Top 25 U.S. accounting firm unifies audit methodology with Dynamic Assurance Solution (DAS) and becomes one of a select group of firms co-developing proprietary AI agents on Caseware's governed platform

NEW YORK, NY (Oct. 8, 2026) — Caseware, the leading AI platform for assurance and financial reporting, today announced that PKF O'Connor Davies, one of the nation’s largest accounting, tax and advisory practices, has adopted and implemented the AI-enabled Dynamic Assurance Solution (DAS) Suite powered by Caseware Verity, across its audit practice. The firm has also joined the Caseware Agentic Pioneer Program, a strategic co-development initiative that enables it to design and deploy proprietary AI agents on Caseware’s governed platform.

The DAS Suite, which includes DAS Audit, DAS PCR and DAS EBP, combines a modern, risk-based audit methodology with embedded AI, laying the foundation for an agentic future.

In addition to the DAS Suite, PKF O’Connor Davies also benefits from tax preparation solution, Caseware Taxflow, and Caseware IDEA, an audit analytics solution for full-population testing, anomaly detection and audit evidence.

Unifying Audit Methodology with DAS

The DAS Suite is an integrated, end-to-end audit platform that connects risk assessment, workpapers, financial reporting and related workflows into a single, secure cloud-native system with unified engagement data. It is powered by a transformative methodology developed by the AICPA, in partnership with audit professionals from leading firms, and enables a data- and risk-driven audit approach that eliminates disconnected tools and repetitive tasks, while enabling greater efficiency, audit quality and client value. The platform’s intelligent checklists and unified engagement data also enable audit teams to work more consistently and efficiently while maintaining rigorous quality standards.

"DAS stood out from other audit solutions because it was built by auditors, for auditors," said Kevin J. Keane, chief executive officer, PKF O'Connor Davies. "We’ve had a direct hand in shaping the platform and, together with Caseware Verity, it is a key part of our tech-forward strategy and the continued modernization of our audit approach.”

CPA.com served as a strategic implementation partner throughout the transition, providing guidance on implementation planning, data migration, training, and change management.

"Technology is an important part of the equation, but it’s also critical to get people, processes and data moving in the same direction," said Kalil Merhib, executive vice president, Growth & Professional Services at CPA.com. "PKF O'Connor Davies approached their transition like the profession leaders they are - with an eye on where audit is headed, not just where it stands today. That's what sets them up to scale with confidence."

Building Governed AI Directly into the Engagement with Caseware Verity

PKF O’Connor Davies’ adoption of the DAS Suite by Caseware Verity adds an AI intelligence and orchestration layer that operates directly inside assurance and financial reporting engagements. Unlike standalone AI assistants, copilots or single-task AI agents, Verity works within the engagement itself - drawing on engagement history, firm methodology, supporting documentation and professional standards to help practitioners identify risks, analyze documentation, and navigate through complex work with greater speed and confidence.

“As PKF O'Connor Davies looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a growing, forward-thinking practice," said David Marquis, chief executive officer of Caseware. “Our $100 million investment in Caseware Verity means leading firms like PKF O'Connor Davies get a trusted, governed platform to develop AI-enabled workflows, sharpen efficiency and capture growth in the agentic era.”

Shaping Assurance Through the Pioneer Program

As an Agentic Pioneer Program partner, PKF O’Connor Davies will get priority access to Caseware’s Agent Builder suite, including the Agent Workbench and governed MCP interfaces for firm-side agent development, along with Agent Studio, a no-code environment for building and deploying agents. Agents built by PKF O’Connor Davies will run inside the same governed environment as Caseware Verity, so every agent the firm creates carries the audit trail, methodology and context needed to stand up to regulatory scrutiny – rather than operating as a disconnected, one-off tool. “AI will have a meaningful role in the future of assurance, and we intend to help lead that conversation,” said Keane. “The Pioneer Program gives us a seat at the table to develop AI capabilities that serve our people and clients while preserving the rigor and accountability they expect from us.”

"Firms like PKF O'Connor Davies are leaning into the future of agentic audit. They're moving with intention, helping define what responsible AI looks like for the rest of the profession," said Marquis. "That's exactly what the Pioneer Program is built for: giving firms a smarter, more powerful and governed platform to build on, where agentic efficiencies are realized in a trusted environment."

About PKF O’Connor Davies

PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. “Know Greater Value” speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. “PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O’Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O’Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.

For more information, please visit pkfod.com, and follow us on LinkedIn and X (formerly Twitter).

