Technology

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.

Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.

Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.

Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.

Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.

The finance AI conversation has been dominated by capability. The next one is about governance, and most of the agents shipping in 2026 will not survive it.

Plus, Expensify, Ignition both announce new MCPs; Xero makes standard ACH free; and other news and updates from the accounting tech arena.

How AI will — and won't — change public accounting.

Some state lawmakers are introducing tax legislation targeting the growing use of artificial intelligence, according to a new report.