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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
What Does Fixed Assets Software Do?

Technology November 18, 2024 

What Does Fixed Assets Software Do?

Here are six ways that fixed assets automation software provides tangible benefits to tax practitioners.

Withum Launches New AI Services Website

Firm Management November 15, 2024 

Withum Launches New AI Services Website

The website will serve as a hub for thought leadership, insights, blogs, webinars and resources for navigating the rapidly evolving AI landscape.

Isaac M. O'Bannon

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

Accounting Technology Lab Podcast November 15, 2024 

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

Brian Tankersley, CPA, and Randy Johnston review Soraban, an AI-powered system that revolutionizes your practice's client data intake process by automating and simplifying every step.

Brian Tankersley, Randy Johnston

Rho Launches Partner Portal Specifically For Accountants

Technology November 14, 2024 

Rho Launches Partner Portal Specifically For Accountants

In one platform, accountants can quickly onboard new clients, manage their cash and spend, and provision permissions across staff. 

Jason Bramwell

Taxbit Unveils New Global Tax Reporting Platform

Technology November 13, 2024 

Taxbit Unveils New Global Tax Reporting Platform

Taxbit's global tax reporting platform was built for enterprises managing complex tax reporting for digital products.

Jason Bramwell

April Launches New Tax Filing Solution to Tackle Complex Financial Situations

Technology November 13, 2024 

April Launches New Tax Filing Solution to Tackle Complex Financial Situations

April introduced AprilPro, an AI-powered solution to meet the evolving needs of taxpayers who have intricate tax situations.

Jason Bramwell

Sovos Introduces 1099 Professional For SMBs

Technology November 13, 2024 

Sovos Introduces 1099 Professional For SMBs

1099 Professional offers SMBs an intuitive solution for the preparation, e-filing, and print and mailing of 1099 and 1042-S forms.

Jason Bramwell

Vero AI Launches Iris GRC

Technology November 13, 2024 

Vero AI Launches Iris GRC

The AI-powered evaluation tool enables businesses to streamline their compliance efforts for more faster and accurate results.

Jason Bramwell

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

Accounting November 13, 2024 

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

This relationship empowers RSM and its clients to be at the forefront of generative AI adoption through Additive’s groundbreaking tax workflow management platform.

Isaac M. O'Bannon

Sikich Launches IAEdge for Internal Audit Compliance

Auditing November 13, 2024 

Sikich Launches IAEdge for Internal Audit Compliance

IAEdge arrives in time to support organizations in navigating these changes, bolstering compliance and strengthening audit processes.

Isaac M. O'Bannon

SaaS is Up, Ads Are Down and OpenAI Purchases Grow by 600%

Small Business November 13, 2024 

SaaS is Up, Ads Are Down and OpenAI Purchases Grow by 600%

The survey found that while broader economic conditions may not seem favorable to consumers, employees are continuing to rely on these tools to do their jobs, even going so far as to pay out of pocket for what they need and submitting them for reimbursement.

Isaac M. O'Bannon

How AI is Reshaping the Future of Finance

Accounting November 12, 2024 

How AI is Reshaping the Future of Finance

As U.S. businesses continue to lead in AI adoption, the accounting industry is poised for a period of significant transformation, with far-reaching implications for the economy.

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