Every Practice Management Platform is Selling the Same Promise
Discover how to effectively utilize reclaimed time from automation in your tax practice, focusing on standardization and strategic planning for ...
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Recent Technology Articles
Four Ways Your Firm Can Enter AI Advisory (Without Buying a Consultancy)
Explore four strategic entry points your firm can take to enter the AI advisory space without acquiring a consultancy, maximizing client value ...
Read articleMind of Murph Replay: Is AI the Beginning of the Terminator Timeline
The time seems right for Murph to look back at a feature he wrote nearly 10 years ago about the future of AI...this reprint may be a glimpse of ...
Read articleAcumatica has Announced 2026R2 Update to Work Smarter with Embedded AI
Latest cloud ERP release combines modern analytics, a refined user experience, and industry-specific enhancements to simplify operations and ...
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What Your Team is Telling AI
Discover how AI is shaping communication in tax firms and learn why addressing team concerns early is crucial for a successful busy season.
Read articleAutomating Real Estate Accounting Workflows: What's Possible Today
This article features how you can take advantage of automation in your commercial real estate accounting practices.
Read articleFloQast Introduces New AI Accounting Innovations at TakeControl 2026
FloQast introduced new AI-accounting innovations at their TakeControl 2026 conference, and also named COSO Chair Lucia Wind SVP of Risk & ...
Read articleCrunchafi Acquires BUCS Analytics
Crunchafi acquires BUCS Analytics, adding 150+ Integrations and expanded CAS capabilities.
Read articleWill AI be the End of Humanity within 10 years?
Will AI bring about the 'end of humanity' within the next ten years, one AI researcher believes that is a distinct possibility.
Read articleStudy finds AI 'success' more likely at Fully-integrated Organizations
Certinia's 2026 Global Study finds AI 'success' is three-times more likely at fully integrated organizations.
Read articleXero Unveils New AI Capabilities to Streamline Financial Operations
Xero unveils new AI Capabilities to streamline end-to-end financial operations for small businesses and accountants.
Read articleRead how Agentic AI is Redefining Finance Team Roles in The ERP Update
Today's ERP Update has a feature from Dan Miller, EVP of Financials & ERP at Sage on how Agentic AI is redefining the role of finance teams.
Read articleAutomating Lease Procedures Inside the Audit Workflow
Crunchafi and Thomson Reuters will host a webinar on automating lease procedures inside the audit workflow being held August 18, 2026, at 1 PM ...
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What's New in QBO
What's New for QBO-Advanced
This feature outlines Intuit's just announced expansion of Intuit Intelligence with new AI-powered capabilities for QuickBooks Online Advanced.
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Intuit Intelligence Now Offers Done for You Workflows
Murph looks at recent advancements in QuickBooks where Intuit Intelligence can provide done-for-you workflows simply by requesting a task.
Read articleThomson Reuters study finds Governance needs to catch up to AI-adoption
Thomson Reuters study finds AI-adoption is moving at a faster pace than governance can stay up with day-to-day use.
Read articleAvalara Survey: Finance Leaders Racing to Deploy AI before Governance
Avalara’s Agents of Change: How the Race to Deploy AI Agents is Outrunning Finance Governance, finds CFOs under pressure to deploy AI to prove ...
Read articleAi and Cyber Security: What You Need To Know
Join Insightful Accountant's free webinars on July 30 to explore the intersection of AI and cybersecurity in accounting. Register for valuable ...
Read articleIn The ERP Update Today: How AI's transforming ERP Inventory Management
Read about how AI-powered ERPs are transforming inventory management from reactive to proactive in today's edition of The ERP Update.
Read articleHow AI is Redefining Productivity for CPAs
CPAs who were initially reluctant to jump on the AI bandwagon are now compelled to adopt AI...
Read articleXero Announces New AI Innovations at Xerocon London
Xero Announces New AI Innovations at their Xerocon London event.
Read articleSage releases IDC whitepaper: Emerging Economics of AI in Finance
Sage is uniquely positioned to define what robust governance and glass box AI look to ensure finance leaders confidently stand behind AI and ...
Read articleThomson Reuters responds to IRS Guidance on Circular 230 duties and AI
Elizabeth Beastrom, Thomson Reuters' Pres. of Tax, Audit & Accounting Professionals, reacts to IRS Professional Responsibility Office ...