About Caseware

Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware's platform powers audit, financial reporting, and compliance workflows for firms of every size - from regional practices to the world's largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence, and grow with confidence. Through precision, partnership, and innovation, we are powering trust in the global economy. For more information, visit Caseware.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

AI, innovation and practice transformation frame the agenda at premier event for forward-thinking firms

NEW YORK (Sept. 1, 2026) — Artificial intelligence and emerging technologies are accelerating change across the accounting profession, creating new opportunities for firms to rethink how they operate and deliver value. Celebrating its 15th anniversary in 2026, the Digital CPA (DCPA) Conference^® will bring together progressive practitioners, technology innovators and accounting firm leaders to explore the strategies, technologies and capabilities positioning their firms for long-term success.

DCPA26, hosted by CPA.com and the American Institute of CPAs (AICPA), will take place Dec. 6-9 at the Gaylord Pacific Resort & Convention Center in San Diego and live online.

This year's theme, "Vision to Velocity," reflects the shift from envisioning transformation to putting it into practice. By bringing together the right strategies, technology and talent, firms can turn ideas into action, accelerate progress, and create lasting value for their clients.

The three-day program will feature more than 40 sessions across audit and assurance, client advisory services (CAS) and business, and an expanded tax track, with more than 60 speakers sharing practical insights firms can apply across their businesses. Attendees will also have opportunities to connect at the resource center, engage with peers through networking events, receptions and roundtable discussions, and meet with more than 60 leading technology companies across tax, audit, CAS and practice management.

Featured keynote speakers will examine the forces transforming the profession and how leaders can build the capabilities needed to thrive amid rapid change. They include:

• Barry Melancon, chairman at Baker Tilly International, and Nitin Mittal, head of Global AI at Deloitte, will explore how firms can harness data and AI-powered transformation to drive competitive advantage, make more proactive strategic decisions and create new value for clients.
• Erik Brynjolfsson, senior fellow at the Stanford University Institute for Human-Centered Artificial Intelligence and director of the Stanford Digital Economy Lab, will examine how AI is reshaping the future of work and why reorganizing work around human and AI capabilities can unlock greater productivity and opportunity.
• Rachel Wilson, head of Wealth Management Data Security and Infrastructure Risk at Morgan Stanley, will explore the evolving cyberthreat landscape and how businesses can protect themselves against increasingly sophisticated attacks.
• Erik Asgeirsson, president and CEO of CPA.com, and leading practice innovators will explore how firms are accelerating transformation, advancing innovation and building AI-enabled capabilities across CAS, audit and tax to drive long-term growth and success.

"The firms that are succeeding today are taking a holistic approach to transformation — bringing together the right people, processes and technology to rethink how work gets done and create greater value for clients," said Asgeirsson. "This year's conference is designed to help firms put AI and emerging technologies into practice, build new capabilities and implement intentional strategies that drive sustainable growth."

Space is limited, and the conference continues to sell out every year. Registration for DCPA26 is now open. Practitioners who register by Sept. 30 can save $100. Group discounts are also available.

An upcoming pre-conference webcast on Sept. 24 at 2pm ET, featuring Pascal Finette, chief heretic and founder at radical, will explore how firms can adapt and stay competitive amid rapid change.

For more information about DCPA26, including the full speaker lineup and access to on-demand sessions, visit www.digitalcpa.com.

Media access: Reporters who would like press credentials to attend the event virtually or in-person can contact Lexie Matinog, Lexie.Matinog@hq.cpa.com.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

About AICPA

The American Institute of CPAs (AICPA) is the world's largest member association representing the CPA profession, with a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting. A founding member of the Association of International Certified Professional Accountants, the AICPA sets ethical standards for the profession, attestation standards, and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state, and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, partners across the profession to build future talent, and drives continuing education to advance the vitality, relevance, and quality of the profession.

Selected participants receive grant funding, coaching and access to accounting channel support

NEW YORK (August 4, 2026) — CPA.com, the trusted partner in accounting and finance transformation, and the American Institute of CPAs (AICPA) today announced the opening of applications for the 2027 Startup Accelerator cohort. The program helps early-stage technology companies accelerate growth while advancing innovation across the accounting and finance profession.

Early-stage technology companies developing AI-powered solutions across accounting, audit, tax and advisory are encouraged to apply for the 2027 Startup Accelerator. Selected participants receive a $25,000 grant, coaching and mentorship and accounting channel specific guidance from profession leaders, technology experts and experienced advisors. The cohort also gains opportunities to showcase their solutions at premier professional events, including AICPA ENGAGE and CPA.com's DCPA conference.

