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.

Angel Zhen, CPA, recognized for efforts in automation, efficiency and advancing modern advisory model

NEW YORK, NY (Dec. 8, 2025) — CPA.com, the trusted partner in accounting and finance transformation, named Angel Zhen, CPA, as the recipient of the 2025 Digital CPA Innovative Practitioner Award. The annual award recognizes practitioners who demonstrate forward-thinking leadership and innovative approaches that inspire positive change across the accounting profession.

“As a solo practitioner, I have seen how much freedom and impact you can create when you design your firm with intention and lean into innovation,” said Zhen. “This recognition reflects the future of the profession, where CPAs combine technology, better systems and deeper advisory to serve clients at a higher level without burning out. My focus has been to show that a one-person firm can be both highly profitable and deeply human, and I am grateful that work is resonating.”

Zhen is redefining how sole practitioners can operate at scale by pairing modern technology, streamlined workflows, and intentional practice design. His approach has enabled faster delivery, greater advisory capacity, and a more sustainable model for solo firm owners seeking operational efficiency without sacrificing client experience or value.

Earlier this year, Zhen introduced The Profitable Solopreneur Playbook, which has helped more than 200 practitioners modernize processes, strengthen firm performance, and build freedom-focused practices. He was also selected to participate in the 2025 AICPA Leadership Academy, a program that identifies and supports emerging leaders within the profession.

“The DCPA Innovative Practitioner Award recognizes practitioners who are committed to finding better, smarter ways to serve their clients and strengthen their firms,” said Michael Cerami, EVP, CPA.com. “Angel has shown how a solo practitioner can use modern systems to support mundane tasks, accelerate delivery and create more opportunities for meaningful advisory conversations. His willingness to share those insights with others reflects the type of leadership and innovation this award is designed to celebrate.”

Zhen was recognized at Digital CPA, CPA.com’s annual conference for progressive practitioners focused on innovative technologies and business strategies impacting the accounting and finance landscape.

Barrett Young, CPA, marketing and tax partner, GWCPA, and Rose Araghchy, CPA, founder and principal, R2 Advisors PC, were named runners-up for the award.

Young is leading a shift within his firm toward subscription-based pricing and more transparent client engagement. He has helped implement AI-enabled processes and EOS-driven workflows that support stronger collaboration, clearer communication, and more streamlined client experiences. Young also shares insights with the profession through his firm’s YouTube channel and his podcast, The Art of Succession, where he spotlights challenges and opportunities facing small business owners navigating transition.

Araghchy developed the Financial Strategy Integration Framework (FSIF), a patent-pending model that unifies operations, tax and finance into one integrated, data-driven system. Under her leadership, R2 Advisors has embedded AI-assisted compliance layers, automation-enabled review systems and predictive financial dashboards that turn static reporting into actionable strategy. She also created the Catalyst Collective, an internal innovation lab that pilots new automation and data solutions designed to support clients’ long-term decision-making.

“What’s most powerful about all three of the practitioners recognized this year is their willingness and commitment to share their strategies with others,” Cerami noted. “It’s core to what makes this profession great.”

To learn more about this year’s recipients, as well as the other distinguished nominees shaping the future of the profession, 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.

• Enhancements incorporate firm-led feedback, furthering DAS’s position as the leading audit platform built by the profession for the profession
• Industry content available across all major sectors

NEW YORK, NY (Dec. 8, 2025) — The AICPA and CPA.com today announced additional standards coverage, content and functionality for the AICPA Dynamic Audit Solution (DAS). Recent product releases deliver significant enhancements that refine the user experience, optimize functionality for engagements of all sizes, and expand applicability of the tool across all major industry sectors and standards.

Shaped directly from practitioner feedback, the updates improve the audit experience through automation and redesigned risk and internal control evaluation workflows. The releases also broaden market reach by covering audits conducted in accordance with the American Institute of CPAs (AICPA) and Public Company Accounting Oversight Board (PCAOB) standards.