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Intuit Connect On shows AI Strategy and Accountant-centric Investments
Intuit Leaders showcase expanded AI Strategy and Accountant-Centric Platform investments during last week's Intuit Connect ON.
Read articleFirms Not Ready for AI, the Costs of Falling Behind
AI is ready, but firms are not. This feature looks at a Thomson Reuters study on how falling behind on AI implementation is costing clients and ...
Read articleGusto's New AI Agents for Accounting Firm Development
Gusto has introduced new AI Agents for Accounting Firm Development.
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QBO, IAS and IES Conversational Workflows
Conversational AI can now deliver workflows for subscribers to QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite.
Read articleCrunchafi Launches Integration with Thomson Reuters Guided Assurance
Users can launch Crunchafi in Thomson Reuters Guided Assurance and push workpapers to Engagement Manager eliminating handoffs and standardizing ...
Read articleK2 Canada: High-Impact CPD Training for Modern Accounting Professionals
Enhance your skills with K2 Canada's live virtual CPD training, covering AI, automation, and essential software solutions. Stay current and ...
Read articleImplement AI Automation Without Breaking Your Firm
Practical guide to implement AI automation in accounting firms without breaking workflows.
Read articleAI Workflow for Accounting Firms
Discover how artificial intelligence is transforming accounting workflows, helping firms automate routine tasks, deliver faster client insights, ...
Read articleApp Aware: ConnectBooks
ConnectBooks helps online sellers bring their eCommerce accounting, inventory, and profitability data into one clear view.
Read articleXero Introduces XeroForce Natural Language Custom AI Agent Builder
With XeroForce from Xero you can move from manual financial tasks to automated AI-powered workflows with no coding required.
Read articleXero Delivers Claude Integration to Advance AI Financial Intelligence
Xero and Anthropic partnership allows millions of SMBs and their advisors to leverage Xero powered by Claude's Advanced AI for financial ...
Read articleTop 5 Accounting Firm Pain Points - Share Yours
Explore the top pain points facing accounting firms today, from AI integration to pricing models. Share your challenges and strategies in the ...
Read articleAi Resources From Insightful Accountant
Join our webinars on leveraging AI in your practice with insights from experts Donna Reade and Jan Haugo. Register for free sessions today.
Read articleFinding the Right Managed Services Partner
Migrating from your legacy IT infrastructure to 'the Cloud' first requires finding the right managed Cloud provider, this feature outlines how ...
Read articleAI Workflow for Firms: Building a Smarter, More Efficient Accounting Practice
Discover how accounting firms can leverage AI workflows to enhance efficiency, improve client service, and drive profitability through strategic ...
Read articleSage expands Developer Platform with AI tools and commercial models
Sage unified access AI Agent tools and flexible commercial models give Partners a clearer path from idea to impact.
Read articleSage expands AI Agents across Finance, HR and Operations
New AI agents embedded across Sage solutions go beyond analyzing data to automating workflows and acting with confidence, control and ...
Read articleNetSuite Brings AI Speed and Precision to SuiteCloud Development
New NetSuite Cloud Agent Skills enable developers to build, review, and deploy customizations faster using natural language and AI coding agents.
Read articleXero introduces AI-native Operating System: Xero OS
Xero announces a shift beyond cloud accounting with Xero OS, an AI-native operating system designed to power the next era of autonomous finance.
Read articleSage + PwC: Agentic AI for faster Sage Intacct Deployment
PwC is embedding AI directly into Sage Intacct’s implementation process to reduce manual effort, cut deployment timelines, and improve ...
Read articleSage Expands Sage Intacct Advisory with AI-powered Capabilities
New Sage Intacct Advisory AI-powered capabilities help accounting firms deliver more consistent, scalable advisory support to growing businesses.
Read articleDigit's MCP connects its Agentic General Ledger to tools already used
Digit's Agentic General Ledger™ is AI-native by design, and Digits New MCP Server connects it directly to the tools you already use.
Read articleThe Real AI Story in Tax and Audit Isn't Adoption — It's Impact
For tax and audit, the challenge is not deciding whether AI matters but ensuring it is applied in ways that are trusted, defensible, and ...
Read articleAI Is Rewriting the Startup Efficiency Curve*
Startups used to earn efficiency over time. Now they start with it.
