Accounting Today

JUNE 13, 2025

The company is also offering a 100% money-back guarantee for subscribers to its TaxPlanIQ Growth Plan who, over 12 months, complete 12 trainings, present 10 tax plans to verifiable clients or prospects, and participate in five 1:1 tax plan reviews with a TaxPlanIQ Concierge CPA Consultant.

Technology 82

Technology tax planning audit tax preparation 82

CPA Practice

NOVEMBER 15, 2024

Brian Tankersley, CPA, and Randy Johnston review Soraban , an AI-powered system that revolutionizes your practice’s client data intake process by automating and simplifying every step. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor.

Technology 111

Technology Account accountant accounted 111

CPA Practice

JULY 8, 2025

Rebuilt on Karbon’s latest API, the new integration automates the entire client lifecycle, creating a seamless hand-off from signed agreement to payment to work delivery. This reduces client onboarding time and eliminates double handling as client setup and work assignment is fully automated.

Technology 72

Technology payroll payroll tax audit 72

CPA Practice

OCTOBER 17, 2024

It’s about attracting the type of high-potential talent that can more effectively meet the needs of their organizations by fully embracing and leveraging new technologies to become exponentially more efficient. Great accountants expect interesting roles and tech-forward careers Ask someone outside of our profession to imagine an accountant.

Technology 124

Technology Account accountant accounted 124

CPA Practice

OCTOBER 18, 2024

Hosts Brian Tankersley, CPA, and Randy Johnston review TimeCredit AI, an AI assistant for technical accountants. Watch the video, or listen to the audio podcast below: Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) I think you’ve got another one up your sleeve.

Technology 111

Technology Account accountant accounted 111

Accounting Today

JULY 18, 2025

These new features are an addition to the softwares already-present ability to streamline control documentation, automate testing and monitoring, and provide real time insights. Embedded directly into workflows, the agents can automate tasks across accounting/finance, HR, compliance and operations.

Technology 64

Technology sage accounting accounting and finance audit 64

CPA Practice

JULY 15, 2025

OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows. Thanks for reading CPA Practice Advisor!

Technology 79

Technology Account accountant accounted 79

CPA Practice

JUNE 5, 2025

Thanks for reading CPA Practice Advisor! OBannon Technology June 5, 2025  Review of Power Automate – The Accounting Technology Lab Podcast – June 2025 Randy Johnston and Brian Tankersley, CPA, review Microsofts Power Automate, one of the robotic process automation tools available from Microsoft 365.

Texas 109

Texas accounting firms Technology Account 109

Accounting Seed

JANUARY 9, 2025

The accounting landscape continues to evolve at a rapid pace with emerging technologies, shifting workforce dynamics, and new operational demandsall of which impact the way accounting teams operate, and businesses achieve growth goals. ” Today, CFOs are no longer working in silos or scrambling to provide retroactive financial reports.

Technology 98

Technology Account accountant accounted 98

CPA Practice

JUNE 26, 2025

OBannon A new study from Thomson Reuters comes with a stark warning to the tax and accounting industry: firms without artificial intelligence strategies could fall irrevocably behind in the next 12 months as competing firms leverage the technology to transform faster, serve better, and hire smarter.​ Thanks for reading CPA Practice Advisor!

Technology 94

Technology Tax Tennessee payroll 94

ThomsonReuters

DECEMBER 10, 2024

Jump to The transformative potential of AI in advisory Breaking through traditional pricing models Empowering teams through technology Challenges and considerations when adopting tech and AI Embracing technology to unlock advisory services Today, many forward-thinking accounting firms are driving business growth through advisory services.

Technology 52

Technology CPA Tax tax preparation 52

Accounting Today

JUNE 11, 2025

The 2025 Avalara Accountants Confidence Report , produced by Avalara in conjunction with CPA Trendlines, polled 623 accounting professionals and found a shift from cautious optimism to greater pessimism, thanks to various economic pressures and policy uncertainty. EDT 3 Min Read Facebook Twitter LinkedIn Email U.S.