DAS, powered by a transformative methodology developed by the AICPA in partnership with audit professionals from leading firms, reimagines the audit process with a data- and risk-driven approach that enhances efficiency, promotes a higher quality audit, and deepens the use of data to strengthen value delivered to clients. It’s built on the Caseware Cloud platform and is the profession’s most advanced and only fully integrated, end-to-end, cloud-based audit solution.

Key enhancements now include:

• Coverage of both private and public company standards: The solution now supports audits of public, private, non-profit and governmental entities.
• Enhanced risk workflow: The redesigned risk workflow introduces an intuitive and flexible approach to risk assessment and response.
• Scalability for all engagement types: DAS scales across engagement types, delivering comprehensive capabilities for complex audits with multiple entities, multiple regulatory requirements and large volume of transactions, while remaining efficient and adaptable for audits of smaller, less-complex entities.
• Advanced data analytics and intelligence: DAS continues to evolve its data-driven pillars through improvements to analytic tools, optimizing data reuse and AI-powered suggestions in a single, connected workflow. Enhanced carryforward, central planning and performance optimization empower firms to perform audits with greater efficiency.

In addition to DAS’s robust capabilities, a key differentiator is the dedicated support offered through CPA.com to assist firms with adoption readiness, including comprehensive implementation consulting, training and migration services to guide firms through the entire audit transformation journey.

Firm adoption and support

DAS adoption is accelerating within an increasing number of Top 25 firms progressing toward full migration. Usage is also expanding within firms of all sizes, underscoring DAS’s significant market impact as firms transform their audit practices. As firms increasingly recognize the advantages of a unified, integrated suite of applications, adoption of the OnPoint Suite (OnPoint DAS, OnPoint EBP, OnPoint PCR and OnPoint Audit) continues to advance with more than 27,000 active seats on the platform.

Schneider Downs & Co., Inc., a Top 60 Firm, is adopting DAS to support their audit transformation journey. Jeanne Barrett, a shareholder at the firm, commented:

“We appreciate being able to work closely with the DAS team to provide real-time feedback and then see that change reflected in the solution. DAS stands out not only for its advanced and purposeful methodology, but also for its flexibility and agility. The team’s responsiveness ensures that our needs as practitioners are heard and addressed, allowing us to deliver high-quality audits with greater efficiency.”

Ready for what’s next: A future-proof foundation for audit quality

With functionality that supports firms’ entire audit practices, including Employee Benefit Plans, Preparations, Compilations and Reviews, Government, Non-Profit and Commercial Financial Statement audits and integrated audits, DAS positions firms to thrive as standards and regulatory requirements continue to evolve, and engagement teams require new skillsets. The platform’s commitment to continuous improvement ensures that DAS evolves with regulatory changes, keeping audit quality, efficiency, and usability at the forefront.

To learn more or schedule a demo, visit cpa.com/DAS.

Audit transformation survey report

As a continued commitment to providing practice strategies to CPA firms, CPA.com and AICPA are releasing an audit transformation survey report that captures insights from firms of all sizes, offering benchmarks to measure progress, identify emerging trends, and highlight strategies that are driving innovation in audit practices. The report is based on a nationwide audit benchmark survey, conducted May through August 2025, with data collected from participating firms having audit practices that complete a minimum of two or more engagements annually. Sign up to receive a copy of the report as soon as it’s released.

About Dynamic Audit Solution (DAS)

DAS is the profession’s leading co-created audit platform, delivering transformative methodology, a guided approach, and practitioner-driven innovation for firms of all sizes.

For more information, visit CPA.com for the full announcement.

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.

King of Prussia, PA – December 5, 2025 - Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, and CPA.com, the trusted partner in accounting and finance transformation, today announced an expansion of their partnership to include an AI-driven solution in collaboration with Kintsugi. The application helps accounting firms of all sizes and tax expertise deliver automated, accurate, and scalable sales tax compliance for clients.