"Being part of the CPA.com Startup Accelerator has been one of the most valuable experiences in Kintsugi's growth,” said Pujun Bhatnagar, founder and CEO, Kintsugi AI. “The program gave us direct access to the CPA community's real pain points, sharpened how we think about product and go-to-market, and connected us with mentors and peers who genuinely wanted to see us succeed. It's rare to find a cohort this generous with its time and this sharp with its feedback."

The Startup Accelerator helps participants refine their products through direct engagement with accounting professionals while building relationships across the profession's innovation ecosystem. Now in its ninth year, the program continues to spotlight cutting-edge innovation reshaping the accounting profession. Learn more about past participants.

"The Startup Accelerator is a key part of CPA.com’s and AICPA's commitment to advancing innovation across the accounting profession," said Michael Cerami, EVP, CPA.com. "By connecting emerging technology companies with accounting leaders, we're helping founders better understand the evolving needs of firms and refine solutions that deliver meaningful value to practitioners. At the same time, it’s highly effective at helping us stay current with the latest technologies and how they benefit and support accounting and finance professionals."

To be eligible for consideration, companies should have:

• An innovative solution focused on accounting, audit, tax or advisory services
• A working product with active users
• Seed or pre-Series A funding (with some exceptions)

Applications for the 2027 cohort are open through Nov. 30, 2026. After the application process closes, a short list of applicants will be invited to pitch their solutions to a committee of subject matter experts. The new cohort will be announced in early 2027.

To apply, visit accelerator.cpa.com. For inquiries, contact Vendela Hale at vendela.hale@hq.cpa.com.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

About AICPA
The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting. A founding member of the Association of International Certified Professional Accountants, the AICPA sets ethical standards for the profession, attestation standards, and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state, and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, partners across the profession to build future talent, and drives continuing education to advance the vitality, relevance, and quality of the profession.

Program provides accredited U.S., Canada and U.K. colleges and universities with complimentary access to the same tax research technology trusted by more than 5,000 accounting firms

NEW YORK (July 16, 2026) — Blue J, the leading AI-powered tax research solution and CPA.com, the trusted partner in accounting and finance transformation, today announced Blue J's Academic Access Program. The program gives full-time faculty at accredited U.S., Canada and U.K. colleges and universities free access to Blue J's AI-powered solution, bringing real-world research tools into accounting classrooms.

Tax law changes faster than curricula can keep pace. The program closes that gap, helping students build lasting research judgment instead of memorizing rules that may soon be outdated.

"Tax moves too fast for static answers," said Benjamin Alarie, CEO and co-founder of Blue J. "Blue J's Academic Access Program puts self-directed research tools in students' hands, so they leave knowing not just what the law is, but how to find out what it becomes."

Building research judgment, not just tool familiarity

Rather than just teaching students to operate software, the program is designed to build the underlying research judgment that makes tax professionals effective throughout their careers — the ability to frame a complex question, identify authority that bears on it, weigh competing interpretations and construct a defensible, well-sourced answer. Through the program, students learn to:

• Ask sharper questions — framing complex tax issues and following up with the right lines of inquiry
• Verify against authority — checking every conclusion against cited sources rather than taking answers on faith
• Weigh competing positions — working through multiple defensible readings of real-world questions
• Build a defensible answer — producing structured, sourced analysis that holds up to scrutiny

Faculty accepted into the program can also use Blue J for their own research and scholarship, in addition to classroom instruction.

"The accounting profession is being reshaped by AI, and the firms that thrive will be the ones staffed by professionals who know how to use it," said Erik Asgeirsson, president and CEO of CPA.com. "By putting a leading AI tax research tool like Blue J into the classroom, we're helping give the next generation of CPAs and tax professionals a head start on the skills they'll rely on for the rest of their careers."

To further support the next generation of accounting talent, CPA.com is making a donation to the AICPA Foundation in recognition of Blue J's commitment to providing academic access to its platform.

"We're at a defining moment for the profession, one increasingly defined by human judgment, trust, and the ability to lead through complexity," said Mark Koziel, president and CEO of the American Institute of CPAs (AICPA). "New associates are already expected to exercise real judgment from day one. Integrating real-world scenarios and AI tools like Blue J into university curriculums builds those critical competencies earlier, so new graduates are ready to lead as anticipatory advisors from the start."

Eligibility and how to apply

The program is open to full-time professors, lecturers, or instructors — and their students — at accredited U.S., Canada and U.K. universities and colleges teaching tax, law or accounting. It excludes practitioners billing client or firm work, commercial users and non-accredited institutions.

Faculty apply with their name, institutional email and job title; Blue J reviews eligibility within a few business days. Approved faculty and their students can begin using Blue J right away, with no added setup.

For more details or to apply, visit bluej.com/academic-access.

