Technology June 29, 2026
Expanded CCH Axcess Expert AI to Deliver AI-Powered Scan and K-1 Automation
Early users are seeing efficiency gains of 30 to 70 percent across document-intensive workflows.
Technology June 16, 2026
Shield Extends the Compliance Perimeter to AI-Generated Records and Image-Based Content
FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.
Taxes February 3, 2026
GruntWorx and Truss Partner to Bring AI-Enhanced OCR Automation to Tax Professionals
This collaboration introduces a new integration, enabling customers to leverage GruntWorx’s AI-enhanced Optical Character Recognition automation.