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How to Get Breached, Step 5: Paste Client Data Into Any AI

Technology November 2, 2026 

How to Get Breached, Step 5: Paste Client Data Into Any AI

It is a tempting shortcut. It is also a fast way to lose control of the most sensitive records your clients ever hand you.

Scott Carr

Featured Articles

November 2, 2026  

HCVT is Now Holthouse, Establishes ESOP

November 2, 2026  

IRIS Expands Accountancy Portfolio with Launch of AI-Powered Document Management Solution

November 2, 2026  

More Than 1 in 4 Unemployed Americans Are Now Long-Term Unemployed

November 2, 2026  

New Jersey Society of Certified Public Accountants Opens Scholarship & Grant Applications

October 30, 2026  

5 Key Steps for the 2026 Year-End Payroll Close
GBQ Adds Wirth Lowe Wissemeier CPAs in Ohio

Mergers and Acquisitions January 19, 2025 

GBQ Adds Wirth Lowe Wissemeier CPAs in Ohio

The Columbus, OH-based top 100 accounting firm acquired Cincinnati-based CPA firm Wirth Lowe Wissemeier CPAs, effective Dec. 16, 2024.

Jason Bramwell

IRS Chief Danny Werfel to Resign on Jan. 20

IRS January 17, 2025 

IRS Chief Danny Werfel to Resign on Jan. 20

Werfel took over as chief of the tax agency in March 2023 and is stepping down on Inauguration Day with more than two years left in his term.

Jason Bramwell

KLR Merges in Sullivan Bille in Massachusetts

Mergers and Acquisitions January 17, 2025 

KLR Merges in Sullivan Bille in Massachusetts

With this expansion, KLR will now operate three offices in the Greater Boston area, enhancing the top 100 accounting firm's ability to serve clients across the region.

Jason Bramwell

Brady Martz Adds Green & Miller in Texas

Mergers and Acquisitions January 17, 2025 

Brady Martz Adds Green & Miller in Texas

The Grand Forks, ND-based top 100 firm has expanded its automotive dealerships team and footprint with the addition of Corinth, TX-based full-service accounting firm Green & Miller PC.

Jason Bramwell

Grassi Joins Global Association of Accounting and Advisory Firms

Accounting January 17, 2025 

Grassi Joins Global Association of Accounting and Advisory Firms

The top 60 accounting firm has joined PrimeGlobal, an association comprised of more than 300 independent member accounting and advisory firms in over 113 countries with a combined revenue of $5.4 billion.

Jason Bramwell

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Accounting Technology Lab Podcast January 17, 2025 

Exploring CES 2025 – The Accounting Technology Lab Podcast – Jan. 2025

Randy Johnston and Brian Tankersley, CPA, explored CES 2025 in Las Vegas in January. In this podcast, they highlight some of the most interesting and useful technologies they saw on display.

Brian Tankersley, Randy Johnston

AICPA Updates Its Digital Assets Practice Aid

Accounting January 16, 2025 

AICPA Updates Its Digital Assets Practice Aid

The practice aid offers a new definition for digital assets, new and amended accounting questions, and the introduction of new terms.

Isaac M. O'Bannon

Withum Leads in IPO Audit Clients for Q3 of 2024

Auditing January 16, 2025 

Withum Leads in IPO Audit Clients for Q3 of 2024

After tying PwC for the lead in the second quarter of 2024, top 25 accounting firm Withum was alone at the top of the initial public offering auditor market share standings in Q3 with 11 audit clients that went public, according to Audit Analytics.

Jason Bramwell

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

Advisory January 16, 2025  Sponsored

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.

Bipartisan Policy Center Offers Legislative Options for Small Business Growth

Small Business January 16, 2025 

Bipartisan Policy Center Offers Legislative Options for Small Business Growth

A new report from Goldman Sachs 10,000 Small Businesses Voices and the Bipartisan Policy Center offers an actionable playbook to help grow the U.S. economy by tackling the most pressing challenges faced by our nation’s small businesses. 

Isaac M. O'Bannon

flags world

Small Business January 16, 2025 

Swap and Avalara Partner to Simplify Cross-Border Retail Sales

The integrated offering from Swap and Avalara reduces cross-border complexity and compliance risk and ensures duties, taxes, and fees are paid at checkpoints to improve cart conversion in more marketplaces. 

Isaac M. O'Bannon

IRS to Pilot Changes to Alternative Dispute Resolution Programs

Taxes January 16, 2025 

IRS to Pilot Changes to Alternative Dispute Resolution Programs

The initiative focuses on changes to the existing Fast-Track Settlement (FTS) and Post-Appeals Mediation programs, and introduces a third pilot, Last Chance FTS.

Jason Bramwell

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