CAS July 9, 2026
Stop Billing for Data Entry. Start Charging for Judgment
If software does the data entry, what are you selling? The firms with the best answer are pricing past the trend.
CAS July 9, 2026
If software does the data entry, what are you selling? The firms with the best answer are pricing past the trend.
Technology June 30, 2026
TaxStatus unveiled Planning Observations, a new capability that automatically identifies advisory opportunities and advice gaps from a client’s own tax records.
Firm Management June 18, 2026
Private equity has reshaped the accounting profession more quickly than most expected.
Technology June 16, 2026
Gusto has launched six AI agents built for accounting professionals who want to grow their client base, deepen advisory revenue, and scale without adding headcount.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Firm Management June 5, 2026
Compliance work, the traditional backbone of accounting firm revenue, has been under sustained margin pressure from automation, offshore alternatives, and commoditization for years.
Technology June 1, 2026
TaxPlanIQ, a tax planning and advisory platform serving accounting firms across the U.S., said enrollment is open for the third quarterly cohort of its Certified Concierge TaxPlanIQ Advisor program.
Advisory May 26, 2026
These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.
Technology May 18, 2026
The top 15 firm has launched CLA One Digital, a unified digital services offering designed to help clients modernize operations, reduce risk, and achieve measurable business outcomes.
Technology May 13, 2026
Wolters Kluwer Tax & Accounting said Wednesday that CCH Axcess Advisor is now commercially available to U.S. firms that are moving away from compliance‑centric work to an advisory service model.
Tax Planning May 12, 2026
The Strategy Hour, which will be held on Wednesdays beginning May 20, brings in a different specialist each week to walk through a single, high-impact tax planning strategy in depth.
Accounting May 12, 2026
The Boomer Tax Leader and Audit Leader Circles connect forward-thinking professionals in dedicated, role-specific communities to collaborate on the accounting profession’s most pressing challenges.