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Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 17, 2026  

Last Chance to Vote in the 2026 Readers’ Choice Awards!

May 1, 2026  

Tax Season Survival Index Measures the Human Cost of Tax Season on Professionals

May 1, 2026  

Canopy Launches Canopy Coworker

May 1, 2026  

Ramp Rolls Out AI Agents for Procurement

May 1, 2026  

Sikich Buys Consulting Firm Jefferson Wells U.S. From ManpowerGroup in $100 Million Deal
TaxPlanIQ Hosts Free Virtual Tax Advisory Summit

Accounting May 9, 2025 

TaxPlanIQ Hosts Free Virtual Tax Advisory Summit

The one-day free virtual summit, "2025 Tax Advisory Summit: Work Less and Earn More," on May 16 aims to provide a complete playbook for firm owners looking to start offering or enhance their existing tax planning and advisory services.

Jason Bramwell

Overview of the AICPA Startup Accelerator – The Accounting Technology Lab Podcast – May 2025

Accounting Technology Lab Podcast May 9, 2025 

Overview of the AICPA Startup Accelerator – The Accounting Technology Lab Podcast – May 2025

In the latest Accounting Tech Lab, Randy Johnston and Brian Tankersley, CPA, discuss the AICPA Startup Accelerator. Watch the video, listen to the audio, or read the transcript.

Brian Tankersley, Randy Johnston

How AI is Revolutionizing Financial Planning

Firm Management May 9, 2025 

How AI is Revolutionizing Financial Planning

AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.

Isaac M. O'Bannon

Sovos Joins AWS ISV Accelerate Program

Accounting May 9, 2025 

Sovos Joins AWS ISV Accelerate Program

The program helps AWS Partners drive new business by directly connecting participating ISVs with the AWS Sales organization.  

Isaac M. O'Bannon

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Accounting May 9, 2025 

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Now in their 21st year, the awards allow tax and accounting professionals from various specialties to identify the technologies they have found to be essential to their practice, including performing client service functions, staff management, collaboration, resource management, payroll, communications, or other tasks.

Isaac M. O'Bannon

State CPA Society News & Updates – May 2025

May 8, 2025 

State CPA Society News & Updates – May 2025

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

AICPA May 8, 2025 

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

Peterson’s retirement caps a tenure at AICPA and a broader career defined by advocacy and an unwavering commitment to elevating the voices of small firms across the accounting profession.

Isaac M. O'Bannon

Dext Launches Two New Products in North America: Vault and Dext Self-Employed

Accounting May 8, 2025 

Dext Launches Two New Products in North America: Vault and Dext Self-Employed

The new products include Vault, an AI-powered document storage solution in Dext, and Dext Self-Employed, purpose-built to manage receipts, expenses, and financial documents for self-employed clients.

Isaac M. O'Bannon

Aiwyn Acquires Taxa, Launches Aiwyn Tax

Technology May 8, 2025 

Aiwyn Acquires Taxa, Launches Aiwyn Tax

The addition of its new tax solution allows Charlotte, NC-based Aiwyn to deliver core tax capabilities within the Aiwyn ecosystem, including automated preparation, AI-enabled review, and real-time collaboration.

Jason Bramwell

Ignition Launches AutoCollect to Help SMBs ‘Wipe Out’ Late Payments

Technology May 8, 2025 

Ignition Launches AutoCollect to Help SMBs ‘Wipe Out’ Late Payments

With AutoCollect, customers can automatically import and get paid for invoices created in their accounting software, including QuickBooks Online and Xero, directly within Ignition. 

Jason Bramwell

Extend Launches Open-source AI Toolkit for Smarter Finance Workflows

Accounting May 8, 2025 

Extend Launches Open-source AI Toolkit for Smarter Finance Workflows

These integrations allow Extend’s users to query their financial data using natural language, perform advanced analytics and generate custom reports, and automate workflows.

Xero and Karbon Partner to Streamline Firm Workflow

Accounting May 8, 2025 

Xero and Karbon Partner to Streamline Firm Workflow

Xero has announced integration with Karbon to deliver a solution designed to help accounting professionals save time, simplify workflows and boost productivity.

Isaac M. O'Bannon

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