Read articleArmanino and DataSnipper Form Strategic Partnership
Partnership with DataSnipper reinforces Armanino’s commitment to helping internal audit and risk teams work more strategically through AI ...
Read articleOracle Announces Fusion Finance and Supply Chain Agentic Applications
Oracle introduces a new class of enterprise apps that reinvent finance and supply chain processes to achieve outcomes that were previously out ...
Read articleImpact of AI on Accounting: ECA Gate & Lock's shift from QuickBooks
This feature focuses on one company's shift away from QuickBooks under the impact of AI's replacement of traditional accounting software.
Read articleBasis Appoints Kenji Kuramoto as Managing Partner-in-Residence
Acuity founder Kenji Kuramoto joins Basis to help lead accounting firms into the AI era.
Read articleNetSuite Helping Business Use AI Their Way
Oracle NetSuite has made it possible for customers to bring familiar NetSuite user experiences directly into their own AI assistants.
Read articleXero and Anthropic Bring Claude into Xero and Xero into Claude.ai
A multi-year deal between Xero and Anthropic will bring AI-powered real-time financial intelligence to millions of small businesses.
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Accounting Software
Desktop vs Cloud
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Amazon
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Looking for Desktop Alternatives to QuickBooks, try the 'Retail Store'
You might not need to go further than your local office supply to find a suitable alternative to QuickBooks Desktop if you are a small to medium ...
Read articleADP Marketplace Launches AI Agents to Make Work Easier and Smarter
The world’s largest digital HR storefront expands its offerings with new partner AI agents, designed to give employers proactive, intelligent ...
Read article1-million Professionals choose CoCounsel as Thomson Reuters Scales AI
Thomson Reuters continues its AI development and acquisitions, reinforcing long-term commitment to professional-grade AI without raising ...
Read articleSage Announces new AI-powered capabilities within Sage Intacct
Sage Intacct delivers new AI-powered capabilities to transform how finance teams close, analyze, and act on financial data.
Read articleQvinci™ Intelligence: next generation performance management solution
Qvinci has announced the launch of Qvinci™ Intelligence, a next-generation performance management solution for organizations and advisors who ...
Read articleFishbowl Announces Launch of AI Manufacturing
Fishbowl's newest launch embeds AI-native 24/7 role-based operations specialist (Agentic AI) into manufacturing execution
Read articleNetSuite helps happy® Brew Connection and Drive Efficient Growth
Mission-driven coffee brand leverages NetSuite's power of AI to enhance operations, increase productivity, and scale distribution.
Read articleThe AI-Native Accounting Foundation has been launched
AI-Native Accounting Foundation equips firms and finance teams to adopt AI through education, research, and recognition, moving past hype into ...
Read articleNetSuite Helps Organizations Reduce Application Integration Challenges
NetSuite has announced AI automated close, reconciliation, and pricing to accelerate financial close, strengthen controls, and increase margins.
Read articleNetSuite Announces AI Innovations to Increase Businesses Efficiency
NetSuite has announced AI automated close, reconciliation, and pricing to accelerate financial close, strengthen controls, and increase margins.
Read articleBotkeeper Signs Off After 11 Years
Enrico Palmerino, Founder and CEO of Botkeeper has announced to their customers the 'closure of Botkeeper' after 11 years of operation.
Read articleXero Highlights Global AI and US Growth Opportunities
This feature partially summarizes how Xero is driving value through AI and offers additional disclosures regarding their US business.
Read articlePilot Unveils Their 'AI Accountant' to Run Entire Bookkeeping Process
Pilot has announced that bookkeeping is now fully autonomous, empowering business owners to focus on growth and local accountants to deliver ...
Read articleHow Long Before QuickBooks Does 'Everything' for You?
If you are wondering when QuickBooks will soon be doing all of your accounting for you, the answer may be sooner than you think.
Read articleADP® Accelerates AI Leadership with Launch of New AI Agents
ADP Assist agents extend ADP's data-driven innovation to reduce friction for HR leaders and payroll practitioners across the employee lifecycle.
Read articleSage partners with Augusta Labs to build out AI Center of Excellence
Embedding Augusta Labs into Sage’s product organization greatly expands Sage's AI engineering capacity to solidify its AI-first strategy.
