Technology
Technology
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The traditional spreadsheet model of financial planning is officially broken. It did not break quietly, and it was not broken by a single event.
June 19 -
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.
June 19 -
Plus, Canopy announces Canopy Close Automation in open beta; MYCPE ONE rolls out managed cybersecurity services for businesses; and other news.
June 19 -
The Electronic Tax Administration Advisory Committee report calls for sustained IRS funding, human-centered design, fraud prevention and preparer regulation.
June 18 -
Here's why every AI-powered tax initiative starts with a document problem — and what to do about it.
June 18 -
Professionals are not only overwhelmed because they work long hours, but because they operate within unstable systems.
June 18 -
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.
June 18 -
The tool, called the Enterprise Attractiveness Score, evaluates 10 dimensions similar to what PE due diligence teams consider when putting a price on a firm.
June 17 -
For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.
June 17 -
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.
June 17 -
Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.
June 16 -
Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.
June 16 -
Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.
June 16 -
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.
June 16 -
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.
June 15 -
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Plus, Expensify, Ignition both announce new MCPs; Xero makes standard ACH free; and other news and updates from the accounting tech arena.
June 12 -
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Some state lawmakers are introducing tax legislation targeting the growing use of artificial intelligence, according to a new report.
June 11 -
Don't let your hiring process stop at the sales pitch.
June 11

















