Technology May 11, 2026
The Readers' Choice Awards give readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses.
Firm Management April 23, 2026
The usual fixes—values refresh, culture audit, leadership training—miss the point. Culture is shaped by the small daily decisions CEOs make without realizing they're setting the tone.
Technology April 23, 2026
The HCM Agent is designed to improve efficiency and accuracy without reducing oversight, helping teams automate routine work while maintaining control over critical processes such as payroll and compliance.
CAS April 23, 2026
The FanCAS-Kit provides a proven roadmap to Get Started, Grow, and Scale CAS—transforming the traditional seasonal tax model into a monthly advisory-ready firm.
Firm Management April 23, 2026
Canopy Notetaker automatically archives every client conversation into the correct client record alongside the full history of engagements, documents, communications, and tasks that define that relationship.
Technology April 22, 2026
Global small business platform Xero has unveiled Xero OS, an AI-native operating system that the company says is designed to power the next era of autonomous finance.
Payroll April 22, 2026
As technology rapidly changes and becomes more sophisticated, so too do the techniques and strategies employed by fraudsters.
Technology April 22, 2026
Digits has launched the Digits MCP Server, giving accounting firms, business owners, and finance teams direct access to their financial data inside AI tools like Claude, ChatGPT, and Cursor.
Technology April 22, 2026
Certinia has launched Services Forecasting, which the company says unifies cost and revenue data on a single platform so services organizations can move away from reactive reporting and toward real-time margin management.
Taxes April 22, 2026
The tax agency on April 17 issued a Whistleblower Alert, a new way for the IRS to spotlight high-risk areas and reach people who may have direct knowledge of noncompliance.
Technology April 21, 2026
For financial institutions, managing that risk requires evidence, accountability, and a disciplined focus on outcomes, not simply activity.
Taxes April 21, 2026
You may be eligible for mortgage interest deductions if you itemize on your 2026 return.
Firm Management April 21, 2026
CBIZ will leverage Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio.