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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
Software Licensing and Privacy Policies – The Accounting Technology Lab Podcast – Oct. 2024

Accounting Technology Lab Podcast October 3, 2024 

Software Licensing and Privacy Policies – The Accounting Technology Lab Podcast – Oct. 2024

Hosts Brian Tankersley, CPA, and Randy Johnston discuss how changes in software licensing and delivery models can affect client data and privacy policies.

Brian Tankersley, Randy Johnston

Software Licensing and Privacy Policies – The Accounting Technology Lab Podcast – Oct. 2024

Accounting Technology Lab Podcast October 3, 2024 

Software Licensing and Privacy Policies – The Accounting Technology Lab Podcast – Oct. 2024

Hosts Brian Tankersley, CPA, and Randy Johnston discuss how changes in software licensing and delivery models can affect client data and privacy policies.

Brian Tankersley, Randy Johnston

Crowe Is Expanding Its AI Infrastructure

Artificial Intelligence October 2, 2024 

Crowe Is Expanding Its AI Infrastructure

The Crowe AI Center of Excellence will foster an AI ecosystem for collaboration with clients and be led by principal Doug Schrock.

Jason Bramwell

Netgain Unveils Fixed Asset Accounting Solution For ERPs

Accounting October 2, 2024 

Netgain Unveils Fixed Asset Accounting Solution For ERPs

NetAsset integrates with all ERP systems, streamlining processes with AI-powered automation and compliance, Netgain says.

Jason Bramwell

Solver Releases xFP&A Construction, SaaS and Senior Living Solutions Models to Meet Industry Challenges

Technology October 1, 2024 

Solver Releases xFP&A Construction, SaaS and Senior Living Solutions Models to Meet Industry Challenges

Solver has released three industry solutions designed to improve productivity in construction, software-as-a-service (SaaS), and senior living companies.

Isaac M. O'Bannon

Deloitte and Pramata Partner for Contract Management and Analytics

Technology October 1, 2024 

Deloitte and Pramata Partner for Contract Management and Analytics

The organizations’ mutual clients can leverage Pramata’s simple, Generative AI-powered contract management and analytics solution with Deloitte’s corporate Risk, Regulatory, and Forensic advisory services

Isaac M. O'Bannon

Sage Acquires Supply Chain Software Platform Anvyl

Mergers and Acquisitions October 1, 2024 

Sage Acquires Supply Chain Software Platform Anvyl

With this acquisition, Anvyl's supply chain software will allow Sage to deliver a supply chain execution solution to SMBs.

Jason Bramwell

Executive Roundtable Meets in New York City

Artificial Intelligence September 27, 2024 

Executive Roundtable Meets in New York City

New York City was the place to be this week as the issue of responsible AI was discussed at the AICPA/CPA.com's annual meeting.

Gail Perry

CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It

Accounting October 24, 2024 

CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It

Embark on a journey to explore the foundational principles of change management tailored specifically for the accounting profession.

AuditBoard Adds New Features to Risk Management Platform

Auditing September 27, 2024 

AuditBoard Adds New Features to Risk Management Platform

Available immediately, the new enhancements will help audit teams improve efficiency and foster collaboration, the company says.

Jason Bramwell

Thomson Reuters Teams Up with Validis and Unveils Suite of AI-Powered Solutions For Auditors

Auditing September 26, 2024 

Thomson Reuters Teams Up with Validis and Unveils Suite of AI-Powered Solutions For Auditors

The first tool to debut in the suite, Audit Intelligence Analyze, employs Al and machine learning to enhance both audit quality and efficiency.

Jason Bramwell

Accountants Taking Leading Role on AI as Investments Increase

Accounting September 25, 2024 

Accountants Taking Leading Role on AI as Investments Increase

A new ACCA report reiterates that AI is a tool to enhance the skills of accounting professionals rather than replace them.

Jason Bramwell

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