Learn more at the AICPA & CIMA Faculty Hour Series

Academics interested in learning more are also invited to join the next AICPA & CIMA Faculty Hour session on Friday, July 17, 2026, at 2 p.m. EDT.

About Blue J
Blue J is the leading AI-powered tax research solution, delivering defensible tax answers in seconds — all backed by a rigorously curated content library. Founded in 2015, Blue J is trusted by thousands of organizations, including Big Four firms and Fortune 100 companies. With over 10 million tax questions answered to date, Blue J empowers tax professionals to spend less time researching and more time applying their judgment where it matters most.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

NEW YORK, July 13, 2026 - Caseware, the leading AI platform for assurance and financial reporting, today announced that Citrin Cooperman, the premier professional services provider for private, middle-market businesses and high-net-worth individuals, has adopted the AI-enabled Dynamic Assurance Solution (DAS) Suite. The DAS suite, powered by Caseware, will further advance Citrin Cooperman & Company, LLP’s (the “Firm”) commitment to innovation, audit quality, professional development, and scalable growth.

The firm has implemented the full DAS Suite, including DAS Audit, DAS PCR, and DAS EBP, providing a unified audit platform that enables greater consistency, enhanced collaboration, and data-driven insights across its assurance practice. The initiative reflects the Firm’s commitment to equipping its professionals with modern tools that improve efficiency and strengthen the client experience.

"Our investment in DAS is part of a broader commitment to innovation across the Firm," said Jessie Kanter, Assurance Innovation Leader at Citrin Cooperman & Company, LLP. "As AI and emerging technologies continue to reshape the profession, we're focused on empowering our professionals with intelligent tools that enhance audit quality, accelerate learning, and enable us to scale effectively while preserving the critical thinking and professional judgment that our clients value.”

The adoption of DAS is another step in Citrin Cooperman's broader effort to integrate AI-enabled capabilities and advanced technologies throughout the Firm. By leveraging Caseware Verity, which embeds methodology, guidance, and data-driven insights directly within the audit workflow, the Caseware AI platform helps professionals make more informed decisions, streamline engagement execution, and focus more time on higher-value analysis and client service.

“Firms like Citrin Cooperman & Company, LLP recognize that the greatest value comes from combining deep audit expertise with intelligent, governed workflows that help professionals become more efficient and accelerate time to value for clients,” said David Marquis, chief executive officer of Caseware. “That's exactly the vision behind Caseware Verity, and we're proud to build the agentic platform that enables the firms that are building the next generation of assurance."

Strengthening Professional Development and Audit Quality

For Citrin Cooperman & Company, LLP, the adoption of DAS is about both talent development and technology.

"What resonated with our teams was the ability to access information and insights within the engagement itself," Kanter added. "When professionals can better understand the reasoning behind audit procedures and conclusions, they build stronger technical knowledge and professional judgment. That's an important investment in both quality and the future of our profession."

Supporting a Successful Transformation

CPA.com served as a strategic implementation partner throughout the transition, providing guidance on implementation planning, data migration, training, and change management.

"Successful transformation requires more than implementing new technology," said Kalil Merhib, Executive Vice President, Growth & Professional Services at CPA.com. "It requires aligning people, processes, and data across the organization. We worked closely with Citrin Cooperman & Company, LLP to support a thoughtful transition that reinforces consistency across teams while positioning the Firm for continued growth."

The implementation reinforces Citrin Cooperman's long-term commitment to innovation, continuous improvement, and investment in technologies that enhance the professional experience and maximize value for clients.

About Citrin Cooperman
Citrin Cooperman is the nation’s premier accounting, tax, and advisory provider for private, middle-market businesses and high net-worth individuals. Consistently recognized as a great place to work and among the fastest growing top 20 U.S. firms, our more than 3,600 professionals focus on what counts to positively impact the lives of our people, clients, and communities. Our commitment to outstanding client service, professional excellence, and deep industry expertise underpins a strategic growth approach that powers our dynamic, innovative culture.

Citrin Cooperman is an independent member firm of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL), one of the world’s leading accountancy and advisory networks with over 37,000 professionals in 563 offices across 116 countries. All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, and Citrin Cooperman Advisors LLC serve clients’ business needs in an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. Citrin Cooperman & Company, LLP, a licensed independent CPA firm, provides attest services and Citrin Cooperman Advisors LLC provides business advisory and nonattest services. Learn more about Citrin Cooperman at www.citrincooperman.com.

About Caseware
Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware’s platform powers audit, financial reporting, and compliance workflows for firms of every size - from regional practices to the world’s largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence and grow with confidence. Through precision, partnership and innovation, we are powering trust in the global economy. For more information, visit Caseware.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.