CPA Practice

MAY 15, 2024

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. Thank you to the more than 5,500 readers who participated in voting this year. Now, on to the results! WINNER: TheTaxBook – Tax Materials Inc.

Technology 119

Technology accounting firms cpas Account 119

CPA Practice

APRIL 22, 2024

Yet, for many CPA firms, particularly small to mid-sized organizations, the current pace of technological advancement can seem dauting. The majority of tech giants today are former tech underdogs from 20 years ago, and all of them started their journey through tackling existing issues first, one piece at a time.

Technology 124

Technology cpas cpa firm CPA 124

CPA Practice

APRIL 7, 2023

Despite high demand for CPAs, accounting firms struggle to hire accountants. With an onslaught of economic disruptions and complexities on their plate, a CPA shortage proves especially burdensome for middle market companies. Technology also gives staff real-time access to their data, from anywhere at any time. By Cameron White.

accounting firms 139

accounting firms CPA Technology Account 139

CPA Practice

APRIL 8, 2024

CPA Pilot ‘s AI tax assistant leverages advanced algorithms to analyze data and offer precise insights quickly. CPA Pilot allows tax experts to focus on strategic and value add tasks for their clients and reduce the intensity of tax season. This commitment ensures CPA Pilot remains a trusted partner to tax practices.

CPA 122

CPA Tax Technology cpas 122

CPA Practice

APRIL 3, 2023

Despite high demand for CPAs, accounting firms struggle to hire accountants. With an onslaught of economic disruptions and complexities on their plate, a CPA shortage proves especially burdensome for middle market companies. Technology also gives staff real-time access to their data, from anywhere at any time. By Cameron White.

accounting firms 135

accounting firms CPA Technology Account 135

CPA Practice

APRIL 9, 2024

With the plethora of highly sensitive personal and financial data being shared between firms and clients, it’s the perfect time for bad actors to strike, especially as the April 15th deadline inches closer and CPAs push to get more done with less time. In order to safeguard your CPA firm’s reputation and integrity, security is paramount.

cpas 118

cpas Tax cpa firm tax return 118

CPA Practice

JUNE 28, 2023

Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds. SMBs are already planning to up their spend on AI-based technology. This is true not just for business owners, but for accountants too,” said Shimamoto.

Technology 118

Technology E-commerce quickbooks cpas 118

CPA Practice

NOVEMBER 20, 2023

A new study on how accounting professionals feel about their profession, job satisfaction, and automation has found that, while they are overwhelmingly positive about the profession, there is a clear need for more automation.

Technology 128

Technology Account accounted accountant 128

Anders CPA

FEBRUARY 12, 2024

Anders Technology, a service line of Anders CPAs + Advisors, is proud to be recognized on CRN’s Managed Service Provider (MSP) 500 list in the Pioneer 250 category for 2024. As a Microsoft Gold Partner and a Dell Gold Partner, Anders Technology can provide mid-size to large companies the highest level of technology expertise.

Technology 119

Technology cpas CPA 119

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession. Up to five additional products are also selected by the committee as award finalists. In 2004, under the editorial leadership of Gregory L.

Technology 124

Technology accounting firms Account accounted 124

CPA Practice

APRIL 15, 2024

Sangeeta Chhabra CPAs and finance professionals today understand the importance of transparency and collaboration; however, lack of uniformity acts as an obstacle to seamless coherence in data management processes. Advancements in NLP technology will likely lead to even more sophisticated applications in accountancy.

CPA 122

CPA Technology accounting and finance cpas 122

CPA Practice

JUNE 8, 2023

The American Institute of CPAs and Chartered Institute of Management Accountants honored eleven CPAs during AICPA & CIMA ENGAGE 2023 in Las Vegas this week. The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts or significant contributions to the accounting profession.

cpas 98

cpas CPA forensic accounting Education 98

CPA Practice

OCTOBER 10, 2023

This surge in demand for CPA services comes at a time when experienced public accountants are exploring alternative career options, and fewer graduates are entering the profession. Automation has emerged as a crucial and necessary tool rather than a luxury, and the development of these resources is revolutionizing the way firms operate.

