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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
Review of Supervizor – The Accounting Technology Lab Podcast – Sept 2024

Accounting Technology Lab Podcast September 16, 2024 

Review of Supervizor – The Accounting Technology Lab Podcast – Sept 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Supervizor, a continuous quality assurance system that helps accounting firm's error-proof their client's bookkeeping and curb fraud.

Brian Tankersley, Randy Johnston

Gusto Introduces ‘Gus’ AI Assistant For Small Businesses

Small Business September 16, 2024 

Gusto Introduces ‘Gus’ AI Assistant For Small Businesses

Gus is aimed at helping small business owners save time, get personalized insights, and make smarter business decisions.

Jason Bramwell

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Financial Reporting September 16, 2024 

Report Shows How Finance Teams are Handling AI, Skill Gaps, Data Integration and ESG

The report analyzes data integration challenges, the rise of artificial intelligence (AI), essential shifts in cloud computing, and the ongoing impact of staffing and skills challenges across the finance and accounting sectors.

Isaac M. O'Bannon

Wolters Kluwer Enhances CCH Axcess Audit Solution

Auditing September 16, 2024 

Wolters Kluwer Enhances CCH Axcess Audit Solution

The expanded cloud-based platform integrates with other CCH Axcess modules for faster, more precise engagements.

Jason Bramwell

Survey Results Are In: Charting the Future of Accounting

Accounting September 15, 2024 

Survey Results Are In: Charting the Future of Accounting

Explore the evolving landscape of the accounting profession with this comprehensive report from Canopy and CPA Practice Advisor.

Review of Aider – The Accounting Technology Lab Podcast – Sept 2024

Accounting Technology Lab Podcast September 13, 2024 

Review of Aider – The Accounting Technology Lab Podcast – Sept 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review the Aider Advisory Intelligence Platform. Aider is for accountants and bookkeepers who want to monitor their clients' real-time business performance and build.

Brian Tankersley, Randy Johnston

Wiss Enters Strategic Partnership With AI Platform Basis

Accounting September 13, 2024 

Wiss Enters Strategic Partnership With AI Platform Basis

Basis will be deployed across the firm to enhance efficiency, reduce risk, and improve the quality of work-life balance for accountants.

Jason Bramwell

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Accounting September 12, 2024 

Forensic AI Accounting: A New Era of Proactive Fraud Monitoring is Coming

Technology can put “eyes” on every transaction, empowering organizations of all sizes to catch fraud before it empties accounts.

AI is Pushing the Boundaries of B2B Order-to-Cash Operations

Technology September 12, 2024 

AI is Pushing the Boundaries of B2B Order-to-Cash Operations

83% of respondents indicate that digital transformation across their order-to-cash processes is critical to their organization's survival vs. 77% in a 2023 survey.

Isaac M. O'Bannon

Prophix Adds Account Reconciliation to Prophix One Platform

Accounting September 11, 2024 

Prophix Adds Account Reconciliation to Prophix One Platform

The new solution provides relief from disjointed, manual processes that leave room for error and confusion, Prophix said.

Jason Bramwell

Data-Breach31

Accounting September 10, 2024 

Rising Cyber Threats Drive CFOs to Prioritize Data Security and Privacy, Increasing Focus on FP&A and Gen AI

The survey also found that generative AI is now being employed by one in three finance organizations, with process automation and financial forecasting representing the most common uses of the technology.  

Isaac M. O'Bannon

Zamp Introduces Z-Tax Solution For Accountants

Sales Tax September 9, 2024 

Zamp Introduces Z-Tax Solution For Accountants

Z-Tax enables accountants to seamlessly integrate a sales tax compliance solution into their own offerings, Zamp says.

Jason Bramwell

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