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.
Auditing January 14, 2025
Many Auditors Are Still Married to Their Excel Spreadsheets, Report Finds
"While Excel's versatility has made it a staple for decades, it's limitations—such as version control issues, manual data entry errors, and collaboration bottlenecks—are becoming increasingly problematic," accounting automation platform Trullion says in a new report.
Accounting January 10, 2025
CES Experiences – What’s New for 2025
This CES was more about "experiences," and we were actively separating reality from hype. Many columns I've read on the CES event don't represent the reality I understood by attending.
Accounting Technology Lab Podcast January 9, 2025
Review of Intuit Enterprise Suite – The Accounting Technology Lab Podcast – Jan. 2025
Randy Johnston and Brian Tankersley, CPA, review Intuit Enterprise Suite, designed for businesses focused on growth, providing one scalable, integrated solution that decreases manual, repetitive tasks with streamlined processes, boosts productivity through powerful automation, and unlocks actionable insights for faster decision making.
Technology January 9, 2025
Ramp Rolls Out Integration with Workday Financial Management
The integration, announced on Jan. 9, streamlines and automates accounting processes to help shared customers close the books more quickly and accurately.
Technology January 8, 2025
Truewind Accounting AI Platform Raises $13 Million in Series A Funding
Truewind, an accounting AI platform, recently announced that it has raised $13 million in Series A funding from Thomson Reuters Ventures, Rho Capital and Pathlight Ventures.
Technology January 8, 2025
IRIS Makes Enhancements to Firm Management Solution
The updates announced on Jan. 8 make it easier for accounting firms to manage and onboard clients, stay compliant, and collaborate across teams—all while scaling for future growth, according to IRIS.
Payroll January 8, 2025
Survey: Despite AI’s Growing Impact on the Workplace, Most HR Leaders Are Not Focused on Reskilling Workers
Only 7% of CHROs say they are implementing reskilling strategies for job roles that have a high probability for at least a quarter of tasks to be taken over by AI.
Technology January 7, 2025
Caseware Acquires SaaS Solutions Provider LeaseJava
This is Caseware’s eighth acquisition since Hg Capital acquired majority ownership of the Toronto-based company in late 2020.
Technology January 6, 2025
Taxfyle to Debut AI Tax Assistant in January
The on-demand accounting platform is set to launch its new AI customer assistant, Luis, on Jan. 31, which Taxfyle says will serve as a bridge during the customer journey to make their tax filing experience easier and quicker.
Accounting Technology Lab Podcast January 2, 2025
Review of Apxium – The Accounting Technology Lab Podcast – Jan. 2025
Brian Tankersley, CPA, and Randy Johnston review Apxium, a system that automates the accounts receivable process and compliance work for accounting firms.
Mergers and Acquisitions January 2, 2025
Thomson Reuters Acquires SafeSend in $600 Million Deal
"Becoming a part of Thomson Reuters will enable us to accelerate product development efforts and realize our shared vision of an end-to-end tax workflow solution," said Steve Dusablon, who founded SafeSend with Andrew Hatfield in 2008.
Security December 31, 2024
Treasury Department Says it Was Breached by Chinese-Backed Hacker
The hacker was able to remotely access certain Treasury workstations and “certain unclassified documents maintained by those users,” according to a letter the agency sent to Congress on Dec. 30.