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Top News
Technology November 3, 2026
Canopy Reveals General Availability of AI Tax Workflow Automation
Canopy announced Tuesday the general availability of Tax Workflow Automation, described as an AI-powered suite that takes tax work from the first document request to the signed, paid return in one connected workflow.
Technology November 3, 2026
Clark Launches Clerks—Autonomous AI Audit Employees That Join a CPA Firm’s Team
New York City-based Clark also announced Nov. 2 an $11 million seed round led by venture capital firm Touring Capital, with participation from returning investors Marathon Management Partners, Rerail, and Sofeon Ventures.
Technology November 3, 2026
Levvy Announces New Connection to Claude and ChatGPT
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
Technology November 3, 2026
QX Global Group Launches ‘QX TaxReady’ to US CPA and Tax Firms
QX TaxReady is a fully managed tax preparation service, powered by AI and delivered by a team of more than 500 dedicated tax specialists.
Mergers and Acquisitions November 2, 2026
Grant Thornton Acquisition of CBIZ is a Done Deal
Grant Thornton Advisors said Monday it has completed its $5 billion acquisition of CBIZ, which is expected to make Chicago-based Grant Thornton the fifth-largest accounting firm in the U.S. by revenue behind the Big Four.
Accounting Standards November 2, 2026
FASB Looks to Tweak Indexation Guidance
The Financial Accounting Standards Board issued a proposal on Monday that would simplify the application of the indexation guidance in Subtopic 815-40, Derivatives and Hedging—Contracts in Entity’s Own Equity.
Mergers and Acquisitions November 2, 2026
Cherry Bekaert Acquires Sansiveri, Kimball & Co. in Rhode Island
The top 20 firm has acquired Sansiveri, Kimball & Co., a Providence, RI-based accounting and advisory firm serving clients throughout Rhode Island and the New England region.
Taxes November 2, 2026
The 401(k) Question Most Small-Business Owners Can’t Answer
How CPAs can help a client find the plan's Named Fiduciary, and sort out what has been outsourced from what hasn't.
Tax News
Taxes November 2, 2026
The 401(k) Question Most Small-Business Owners Can’t Answer
How CPAs can help a client find the plan's Named Fiduciary, and sort out what has been outsourced from what hasn't.
Taxes November 2, 2026
The Owner-Operator Tax Calendar: 8 Dates Before March 1, 2027
The dates below come from federal rules, guidance from four states and the International Fuel Tax Agreement, or IFTA.
Taxes November 2, 2026
Centuries-Old Whiskey Tax Law Faces New Supreme Court Challenge
The U.S. Supreme Court will weigh whether a 158-year-old federal ban on home distilling exceeds Congress's taxing power, a dispute rooted in America's earliest debates over federal authority and revenue enforcement.
Taxes November 2, 2026
While Billionaire Tax Flounders, Another Progressive Tax in California is Looking Likely
Proposition 3 is a tax measure that would make higher income tax rates permanent for single people who earn more than $371,000 or couples who earn more than $742,000.
Taxes November 2, 2026
Proposed Billionaire Tax Could Impact California Sports Teams
The billionaires targeted by the wealth tax on the November ballot include owners of some of California's top sports teams and, among them, there will be winners and losers if voters approve the measure.
Taxes October 30, 2026
Backers of Federal Film Tax Credit Seek Action in Lame-Duck Session
With just weeks to go before the end of the 119th Congress, lawmakers and advocates are making a bipartisan push to get a proposed federal film tax credit over the finish line.
Taxes October 30, 2026
Colorado Supreme Court Rejects Lawsuit Seeking to Stop Income Tax Measure
The Colorado Supreme Court on Friday shot down an attempt to nullify the vote on Amendment 87, allowing the proposal to raise taxes on the state’s wealthiest residents to proceed.
Small Business October 30, 2026
What Happens When a Long-Term Rental is Sold? The Taxes That Surprise Small Landlords
Documented improvements can lower the gain, if the landlord has the records.
Accounting News
Technology November 3, 2026
Canopy Reveals General Availability of AI Tax Workflow Automation
Canopy announced Tuesday the general availability of Tax Workflow Automation, described as an AI-powered suite that takes tax work from the first document request to the signed, paid return in one connected workflow.
