Technology September 25, 2026
Don’t Get Victimized By a Cybercriminal
CPA firms can create data security protocols that may help reduce the risk of a cyber incident when such protocols are implemented and followed consistently.
Technology September 11, 2026
Why CPA Firms Need a Behavioral AI Adoption Playbook
CPA firms have strong incentives to move quickly on AI, but speed without behavioral design creates a patchwork: enthusiasts sprint ahead, worried professionals hold back, and quiet users invent their own rules.
Firm Management September 9, 2026
Financial Engineer or Operator? How to Choose the Right Buyer
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
Artificial Intelligence August 19, 2026
How CPA Firms Can Use ChatGPT to Decode Client Behavior
When used strategically, ChatGPT can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations, and spot patterns that may indicate satisfaction or retention risks.
Technology July 2, 2026
Wesley Rolls Out AI Bookkeeping Platform for CPA Firms
AI-powered accounting software company Wesley announced Thursday the official U.S. launch of its bookkeeping automation platform for CPA firms and accounting practices serving SMB clients.
Firm Management June 18, 2026
Accountaneur Advisory Launches Enterprise Attractiveness Score Tool to Help CPA Firm Owners Read the Private Equity Market Before a Buyer Knocks
Private equity has reshaped the accounting profession more quickly than most expected.
Technology June 3, 2026
Ramp Launches AI Operating System for Accounting Firms
Ramp announced Wednesday the launch of Ramp Stack, an AI operating system built specifically for accounting firms, marking the New York City-based financial operations platform's entry into the CPA firm market.
Technology May 29, 2026
Caron Bletzer Releases Atlura Practice Management System
Atlura is a practice management platform tailor-made by CPAs for CPA firm leaders challenged by growing a practice with fragmented software and delayed data, Caron Bletzer says.
Technology May 27, 2026
Byron Launches with AI Agents for Business Tax Preparation Workflows
The platform's AI agents are designed to eliminate manual processes across the business tax preparation workflow of CPA firms—from processing unstructured client data to generating review-ready workpapers and output.
Firm Management February 24, 2026 Sponsored
What CPA Firms Miss When Preparing for Tax Season
Many firms enter tax season with cautious optimism. Last season’s problems are still fresh, the lessons were applied, and there’s a hope this year will be different. Then the first few weeks hit.
Firm Management December 30, 2025
The Future of the CPA Firm
The accounting and professional services industry has operated unchanged for decades, but a wave of change is about to wash over the sector.
Technology December 4, 2025
AuditFile Launches New QualityLink Solution for CPA Firms
QualityLink is an integrated, AI-driven solution designed to help CPA firms comply with the full suite of quality management standards: AICPA Statement on Quality Management Standards No. 1 and AICPA SQMS No. 2, as well as International Standard on Quality Management 1 and ISQM 2.