Technology November 10, 2026
Together they give a firm a complete, continuously refreshed picture of every client’s financial life, drawn from the record the IRS already holds rather than from questionnaires, aggregator logins, and scanned PDFs, TaxStatus says.
Technology November 9, 2026
MindBridge MCP is a new capability that connects the platform's AI-powered financial intelligence directly to supported AI assistants, including Claude, Microsoft Copilot, and Cursor.
Technology November 6, 2026
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
Technology November 3, 2026
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
Technology October 24, 2026
Every query runs inside existing ClicData permissions, security protocols, and audit trails, so AI tools reach only data a user is authorized to see.