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

CPA Practice

AUGUST 6, 2025

The Santa Clara, CA-based company says RevRec360 “delivers precision, automation, and audit-ready transparency in a single platform.” “With this launch, we are bringing the same flexibility and automation to revenue recognition that our customers have come to rely on for billing and monetization.”

Technology

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

Accounting Today

JUNE 11, 2025

The shift signifies growing apprehension across Main Street accounting firms serving as advisors on tax, payroll and compliance decisions amid a backdrop of historic tariff actions, continued inflation and unpredictable tax and trade policies.

Technology

CPA Practice

JULY 24, 2025

Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

Technology

CPA Practice

JUNE 6, 2025

Certifications empower accountants to better meet their clients’ demands by covering a range of topics, from mastering payroll essentials and becoming proficient in the ADP Accountant Connect SM platform to innovative selling strategies.

Technology

Accounting Today

JULY 25, 2025

Firms can fully automate the client intake process, communication, review, delivery and archive workflow in one secure platform. SmartRequestAI is built directly into the SmartVault platform and leverages prior-year returns stored in SmartVault, minimizing risk to the firm of exposing client tax information to additional third-party systems.

Technology

Reckon

NOVEMBER 5, 2024

Holiday payroll checklist Having a game plan for the holidays ensures you are on the same page as your employees and ready to trade. Breaking down your payroll into parts will help you focus and tackle your holiday budget. Breaking down your payroll into parts will help you focus and tackle your holiday budget.

payroll

Accounting Today

AUGUST 8, 2025

Stampli launches middle ground solution for AP automation robu_s - stock.adobe.com AP automation solutions provider Stampli debuted Stampli Edge, a middle ground solution for small businesses that have outgrown basic bill pay tools, but dont yet need a full enterprise suite. jurisdictions.

Technology

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.

Technology

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.

Technology

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. Customers U.S.

management accounting

CPA Practice

JULY 15, 2025

These buyers see opportunities to modernize operations, leverage technology, and implement new service models that traditional CPA firm owners may not have explored. A growing number of financial advisors, tech entrepreneurs, and small investment groups are acquiring CPA firms. The Trend: Why Are Non-CPAs Buying CPA Firms?

cpa firm

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.

Technology

CPA Practice

JULY 29, 2025

Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

Technology

CPA Practice

JULY 22, 2025

Jason Bramwell Accounting practice management platform Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, document checklists, and real-time customer relationship management data sync.

Technology

CPA Practice

JUNE 30, 2025

OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

bookkeeping

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

SchoolofBookkeeping

JULY 30, 2025

The 2025 Intuit QuickBooks Accountant Technology Survey is out, and the future for accountants is looking both smarter and more complicated than ever. According to Intuit, accountants are charging full speed ahead into the world of AI, automation, and strategic advisory services. But is this transformation as rosy as it sounds?

Technology

SchoolofBookkeeping

JULY 30, 2025

The 2025 Intuit QuickBooks Accountant Technology Survey is out, and the future for accountants is looking both smarter and more complicated than ever. According to Intuit, accountants are charging full speed ahead into the world of AI, automation, and strategic advisory services. But is this transformation as rosy as it sounds?

Technology

CPA Practice

AUGUST 12, 2025

By Brian Chess, senior vice president of technology and AI, Oracle NetSuite. You can learn more about it here. Recommended Articles NetSuite VP of Tech Discusses AI Capabilities The NetSuite AI Connector Service gives customers a secure, flexible, and scalable way to connect their own AI to NetSuite.

NetSuite

Accounting Today

JUNE 16, 2025

Accountants manage a high volume of sensitive information daily, covering everything from client tax details and payroll reports to audit documentation and financial disclosures. The confidentiality of this information is paramount, not just for legal compliance, but also to maintain client trust and operational integrity. of their salary.

Technology

CPA Practice

JULY 22, 2025

New and rapidly changing risk events — ranging from economic and inflationary pressures to geopolitical tensions, disruptive technologies like AI, and escalating cyber and privacy threats — are driving significant disruptions.

Technology

Accounting Insight

JULY 21, 2025

This shift has been driven by technology. Cloud accounting, automation, and real-time data access are transforming how accountants work. A connected accountant doesn’t just use cloud accounting software – they integrate technology into every aspect of their workflow to work smarter and more collaboratively.

Technology

CPA Practice

NOVEMBER 12, 2024

11 that it has acquired Jubilant, an Ann Arbor, MI-based HR technology consultancy focused on implementing and supporting human capital management, payroll, and workforce management systems. The acquisition will build on Jubilant’s market reputation and enhance EY US’s HR technology delivery capabilities, the accounting firm said.

Technology

CPA Practice

OCTOBER 14, 2024

Respondents who had little idea what GenAI was a little more than a year ago are now considering how the technology can help redefine what a modern tax and finance function looks like, EY says. Smarter chatbots are also helping payroll departments provide better, more customized answers to worker queries.

corporation tax

Acterys

DECEMBER 20, 2024

Business leaders, including CFOs, are well aware of these technologies. Rising data volumes The task of consolidating and controlling data from various sources, technologies, and formats has reached a point where it is exceedingly challenging. The need for timely action has never been more paramount. applications.

accounting and finance

CPA Practice

JUNE 11, 2025

Our AI Answering Services bring intelligent automation to the front desk so firms can stay responsive without increasing headcount or costs,” he said in a statement. Firms often struggle to provide consistent phone coverage, especially during tax season, after business hours, or when staff are away. “

accounting firms

CPA Practice

JULY 9, 2025

Subscribe Tags:  BDO USA , ceo , Firm Management , leadership Recommended Firm Management Articles View All Firm Management Articles Payroll July 9, 2025  Career Reinvention is Necessary Due to AI Transformation Automation and AI-driven disruption is making reemployment harder, while many workers underestimate the role of AI in job loss.

Technology

CPA Practice

JULY 16, 2025

The need for outsourced services, especially in complex areas of finance, payroll, human resources, tax, fund administration, and nonprofit strategic development outsourcing, is only growing, and this combination allows us to expand our outsourced finance offerings and scale faster to meet this major need.”

Technology

CPA Practice

OCTOBER 31, 2024

Sage , a provider of accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), has announced a partnership with Artis Trade Systems “Artis”, to automate document data entry and accelerate financial and document workflows for Secured Finance Lenders, Transportation and Commercial Companies.

Technology

CPA Practice

JULY 24, 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.

Technology

Accounting Today

JUNE 5, 2025

More than anything, they are eager to see how everything theyve learned in other courses — finance, business strategy or technology — applies in a business setting. Theyre engaged and want to know how to become more involved in technology-driven accounting and advisory work. Another takeaway is how crucial hands-on learning is.

accounted

CPA Practice

JUNE 18, 2025

Jason Bramwell Payroll June 18, 2025  Hiring Process Takes Longer Now Than Two Years Ago, Managers Say New research from Robert Half shows that hiring is becoming increasingly time-consuming, as 93% of hiring managers said the process takes more time now than it did just two years ago. © 2025 Firmworks, LLC.

accounting and finance

CPA Practice

AUGUST 5, 2025

The small business marketing and sales platform has introduced Thryv Workforce Center, a solution that manages payroll and automated tax calculations for businesses directly within their existing Thryv account.

payroll

SchoolofBookkeeping

JULY 9, 2025

Advanced Everything in Plus, + Finance Agent + Projects Agent + Analytics Agent + Payroll Agent + Custom Reports & Spreadsheet Sync Finance Agent: Analyzes data, creates forecasts, highlights variances. Payroll Agent: Prepares payroll runs and requests approval. Analytics Agent: Delivers on-demand reports and insights.

quickbooks

CPA Practice

JULY 28, 2025

Gail Cole Technology June 11, 2025  Sovos and Shopify Team Up to Automate Sales Tax Filing and Remittance for Merchants Sovos Sales and Use Tax Filing solution is integrated with Shopify Tax, offering merchants a more streamlined experience when it comes to managing their sales tax compliance.

Sales