Read articleSage Announces New AI-powered Capabilities in Sage Operations
Sage Copilot launches in Sage Operations providing earlier insights and permitting faster decision-making for manufacturing and distribution ...
Read articleWill AI One Day be 'Policing' Humans?
Will AI one day be ‘policing’ humans, rather than humans ‘policing’ AI?
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Tax
Accountants and Bookkeeper
Accounting Technology
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Analytics
Financial Forecasting
Cloud Services
Audit
Machine Learning
Fraud
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Why Your Firm Needs More Than Just the Cloud
While the cloud has become the backbone of modern accounting operations, it cannot stand alone as a firm’s entire technology strategy.
Read articleNew Year's Predictions from Digits' Jeff Seibert
The accounting industry is at an inflection point: rising workloads, talent shortages, and PE-driven consolidation are colliding with rising ...
Read articleWolters Kluwer preps launch of AI-advisory via CCH Axcess Advisor
Wolters Kluwer readies launch of CCH Axcess Advisor, bringing expert AI-powered advisory capabilities to the CCH Axcess platform
Read articleAdvisor Alliance: Pilot Local Partner Program
Pilot is a leader in AI-powered bookkeeping and advisory solutions for SMBs and startups. They have just announced the launch of the Pilot Local ...
Read articleDigits Launches 'Ask Digits' Real-time AI-Assistant
Digits has just announced the launch of their new 'Ask Digits' AI Assistant for 24/7 Real-time Financial Answers and Actions.
Read articleThomson Reuters Expands Audit Ecosystem with AI-Powered Partnerships
Thomson Reuters expands with strategic partnerships with Trullion, Audit Sight, Crunchafi, Fieldguide, Validis, and Valid8 to support automated ...
Read articleSage Introduces New Capabilities in Sage Intacct R4
Sage has announced new capabilities in Sage Intacct R4 during its Sage Future for Partners event held this week in Orlando.
Read articleSage AI Trust Label is now Live for Tens-of-thousands of Users.
Sage’s AI Trust Label is now live within Sage Intacct for US and UK customers, bringing its transparency initiative into the hands of thousands ...
Read articleThomson Reuters Reveals New Agentic AI in CoCounsel Legal
Thomson Reuters is transforming legal workflow with agentic AI enhanced document review and execution in CoCounsel Legal.
Read articleNew Sage AI Developer Solutions Accelerate Sage Platform Innovation
New AI Developer Solutions empower partners to build and deploy certified AI Agents and workflow automation on Sage's agentic platform.
Read articleThomson Reuters New AI Agentic Solutions Advance AI Market Leadership
New Agentic AI Solutions enable professionals to delegate complex tasks and workflows across Tax, Audit, Legal and Compliance.
Read articleSage Announces Finance Intelligence Agent as newest AI Agent
New Finance Intelligence Agent joins Sage's growing network of AI Agents alongside Close, Accounts Payable, Time and Assurance Agents.
Read articleNew and Enhanced AI Agents Across the Intuit Platform
Intuit Connect saw the introduction of new and enhanced AI Agents expanding the AI capabilities across the Intuit Platform.
Read articleFlexTrap Platform Incorporates New AP Inbox Assist
FlexTecs uses AI to automate AP inbox triage, reduce fraud risk, and improve vendor response time for FlexTrap Platform.
Read articleSage50 Now Available as Cloud-based Application
Sage has announced that Sage 50 is now available as a cloud-based application for small-to-medium businesses.
Read articleDocyt Launches Bold Mission to Create 'Million Dollar Accountants'
Docyt is empowering accountants with AI-automation to scale revenue and client capacity.
Read articleAvalara Extends AI Leadership with Avi Everywhere and more
By embedding AI agents and MCP servers into enterprise compliance workflows, Avalara is evolving compliance into a smart, interoperable global ...
Read articleKarbon Acquires Aider to Deliver the Future of AI-Powered Accounting and Bookkeeping
Ignition and Karbon have launched a new integration designed to unity billing and workflow automation. By combining Ignition for ...
Read articleSage commissioned Study Reveals Partners Win with AI and Specialization
IDC Study reveals how high-performing partners win with AI and specialization by harnessing innovation to deliver powerful customer outcomes.
Read articleWhy Every Accountant Should Think Like a CAS Organization
Learn why adopting a Client Advisory Services (CAS) approach can transform your accounting firm into a strategic business partner and drive ...