Technology November 3, 2026
Clark Launches Clerks—Autonomous AI Audit Employees That Join a CPA Firm’s Team
New York City-based Clark also announced Nov. 2 an $11 million seed round led by venture capital firm Touring Capital, with participation from returning investors Marathon Management Partners, Rerail, and Sofeon Ventures.
Technology November 3, 2026
Levvy Announces New Connection to Claude and ChatGPT
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
Mergers and Acquisitions November 2, 2026
Grant Thornton Acquisition of CBIZ is a Done Deal
Grant Thornton Advisors said Monday it has completed its $5 billion acquisition of CBIZ, which is expected to make Chicago-based Grant Thornton the fifth-largest accounting firm in the U.S. by revenue behind the Big Four.
Accounting Standards November 2, 2026
FASB Looks to Tweak Indexation Guidance
The Financial Accounting Standards Board issued a proposal on Monday that would simplify the application of the indexation guidance in Subtopic 815-40, Derivatives and Hedging—Contracts in Entity’s Own Equity.
Mergers and Acquisitions November 2, 2026
Cherry Bekaert Acquires Sansiveri, Kimball & Co. in Rhode Island
The top 20 firm has acquired Sansiveri, Kimball & Co., a Providence, RI-based accounting and advisory firm serving clients throughout Rhode Island and the New England region.
Taxes November 2, 2026
The 401(k) Question Most Small-Business Owners Can’t Answer
How CPAs can help a client find the plan's Named Fiduciary, and sort out what has been outsourced from what hasn't.
Auditing November 2, 2026
AI Use Has Reached 90% in Internal Audit. Is Assurance Keeping Up?
AI is one of the clearest examples: 90% of internal audit functions now use it, while 77% include AI assessments in their audit plans.
Payroll News
Economy November 2, 2026
More Than 1 in 4 Unemployed Americans Are Now Long-Term Unemployed
25.9% of unemployed Americans had been out of work for at least 27 weeks during the first seven months of 2026.
Payroll October 30, 2026
5 Key Steps for the 2026 Year-End Payroll Close
The final payroll of 2026 may be weeks away, but many of the mistakes that can complicate year-end have already happened.
Economy October 30, 2026
Half of Americans’ Spending Goes to Housing and Food, Most in 15 Years
Housing and food made up nearly half of U.S. households’ spending in 2025, the most in 15 years amid rising rents, homeowner costs and beef prices.
Technology October 30, 2026
Deel Unveils Workforce Security Solution
The global payroll and HR platform has launched Deel Security, an end-to-end workforce security solution that detects and prevents identity fraud throughout recruitment and employment globally.
Payroll October 30, 2026
Average Checking Account Balance in U.S. May Surprise You
That amount has more than doubled over the last three decades but fell from a recent high of $18,485 in 2022.
Benefits October 29, 2026
Why SSI Payments for November Are Coming Out Early
Supplemental Security Income recipients will get November benefits before the month begins. Here's when checks arrive and when the 2027 increase takes effect.
Payroll October 28, 2026
PNC Bank and ADP Announce Embedded Payroll Solution for Small Businesses
PNC Payroll by ADP will connect payroll, HR and benefits with the banking, payments and cash management capabilities businesses use every day in one digital experience
Technology October 28, 2026
Microsoft Offers Buyouts to 60K Employees, But Expects Low Uptake
The buyouts, which cover roughly a quarter of the company’s workforce, come as it tries to control its labor costs while avoiding layoffs.
Technology News
Technology November 3, 2026
Canopy Reveals General Availability of AI Tax Workflow Automation
Canopy announced Tuesday the general availability of Tax Workflow Automation, described as an AI-powered suite that takes tax work from the first document request to the signed, paid return in one connected workflow.
Technology November 3, 2026
Clark Launches Clerks—Autonomous AI Audit Employees That Join a CPA Firm’s Team
New York City-based Clark also announced Nov. 2 an $11 million seed round led by venture capital firm Touring Capital, with participation from returning investors Marathon Management Partners, Rerail, and Sofeon Ventures.
