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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 Canadian Tax Number Your U.S. Ecommerce Clients May Already Need

Taxes October 21, 2026 

The Canadian Tax Number Your U.S. Ecommerce Clients May Already Need

When a U.S. seller moves inventory into a Canadian warehouse, Canada's GST/HST rules can require it to register, charge, and file, often without anyone on the U.S. side knowing.

Bashar Qawas

Tax Pros: After the Oct. 15 Deadline, Time to Update Your Security Plan to Include AI

Taxes October 21, 2026 

Tax Pros: After the Oct. 15 Deadline, Time to Update Your Security Plan to Include AI

Tax professionals are being urged to preview their security plans and IT readiness.

Terry Lemons

Custom Goods Logistics Doubles Invoices Processed Per Hour, Cuts AP Department Costs in Half

Financial Reporting October 21, 2026 

Custom Goods Logistics Doubles Invoices Processed Per Hour, Cuts AP Department Costs in Half

Custom Goods Logistics offers warehousing, transportation, fulfillment, and U.S. Customs examination services for clients across the country.

superglue and Artifact Partner to Take Firms From Client Onboarding to First Close with AI

Technology October 21, 2026 

superglue and Artifact Partner to Take Firms From Client Onboarding to First Close with AI

The two companies say they are giving accounting firms an AI-native path for each new client: from system setup and data migration through to the first month-end close.

MNCPA Tax Conference Brings Leading Tax Experts to Minnesota Nov. 16-17

State CPA Societies October 21, 2026 

MNCPA Tax Conference Brings Leading Tax Experts to Minnesota Nov. 16-17

The event will be held at the Minneapolis Convention Center with a livestream option for virtual attendees.

GruntWorx Hosts Tax Season Readiness Event Series

Technology October 21, 2026 

GruntWorx Hosts Tax Season Readiness Event Series

Tax automation platform GruntWorx announced a new series of partner‑driven educational events designed to help firms streamline tax workflows, strengthen compliance, and expand their capacity.

Don’t Try to Skip Reporting on Retirement Distributions

Taxes October 21, 2026 

Don’t Try to Skip Reporting on Retirement Distributions

The IRS doesn’t take kindly to arguments that IRA and qualified plan recipients are not aware of their responsibilities.

Ken Berry, JD

Blue J’s Tax Research is Now Available in Legora

Technology October 21, 2026 

Blue J’s Tax Research is Now Available in Legora

"Bringing Blue J into Legora means tax professionals can get cited analysis where they already work, check the source materials themselves, and keep their judgment at the center of their advice," Blue J CEO Benjamin Alarie said.

BILL Payment Agent Completes Approved Invoice Payments in First Live Supplier-Portal Pilot

Technology October 21, 2026 

BILL Payment Agent Completes Approved Invoice Payments in First Live Supplier-Portal Pilot

BILL, Visa, and Billtrust announced this week that they have launched the first live pilot to enable AI agents to initiate and complete approved buyer invoice payments end-to-end through supplier portals.

Prosperity Partners Acquires FHHP in New Jersey

Mergers and Acquisitions October 20, 2026 

Prosperity Partners Acquires FHHP in New Jersey

Chicago-based Prosperity Partners has acquired Fabietti, Hale, Hammerstedt & Powers, a full-service business advisory and accounting firm based in Egg Harbor Township, NJ.

Jason Bramwell

Intuit Offers Free Federal Tax Filing with Credit Karma Tax

Technology October 20, 2026 

Intuit Offers Free Federal Tax Filing with Credit Karma Tax

Global financial technology company Intuit is re-launching Credit Karma Tax, providing users with free federal tax filing and a $15 flat rate for state filing, no matter their tax complexity.

Jason Bramwell

BILL Unveils New Agentic Capabilities for Finance Teams

Technology October 20, 2026 

BILL Unveils New Agentic Capabilities for Finance Teams

The finance platform announced new agentic capabilities providing finance teams features that help protect against payment errors, answer questions in natural language chat, accelerate onboarding, and organize inbound documents.

Jason Bramwell

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