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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
Workforce Go Rolls Out New Integration to Sage 100 ERP

Technology February 19, 2025 

Workforce Go Rolls Out New Integration to Sage 100 ERP

Workforce Go said on Feb. 19 that it has developed a new integration to Sage 100 ERP that not only improves functionality for users now but will also help bridge the gap to native cloud-based systems in the future.

Jason Bramwell

Accounting Thought Leaders Meet to Discuss Current and Future Issues Facing Profession

Accounting February 19, 2025 

Accounting Thought Leaders Meet to Discuss Current and Future Issues Facing Profession

Hosted by CPA Practice Advisor, attendees included top firm leaders, tech experts, practice consultants, and AICPA President and CEO Mark Koziel.

Isaac M. O'Bannon

UHY Partners with Acumatica to Help Clients Streamline Workflows

Technology February 19, 2025 

UHY Partners with Acumatica to Help Clients Streamline Workflows

The top 30 accounting firm is collaborating with Acumatica to deliver advanced cloud ERP solutions designed to streamline finance, accounting, and back-office processes for clients.

Jason Bramwell

Ignition Debuts AutoPricing to Automate Growth for Services Businesses

Technology February 18, 2025 

Ignition Debuts AutoPricing to Automate Growth for Services Businesses

AutoPricing is a new suite of pricing automation capabilities to help professional services businesses increase prices in bulk to grow revenue and improve profitability, Ignition says.

Jason Bramwell

Prismatic Rebrands as Asseta, Turns Focus to Family Offices

Technology February 18, 2025 

Prismatic Rebrands as Asseta, Turns Focus to Family Offices

"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.

Jason Bramwell

Voting Is Closed for 2025 Readers’ Choice Awards

Accounting February 17, 2025 

Voting Is Closed for 2025 Readers’ Choice Awards

Voting in the 2025 Readers’ Choice Awards is now open. Each year, readers get the opportunity to show their support for the programs, hardware, services, and other technologies they use and trust.

Isaac M. O'Bannon

Review of Acumatica ERP – The Accounting Technology Lab Podcast – Feb. 2025

Accounting Technology Lab Podcast February 13, 2025 

Review of Acumatica ERP – The Accounting Technology Lab Podcast – Feb. 2025

In their latest video and podcast, Randy Johnston and Brian Tankersley, CPA, review AI systems for accounting firms, starting with Acumatica ERP.

Brian Tankersley, Randy Johnston

Bluebook Raises $3M to Build AI Agents for Accounting Firms with Pre-Seed Led by EQT Ventures 

Firm Management February 13, 2025 

Bluebook Raises $3M to Build AI Agents for Accounting Firms with Pre-Seed Led by EQT Ventures 

The software consolidates globally applicable accounting principles into a central repository of knowledge, serving as a pivotal platform for the collection and analysis of crucial financial data.

Isaac M. O'Bannon

Sage Intacct Adds AI Tools and Features to Boost Finance Teams

Artificial Intelligence February 13, 2025 

Sage Intacct Adds AI Tools and Features to Boost Finance Teams

These latest enhancements help finance teams save time, get trusted insights faster, and focus on growth by simplifying compliance, enhancing decision-making, and improving operational efficiency.   

Isaac M. O'Bannon

Gartner Survey Shows Majority of CFOs Plan to Boost Technology Budgets in 2025

Firm Management February 13, 2025 

Gartner Survey Shows Majority of CFOs Plan to Boost Technology Budgets in 2025

Despite ongoing economic and geopolitical disruption, CFOs are planning significant technology budget increases, viewing digital investments as crucial for growth and efficiency, according to Gartner, Inc.

Isaac M. O'Bannon

Cybersecurity Remains Top Priority for Audit Committees

Auditing February 12, 2025 

Cybersecurity Remains Top Priority for Audit Committees

For the fourth straight year, cybersecurity is the No. 1 priority for audit committees at public companies, outside of financial reporting and internal controls, according to survey findings released on Feb. 12 by the Deloitte Center for Board Effectiveness and the Center for Audit Quality.

Jason Bramwell

Digits Debuts AI Invoicing Solution for Startups and SMBs

Technology February 12, 2025 

Digits Debuts AI Invoicing Solution for Startups and SMBs

The AI-powered accounting platform has launched AI Invoicing, a solution that gives founders and small business owners control over both accounts payable and accounts receivable.

Jason Bramwell

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