Taxes April 15, 2026
IRS Launches New Text Chat for Taxpayers Outside the U.S.
The IRS said earlier this month that it has launched a live text chat, a no-cost alternative to the traditional toll telephone line for international taxpayers.
Marketing April 7, 2026
Why CPA Firms Risk Losing Influence Before the First Conversation
Many firms face a growing competitive risk that has little to do with expertise and everything to do with how prospective clients form opinions before a conversation ever begins.
Technology January 13, 2026
The Agentic AI Advantage: Efficiency, Precision, and the Human Edge
Nearly half of finance teams are planning to increase AI investment and almost 80% are confident in its ROI. The moment for agentic AI is here, but leaders need to adopt it with clarity, discipline, and focus.
Advisory January 8, 2026
What Makes for a Bad Restaurant or Hospitality Experience
One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.
Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
Accounting October 29, 2025
What Do Businesses Actually Value When Choosing or Staying with an Accounting Firm?
A new report from accounting practice management platform TaxDome reveals how companies are deciding who to trust, what they’ll pay for, and what makes them stay with their current firm.
Small Business August 6, 2025
In-Kind Donations Can Ease Tariff-Induced Client Inventory Headaches
Product philanthropy, also known as in-kind donation, may be able to soften the financial blow of the tariffs.
Accounting August 5, 2025
UHY Partnership with Plex by Rockwell Automation Focuses on Manufacturing Clients
"Through this partnership, UHY and Plex by Rockwell Automation will collaborate to build upon UHY’s existing success of delivering unparalleled digital transformation solutions to mid-market and enterprise manufacturers," the top 30 accounting firm said.
Technology July 23, 2025
Karbon Launches Client Portal for Accounting Firms
Karbon has launched Karbon for Clients, a secure, modern client portal designed to help accountants streamline collaboration, accelerate response times, and reduce administrative burden.
Firm Management June 17, 2025
Accounting Firms Saw Gains in Profits and Clients Over the Past Year
Accounting firms in the U.S. have had a profitable last 12 months, due to adding new clients, technology, and service offerings, according to a new report from Xero.