Payroll August 6, 2026
I Put a Chatbot’s Financial Advice to the Test
AI tools can help with financial planning, but they have their limits.
Firm Management July 29, 2026
Opinion: The AI Trickle-Down Myth
When we vet an AI tool, we ask for the SOC 2 report. We check whether it trains on our data. Good instincts, but the wrong question.