Technology November 11, 2026
Lunar Papers Launches Tax Engagement Software for Small CPA Firms
Billy Robinson, CPA, says he built Lunar Papers inside his own practice so every return would have a "second set of eyes on it before I signed."
Technology November 3, 2026
Clark Launches Clerks—Autonomous AI Audit Employees That Join a CPA Firm’s Team
New York City-based Clark also announced Nov. 2 an $11 million seed round led by venture capital firm Touring Capital, with participation from returning investors Marathon Management Partners, Rerail, and Sofeon Ventures.
Taxes October 8, 2026
The 1099 Workflow Gap: How CPA Firms Can Standardize W-9 Collection Before January
A five-stage W-9 workflow for CPA firms, a timeline back from the Feb. 1, 2027 1099-NEC deadline, vendor-data controls, and how to handle TIN mismatches.
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.