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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
Aprio Releases 2025 Technology Outlook

Technology December 2, 2024 

Aprio Releases 2025 Technology Outlook

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.  

Isaac M. O'Bannon

Lucanet Enhances CFO Platform with GenAI Capabilities

Technology December 2, 2024 

Lucanet Enhances CFO Platform with GenAI Capabilities

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.

Isaac M. O'Bannon

Review of HubSync – The Accounting Technology Lab Podcast – Nov. 2024

Accounting November 26, 2024 

Review of HubSync – The Accounting Technology Lab Podcast – Nov. 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.

Brian Tankersley, Randy Johnston

IRS Announces National Tax Security Awareness Week Starts on Dec. 2

IRS November 26, 2024 

IRS Announces National Tax Security Awareness Week Starts on Dec. 2

The ninth annual special awareness week takes place this year from Dec. 2 to Dec. 6 with a weeklong series of educational efforts.

CPE Sessions Announced for Ensuring Success

Accounting November 25, 2024 

CPE Sessions Announced for Ensuring Success

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.

Isaac M. O'Bannon

Archived Webcast – Struggling with Workflow Chaos? Discover How Identifying Your Offerings Changes Everything!

Accounting December 5, 2024  Sponsored

Archived Webcast – Struggling with Workflow Chaos? Discover How Identifying Your Offerings Changes Everything!

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.

Review of Blue J – The Accounting Technology Lab Podcast – Nov. 2024

Accounting Technology Lab Podcast November 22, 2024 

Review of Blue J – The Accounting Technology Lab Podcast – Nov. 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.

Brian Tankersley, Randy Johnston

BlackLine Launches Studio360 Platform

Technology November 21, 2024 

BlackLine Launches Studio360 Platform

The Studio360 platform reduces system and data complexity and enables real-time insights for accounting and finance teams.

Jason Bramwell

Intuit Assist for QuickBooks Adds Gen-AI Financial Assistant to Power Business Growth

Small Business November 20, 2024 

Intuit Assist for QuickBooks Adds Gen-AI Financial Assistant to Power Business Growth

Intuit’s AI-driven expert platform is embedded in the company’s products, including QuickBooks, TurboTax, Credit Karma, and Mailchimp.

Isaac M. O'Bannon

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Technology November 20, 2024 

TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

Firms can use the free tool to price advisory services like tax planning and CFO support based on measurable client outcomes.

Jason Bramwell

Intuit and H&R Block Stocks Fall on Report of ‘DOGE’ Interest in Tax App

Taxes November 20, 2024 

Intuit and H&R Block Stocks Fall on Report of ‘DOGE’ Interest in Tax App

The Washington Post reported that leaders of the new "Department of Government Efficiency" have discussed creating a tax filing app.

Beyond AI Hype: Why Data is Your Next Smart Move

Auditing November 19, 2024 

Beyond AI Hype: Why Data is Your Next Smart Move

Accounting firms that will lead the future of audit are the ones ensuring they have the standardized, flowing data needed to power it.

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