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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
Business Experimentation with Gen AI Grows but Full Implementation Remains Rare, AICPA & CIMA Survey Finds

Accounting December 13, 2024 

Business Experimentation with Gen AI Grows but Full Implementation Remains Rare, AICPA & CIMA Survey Finds

While 30% said they were experimenting with Gen AI in business applications, up from only 23% last year, the percentage of companies that are fully using Gen AI in key operations hasn’t budged much.

Isaac M. O'Bannon

Ramp is Now Integrated With QuickBooks Desktop

Technology December 13, 2024 

Ramp is Now Integrated With QuickBooks Desktop

The travel and expense management solutions provider said the integration with QuickBooks Desktop streamlines accounting and enables greater efficiency for shared customers.

Jason Bramwell

Overview of 2024 Thomson Reuters Synergy Conference- The Accounting Technology Lab Podcast – Dec. 2024

Accounting Technology Lab Podcast December 13, 2024 

Overview of 2024 Thomson Reuters Synergy Conference- The Accounting Technology Lab Podcast – Dec. 2024

Brian Tankersley, CPA, and Randy Johnston continue their travels to the largest conference for accounting professionals, and provide a recap of the 2024 Thomson Reuters Synergy user conference.

Brian Tankersley, Randy Johnston

Zoho Updates Its Existing Suite of Finance Solutions

Technology December 13, 2024 

Zoho Updates Its Existing Suite of Finance Solutions

The global technology company said it has made enhancements to its Zoho Books, Zoho Inventory, and Zoho Practice solutions.

Jason Bramwell

Zoho Releases New Payroll Solution in the U.S.

Technology December 13, 2024 

Zoho Releases New Payroll Solution in the U.S.

Zoho Payroll provides a comprehensive solution designed to automate payroll processing, offer contextually well-connected systems, and fulfill compliance obligations.

Jason Bramwell

Protiviti Awarded First Patent for Automated Audit Artifact Reconciliation Process

Auditing December 13, 2024 

Protiviti Awarded First Patent for Automated Audit Artifact Reconciliation Process

The patent from the U.S. Patent and Trademark Office is the global consulting firm's first since launching its Global Patent Program in 2022.

Jason Bramwell

Key Regulatory Issues for SMBs to Watch in 2025, According to Paychex

Small Business December 12, 2024 

Key Regulatory Issues for SMBs to Watch in 2025, According to Paychex

Tax credits, retirement, and wage and hour developments are among the top regulatory issues small and medium-sized business owners should be monitoring next year, according to the latest annual list from Paychex.

Jason Bramwell

Survey Emphasizes the Importance of AI in the Future of the Controllership Function

Accounting December 12, 2024 

Survey Emphasizes the Importance of AI in the Future of the Controllership Function

The report concluded that Generative AI has the potential to reduce the burden of human interaction for many types of tasks, freeing up a workforce for higher productivity and space for more ambitious strategies.

Isaac M. O'Bannon

Archived Webcast – Transforming Sales Tax Compliance to Fuel Business Growth

Accounting December 12, 2024  Sponsored

Archived Webcast – Transforming Sales Tax Compliance to Fuel Business Growth

Sales tax compliance can be a major challenge, especially for small businesses with limited resources. Join this webinar and discover how automation solutions can help accounting firms and businesses streamline compliance, eliminate manual processes, and expand client offerings.

AI Forecast to Contribute Nearly $20 Trillion to Global Economy in Next 6 Years

Artificial Intelligence December 10, 2024 

AI Forecast to Contribute Nearly $20 Trillion to Global Economy in Next 6 Years

AI will affect jobs across every region of the world, impacting industries like contact center operations, translation, accounting, and machinery inspection.

Isaac M. O'Bannon

Overview of 2024 CCH Connections- The Accounting Technology Lab Podcast – Nov. 2024

Accounting Technology Lab Podcast December 6, 2024 

Overview of 2024 CCH Connections- The Accounting Technology Lab Podcast – Nov. 2024

Brian Tankersley, CPA, and Randy Johnston provide a recap of the 2024 CCH Connections user conference.

Brian Tankersley, Randy Johnston

Trump Team Eyes Ex-SEC Commissioner to Succeed Gary Gensler as Chair

SEC December 2, 2024 

Trump Team Eyes Ex-SEC Commissioner to Succeed Gary Gensler as Chair

Paul Atkins, who is a strong proponent of digital assets and fintech companies, is a leading contender to head the SEC.

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