ThomsonReuters

JULY 22, 2025

As more automation capabilities are woven into tax and accounting firm workflows, robotic process automation (RPA) and more recently, agentic AI , are among the solutions in the technology toolbox. How accountants can use RPA and agentic AI Will AI agents replace RPAs?

Technology

ThomsonReuters

MARCH 15, 2023

Today, a growing number of private equity investors are entering the accounting market as they’ve discovered that investing in accounting firms can yield great returns. That is, if the firm is a good fit and has the right appeal. Why is an accounting firm’s tech stack important to private equity?

Technology

ThomsonReuters

JULY 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you may think artificial intelligence (AI) solutions are solely designed for large organizations – but think again. To learn more, let’s take a look at three ways accounting firms can use AI as a competitive advantage.

Technology

ThomsonReuters

FEBRUARY 29, 2024

Like most accounting firms, they were heavily transactions-focused with clients utilizing them mostly as bookkeepers and for doing their tax returns. Dennis Lanphier, an attorney in addition to being an accountant, can handle complex tax situations.)

CPA

ThomsonReuters

JUNE 15, 2023

You work to improve your tax and accounting firm — increase profitability, expand into new areas, and find a better work-life balance. Tax firms are feeling the pressure of changing tax regulations, along with clients who expect greater accuracy and faster responses in the digital age.

Technology

ThomsonReuters

APRIL 30, 2024

Jump to: The role of emotional intelligence (EQ) in client relationships The evolution of client service in accounting firms Leveraging technology for enhanced client service Forward-looking accountants are increasingly realizing the importance of harmonizing technical tax expertise with interpersonal relationship skills.

Technology

ThomsonReuters

OCTOBER 3, 2024

← Blog home For most accounting firms, tax preparation is a cornerstone of their business. According to a recent survey of 180 tax professionals at accounting firms, 88% of respondents indicate that their firm currently offers tax advisory services.

Technology

ThomsonReuters

FEBRUARY 13, 2023

In an era of staffing shortages, accounting firms must increasingly look outside the box to fill gaps in talent. More accurate returns in less time As most accountants know, tax technology can automate manual activities, save time, and improve accuracy.

Technology

ThomsonReuters

FEBRUARY 9, 2023

Become a tax software expert Nearly all firms use some type of tax and accounting software, but not everyone is an expert in it. Those who are, however, can tackle the challenges of tax season with ease.

Tax

ThomsonReuters

FEBRUARY 24, 2023

K-1s are sometimes confused with Form 1099s, which are tax information documents for individuals who are not employees, like sole proprietors and freelancers. K-1s, however, are quite different and can come with some complexities for tax and accounting firms. from the partnership for the tax year.

Non-Profits

ThomsonReuters

MAY 11, 2023

Small and mid-sized accounting firms are increasingly grappling with the need to do more with less, often putting staff at risk of burnout and weighing down productivity. But what if you could boost your firm’s efficiency and morale at the same time? No more manually detecting blank fields or numbers that don’t add up.

Technology

CPA Practice

JUNE 29, 2023

And so, you know, I start watching the dollars on a trial balance for a business tax return. And it’s like, oh, really the odd I’m thinking quite a few firms aren’t going to swallow Brian F. How many tax returns? White Paper, is it had an amazing appendix called audit architecture map. How many cops?

Technology

ThomsonReuters

FEBRUARY 9, 2024

Webinar How to utilize generative AI to excel your tax and accounting services Learn how GenAI can help you create new insights, solutions, and opportunities for yourself and your clients. What does this mean for my firm? Also, the act addresses the use of optical character recognition (OCR) software.

Tax

ThomsonReuters

JUNE 5, 2025

Jump to Top priorities for GenAI integration The impact GenAI has on client relationships with tax and accounting firms The road ahead: Maximizing GenAIs potential Generative AI (GenAI) is quickly becoming a game-changer in the world of tax and accounting, reshaping how these industries operate and thrive.

Technology

ThomsonReuters

MARCH 25, 2025

Jump to The challenge of tax preparation A better way: The future of tax preparation Why UltraTax CS is the smart choice for tax preparation software Are you ready to learn more? From disconnected software to managing complex client scenarios, tax preparation presents a growing set of challenges for accounting firms.

tax preparation