Technology

Starting with AI, a number of new developments is making the professional landscape feel stranger than ever.

The traditional spreadsheet model of financial planning is officially broken. It did not break quietly, and it was not broken by a single event.

Firms are sourcing new solutions from field staff to expand their tools and upskill their professionals. But they aren't just throwing together programs and calling it a day.

Plus, Canopy announces Canopy Close Automation in open beta; MYCPE ONE rolls out managed cybersecurity services for businesses; and other news.

The Electronic Tax Administration Advisory Committee report calls for sustained IRS funding, human-centered design, fraud prevention and preparer regulation.

Here's why every AI-powered tax initiative starts with a document problem — and what to do about it.

Firms are sourcing new solutions from field staff to expand their tools and upskill their professionals. They aren't just throwing together programs and calling it a day.

For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.

Firms are sourcing new solutions from field staff, which serves to both expand their available tools and upskill their professionals. But like any other project, they aren't just throwing together programs and calling it a day.