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program closes that gap, helping students build lasting research judgment instead of memorizing rules that may soon be outdated.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.

Top 20 U.S. accounting firm adopts the full DAS Suite to deliver consistent, intelligent audit methodology across multi-vertical engagements

NEW YORK (June 25, 2026) – Caseware, the leading AI platform for assurance and financial reporting, today announced that EisnerAmper, one of the largest accounting and advisory firms in the United States, has adopted the Dynamic Assurance Solution (DAS) suite, across its assurance practice. This comprehensive, cloud-based audit platform — including modules for preparation, compilation, and review engagements and employee benefit plan audits — enables EisnerAmper to deliver a consistent, data-driven audit methodology across a wide range of client industries and engagement types. More than 1,100 EisnerAmper professionals are now using the DAS suite to execute audits, and the firm has already completed over 1,500 client engagements using the new system. The adoption also marks the beginning of a longer strategic partnership, as EisnerAmper looks to Caseware as the platform on which it will build out its agentic AI capabilities.

DAS is an integrated, end-to-end audit platform that connects risk assessment, workpapers, financial reporting, and related workflows in a single secure cloud-based system. Built through a multi-year collaboration of the American Institute of CPAs (AICPA), CPA.com, and Caseware, DAS provides a modern, risk-focused approach to auditing. The platform's intelligent checklists and unified engagement data help eliminate disconnected tools and repetitive tasks, enabling audit teams to work more consistently and efficiently while maintaining rigorous quality standards.

For a firm like EisnerAmper — serving clients across financial services, private equity, real estate, life sciences, technology and other sectors — audit consistency and quality are paramount. The firm's broad assurance practice encompasses very different types of engagements. "Implementing a unified audit solution has been essential so that every audit, regardless of industry, follows the same high standards and risk-focused methodology," said Phillip Austin, Partner-in-Charge of EisnerAmper's National Office and Chief Risk Officer for Assurance. "Our goal was to drive audit quality, efficiency, and a better client experience, all in a way that meets the complexity of our clients' businesses and our profession's rigorous standards."

To that end, EisnerAmper's DAS adoption was rolled out deliberately and in phases, rather than through an overnight switch. This measured approach enabled staff to have the training and support needed to adopt the new system confidently. The firm worked closely with CPA.com, — an affiliate of the AICPA and a key collaborator on the DAS Suite — to design a tailored implementation and training program. "We invested in robust training, pilot projects and change management so our people were well prepared," said Jess Estrella, Assurance Technology and Innovation Leader for EisnerAmper's Assurance practice. "Professional readiness was prioritized over speed, allowing our teams to embrace the new platform without disrupting service quality."

The new unified audit platform is already delivering meaningful benefits for EisnerAmper. By automating administrative steps and providing built-in guidance and analytics, the system frees up auditors to focus on higher-risk areas and strategic insights.

"As EisnerAmper looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a multi-vertical practice at scale," said David Marquis, CEO of Caseware. "Our $100 million investment in Caseware Verity ensures leading firms like EisnerAmper have a trusted, governed platform to build AI-enabled workflows, drive efficiency and unlock growth in the agentic age."

Dedicated training and implementation support EisnerAmper's adoption

"EisnerAmper's success is a direct reflection of the intentionality they brought to this rollout," said Kalil Merhib, executive vice president, Growth & Professional Services, CPA.com. "From the start, they invested in strong champion leadership, a methodical change management approach, and a genuine commitment to embracing everything DAS has to offer. That kind of organizational discipline, combined with the collaborative partnership we've built together, is what drives real adoption — and it's what sets EisnerAmper apart."

Looking ahead, EisnerAmper plans to continue evaluating innovative solutions within Caseware's platform, including AI-powered tools such as Extractly and Validate, with the goal of further embedding agentic AI directly into its engagement workflows over time.

About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms in the U.S., with over 4,500 employees and more than 450 partners across the country. EisnerAmper provides audit, accounting, advisory, consulting, and tax services to a broad range of clients across many industries, including financial services, real estate, technology, healthcare and life sciences, and private equity. For more information, visit eisneramper.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.

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.

Award recognizes accounting and finance pioneers helping to reshape the profession

NEW YORK (June 10, 2026) — CPA.com, the trusted partner in accounting and finance transformation, today opened submissions for the 2026 Digital CPA (DCPA) Innovative Practitioner Award. The annual award recognizes practitioners who demonstrate forward-thinking leadership and innovative approaches that inspire positive change across the accounting profession.

"Accounting professionals of all levels and across every practice area are driving innovation and rethinking how they work, serve clients and shape the future of their firms," said Michael Cerami, EVP, CPA.com. "The DCPA Innovative Practitioner Award spotlights that leadership and ingenuity, and the practitioners who are moving the profession forward."

The 2026 recipient will be recognized at CPA.com’s DCPA Conference, taking place Dec. 6–9, 2026, in San Diego. The premier event brings together more than 1,000 progressive firm leaders and practitioners to learn and exchange insights on the transformative technologies and business strategies reshaping the future of accounting.

The Innovative Practitioner Award winner will receive complimentary conference registration and benefit from profession-wide recognition at the event and through CPA.com media and social media channels. The individual’s organization will also have the opportunity to highlight the achievement with their clients, customers, staff and key stakeholders.

Self-nominations and nominations from peers or colleagues are welcome. Applications close late July.

Submit a nomination or learn more about the award criteria visit the CPA.com Digital CPA Innovative Practitioner Award page.

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 resource gives firm leaders a strategic framework to help make informed technology decisions around artificial intelligence.

NEW YORK (June 9, 2026) — CPA.com, the trusted partner in accounting and finance transformation, today released Build vs. Buy: The Decision Framework for AI in Accounting Firms, a practical guide to help firm leaders make strategic AI investment decisions. The resource is part of CPA.com’s ongoing AI initiative, which aims to accelerate the profession’s understanding and application of this transformative technology.

“The firms that will differentiate in the AI era are not necessarily the ones moving the fastest — they're the ones moving most intentionally,” said Michael Cerami, EVP, CPA.com. “Each technology decision is also a business model decision. Leaders who understand this will build practices that are more adaptable, more resilient and better positioned to deliver long-term value to clients."

Developed by the CPA.com AI Working Group — a task force made up of firm, finance and technology leaders from across the profession — and in collaboration with radical, an innovation and business transformation consulting firm, the framework guides firms through a three-condition decision model and a six-question litmus test for evaluating AI capabilities and tools.

Key focus areas include:

• When to build vs. buy vs. build around — A three-condition model covering one-off utilities, core competencies, and commodity systems, with a capability grid for plotting any AI tool by how unique and how strategic it is to the firm.
• The six-question litmus test — A structured set of questions to help leadership assess uniqueness, differentiation potential, ownership, vendor risk and security maturity before committing to any approach.
• The vibe-coding iceberg — A breakdown of the hidden operational, risk, governance and people costs that firms consistently underestimate when a promising prototype is mistaken for production-ready software.
• Common failure patterns — Practical guidance on avoiding shadow IT, cross-client data leakage, pricing-model whiplash, key-person risk and maintenance blind spots.

The framework complements CPA.com’s AI Solution Due Diligence Guide for Accounting Firms, which provides deeper guidance for firms that have made a buy decision and are evaluating AI solution partners.

The CPA.com AI working group continues to explore emerging opportunities and challenges in AI, and will help deliver practical insights, guidance, tools and resources to support practitioners on their AI journeys.

To access the framework and additional AI-focused tools and resources, visit CPA.com/AI.

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.