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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
FloQast Debuts New Platform For Its Entire Solutions Portfolio

Accounting September 25, 2024 

FloQast Debuts New Platform For Its Entire Solutions Portfolio

The Accounting Transformation Platform includes solutions such as FloQast Compliance Management, FloQast Close, and FloQast Ops.

Jason Bramwell

BILL Offers New Payment Capabilities For Accountants and SMBs

Accounting September 25, 2024 

BILL Offers New Payment Capabilities For Accountants and SMBs

BILL rolled out a new international payment option and enhanced its Instant Payment and Invoice Financing offerings.

Jason Bramwell

Multiplier Announces New Comprehensive Global Payroll Product

Payroll September 25, 2024 

Multiplier Announces New Comprehensive Global Payroll Product

Global Payroll simplifies and automates payroll management across various countries and currencies, Multiplier says.

Jason Bramwell

Code for America’s Free Tax Filing Coming to More States

Taxes September 23, 2024 

Code for America’s Free Tax Filing Coming to More States

Civic tech nonprofit Code for America is broadening its tax filing simplification process to Maryland and North Carolina in January.

Melio Launches New Features for SMBs and Accountants

Accounting September 23, 2024 

Melio Launches New Features for SMBs and Accountants

These new premium features enable users to automate processes, boost control of payments, and improve cash flow management.

Jason Bramwell

CPE Webcast Oct. 22 – Balancing Automation and Personal Connection in this Digital Era

Accounting October 22, 2024 

CPE Webcast Oct. 22 – Balancing Automation and Personal Connection in this Digital Era

Striking the right balance between automation and personal connection is key to delivering great client service.

2024 Innovation Awards Roundup – The Accounting Technology Lab Podcast – Sept. 2024

Accounting Technology Lab Podcast September 19, 2024 

2024 Innovation Awards Roundup – The Accounting Technology Lab Podcast – Sept. 2024

Hosts Brian Tankersley, CPA, and Randy Johnston discuss the technologies that won this year's 2024 Tax and Accounting Technology Innovation Awards, a program by CPA Practice Advisor that honors products making a difference for professionals.

Brian Tankersley, Randy Johnston

NetSuite Announces New Enhancements to Help Businesses with Efficiency and Growth

Small Business September 19, 2024 

NetSuite Announces New Enhancements to Help Businesses with Efficiency and Growth

The innovations build on the comprehensive AI capabilities, including generative AI, embedded in NetSuite by adding powerful new AI updates, a new procurement solution, new partner integrations, updated project management capabilities and ...

Isaac M. O'Bannon

Data-Hacking1

Accounting Standards September 18, 2024 

Executives Expect More Deepfake Attacks on Accounting and Financial Data

More than half of C-suite and other executives (51.6%) expect an increase in the number and size of deepfake attacks targeting their organizations’ financial and accounting data.

Isaac M. O'Bannon

Prager Metis to Pay $1.95 Million to Settle SEC Charges Over FTX Audits, Other Violations

Auditing September 17, 2024 

Prager Metis to Pay $1.95 Million to Settle SEC Charges Over FTX Audits, Other Violations

The firm also agreed to settle auditor independence charges, as well as for aiding and abetting clients' violations of securities laws.

Jason Bramwell

Drake Software 4Color 570d15fa3d4a0

Accounting October 29, 2024 

CPE Webcast Oct. 29 – What to Expect in the Upcoming Tax Season

Explore key topics like recent tax law changes, the impact of evolving technology, and adjustments to reporting requirements.

Trullion Releases AI-Powered Audit Suite Platform

Auditing September 17, 2024 

Trullion Releases AI-Powered Audit Suite Platform

The cloud-based solution is designed for auditors to leverage AI to enhance accuracy and reduce human error in audits.

Jason Bramwell

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