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 February 11, 2025
Experiences 2025 – AI Search
For now, Agentic AI refers to artificial intelligence systems that operate autonomously and can perceive, reason, plan, and take action in pursuit of goals. These AI agents can interact dynamically with their environment, adapt to changes, and sometimes make decisions without direct human intervention.
Accounting February 10, 2025
interVal Adds Customization to Business Reports Feature
interVal has upgraded its Business Reports feature to allow accountants and advisors to customize and create shorter, streamlined, and more specific reports for their SMB clients.
Accounting February 10, 2025
Stampli Set to Launch Procure-to-Pay Solution
The new software offering from Stampli unifies all procurement processes, documents, and discussions into a single workflow.
Accounting Technology Lab Podcast February 6, 2025
A Fresh Look at Payroll Providers – The Accounting Technology Lab Podcast – Feb. 2025
In their latest video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss payroll providers and systems for accounting firms serving multiple clients.
CAS February 6, 2025 Sponsored
Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog
The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.
Technology February 6, 2025
New NetSuite Solution Helps Businesses Manage and Grow Diverse Revenue Streams
NetSuite SuiteSuccess Anything-as-a-Service (XaaS) Edition enables businesses with diverse product and service offerings reduce software costs and complexity, expand business insights, enhance the customer experience, and drive revenue growth.
Technology February 6, 2025
Fyle Announces QuickBooks Desktop Integration
The expense management platform has integrated with QuickBooks Desktop, allowing businesses to manage and sync expenses with QuickBooks, which eliminates manual data entry and reconciliation.
Accounting February 5, 2025
FinQuery Sets Up Free CPE Hub for Accountants
The accounting automation solutions provider launched its CPE Hub, a new resource center where accounting and finance professionals can earn CPE credits for free.
Small Business February 3, 2025
Survey Shows Business Travel Bookings Remain Poorly Managed
A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.
Accounting February 3, 2025
AI & Outsourcing: A Winning Combination for Productivity
Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.
Technology January 31, 2025
Acumatica to Debut AI Studio, Acumatica Labs in 2025
Cloud enterprise resource planning provider Acumatica announced this week several updates and enhancements it will release in 2025 for small and midsized businesses.
Accounting January 29, 2025
Rightworks to Host RightNOW 2025 Event This May in Nashville
Geared toward accounting firm leaders, firm staff, tax practitioners, and small and midsized business finance professionals, RightNOW 2025 will be held from May 19-21 in Nashville.