Type
Topic
Training tax staff when AI does the prep
The skills tax professionals need to build a career haven’t changed. The path we used to build them is disappearing. ...
How AI can help your firm move faster during tax season
Here’s a tax season truth: the biggest bottleneck in most firms isn’t capacity or effort. It’s friction. After more than...
How firms are turning sales tax into proactive advisory
For years, sales tax lived in the “periodic compliance” bucket. Gather the data, file the returns, document the work, and...
AI adoption in accounting is rising, but trust lags
AI isn’t coming to accounting, it’s already here. From auto-classifying transactions to enhancing audit procedures, the technology is embedding itself...
Why AI research is now essential for tax firms
Tax research is no longer just about looking up answers—it’s about enabling your firm to move faster, reason more confidently...
How top firms are turning AI talk into action
Last month, I had the pleasure of attending the 2025 BILL and CPA.com Accountant Partner Council, where, for two and...
The e-invoicing revolution: How firms can help clients navigate complex global tax requirements
For both accounting firms and their clients, what’s not to like about e-invoicing? Removing paper-based filing from the equation promises...
Shaping the future: 6 Takeaways from the AICPA and CPA.com AI Symposium
At the 2nd annual 2025 AICPA and CPA.com AI in Accounting and Finance Symposium, accounting and finance leaders, technology solution...
Navigating sales tax compliance: The role of technology in a post-Wayfair world
Sales tax management software for remote sellers has become a required tool. Here we’ll explore the role of sales tax...
AI for tax research? At small firms, it’s a game changer.
Ask anyone working in a smaller accounting firm whether they feel they have enough resources to do their job correctly...
Clients overpaying SALT? They need your help. Here’s how to get started.
Are your clients overpaying their sales and local taxes (SALT)? The odds are good – and the more complex their...
Mastering AI Adoption: 3 Change Management Steps for Transformative Success
Artificial intelligence (AI) is no longer a distant concept—it’s already here, shaping how your firm operates, often without you even...