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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
CRI Adds Stroemer & Co. in Florida

Mergers and Acquisitions October 14, 2026 

CRI Adds Stroemer & Co. in Florida

Top 25 accounting firm Carr, Riggs & Ingram has expanded its presence in Southwest Florida by acquiring Stroemer & Co., a Fort Myers-based CPA firm specializing in accounting, audit, and tax services for community associations.

Jason Bramwell

IRS and U.K.’s Tax Authority Collaborate on Whistleblower Efforts

Taxes October 14, 2026 

IRS and U.K.’s Tax Authority Collaborate on Whistleblower Efforts

IRS officials said last week that a collaboration between the U.S. tax agency and the HMRC, the United Kingdom's tax authority, enhances efforts to identify global tax evasion and strengthens cross-border compliance.

Jason Bramwell

MassPay Partners with Bottomline to Add Paymode Virtual Card and Premium ACH to Its Platform

Technology October 14, 2026 

MassPay Partners with Bottomline to Add Paymode Virtual Card and Premium ACH to Its Platform

The partnership expands Bottomline’s embedded payments ecosystem by extending access to Paymode.

Optro Launches Domain-Trained Agents for Audit, Compliance, Third-Party Risk, and AI Governance

Auditing October 14, 2026 

Optro Launches Domain-Trained Agents for Audit, Compliance, Third-Party Risk, and AI Governance

Optro's GRC Intelligence Platform is grounded in domain-trained precision, human-led control, and responsible governance.

 How to Prepare and Launch a Trusted Tax Preparation Business

Taxes October 14, 2026 

How to Prepare and Launch a Trusted Tax Preparation Business

Starting a tax preparation firm can feel like walking a tightrope between serving people well and getting every detail right.

Christopher Haymon

KOHO Turns to LoanPro to Automate Billing, Servicing and Reporting for New Financial Products

Technology October 14, 2026 

KOHO Turns to LoanPro to Automate Billing, Servicing and Reporting for New Financial Products

LoanPro’s platform is built for lenders, financial institutions and fintechs that want to launch and service new financial products.

NetSuite Launches Free, AI-First Financial Platform That Helps Startups Go From Idea to IPO

Small Business October 14, 2026 

NetSuite Launches Free, AI-First Financial Platform That Helps Startups Go From Idea to IPO

Built to grow with startups, QuickStart works with the AI tools founders already use and provides a natural path to NetSuite as their businesses scale.

Isaac M. O'Bannon

2026 Innovation Awards Announced: AI Tech Drives Advancements for Accounting Firms

Accounting October 14, 2026 

2026 Innovation Awards Announced: AI Tech Drives Advancements for Accounting Firms

For 23 years, the awards have recognized the top new technologies that are helping advance the accounting and tax profession.

Isaac M. O'Bannon

Digits Launches Write MCP, the Safe Way for AI Agents to do Accounting

Artificial Intelligence October 13, 2026 

Digits Launches Write MCP, the Safe Way for AI Agents to do Accounting

Write MCP is built on Digits’ new Locked Periods, so agents can do real accounting work while the books a firm has already closed stay protected.

Isaac M. O'Bannon

CohnReznick Acquires Top 100 Accounting Firm Aldrich

Mergers and Acquisitions October 13, 2026 

CohnReznick Acquires Top 100 Accounting Firm Aldrich

Top 15 accounting firm CohnReznick said Tuesday it's acquiring the Aldrich group of companies, which includes INSIDE Public Accounting top 100 firm Aldrich CPAs + Advisors and Aldrich Wealth, in a deal expected to close in mid-December.

Jason Bramwell

form 990

AICPA October 13, 2026 

AICPA Gives Feedback on Implementation of Executive Order on Exempt Organization Tax Returns

AICPA says the IRS should modify Form 8050 and related instructions to state that the exempt organizations are exempt from including it.

Isaac M. O'Bannon

Before the Next Software Purchase: Help Clients Fix Invoice Approvals and AP/AR Workflows First

Technology October 13, 2026 

Before the Next Software Purchase: Help Clients Fix Invoice Approvals and AP/AR Workflows First

Before your client signs the next subscription, there's a higher-value conversation to have — and a higher-value service to sell.

Aamir Iqbal

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