Research

ICPAS to host annual summit; Grassi appoints CMO and CIO; and more news from across the profession.

August 1
1 Min Read
Ward-Jerry-EY.JPG
TECH PIONEERS
Technology and connected office concept art - Best Firms for Tech 2025

Artificial intelligence is a key consideration for these 10 technology pioneers.

May 6
4 Min Read
Client onboarding and experience

Tech-forward accounting firms have devoted considerable time and resources toward improving client onboarding, cybersecurity and AI tools.

May 8
5 Min Read
Update Upgrade

Tech-forward CPA firms reported a variety of areas in need of a tech upgrade, especially practice management systems and tech infrastructure.

May 8
5 Min Read
LISTS & RANKINGS
Document management

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

July 25
Laidlaw-Dan-RRBB.png

INCPAS and VSCPA usher in new boards; CBIZ CPAs restructures leadership; and more news from across the profession.

July 25
Huckaby-Sarah-WhitleyPenn.jpg

Indiana CPA Society awards $24,550 in scholarships; Weaver and Herbein + Co. relocate offices; and more news from across the profession.

July 18
Bloomberg TA

Plus, Sage launches Tap to Pay feature; UHY offers CCMP accelerator courses; and other accounting technology news and updates.

July 18
Generative AI

Plus, the agentic future of customer service and support; CEOs have mixed results with AI and cybersecurity; and upgrades to Microsoft Teams.

July 16
Stewart-Kyle-REDW.jpg

Wiss hosts third annual summer financial literacy program; Schneider Downs adds five shareholders; and more news from across the profession.

July 11
Robot Audit

Plus, Abacus announces $6.6 million seed funding for agentic AI assistants; and other news and updates from the accounting tech arena.

July 11
Mark Kasinec

Meaden & Moore acquires ChainRing Advisors; Platform Accounting expands in Chicago.

July 9
Nisivoccia team.jpg

New FICPA chair begins tenure; Blue & Co. opens new office in Chattanooga; and more news from across the profession.

July 3
jail2-fotolia.jpg

Mysterious ways; penalty kick; please, Mr. Postman; and other highlights of recent tax cases.

July 31
6 Min Read
A protest group hold up signs of Jeffrey Epstein in front of the Federal courthouse in New York.

The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein's tax planning work.

July 31
1 Min Read