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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 24, 2026  

A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
The 1099 Workflow Gap: How CPA Firms Can Standardize W-9 Collection Before January

Taxes October 8, 2026 

The 1099 Workflow Gap: How CPA Firms Can Standardize W-9 Collection Before January

A five-stage W-9 workflow for CPA firms, a timeline back from the Feb. 1, 2027 1099-NEC deadline, vendor-data controls, and how to handle TIN mismatches.

Nazrul Huda

The Modern Resume is Getting Longer, More Personal, and More AI-Focused, Analysis Reveals

Payroll October 8, 2026 

The Modern Resume is Getting Longer, More Personal, and More AI-Focused, Analysis Reveals

A new report reveals major changes in how candidates present themselves to employers, from a 58% increase in resume length since 2020 to a more than 100-fold rise in mentions of AI tools.

Career Coach Reveals the Signs You Need a New Job vs. the Signs You Just Need a Break

Payroll October 8, 2026 

Career Coach Reveals the Signs You Need a New Job vs. the Signs You Just Need a Break

Burnout and career dissatisfaction can look similar, but they aren't necessarily the same thing.

Bizora Tax Research Now Available Inside Truss

Advisory October 7, 2026 

Bizora Tax Research Now Available Inside Truss

Firms using Truss can access Bizora's tax research directly within Max AI, Truss's AI assistant.

Isaac M. O'Bannon

Tax Court Upholds 100% Penalty in Payroll Tax Case

Payroll Taxes October 7, 2026 

Tax Court Upholds 100% Penalty in Payroll Tax Case

A business owner may be held personally for unpaid payroll taxes due to a willful failure.

Ken Berry, JD

Fact-Checking AI is Taking Up More of CFOs’ and Finance Teams’ Time

Technology October 7, 2026 

Fact-Checking AI is Taking Up More of CFOs’ and Finance Teams’ Time

A new Datarails report also finds that fears of AI-driven layoffs haven't materialized, while a vast majority of CFOs don't trust AI to produce board-ready materials. 

Jason Bramwell

payroll-tax-holiday-1040cs1203_11143868

Payroll October 7, 2026 

When a Client’s Payroll Question is an Employment Law Question

Your clients receive more useful support when a question is resolved and the next payroll reflects that resolution.

George S. Azadian

Eide Bailly Adds Loveridge Hunt & Co. in Washington

Mergers and Acquisitions October 7, 2026 

Eide Bailly Adds Loveridge Hunt & Co. in Washington

Top 20 accounting firm Eide Bailly is bringing aboard Loveridge Hunt & Co., an accounting and advisory firm based in Bellevue, WA, in a deal that takes effect on Oct. 19.

Jason Bramwell

Caseware Rolls Out Verity-Powered Risk Suggestion Agent for Audit Teams

Technology October 7, 2026 

Caseware Rolls Out Verity-Powered Risk Suggestion Agent for Audit Teams

Caseware has launched its Verity-powered Risk Suggestion Agent worldwide, providing auditors with use engagement data and supporting documents to develop a stronger starting point for risk assessment.

Jason Bramwell

Tech-Forward Learning and Development Creates Clearer Career Pathways

Firm Management October 7, 2026 

Tech-Forward Learning and Development Creates Clearer Career Pathways

Firms can create development pathways that prepare professionals for the realities of an increasingly technology-enabled profession.

Melanie Barnes CPA

tax-extension1

Taxes October 7, 2026 

Survey of Tax Pros Shows Taxpayers Don’t Understand Extensions

90% of tax professionals surveyed said client misunderstandings about tax extensions are very or somewhat common. 

Isaac M. O'Bannon

Wolters Kluwer Adds Agentic Tax Preparation to TaxWise

Technology October 7, 2026 

Wolters Kluwer Adds Agentic Tax Preparation to TaxWise

Agentic tax preparation capabilities are now available within TaxWise, designed to help tax preparers automate routine preparation work, improve productivity, and increase return preparation capacity.

Jason Bramwell

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