Building on years of trusted partnership, Vertex and CPA.com are bringing advanced artificial intelligence and automation to the forefront of sales tax compliance. This enhanced solution enables Client Advisory Services (CAS) and State and Local Tax (SALT) teams to assess exposure, automate registration and filing, and manage ongoing compliance with confidence and efficiency. Through the expanded CPA.com Firm Advisor program, firms can now either manage clients’ compliance directly through a white-labelled platform or refer clients for hands-free automation supported jointly by Vertex and Kintsugi. Both options include dedicated support and seamless integration with leading ERP, billing, and e-commerce platforms. Teams benefit from fast setup, transparent workflows, and integrated reporting, enabling CAS and SALT teams to extend services confidently and efficiently.

“This launch marks an important next step in our journey to serve the accounting community,” said Bradd Wildstein, Vice President, Partner Sales at Vertex. “Through our partnership with CPA.com and Kintsugi’s advanced AI capabilities, we’re helping CPA firms unlock new revenue streams and simplify return filing with innovative automation.”

The expanded application, underpinned by Vertex and Kintsugi technology, delivers end-to-end sales tax compliance from exposure analysis and registration to filing and reporting, supported by real-time monitoring and proactive accuracy controls. CPA.com adds value through its Firm Advisor Program, offering flexible partnership models and expert guidance that help firms scale, serve multi-jurisdictional clients, and unlock new advisory revenue opportunities.

“We are building on our long-standing relationship with Vertex and adding new AI-powered capabilities,” said Michael Cerami, EVP, CPA.com. “By making sales tax compliance easier, more accurate and scalable, we can help practitioners focus on what matters most: building trusted relationships and delivering real value, while making it easier for mid-market and SMB firms to access enterprise-level compliance that is right-sized for their business.”

Vertex, CPA.com, and Kintsugi will showcase the enhanced application and share insights on the future of AI in tax advisory services at the upcoming Digital CPA Conference, December 7-10 in Washington, D.C. As a proud sponsor for the past decade, Vertex continues its long-standing commitment to this premier event. To learn more, visit booth #47. Firms can also learn more about this program by attending the upcoming webinar, “Automate, scale, advise: The new AI-powered sales tax compliance model for CAS and SALT practices,” Jan. 15 at 2pm ET.

About Vertex
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance.

For more information, visit https://www.vertexinc.com or follow us on X and LinkedIn.

Copyright © 2025 Vertex, Inc. All rights reserved. The information contained herein is intended for information purposes only, may change at any time in the future, and is not legal or tax advice. Any product direction and potential roadmap information is not a guarantee, may not be incorporated into any contract, and is not a commitment to deliver any material, code, or functionality. This information should not be relied upon in making purchasing, legal, or tax decisions. The development, release, and timing of any features or functionality described for Vertex’s products remains at the sole discretion of Vertex, Inc. Any statements in this release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. All forward-looking statements are subject to various risks and uncertainties described in Vertex’s filings with the US Securities and Exchange Commission (“SEC) that could cause actual results to differ materially from expectations. Vertex cautions readers not to place undue reliance on these forward-looking statements which Vertex has no obligation to update and which speak only as of their dates.

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 Kintsugi
Kintsugi provides an AI-powered tax automation platform that transforms complex tax management into a streamlined, automated process. By leveraging artificial intelligence and seamless integrations, Kintsugi reduces preparation time by 75% and compliance costs by 50% for e-commerce and SaaS businesses. The company offers transparent pricing, exceptional customer service, and advanced capabilities for multi-state and international tax compliance. Learn more at www.trykintsugi.com.

Vertex Company Contact:
Rachel Litcofsky | Manager, Public Relations
mediainquiries@vertexinc.com

Investor Relations Contact:
Joe Crivelli | VP, Investor Relations
investors@vertexinc.com

CPA.com Contact:
Sonia Bauer | Director, Corporate Communications
sonia.bauer@hq.cpa.com