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Technology

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

Firm Management June 11, 2026 

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

One of the most immediate benefits appeared during client onboarding.

Featured Articles

June 10, 2026  

Canopy Releases Close Automation to Customers in Open Beta

June 10, 2026  

The Case for Standardizing Audit Data Intake Before Busy Season Hits

June 10, 2026  

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

June 10, 2026  

Xero Adds Free Standard ACH

June 9, 2026  

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

Firm Management June 11, 2026 

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

One of the most immediate benefits appeared during client onboarding.

Canopy Releases Close Automation to Customers in Open Beta

Technology June 10, 2026 

Canopy Releases Close Automation to Customers in Open Beta

The module has evolved into a native system of record that unifies client workflows with general ledger data to automate ledger monitoring, issue surfacing, and reporting, Canopy says.

Jason Bramwell

The Case for Standardizing Audit Data Intake Before Busy Season Hits

Technology June 10, 2026 

The Case for Standardizing Audit Data Intake Before Busy Season Hits

The goal isn’t to fix everything at once. It’s to stop repeating the same friction on every new client.

Justin Pulgrano

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

Technology June 10, 2026 

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

The integration delivers concrete benefits across the audit workflow:

Xero Adds Free Standard ACH

Technology June 10, 2026 

Xero Adds Free Standard ACH

To ease this process, Xero has announced that standard ACH bill payments are now free for all U.S. Xero business plan customers

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

Technology June 9, 2026 

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.

Isaac M. O'Bannon

People Are Using AI to Do Their Taxes. Nobody Is Checking the Work

Taxes June 9, 2026 

People Are Using AI to Do Their Taxes. Nobody Is Checking the Work

This is the part of the AI-in-tax conversation that the profession has largely missed.

Michael Cutajar

MindBridge Expands Audit and Assurance Platform

Technology June 9, 2026 

MindBridge Expands Audit and Assurance Platform

The new capabilities are designed to help audit and assurance professionals modernize risk assessment, focus audit attention more effectively across full-population financial data, and scale analytics-driven workflows across increasingly complex engagements.

Jason Bramwell

Ignition Says It’s Taking an Open Ecosystem Approach to AI

Technology June 8, 2026 

Ignition Says It’s Taking an Open Ecosystem Approach to AI

As AI reshapes the accounting technology landscape, Ignition says it's taking an open ecosystem approach that connects firms, partners, and AI tools rather than asking firms to operate inside a single platform.

Jason Bramwell

Expensify Launches MCP for AI-Powered Expense Management

Technology June 8, 2026 

Expensify Launches MCP for AI-Powered Expense Management

Users can securely access and analyze Expensify data through natural language queries.

Isaac M. O'Bannon

Fieldguide Rolls Out Long-Horizon Agent for Audit Testing

Technology June 8, 2026 

Fieldguide Rolls Out Long-Horizon Agent for Audit Testing

Fieldguide, an agentic AI-native platform for audit and advisory, has launched Field Orchestrator, which the company says is purpose-built to plan and execute end-to-end audit engagements. 

Jason Bramwell

Digits Unveils Agentic Close for Accounting Firms

Technology June 8, 2026 

Digits Unveils Agentic Close for Accounting Firms

AI-native accounting platform Digits has launched Agentic Close, an end-to-end close system that continuously collects, books, reconciles, schedules, reviews, and reports on financial activity as it enters the ledger.

Jason Bramwell

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