Tax Legislation
Oct 29, 2026
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2 min read
Accounting Software
Oct 28, 2026
The new AI coworker reviews engagements, inboxes, billing, and ledgers to find scope creep, draft repricing proposals, chase invoices, and clean client lists.
Firm Growth
The No. 41 firm has completed more than 65 acquisitions, and its new capital package is built to fund the next round of deals, technology, and talent.
The deal brings IT audit, cybersecurity, data analytics, and accounting automation deeper into a $26 million accounting firm's service mix.
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IRS & Regulation
A four-form process pushes retirement transfers online, but it is optional and advisers want a firm end date for paper.
Oct 27, 2026
Tax
The new package includes client intake, ProConnect and Lacerte integrations, and a named support specialist without an enterprise contract.
A 30% workforce drop and 20% budget cut are colliding with old technology, identity-theft delays, data risks, and a $696 billion tax gap.
Oct 26, 2026
The all-cash asset deal gives the AI-focused CPA firm round-the-clock coverage, thousands of small-business clients, and a much bigger test of its operating model.