Technology November 3, 2026
Levvy Announces New Connection to Claude and ChatGPT
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
Technology November 3, 2026
QX Global Group Launches ‘QX TaxReady’ to US CPA and Tax Firms
QX TaxReady is a fully managed tax preparation service, powered by AI and delivered by a team of more than 500 dedicated tax specialists.
Technology November 2, 2026
Shield Recognized for AI Communications Governance in 2026 Gartner Critical Capabilities Report
Shield was named a Visionary and recognized for its Completeness of Vision and Ability to Execute in a thorough evaluation of 16 vendors.
Artificial Intelligence November 2, 2026
Aion Launches AI Agent for Business Finance, Banking, Payments, Cards & Credit
The agent takes on the routine work of business finance, from paying bills and following up on invoices to preparing reports for the close.
Auditing November 2, 2026
AI Use Has Reached 90% in Internal Audit. Is Assurance Keeping Up?
AI is one of the clearest examples: 90% of internal audit functions now use it, while 77% include AI assessments in their audit plans.
Technology November 2, 2026
How to Get Breached, Step 5: Paste Client Data Into Any AI
It is a tempting shortcut. It is also a fast way to lose control of the most sensitive records your clients ever hand you.
Firm Management News
Mergers and Acquisitions November 2, 2026
Grant Thornton Acquisition of CBIZ is a Done Deal
Grant Thornton Advisors said Monday it has completed its $5 billion acquisition of CBIZ, which is expected to make Chicago-based Grant Thornton the fifth-largest accounting firm in the U.S. by revenue behind the Big Four.
Mergers and Acquisitions November 2, 2026
Cherry Bekaert Acquires Sansiveri, Kimball & Co. in Rhode Island
The top 20 firm has acquired Sansiveri, Kimball & Co., a Providence, RI-based accounting and advisory firm serving clients throughout Rhode Island and the New England region.
Marketing November 2, 2026
Your Next Client May Ask AI Who to Hire. Will It Recommend Your Firm?
AI recommendations are changing search. Would AI accurately explain why a prospective client should choose you?
Mergers and Acquisitions November 2, 2026
Eide Bailly Adds JTaylor in Texas
This is the top 20 accounting firm's third M&A deal since receiving a private equity investment from Reverence Capital Partners, which was announced this past June.
Technology November 2, 2026
How to Get Breached, Step 5: Paste Client Data Into Any AI
It is a tempting shortcut. It is also a fast way to lose control of the most sensitive records your clients ever hand you.
Firm Management November 2, 2026
HCVT is Now Holthouse, Establishes ESOP
Top 30 accounting firm Holthouse Carlin & Van Trigt, which has long been known as HCVT, has rebranded as Holthouse while also announcing on Oct. 29 that it has established an employee stock ownership plan.
Firm Management November 2, 2026
IRIS Expands Accountancy Portfolio with Launch of AI-Powered Document Management Solution
IRIS Document Management is now available in the UK and the US as a standalone solution or as part of an integrated bundle with IFM.
Firm Management October 30, 2026
Elliott Davis Adds Executive Search Practice
Top 50 accounting firm Elliott Davis is expanding its Human Capital advisory practice with the addition of an Executive Search practice, led by principals Brandon Bailey and Matt Barnes.
Webinars
November 18, 2026
CPE / IRS CE Webinar: Amended Individual Returns: Form 1040-X, Filing Rules & Best Practices
Amending an individual tax return requires careful attention to timing, documentation, filing requirements, and taxpayer expectations. This webinar explains common reasons returns must be corrected, the key differences between amended and superseded returns, and the requirements for filing Form 1040-X.
November 4, 2026
CPE Webinar: Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm
General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security.
October 14, 2026
Archived Webcast: Midterms and the Tax Agenda: What 2026 Could Mean for Tax Professionals
Oct 14 - In this session, hosts will examine the political and policy landscape heading into the midterms, including how polling, congressional race ratings, election forecasts, and prediction markets differ—and where each has limitations.
October 9, 2026
Archived Webcast: Digital Meets Personal – Why Your Firm Needs to Pair People With Tax Automation
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.