Technology 105

Technology accounting firms Account accounted 105

CPA Practice

FEBRUARY 23, 2024

Scores of certified public accountants (CPAs) are leaving the profession or retiring, and fewer candidates are available to replace them, leaving many organizations short staffed and concerned for their futures. However, there is greater room for technology to assist in these efforts.

Technology 75

Technology cpas CPA public accounting 75

CPA Practice

JUNE 28, 2024

Increased tech skills, the use of artificial intelligence (AI), and surviving the economy dominated the results of the 2024 Intuit QuickBooks Accountant Technology Survey of 700 U.S. Client needs are increasing, particularly with financial and technology management, but technology is key to saving time and elevating advisory services.

Technology 105

Technology quickbooks bookkeeping Education 105

CPA Practice

NOVEMBER 12, 2024

Combined with Navan’s award-winning travel and expense management platform, the automated experience enables accountants to advise clients on T&E spend and focus on work that provides the most value to their clients. There are more than 86,000 CPA and accounting firms in the U.S.

Expense Management 52

Expense Management accounting firms Technology Account 52

Ryan Lazanis

JANUARY 23, 2023

It’s my belief that hiring a virtual assistant for CPAs is one of the best choices you can make when scaling your firm. 4) They Free Up Your Time Too many CPAs and firm owners have a whole host of tasks they’re handling that are eating up their precious time. Let’s get started.

cpas 97

cpas cpa firm bookkeeping CPA 97

CPA Practice

AUGUST 29, 2023

Rapid technological advancement and innovation present an enormous opportunity for the accounting profession to reimagine its role as trusted business advisors, and the Digital CPA (DCPA) conference connects CPAs and firm leaders with insights, business model strategies and tools to transform their practices to maximize the opportunity.

CPA 98

CPA North Carolina Technology cpas 98

CPA Practice

MAY 24, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, are joined by guest Will Zacher, co-founder of AIgency Partners , to discuss a recent study on how artificial intelligence fared when attempting to pass the CPA exam. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.)

CPA 78

CPA Technology Account accounted 78

CPA Practice

SEPTEMBER 23, 2024

CPAs are essential for financial reporting, advanced tax preparation and other dull-but-important tasks that keep the economy going. These days, the accounting profession is in crisis as CPAs retire and the pipeline to replace them dries up. Chicagoans with long memories know that being a CPA can be anything but boring.

cpas 59

cpas CPA auditor accounting principles 59

CPA Practice

JULY 3, 2024

Technology can address both of these problems, from improved cybersecurity platforms to artificial intelligence-based tools to take over the routine processes normally handled by staff. It’s crucial to remember that while technology is essential, human involvement in financial services work remains indispensable.

Technology 128

Technology accounting firms Account accounted 128

CPA Practice

FEBRUARY 12, 2024

Once upon a time, tax preparation was a document-heavy practice, requiring people to send their sensitive documents to their CPAs. It also introduces unique challenges that CPAs and tax professionals can’t ignore. It also introduces unique challenges that CPAs and tax professionals can’t ignore. Those days are long gone.

cpas 105

cpas Tax tax preparation Technology 105

Insightful Accountant

JULY 8, 2024

The Pennsylvania Institute of CPAs has published a 29-page CPA firm Tech Report with insightful information on the use of technology and where firms are moving related to tech.

Pennsylvania 52

Pennsylvania cpas Technology cpa firm 52

CPA Practice

MAY 2, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at Datamatics , a digital technologies, operations, and experiences company that enables hundreds of global enterprises to go “Deep in Digital” to enhance their productivity and customer experience to create a sustainable competitive advantage. And they are GDPR and ISO certified.

Technology 105

Technology Account accounted accountant 105

CPA Practice

SEPTEMBER 11, 2024

By Chris Howard Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. 57% of respondents expect more work to be automated in the next five years, signaling a shift toward increased efficiency and productivity.

