting firms.
Taxes February 27, 2025
5 Security Questions CPA Firms Should Ask Tax Automation Vendors
With the current staffing shortage in the accounting profession, more and more firms are turning to technology to maintain productivity and service quality.
Firm Management February 26, 2025
AICPA Adds Rightworks Cloud and Security Program to Member Discount Program
The collaboration provides AICPA members with exclusive discounts on Rightworks WISP and Total Security solutions, empowering firms and small businesses to stay ahead of security threats.
Accounting February 26, 2025
Gusto Releases New Compliance Solution for Small Businesses
The payroll solutions provider has introduced Gusto Compliance, a product designed to help small business owners know what steps they need to take to maintain compliance with common regulatory requirements.
Firm Management February 26, 2025
Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers
Any accounting firm looking to sell can list on the platform for a fee, while buyers must be fully implemented on Karbon's practice management system.
Accounting February 26, 2025
Federal Government Buildings to Turn Off Electric Vehicle Charging Stations
Federal buildings across the U.S. have been ordered to shut off electric-vehicle chargers, according to a person familiar with the matter, the latest move to rescind pro-EV initiatives in President Donald Trump’s first months in office.
Technology February 21, 2025
CES 2025 Innovations Recap
There were five innovation themes that percolated to the top of my list, which I believe we will see integrated into products we use in our homes, and possibly our offices over the next few years.
Accounting Technology Lab Podcast February 20, 2025
Review of ZOHO – The Accounting Technology Lab Podcast – Feb. 2025
In their latest video and podcast, Randy Johnston and Brian Tankersley, CPA, review ZOHO in their roundup of AI systems for accounting firms.
Firm Management February 20, 2025
Report Shows Firms That Embrace AI Have Competitive Advantage
The report reveals that mid-sized (21-50 employees) and large firms (over 200 employees) are leading AI adoption.