Technology 107

Technology Account accountant accounted 107

Accounting Today

JUNE 27, 2025

Prager Metis teams with Kearns Technology to launch "PM IT Services" Top 100 firm Prager Metis announced it has partnered with Canadian IT company Kearns Technology to launch a new company, PM IT Services, a digital solutions provider delivering cybersecurity, cloud modernization and managed IT services across North America and Europe.

Technology 45

Technology audit tax preparation Pennsylvania 45

CPA Practice

JUNE 25, 2025

These skills also help the IMA connect with professionals in related fields, such as data analysis, business operations, information technology, and project management, who work closely with finance teams and share similar goals and challenges, the organization added. Thanks for reading CPA Practice Advisor! 2 to 6, 2025.

management accounts 83

management accounts management accounting Technology Account 83

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? They pay attention, adapt and align their leadership, technology and talent strategies to stay agile. Don’t panic, lead The fear is real.

Technology 110

Technology payroll audit Education 110

CPA Practice

DECEMBER 6, 2024

Brian Tankersley, CPA, and Randy Johnston provide a recap of the 2024 CCH Connections user conference. Watch the video, or listen to the audio podcast below (transcript below): Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Ai, so think about it, General.

Technology 98

Technology Account accountant accounted 98

CPA Practice

NOVEMBER 11, 2024

A Top Technology Initiative Article by Randy Johnston. The outlook couldn’t be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings. In this column, I will illustrate portal and AI support with some new platforms that are examples of improved automation and AI.

accounting firms 111

accounting firms Technology Account accountant 111

CPA Practice

JUNE 30, 2025

The awards highlight the most useful technology for firms and clients. From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use. Δ Thanks for reading CPA Practice Advisor!

Technology 104

Technology Rhode Island West Virginia South Dakota 104

CPA Practice

JUNE 30, 2025

OBannon The Sales Tax Sisters, Mary Thomas (Attorney and CPA) and Stephanie Thomas (CPA), are excited to announce their partnership with Roundtable Labs to launch The Sales Tax Hive , a new roundtable community designed exclusively for bookkeepers, accountants, and finance professionals navigating the complexities of sales and use tax.

bookkeeping 93

bookkeeping Sales Tax Technology 93

CPA Practice

NOVEMBER 1, 2024

Hosts Brian Tankersley, CPA, and Randy Johnston review Syft Analytics , which lets professionals generate everything from reports through integrated forecasts and consolidations, to make better business decisions with their financial data. So what would do you think our listeners should know about sift? Oh, here’s another one. Yeah, Brian F.

Technology 111

Technology Account accountant accounted 111

CPA Practice

NOVEMBER 6, 2024

Being a CPA today is nothing like it was even a decade ago. With artificial intelligence and automation reshaping our profession, it’s easy to feel like we’re caught in an influx of change. But this transformation isn’t just about technology. Redefine availability : Being available 24/7 doesn’t make you a better CPA.

Technology 119

Technology CPA Account accountant 119

CPA Practice

JUNE 6, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. To explore the Resource Center, visit ADP.com/AccountantResourceCenter. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 93

Technology payroll Account accountant 93

CPA Practice

JUNE 18, 2025

She brings more than 20 years of leadership experience in operational strategy, technology consulting, and full P&L management across the public, private, and startup sectors. Most recently, she served as president of North America at QuickFee, a payment technology platform. Thanks for reading CPA Practice Advisor!

Technology 115

Technology audit Healthcare payroll 115

Accounting Today

JUNE 10, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email Top 10 firm RSM announced a $1 billion technology investment over the next three years to expand its AI strategy and offerings, particularly where it concerns semi-autonomous agents. "AI The investment will be devoted toward integrating agentic AI platforms across RSMs operations and services.

