Technology July 22, 2025
Canopy Announces Release of New Client Intake Solution
Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow.
Technology July 22, 2025
Intuit Adds AI Agents, Other Enhancements to Intuit Enterprise Suite
Intuit said July 22 that it has made significant updates to Intuit Enterprise Suite, including the addition of new proactive AI agents, enhanced automation, business intelligence, and financial management capabilities.
Technology July 22, 2025
Sovos Unveils AI-Powered Tax Compliance Intelligence Solution
Sovos on July 22 announced Sovos Intelligence, an AI-powered tax compliance intelligence solution that enables companies to get real-time insights on transactions and tax data.
Taxes July 22, 2025
SmartVault to Launch SmartRequestAI to Automate Document Collection and Client Intake Process for Tax Professionals
Launching later this year to enable firms before the tax season rush, SmartRequestAI uses proprietary AI technology to automate and streamline one of the most time-consuming parts of tax prep.
Technology July 21, 2025
Sovos Launches ‘Sovi’ Suite of Embedded AI Capabilities
"Sovi AI" is a comprehensive suite of artificial intelligence capabilities embedded across the Sovos Tax Compliance Cloud platform for e-invoicing, tax, and information reporting compliance.
Small Business July 17, 2025
37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI
Further, 67% of finance leaders are either currently cutting costs with more expected, have completed cuts or are planning to cut in the second half of the year.
Small Business July 17, 2025
Main Street Meets Machine Learning: Inside the AI Productivity Boom at Small Businesses
Rather than replacing workers, many businesses are using AI to upskill staff, with just 5% cutting headcount.
Technology July 16, 2025
Sage Intacct Joins AWS Marketplace’s New AI Category
Customers can now use AWS Marketplace to easily discover, buy, and deploy AI agentic solutions, including Sage’s AI-powered financial management solution for SMBs.
Small Business July 16, 2025
73% of Companies Increased Automation Spend in 2025, Nearly 40% Report at Least 25% Cost Reduction
But a majority of 61.3% admit their automation tools are underutilized due to fragmented strategies, siloed implementation and the need for a trusted orchestration partner.
Technology July 16, 2025
Deloitte Expands GenAI, Agentic AI Capabilities for Its Auditors
Deloitte has rolled out a series of new artificial intelligence capabilities within its global cloud-based audit and assurance platform, Omnia, designed to evolve the audit process.
CAS July 15, 2025
Why Now is the Right Time to Modernize Client Accounting Services
The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.
Advisory July 14, 2025
Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist
As business leaders navigate rising costs, shifting employee expectations and economic uncertainty, many are turning to artificial intelligence (AI) and human resources (HR) as strategic levers for support.