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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
Ignition Names New CEO and CFO

Accounting January 29, 2025 

Ignition Names New CEO and CFO

The company said Jan. 28 that it has appointed former president Greg Strickland as CEO, succeeding Guy Pearson who transitioned to executive chairman, and Amy Foo as CFO.

Jason Bramwell

Technology Solutions for FASB ASU 2023-09 Compliance

Accounting January 29, 2025 

Technology Solutions for FASB ASU 2023-09 Compliance

Three ways tax provision software can help organizations comply with FASB's standard on income tax disclosure requirements and five key factors to consider when choosing a solution.

UHY Announces Strategic Partnership with Prophix to Enhance Office of the CFO Services

Accounting January 28, 2025 

UHY Announces Strategic Partnership with Prophix to Enhance Office of the CFO Services

As an official partner within the Prophix network, UHY can offer clients advisory and implementation services that leverage Prophix One, a financial performance platform for finance and accounting professionals.

Jason Bramwell

Rightworks Added to Wolters Kluwer’s CCH Marketplace

Accounting January 28, 2025 

Rightworks Added to Wolters Kluwer’s CCH Marketplace

The collaboration enables accounting firms to safely access all their Wolters Kluwer apps remotely and securely in Rightworks OneSpace.

Jason Bramwell

Intuit Rolls Out Test of New Interface Combining QBO and Mailchimp

Accounting January 27, 2025 

Intuit Rolls Out Test of New Interface Combining QBO and Mailchimp

Intuit announced that it has begun testing a new QuickBooks interface that creates a combined QuickBooks and Mailchimp platform experience, which the Mountain View, CA-based company said will help businesses accelerate productivity and profitability. 

Jason Bramwell

Deloitte Acquires SaaS Technology Company SimplrOps

Technology January 27, 2025 

Deloitte Acquires SaaS Technology Company SimplrOps

The Big Four firm said Jan. 27 that it has acquired SimplrOps, a San Jose, CA-based boutique enterprise software-as-a-service technology company known for streamlining and automating Workday, SAP, and Oracle operations and implementations.

Jason Bramwell

Edge Marketing Launches Future-Ready Strategy that Integrates AI

Accounting January 27, 2025 

Edge Marketing Launches Future-Ready Strategy that Integrates AI

The new systems and protocols will ensure that AI is used not just effectively, but responsibly, enhancing creativity and optimizing performance all while

Isaac M. O'Bannon

The Latest Personal Tech at CES 2025- The Accounting Technology Lab Podcast – Jan. 2025

Accounting Technology Lab Podcast January 23, 2025 

The Latest Personal Tech at CES 2025- The Accounting Technology Lab Podcast – Jan. 2025

Randy Johnston and Brian Tankersley, CPA, explored CES 2025 in Las Vegas in January. In this third CES 2025 podcast, they highlight some of the most interesting personal technologies they saw at the conference.

Brian Tankersley, Randy Johnston

Caseware Acquires Extractly.ai

Technology January 23, 2025 

Caseware Acquires Extractly.ai

Caseware said Tuesday it has acquired Australia-based Extractly.ai, a provider of document processing solutions that streamline the audit process for accounting and finance teams.

Jason Bramwell

NMI Teams with Biller Genie to Launch Bill Connect

Accounting January 23, 2025 

NMI Teams with Biller Genie to Launch Bill Connect

Bill Connect provides integrated automated invoicing, payment acceptance, and reconciliation in popular accounting software SMBs use, such as QuickBooks Online, QuickBooks Desktop, and Xero.

Jason Bramwell

investmentplanning_10597782

Technology January 23, 2025 

Beyond the AI Hype: Three Keys to Practical Use for Accounting Firms

In today's rapidly evolving tech landscape, accounting firms face a critical decision: begin strategically embracing AI, or risk falling behind competitors.

Trump Taps Mark Uyeda as Acting SEC Chief

SEC January 22, 2025 

Trump Taps Mark Uyeda as Acting SEC Chief

The Republican, who has served as an SEC commissioner since 2022, will hold down the fort while Trump's pick to succeed Gary Gensler as chair of the SEC, Paul Atkins, works his way through the Senate confirmation process.

Jason Bramwell

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