Technology 106

Technology tax preparation audit corporation tax 106

CPA Practice

OCTOBER 25, 2024

By Garrett Wagner, CPA. Wasn’t it weird when Millennials like me started asking for work-life balance and expecting technology to make our jobs easier? And while we might think their addiction to screens is a problem, the truth is, they understand technology in a way that can revolutionize how we work. But think about it.

Technology 111

Technology Gaming CPA Account 111

Accounting Today

JUNE 6, 2025

Critical thinking, sustainable finance, technology and human behavior are not just supplementary topics; they are essential components in the education of any professional seeking to remain relevant. This new program positions analytical thinking, strategic business partnering and technology application at the core of accounting education.

Account 87

Account accountant accounted Technology 87

Accounting Today

JUNE 6, 2025

CEO Mary Delaney described it as combining everything Karbon Practice Management already is, with a new intelligence layer woven throughout the platform to power deeper insights, smarter automation and bolder strategic decisions. Karbon Practice Management evolves into Practice Intelligence product Karbon accepts Talent Visionary Award.

Technology 59

Technology audit E-commerce tax preparation 59

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Gather and analyze data Evaluate the availability of client and internal data to support automation.

Technology 59

Technology cpa firm audit tax preparation 59

Going Concern

JULY 11, 2025

Public Accounting Trends Data Reveals The CPA License Is Losing Ground [ INSIDE Public Accounting ] The CPA credential remains a cornerstone of the profession, but new data indicate its prominence is steadily declining. Between 2020 and 2024, the average percentage of staff holding CPA licenses across all firms dropped from 56.0

cpa firm 59

cpa firm cpas CPA auditor 59

CPA Practice

NOVEMBER 22, 2024

Brian Tankersley, CPA, and Randy Johnston review Blue J , a generative AI platform for tax experts. Watch the video, or listen to the audio podcast below (transcript below): – Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Have a great week. =

Technology 64

Technology Account accountant accounted 64

CPA Practice

NOVEMBER 19, 2024

By Jeff Gramlich, CPA, CITP In today’s audit landscape, we’re witnessing the early stages of an AI revolution. Risk mitigation in the AI era: Why better data means better protection In an environment of increasing regulatory scrutiny around AI use, accounting firms need a robust foundation for their technology adoption.

auditor 52

auditor audit Technology CPA 52

ThomsonReuters

NOVEMBER 4, 2024

← Blog home In the rapidly evolving field of auditing, AI-powered technologies are revolutionizing traditional processes. As emerging technologies and regulations reshape the field, many auditors find themselves grappling with outdated processes and inefficiencies. link] How can AI-powered technology help audit professionals?

audit 52

audit Technology auditor CPA 52

CPA Practice

JULY 7, 2025

AICPA and NASBA Recognize Top CPA Exam Performers with Elijah Watt Sells Award The American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA) congratulate this year’s winners of the Elijah Watt Sells Award. Yoshioka has applied for his CPA licensure in the U.S.

cpas 85

cpas accounting and finance CPA Technology 85

CPA Practice

JUNE 20, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. million in COVID-19 relief loans in Pennsylvania. million in COVID-19 relief loans in Pennsylvania.

Pennsylvania 72

Pennsylvania CPA Technology payroll 72

CPA Practice

JULY 1, 2025

Thanks for reading CPA Practice Advisor! OBannon Auditing June 25, 2025  PCAOB Permanently Bars Repeat Rule-Breaker Michael Studer, CPA, was permanently barred on June 24 and his firm, Michael T. Studer CPA PC, had its PCAOB registration revoked after the accountant was found to be a repeat violator of U.S.

Technology 104

Technology audit payroll CPA 104

CPA Practice

JUNE 25, 2025

OBannon LeaseCrunch, a provider of cloud-based accounting software for CPA firms, today announces its rebrand as Crunchafi. The new identity signals a renewed commitment to providing purpose-built solutions that reduce friction, automate complex tasks and empower CPA firms with actionable financial insights.

cpa firm 66

cpa firm CPA Technology payroll 66

CPA Practice

JULY 9, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Technology 109

Technology payroll audit payroll tax 109