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Technology

Nominations Open for 2025 Innovation Awards

Accounting June 28, 2025 

Nominations Open for 2025 Innovation Awards

The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Isaac M. O'Bannon

Featured Articles

August 1, 2025  

Alexion.AI Emerges to Empower the Accounting Profession

July 31, 2025  

The Accounting Talent Shortage – The Accounting Technology Lab Podcast – August 2025

July 30, 2025  

Citing Potential for Fraud, States Pass New Crypto ATM Laws

July 30, 2025  

Lili Unveils BusinessBuild Program to Help Small Businesses Build Their Credit Profile 

July 29, 2025  

IRS Reminds Tax Pros of Requirement for a Written Information Security Plan (WISP)
Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

June 13, 2024 

Review of Laurel Timekeeping – The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Laurel.ai, automated timekeeping solution that uses real AI to not just track hours, but also to unlock a new level of profitability and efficiency.

Brian Tankersley, Randy Johnston

data-security-cloud-computing1

Accounting June 13, 2024 

Banks Struggle with Electronic Communications Compliance

The report also revealed that four out of five firms (79%) are increasingly using communication surveillance technology to identify misconduct and culture risk.

Isaac M. O'Bannon

Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes

Firm Management July 9, 2024 

Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.

Last Chance to Nominate Technologies for 2024 Innovation Awards

Accounting June 12, 2024 

Last Chance to Nominate Technologies for 2024 Innovation Awards

Now in their 21st year, the Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Isaac M. O'Bannon

KPMG Collaborates with Databricks for Audit AI

Auditing June 12, 2024 

KPMG Collaborates with Databricks for Audit AI

The firm’s ongoing alliance with Databricks will further accelerate the adoption of artificial intelligence within KPMG’s audits.

Isaac M. O'Bannon

Vertex Acquires Artificial Intelligence Sales Tax Capabilities from Ryan, LLC

Sales Tax June 12, 2024 

Vertex Acquires Artificial Intelligence Sales Tax Capabilities from Ryan, LLC

The new Vertex AI capabilities leverage proprietary and private Large Language Models (LLM) to deliver Generative Pre-Trained Transformer (GPT) capabilities combined with “human in the loop” tax expertise.

Isaac M. O'Bannon

Review of Black Ore Tax Autopilot- The Accounting Technology Lab Podcast – June 2024

June 7, 2024 

Review of Black Ore Tax Autopilot- The Accounting Technology Lab Podcast – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Black Ore Tax Autopilot, an AI tax prep system for CPAs, which features complete 1040 tax preparation automation.

Brian Tankersley, Randy Johnston

growth pic 1  5661b14028d45

Advisory June 7, 2024 

Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants

Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.

Marketing1

Firm Management June 6, 2024 

Mid-Year Marketing Checklist for Accounting Firms

Focusing on the middle of the marketing funnel, where potential leads are weighing their options and seeking more information, can significantly enhance your ability to convert prospects into engaged clients.

Becky Livingston

Lettuce Financial Launches LettuceHead AI to Answer Solopreneur’s Tax Questions 24/7

Taxes June 6, 2024 

Lettuce Financial Launches LettuceHead AI to Answer Solopreneur’s Tax Questions 24/7

LettuceHead AI, an AI-powered knowledge base and tax hub purpose-built to meet solopreneurs' needs.

Isaac M. O'Bannon

AICPA Updates Practice Aid for Auditing Digital Assets

Auditing June 6, 2024 

AICPA Updates Practice Aid for Auditing Digital Assets

Guidance was added on auditing the valuation of digital assets and audit procedures regarding their existence, rights, and obligations.

Jason Bramwell

TLS 2021 Zoom screenshot

Firm Management June 4, 2024 

Lead, Follow, or Get Out of the Way: Thought Leaders Share Actionable Insights on Firm Business Model Transformation

Thought leaders from tax, accounting, education and media convened virtually for an Accounting Meta Influencers roundtable focused on business model transformation, as firms are looking to expand and compete, do more for clients, and evolve into a new era.

Isaac M. O'Bannon

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