Account 121

Account accounted accountant Technology 121

CPA Practice

JUNE 8, 2023

However, with the rapid evolution of technology, navigating the high-density workloads brought in annually by tax season can improve. In return, your firm can have CPAs or enrolled agents acting as independent contractors from the service provider’s network to prepare or review tax returns.

Technology 98

Technology Tax cpas accounting firms 98

CPA Practice

AUGUST 30, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review CCH AnswerConnect. CCH AnswerConnect is backed by the trusted CCH editorial team of CPAs and tax law experts, and designed to deliver comprehensive answers and information as an all-in-one tax research tool. With your hosts, Randy Johnston and Brian Tankersley.

Technology 101

Technology Tax Account accounted 101

ThomsonReuters

DECEMBER 16, 2024

Ushering in this shift is the fact that AI-driven tax technology can automate most traditional compliance work and provide data-driven insights that enable firms to engage clients in a more profitable and impactful way. This shift, however, demands a new mindset. This shift, however, demands a new mindset. They need it.

cpas 52

cpas Education Technology CPA 52

PYMNTS

AUGUST 27, 2019

The Certified Personal Accountant (CPA) today now has a plethora of FinTech solutions they can use to manage their clients’ money, with the number of digital tools — including cloud accounting portals, cash flow forecasting solutions and intelligent technologies like artificial intelligence (AI) — continuing to rise.

cpas 60

cpas CPA Technology small business accounting 60

ThomsonReuters

AUGUST 3, 2021

But why are APIs so important to CPAs and how does an accountant learn about APIs if they don’t have a technical background? . Ford developed Baco Tech which is a transaction-based workflow system using Excel and various other off the shelf utilities that make gathering and working with data more real-time.

CPA 59

CPA Technology cpas accounting software 59

Going Concern

MAY 20, 2022

For the generations that have provided free technical support to grandparents everywhere since the ’80s and ’90s, it can be difficult to admit that the rapid pace of technological innovation is intimidating at times. There’s no denying things are changing fast. To open your eyes and ears to the possibilities.

Pennsylvania 98

Pennsylvania Technology cpas CPA 98

ThomsonReuters

MAY 15, 2023

As AI technology becomes increasingly sophisticated, it presents CPAs with a range of opportunities to enhance their advisory services through automated processes, real-time insights, and personalized advice. This technology offers a range of advantages that CPAs can leverage to provide better services to their clients.

cpas 98

cpas Tax Technology Account 98

CPA Practice

JULY 17, 2024

With fewer young people entering the profession and an increasing number of baby boomers, who account for three-quarters of CPAs, heading for retirement, a Bloomberg analysis of data from the Bureau of Labor Statistics found that there are 340,000 fewer accountants than there were five years ago. It is scary in the U.S.

Account 124

Account accounted accountant Technology 124

CPA Practice

OCTOBER 12, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in generative AI, and their impact on accounting firms. Transcript (Note: There may be typos due to automated transcription errors. I’m Randy Johnston with brand grizzly as co host for the technology lab, we are pleased to have you back with us again.

Technology 111

Technology quickbooks accounting and finance Legal 111

CPA Practice

APRIL 29, 2024

The panel of industry tax experts discussed technology, and modernizing tax and advisory firms to address their challenges and inefficiencies they face throughout the year. Among the technological solutions Piccurrio implemented to keep his work life in check was ProConnect Tax.

Tax 124

Tax Technology tax return bookkeeping 124

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 122

Technology accounting and finance Tax CPA 122

CPA Practice

NOVEMBER 1, 2024

SafeSend, the leading provider of automation technology for tax and accounting professionals, announced Client Portal, a new feature within its flagship product, SafeSend One. SafeSend One helps CPAs meet clients’ expectations.” Client Portal is available for each tier of SafeSend One at no additional cost.

cpas 59

cpas Technology Tax Account 59