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Lunar Papers Gives Solo Tax Preparers a Second Reviewer

Nov 4, 2026

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2 min read

Lunar Papers Gives Solo Tax Preparers a Second Reviewer

The new tool builds workpapers, spots missing documents and checks a finished return against the file behind it.

Hannah Olsen
Hannah Olsen

Technology

TaxDome Pricing Switches to a $1,500 Client Model

Nov 4, 2026

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2 min read

TaxDome Pricing Switches to a $1,500 Client Model

The new annual plan includes 150 active accounts and up to 20 team members, shifting the cost question from staff size to client activity.

Hannah Olsen
Hannah Olsen

Technology

IRIS Built a Document Inbox That Files Itself

Nov 2, 2026

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3 min read

IRIS Built a Document Inbox That Files Itself

The new system can read, tag, route, and search client files, but firms still need controls for the documents the automation gets wrong.

Hannah Olsen
Hannah Olsen

Technology

Microsoft Gives Copilot 25 New Finance Skills for Accounting Work

Oct 29, 2026

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2 min read

Microsoft Gives Copilot 25 New Finance Skills for Accounting Work

The expansion reaches reconciliations, journal entries, audit, tax, and close work, while leaving approvals and final judgment with finance professionals.

Larry Olson
Larry Olson

Technology

Collective Raises $100 Million to Build an AI Back Office for Solo Businesses

Oct 29, 2026

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2 min read

Collective Raises $100 Million to Build an AI Back Office for Solo Businesses

The deal combines a $40 million Series B with a $60 million growth facility as Collective tries to bundle bookkeeping, payroll, tax, and financial services for one-person companies.

Hannah Olsen
Hannah Olsen

Technology

AI Agents Are Starting to Pay Supplier Invoices Without Sharing a Login

Oct 22, 2026

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2 min read

AI Agents Are Starting to Pay Supplier Invoices Without Sharing a Login

A live Bill, Billtrust and Visa pilot uses tokenized credentials and buyer controls to cross the supplier portal.

Hannah Olsen
Hannah Olsen

Technology

NetSuite Makes Startup Finance Software Free, With Limits

Oct 16, 2026

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2 min read

NetSuite Makes Startup Finance Software Free, With Limits

QuickStart brings AI bookkeeping to young U.S. tech companies. Accountants should read the usage caps before recommending it.

Hannah Olsen
Hannah Olsen

Technology

Only a Third of Small Tax Firms Block Domain-Spoofed Email

Oct 15, 2026

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2 min read

Only a Third of Small Tax Firms Block Domain-Spoofed Email

A study of 3,609 practices found a gap between publishing email-security settings and actually enforcing them.

Larry Olson
Larry Olson

Technology

IAASB Launches Interactive Tech Catalog for Audit Standards

Oct 12, 2026

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2 min read

IAASB Launches Interactive Tech Catalog for Audit Standards

The IAASB launched an interactive digital Technology Catalog to help firms track how emerging tech affects audit and assurance standards.

Hannah Olsen
Hannah Olsen

Technology

Deloitte Tax Appoints First Chief Product Officer to Drive Commercialization

Oct 12, 2026

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2 min read

Deloitte Tax Appoints First Chief Product Officer to Drive Commercialization

Deloitte Tax appoints its first Chief Product Officer to drive a product-led service model and commercialize its tax technology and AI assets.

Hannah Olsen
Hannah Olsen

Technology

Goldman Got Pulled Into EY's Data Breach

Oct 7, 2026

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2 min read

Goldman Got Pulled Into EY's Data Breach

Goldman says its own systems were not hit, but some of its data still got exposed through EY.

Hannah Olsen
Hannah Olsen

Technology

The IRS Is Moving E-File Security Upstream

Aug 26, 2026

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2 min read

The IRS Is Moving E-File Security Upstream

New API checks mean the filing-season problem may start inside the software setup, not the tax return.

Hannah Olsen
Hannah Olsen

Technology

Crypto Accounting Got A Rulebook With Holes

Aug 10, 2026

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2 min read

Crypto Accounting Got A Rulebook With Holes

The new crypto rules answer the easy question. The hard part is figuring out what the token actually is.

Emily Asher
Emily Asher

Technology

+2

AI Just Walked Into The Audit Committee Meeting

Jul 15, 2026

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2 min read

AI Just Walked Into The Audit Committee Meeting

AI is moving into public company finance work faster than the review file is catching up.

Hannah Olsen
Hannah Olsen

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