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CAS

Wolters Kluwer to Launch New CCH Axcess Advisor System

Technology December 15, 2025 

Wolters Kluwer to Launch New CCH Axcess Advisor System

Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season.

Featured Articles

December 12, 2025  

Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025

December 12, 2025  

What Is CAS (Client Advisory Services)? – The Accounting Technology Lab Podcast – Oct. 2025

December 8, 2025  

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy

November 25, 2025  

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

November 21, 2025  

Sax Adds SCL Consulting in Maryland
Deloitte U.S. to Trim Risk and Financial Advisory Staff by 3%

Firm Management April 24, 2023 

Deloitte U.S. to Trim Risk and Financial Advisory Staff by 3%

Overall, the Big Four firm will be letting go of roughly 1,200 employees, or 1.5% of its 80,000-person U.S. workforce.

Jason Bramwell

financials_pixabay user 6689062-2860753_1920

Firm Management April 21, 2023 

How Offering Financial Planning Can Enhance Your Credibility as an Accountant

When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.

EY is Laying Off 3,000 Employees in the U.S.

Firm Management April 18, 2023 

EY is Laying Off 3,000 Employees in the U.S.

The job cuts come less than a week after EY shelved a yearlong plan to restructure the firm globally.

Jason Bramwell

The Technology Lab Podcast – Review of Microsoft Power Query – April 2023

Accounting Technology Lab Podcast April 11, 2023 

The Technology Lab Podcast – Review of Microsoft Power Query – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Microsoft Power Query, Microsoft’s Data Connectivity and Data Preparation technology.

Brian Tankersley, Randy Johnston

How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced

March 29, 2023  Sponsored

How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced

You want your clients to have a seamless experience you can manage and the client can use with ease, while also using the data to help the client grow their business.

Top Reasons to Switch to Advisory Services and the Tools to Get You There

Taxes March 28, 2023 

Top Reasons to Switch to Advisory Services and the Tools to Get You There

Many firms that offer advisory services see a positive impact on relationships with clients, financial growth, and more. 

clients1

Taxes March 27, 2023 

How Client Conversations Can Turn Tax Season Into Opportunity Season

This offers ideal opportunities to strengthen client relationships and even potentially put better processes and procedures in place ahead of next year’s tax season.

Jeannie Ruesch

How Firms Can Use Payroll to Build Trust with Clients

Advisory March 10, 2023 

How Firms Can Use Payroll to Build Trust with Clients

Having insights into payroll also can allow accountants better insight into tax credits that clients may qualify for.

How to Set Fees for Advisory Services Engagements

Advisory February 28, 2023 

How to Set Fees for Advisory Services Engagements

You already know that hourly billing is archaic, punishes you for being efficient, limits your earning potential, and is generally a terrible idea.

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting February 21, 2023 

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting thought leaders convened in New York City Feb. 20-22, 2023, for CPA Practice Advisor's 13th annual Accounting Thought Leader Symposium.

Isaac M. O'Bannon

AuditFile Partners with AuditClub for Audit Efficiency and Quality

Accounting February 9, 2023 

AuditFile Partners with AuditClub for Audit Efficiency and Quality

New AuditFile software feature helps firms connect with AuditClub fractional auditors to complete audits and reviews under tight deadlines

3 Ways Retirees Can Make Money From Home

January 24, 2023 

3 Ways Retirees Can Make Money From Home

Retirees have options to turn their lifelong work experience into profitable, work-from-home jobs.

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