Technology July 15, 2026
Firm360 Introduces AutoPrep
Practice management platform Firm360 announced Firm360 AutoPrep, a tax prep automation capability powered by Juno.
Technology June 17, 2026
Melio Unveils Autonomous B2B Payment Network
Melio has launched an agent-powered payment network that enables buyers to pay suppliers directly through their accounts receivable systems, without requiring suppliers to onboard to a new portal or payment network.
Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Technology June 10, 2026
Canopy Releases Close Automation to Customers in Open Beta
The module has evolved into a native system of record that unifies client workflows with general ledger data to automate ledger monitoring, issue surfacing, and reporting, Canopy says.
Technology June 10, 2026
The Case for Standardizing Audit Data Intake Before Busy Season Hits
The goal isn’t to fix everything at once. It’s to stop repeating the same friction on every new client.
Technology June 10, 2026
Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows
The integration delivers concrete benefits across the audit workflow:
Technology June 5, 2026
GruntWorx, Jody Padar Present On-Demand Course to Help Tax Firms Design an Automated, Human‑Centered Workflow
GruntWorx announced Thursday the release of "Modern Tax Workflow: Process, Automation and the Human Advantage," a new on‑demand course taught by tax thought leader and educator Jody Padar.
Technology May 27, 2026
HubSync Unveils ‘Halo’ AI Operating System
HubSync Halo is an AI operating system that the company says automates and orchestrates the full tax and accounting engagement lifecycle—from engagement letter to delivery and close.
Technology May 20, 2026
Suralink Launches Client Data Vault
Suralink, an agentic automation platform for accounting firms and their clients, has unveiled Client Data Vault, a client-owned archive that preserves audit data within Suralink’s Request List Management platform.
Technology May 18, 2026
CLA Unveils CLA One Digital Service for Clients
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
Xero Provides Small Businesses and Accountants With a Natural Language Custom AI Agent Builder
The global small business accounting platform announced Wednesday the launch of XeroForce, a natural language custom AI agent builder for the financial workflows of small businesses and accountants.
Firm Management May 12, 2026
GruntWorx and The CFO Project Partner to Help Firms Expand Advisory Services
The partnership brings together two essential components of the high-margin, modern firm model.