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The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

October 27, 2026  

How Year-End Tax-Loss Harvesting Helps Your April Tax Bill

October 27, 2026  

Seven Lessons From An FBAR Penalty: Reckless Disregard Can Trigger Willful Penalties for Foreign Account Holders

October 27, 2026  

Structured Installment Sales Over $5 Million: What CPAs Should Model Before Closing

October 27, 2026  

The Fuel Tax Audit Your Trucking Client is Not Ready For

October 27, 2026  

No Tax Relief for These Casualty Loss Victims
Sovos Adds New Capabilities to Sovi AI

Technology March 24, 2026 

Sovos Adds New Capabilities to Sovi AI

Sovos announced a major expansion of Sovi AI on March 24, introducing new capabilities for tax and regulatory guidance, intelligent automation, compliance insights, and agent interoperability.

Jason Bramwell

CohnReznick’s Valuation Advisory Practice Enhances Valuation Services

Technology March 24, 2026 

CohnReznick’s Valuation Advisory Practice Enhances Valuation Services

CohnReznick is enhancing its ability to analyze large and complex data sets, increase consistency across valuation models, and provide clients with deeper insights.

Isaac M. O'Bannon

Springline Advisory Brings Aboard Cg Advisory in New Jersey

Mergers and Acquisitions March 24, 2026 

Springline Advisory Brings Aboard Cg Advisory in New Jersey

Dallas-based financial and business advisory firm Springline Advisory, which provides accounting and advisory services to the middle market, has added Tinton Falls, NJ-based advisory firm Cg Advisory to its platform.

Jason Bramwell

TaxGPT Releases Autonomous Tax Workflow Agent

Technology March 24, 2026 

TaxGPT Releases Autonomous Tax Workflow Agent

TaxGPT has launched the Tax Prep Agent, which the company touts as a first-to-market autonomous AI that reads source documents, uses tax software as a human preparer does, and completes returns from start to finish—all in a secure environment.

Jason Bramwell

Can a Taxpayer Recover Attorney Fees When Challenging the IRS?

Taxes March 24, 2026 

Can a Taxpayer Recover Attorney Fees When Challenging the IRS?

Even if you’re the prevailing party in the matter, you still must pay the tab if the IRS shows that it was substantially justified in taking its position.

Ken Berry, JD

 Viral ‘Chinamaxxing’ Trend Reflects What Gen Z Really Wants at Work, Expert Says

Payroll March 24, 2026 

Viral ‘Chinamaxxing’ Trend Reflects What Gen Z Really Wants at Work, Expert Says

A new social media trend called “Chinamaxxing” has gone viral among Gen Z users, with workplace experts saying it could signal shifting expectations around wellbeing and work-life balance.

 Why ‘Invisible Promotions’ Are Becoming the New Normal

Payroll March 24, 2026 

Why ‘Invisible Promotions’ Are Becoming the New Normal

Many employees are unknowingly taking on higher-level responsibilities without additional pay or recognition, a phenomenon experts are calling the “invisible promotion.”

90% of SMBs Face Delays Due to Data Errors Despite Push for AI Modernization

Accounting March 23, 2026 

90% of SMBs Face Delays Due to Data Errors Despite Push for AI Modernization

The retail industry is experiencing the most severe operational disruptions, with a staggering 94% of retail professionals reporting that data issues cause delays in their work.

Online Payment keyboard button

Small Business March 23, 2026 

3 Accounts Receivable Improvements That Help Businesses Get Paid Faster

Making changes here isn’t as hard as it might seem, and there are a few important yet simple things businesses can do to get paid faster.

Are Managers and Supervisors Guilty of AI ‘Workslop’ Too?

Accounting March 23, 2026 

Are Managers and Supervisors Guilty of AI ‘Workslop’ Too?

More than half of U.S. workers surveyed said they have received “workslop” from a manager or supervisor.

Isaac M. O'Bannon

marketing geralt pixabay

Firm Management March 23, 2026 

The 90-Day Marketing Plan for CPAs

A structured 90-day marketing plan offers a practical solution. It provides a focused, manageable approach that aligns with how accounting firms operate, while also addressing how prospective clients now search for and evaluate professional services.

Becky Livingston

Dext Launches AI Assist to Automate Everyday Bookkeeping Decisions

Technology March 23, 2026 

Dext Launches AI Assist to Automate Everyday Bookkeeping Decisions

AI Assist is a new AI agent designed to help accountants, bookkeepers and finance teams automate everyday bookkeeping decisions.

Isaac M. O'Bannon

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