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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
Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)

Firm Management October 20, 2026 

Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)

Choosing the right version of a tool matters. Consumer AI products often have different data policies than enterprise versions.

Luke Frye

Kantata Touts GenBI Solution for Professional Services Firms

Technology October 20, 2026 

Kantata Touts GenBI Solution for Professional Services Firms

Kantata has released Expertise Insights, a generative business intelligence solution that puts natural-language analytics in the hands of services firms.

Jason Bramwell

Financial Cents Rolls Out MCP Server for Accounting Firms

Technology October 20, 2026 

Financial Cents Rolls Out MCP Server for Accounting Firms

Financial Cents has launched a Model Context Protocol server that connects the firm's Financial Cents account to the AI assistants it already uses, including Claude, ChatGPT, and Gemini.

Jason Bramwell

New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute

Technology October 20, 2026 

New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute

Accountaneur Advisory has introduced TrueCAS, a new online, AI-assisted engine built for CPA and accounting firm owners who do client advisory services work and can't understand why it's not selling.

Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey

Tax Planning October 20, 2026 

Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey

A client buys a heavy SUV before Dec. 31. The federal deduction looks great, and the New York or New Jersey return is prepared as if the state follows federal. Neither state does, and they depart from federal in opposite ways.

Myung Keon Kim CPA

Professionals on the Move: Oct 2026 (Part 2)

Staffing October 20, 2026 

Professionals on the Move: Oct 2026 (Part 2)

Professionals on the Move is a periodic roundup of hiring, promotions, awards, and other staffing announcements from around the accounting and tax profession.

Mary Girsch-Bock

IRS Begins Issuing Adoption Tax Credit Refunds to Eligible Taxpayers

Taxes October 19, 2026 

IRS Begins Issuing Adoption Tax Credit Refunds to Eligible Taxpayers

The IRS said Friday it has started sending out refunds to more than 50,000 taxpayers who benefited from the adoption tax credit carryforward and expects to finish the refund process by the end of the year.

Jason Bramwell

PwC Global Revenue Exceeds $60 Billion in FY 2026

Firm Management October 19, 2026 

PwC Global Revenue Exceeds $60 Billion in FY 2026

PwC reported a record $60.2 billion in global revenue for the financial year ending June 30, 2026, an increase of 5.7% in U.S. dollars and 3.5% in local currency terms from the previous year.

Jason Bramwell

Crowe Starts Shared Ownership Program for Employees

Firm Management October 19, 2026 

Crowe Starts Shared Ownership Program for Employees

Top 15 accounting firm Crowe is extending shared ownership beyond senior leaders or select groups to all employees across the entire firm.

Jason Bramwell

More Accountants Say AI is Profession’s Biggest Ethical Challenge

Technology October 19, 2026 

More Accountants Say AI is Profession’s Biggest Ethical Challenge

In a new report, the Association of Chartered Certified Accountants says there's been a dramatic increase in the number of accounting and finance professionals who rank AI use as the leading ethical challenge.

Jason Bramwell

AICPA and AIUC Partner on New AI Assurance Offering

Technology October 19, 2026 

AICPA and AIUC Partner on New AI Assurance Offering

The AICPA has teamed with the Artificial Intelligence Underwriting Company on an assurance certification they say provides the first comprehensive, independent review of business risk pertaining to AI systems and agents. 

Jason Bramwell

HBK Adds Curchin Group in New Jersey

Mergers and Acquisitions October 19, 2026 

HBK Adds Curchin Group in New Jersey

Top 50 accounting firm HBK has combined with the Curchin Group, a midsized, full-service accounting firm based in Red Bank, NJ, effective Oct. 16.

Jason Bramwell

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