Tax transformation leader to help firms navigate emerging technologies and modern service models

NEW YORK, NY (March 10, 2026) — CPA.com, the trusted partner in accounting and finance transformation, announced that Brandon Allfrey, CPA, CGMA has joined the organization as Senior Director, Tax Transformation. Allfrey brings extensive experience in tax practice leadership and technology-driven transformation that will further advance the organization’s efforts to support firms in the shift from compliance-only tax services toward higher-value, advisory-driven offerings.

In this new role, Allfrey will drive CPA.com’s tax transformation vision, leading practice development and service delivery strategies enabled by technology to help firms modernize their tax practices, improve efficiency and unlock new growth opportunities.

Prior to joining CPA.com, Allfrey served as a partner and tax practice area leader at Squire & Company, a Top 100 firm, where he directed firmwide tax transformation initiatives and technology adoption strategies. He has also held volunteer leadership roles with the AICPA, including the Tax Practice Management Committee, and is a graduate of the AICPA Leadership Academy.

“Early in my career, I saw firsthand how technology can elevate the quality and effectiveness of tax services. Since then, I’ve focused on reimagining how firms bring together their people, processes, and technology,” said Allfrey. “I’m excited to help firms strengthen their role as trusted advisors through emerging technologies, modern service models, and advisory-focused mindsets that shape the future of tax.”

To learn more, visit www.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.

Program advances AI-driven innovation across accounting and finance

NEW YORK, NY (March 3, 2026) — CPA.com and the American Institute of CPAs (AICPA) today announced the 2026 participants of the Startup Accelerator, which fosters the growth of early-stage technology companies benefiting the accounting and finance profession. The cohort, which kicks off this week at the companies’ headquarters in New York, includes five startups harnessing artificial intelligence to drive efficiencies and enhance value across accounting, tax and workflow.

Selected companies receive strategic guidance and executive coaching from senior leaders at AICPA and CPA.com, along with members of the program’s advisory board, to help sharpen their value proposition and accelerate growth at scale. They also gain the opportunity to showcase their solutions at key profession events throughout the year, including AICPA ENGAGE and Digital CPA (DCPA), the premier conferences for the CPA community.

“We’re at a pivotal moment for the profession, where the acceleration of AI-enabled solutions is creating unprecedented opportunities to reshape how firms operate, fuel innovation and deliver more value as trusted advisors,” said Erik Asgeirsson, president and CEO, CPA.com. “The Startup Accelerator program is critical in helping connect firms and finance teams with breakthrough technologies purpose-built for the profession, enabling them to respond to growing client demands and accelerate their shift toward more strategic, advisory-driven offerings.”

The 2026 selected companies include:

• Adaptive — An AI-native accounting platform for construction, combining financial data, project context and agentic AI to automate accounting work and identify profit fades before it happens.
• AuditPro.ai — A suite of turnkey AI applications tailored for financial statement audits and reviews, helping firms adopt AI affordably and quickly.
• Kintsugi — Builds global AI-powered indirect tax compliance infrastructure, enabling modern businesses to calculate, file and remit transaction taxes across every jurisdiction with confidence.
• Ping Assistant — An AI-powered intelligence platform that captures client and firm context to surface revenue opportunities, reduce administrative work and give firm leaders real-time visibility.
• Truss — The first AI-native, complete tax workflow platform — from client intake, workpapers, prep, through delivery — with a unique focus on ease of use for clients.

For more information about the 2026 Startup Accelerator cohort, visit accelerator.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 397,000 members and 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.

A recent survey from tax research solutions provider BlueJ, in cooperation with CPA.com, found that 54% of tax practitioners use some form of AI in their research, and 86% agree that firms that use AI have a competitive advantage over firms that do not.

Article source: https://www.accountingtoday.com/news/54-use-ai-in-tax-research-but-search-engines-remain-prominent

Auditors adopting new tech and methods, but many lag behind CPA.com's annual Audit Transformation Survey found that while audit technology is evolving and the adoption of modern audit methodologies is beginning to accelerate, firms are only just starting to embrace them, meaning a significant proportion of professionals have yet to enact dramatic changes to their practices.

Article source: https://www.accountingtoday.com/news/auditors-adopting-new-tech-and-methods-but-many-lag-behind

Erik Asgeirsson, president and CEO of CPA.com, and Kim Blascoe, senior director of CAS professional services at CPA.com, were named Accounting Today’s Top 100 Most Influential People in Accounting, recognizing thought leaders and change-makers shaping the future of the profession

Article source: https://www.accountingtoday.com/report/the-2025-top-100-most-influential-people-in-accounting