Firm Management October 6, 2026
How CPA Firms Can Craft Polished and Authentic AI Marketing Content
Start with smarter prompts that specify audience, tone, structure, and must include details.
Technology October 5, 2026
Too Small to Be a Target? Why Small Accounting Firms Are Easy Marks for Cybercriminals
A small practice can hold enough client data to fuel hundreds of identity theft cases. Here's how firm leaders can close the gaps attackers count on.
Technology October 5, 2026
Manual File Naming is Slowing Down Your Firm’s Client Work
When firms look for ways to work faster, they usually look at large projects. But there are smaller steps they can take.
Technology October 5, 2026
Dext Payments Launches in Canada
Dext Payments is now available to Dext customers using QuickBooks Online and Xero across Canada.
Technology October 5, 2026
These Are the 4 Tasks AI Shouldn’t Do For Your Business Yet
Four responsibilities where human review is necessary and how to avoid the main automation pitfalls.
Small Business October 5, 2026
5 Ways Oversharing Work Information on Social Media Can Put Businesses At Risk
An IT expert urges businesses to pay closer attention to what employees are sharing online and offers practical advice for businesses and employees on how to reduce the risks associated with their digital footprint.
Technology October 2, 2026
What the FTC Safeguards Rule Actually Requires From Tax and Accounting Firms
A plain-language breakdown of what the FTC Safeguards Rule and IRS Publication 4557 mean for tax and accounting firms.
Technology October 1, 2026
Sovos Acquires Agentic Finance Orchestration Platform Flowie
With the addition of Paris, France-based Flowie, Sovos is delivering the industry’s first compliant finance platform, said Sovos CEO Kevin Akeroyd.
Technology October 1, 2026
Sage Acquires Financial Workflow Specialist Paperless Environments
A long-standing Sage partner, Baton Rouge, LA-based Paperless Environments provides solutions for accounts payable automation, document workflows, and subcontractor compliance in the construction industry.
Technology October 1, 2026
Datarails Announces Integration with Google Sheets
The AI finance operating system now meets finance teams in whichever spreadsheet their organization runs on.
Technology September 30, 2026
Canopy Unveils External API Platform
Designed for accounting firms that want to integrate, automate, and build on Canopy across their tech stack, the new API platform securely shares core data and workflows with other internal systems.
Technology September 30, 2026
AuditDashboard Links AI Agents to Live Engagement and PBC Data
AuditDashboard, a provider of client engagement management technology, launched AI Connectors, which give accounting firms the ability to connect Claude, ChatGPT, or Microsoft Copilot directly to their engagements.