Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
April 19, 2022
Using Technology to Fight the Battle Against Dirty Money
As fraud has evolved and become more difficult for humans to identify, finance organizations need to place a heavier reliance on technology. AP teams armed with powerful and intelligent AP automation technology can do more than win a battle against fraud.
April 12, 2022
Your Firm and Your Staffing
Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...
March 31, 2022
The State of AI in Professional Firms
Because AI can be a useful solution for accounting firms struggling with increasing amounts of data, using AI can significantly reduce the amount of time spent on tedious tasks, allowing staff to focus on areas that require their expertise, such as ...
March 28, 2022
Trustero Exits Stealth Mode and Launches Compliance as a Service Platform
Trustero includes pre-packaged intelligent controls mapped to SOC 2 Trust Services. Trustero automatically checks controls and evidence for compliance and sends alerts if any become non-compliant.
March 25, 2022
Trustero Completes SOC 2 Type 1 Certification
The Trustero Compliance as a Service (CaaS) platform establishes and manages regulatory compliance by undertaking vulnerability assessments, security risk analyses, and other measures to ensure that all business processes and systems remain fully ...
March 15, 2022
74% of Internal Audit Leaders are Working on Transformation Initiatives
Nearly three out of four (74%) chief audit executives (CAEs) and senior internal audit leaders report that their organizations have completed or are currently undertaking initiatives to transform and innovate their internal audit function.
March 14, 2022
The Race for Banks to Adopt Digital Identities
Digital identity is one of these tricky areas in which much of the technology implemented was patched together in clunky ways to deliver something that appeared slick from the customer viewpoint.
March 14, 2022
IRS Starts Using Chatbots for Calls
The IRS in recent weeks has deployed voice and chat bots in English and Spanish for phone lines that assist taxpayers with tax payments issues or understanding an IRS notice they may have received. People with general tax season questions generally ...
March 1, 2022
5 Staff Retention Tips for 2022
Finding and retaining staff members can pose a challenge for even the best accounting firms. Even prior to 2020s, worldwide pandemic, accounting firms were struggling to retain staff.
January 10, 2022
AP Automation for More Meaningful Work
Ideally, these tools should be intelligent automation solutions - meaning that they learn and optimize the process automatically over time. Furthermore, they should be compliant with payment security and AP reporting standards.
January 10, 2022
IRS Issues Annual Report
Since the pandemic began, the IRS has successfully delivered more than $1.5 trillion to people across the nation through Economic Impact Payments, tax refunds and advance Child Tax Credit payments.
January 6, 2022
9 New Year’s Resolutions for CPAs
Setting your sights on achievable goals is critical to success. A few well-crafted goals will give CPAs a path to follow to make personal and professional improvements. Here are a few objectives to aim for this year and into the future.