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 June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Technology December 2, 2024
The report highlights the recent impact of private equity and venture capital funding within the tech sector and key trends that will continue to make an impact in 2025.
Technology December 2, 2024
This release will add advanced Copilot features for Lucanet’s Consolidation and Financial Planning and Disclosure Management solution, in addition to the Copilot for the XBRL Tagger made available in October.
Accounting November 26, 2024
Brian Tankersley, CPA, and Randy Johnston review HubSync, an all-in-one, modern client platform which automates the tax return and other key processes and provides a single gateway to drive “Best-in-Class” collaboration between professionals and their clients.
IRS November 26, 2024
The ninth annual special awareness week takes place this year from Dec. 2 to Dec. 6 with a weeklong series of educational efforts.
Accounting November 25, 2024
On Dec. 18-19, professionals can earn up to 14 hours of free CPE credit, with 7 sessions each day. Pick the ones you want or stay for all of them.
Accounting December 5, 2024 Sponsored
Does your accounting firm struggle with chaotic workflows, missed steps, or inefficiencies that overwhelm your team? It might be time to go back to basics by defining your offerings! This foundational step could be the key to unlocking streamlined processes, greater team productivity, and happier clients.
Accounting Technology Lab Podcast November 22, 2024
Brian Tankersley, CPA, and Randy Johnston review Blue J, a generative AI platform for tax experts. With Blue J, professionals can complete hours of tax research in seconds.
Technology November 21, 2024
The Studio360 platform reduces system and data complexity and enables real-time insights for accounting and finance teams.
Small Business November 20, 2024
Intuit’s AI-driven expert platform is embedded in the company’s products, including QuickBooks, TurboTax, Credit Karma, and Mailchimp.
Technology November 20, 2024
Firms can use the free tool to price advisory services like tax planning and CFO support based on measurable client outcomes.
Taxes November 20, 2024
The Washington Post reported that leaders of the new "Department of Government Efficiency" have discussed creating a tax filing app.
Auditing November 19, 2024
Accounting firms that will lead the future of audit are the ones ensuring they have the standardized, flowing data needed to power it.