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original

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 25, 2026  

2026 Year-End Tax Planning Tips – How to Boost Your 2027 Income Tax Refund (Or Reduce What You Owe)

October 25, 2026  

Halloween Spending Expected to Hit $13.5 Billion

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
IRS-CI Isn’t Playing Games with Illegal Sports Gambling

IRS August 17, 2026 

IRS-CI Isn’t Playing Games with Illegal Sports Gambling

In an announcement last week, the IRS Criminal Investigation unit warned that illegal sports gambling often fuels other financial crimes, such as tax evasion and money laundering.

Jason Bramwell

gig economy

Payroll August 17, 2026 

38% of American Workers Earn Money From Gig Work

The research found that 64 million Americans now perform freelance work, accounting for 38% of the U.S. workforce.

Standing Desks, Ergonomics, and What It Means for Accounting Firms

Firm Management August 17, 2026 

Standing Desks, Ergonomics, and What It Means for Accounting Firms

For firms managing tight deadlines during filing season, an ergonomics review is a low-cost, high-leverage way to protect staff capacity when it matters most.

Scott Carr

Point, Don’t Fix: How Financial and Accounting Firms Should Steer AI to Preserve Trust

Firm Management August 17, 2026 

Point, Don’t Fix: How Financial and Accounting Firms Should Steer AI to Preserve Trust

More AI isn’t always the right answer. In the financial profession, AI without guardrails can lead to disaster.

Todd Fox

35% of Workers Have Delayed Retirement as Costs Rise

Payroll August 17, 2026 

35% of Workers Have Delayed Retirement as Costs Rise

At the same time, 51% say they are behind on retirement savings or have not started saving.

Expensify Expands Reach of Expensify Card Spend Rules

Financial Reporting August 17, 2026 

Expensify Expands Reach of Expensify Card Spend Rules

Admins set the rules once, and the card handles the rest. Any rule pairs with the card limit that fits, whether one-time, monthly, or fixed.

Isaac M. O'Bannon

website1_11249474

Advisory August 17, 2026 

Merging? How to Protect Your SEO and AI Search Visibility

This part of the transition is easy to skip during a merger. But it shapes whether a potential client finds your firm in the first place.

Becky Livingston

checklist1

Firm Management August 16, 2026 

Four Questions Every Retiring Partner Should Ask Before Signing a Deal

The through-line across all these questions is the same: Does the deal protect what made your firm valuable in the first place?

Brett Kelly

Grassi Adds Hoffman Mulligan in NYC

Mergers and Acquisitions August 14, 2026 

Grassi Adds Hoffman Mulligan in NYC

Top 60 accounting firm Grassi has expanded its New York City presence and its tax practice after adding CPA firm Hoffman Mulligan, effective Aug. 1.

Jason Bramwell

Hardware Hullabaloo – Accounting Technology Lab Podcast – August 2026

Accounting Technology Lab Podcast August 14, 2026 

Hardware Hullabaloo – Accounting Technology Lab Podcast – August 2026

Randy and Brian examine how cybersecurity concerns, new processor families, and extraordinary component-price increases are reshaping technology plans for accounting firms and home offices.

Brian Tankersley, Randy Johnston

Suralink Expands Agentic Capabilities

Technology August 13, 2026 

Suralink Expands Agentic Capabilities

Agentic automation platform Suralink announced an expansion of its agent library, including what it says is the industry’s first Client Document Prescreen Agent.

Jason Bramwell

Before You Let the Agents Run the Close: Five Controls to Put in Writing First

Accounting August 13, 2026 

Before You Let the Agents Run the Close: Five Controls to Put in Writing First

If your firm runs client accounting services, this is a checklist you can hand a client this month. If you audit, it is a preview of the questions you will be asking anyway.

Anthony L. Fulmore Sr.

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