Read articleFirst Look at Digits (Part 2)
Murph finishes up his two-part First Look mini-series on Digits, a totally new Accounting Platform built for the AI era.
Read articleFirst Look at Digits (Part 1)
What's a synonym for excitement? It could just be... 'Digits.' Murph explores this new accounting technology in this two-part First Look feature.
Read articleMind of Murph: What's Next for Accounting
Murph has swung from "Terminator is coming", to 'No Big Deal" with respect to the future of Accounting and AI. Now he is comparing AI to 'great ...
Read articleApp Aware: PayTrace
Murph seeks to make you 'App Aware' of PayTrace, an app for Accounts Receivable automation.
Read articleADP Unveils AI Features for HR at their 2025 Innovation Day
New gen-AI features in Workforce Now®, ADP® Global Payroll and ADP Lyric HCM® tackle payroll errors, streamline analytics, and reduce HR-Admin ...
Read articleNew Agentic-AI Payroll Agent for QuickBooks Online
Murph gives you the scoop on the new Agentic-AI Payroll Agent coming to a QuickBooks Online near you. It appears very determined in 'doing ...
Read articleClockwork.ai announces partnership with Thomson Reuters
Clockwork.ai announces partnership with Thomson Reuters.
Read articleOracle NetSuite Announces NetSuite AI Connector Service
NetSuite's newly announced AI Connector Service will let you have AI Your way.
Read articleDocyt Launches High Precision Accounting Intelligence (HpAI)
Docyt has launched their High Precision Accounting Intelligence (HpAI) automation trained on 128-billion accounting data points to ensure ...
Read articleAlexion.AI Emerges to Empower Accountants
Alexion.AI has a goal of supporting AI agents in accounting, and the accountants that work along with these AI agents to ensure firm AI ...
Read articleIntuit Launches New Innovations in Intuit Enterprise Suite
Intuit has just announced new enhancements to Intuit Enterprise Suite including the use of Agentic AI Agents for improved and streamlined ...
Read articleMore About What's New in the New QBO Accounting Agent
Murph takes another dive into the AI Accounting Assistant of the New QBO in this continuation of his feature from this past Monday.
Read articleThe New QBO Accounting Agent
Murph looks at Intuit's new definition of 'apps' and explores various features of the Agentic AI 'Accounting Agent' within the New QBO.
Read articleApp Aware - Bill360
Our Feature Friday article is an App Aware covering Bill360, a B2B Accounts Receivable automation application with embedded payment ...
Read articleThe Sage Roadmap to AI - Part 1
While attending Sage Future last month in Atlanta, Murph and Sage VP of ERP, Rob Sinfield, visited about the Sage Roadmap for AI and ERP. This ...
Read articleSage Intacct Available in AWS Marketplace AI-Agents/Tools category
Sage has announced availability of Sage Intacct in the brand-new 'AI Agents and Tools' category of AWS Marketplace.
Read articleAnother Piece of the Accounting Puzzle - Puzzle.io
There is a new 'Puzzle' in town that may just be the right general ledger for your business. Puzzle.io lets you upgrade your accounting from ...
Read articleNew Ignition and Karbon Integration Unifies Billing & Workflow Automation
Ignition and Karbon have launched a new integration designed to unity billing and workflow automation. By combining Ignition for ...
Read articleThe New QuickBooks Has Arrived
It's been 14 years in the making, but the newest version of QuickBooks has arrived with lots of Artificial Intelligence based Agents to automate ...
Read articleCertinia releases 2025 Global Service Dynamics Report
Certinia, in sponsorship with Salesforce, has released the 2025 Global Service Dynamics Report illustrating AI's defining moment for Services ...
Read articleNew AI Agents Tackle Tasks and Boost Productivity
A look at some of the specific 'AI Agents' Intuit will provide as they roll-out the new QuickBooks Online in July, 2025.
Read articleIntuit to Introduce Agentic AI within QuickBooks on July 1st
Intuit will introduce Agentic AI as part of a new QuickBooks experience on July 1, 2025.
Read articleThomson Reuters Report shows Tax Firms without AI will fall behind
Thomson Reuters Future of Professionals Report comes with stark warning for the tax industry: firms without AI strategies could fall irrevocably ...
Read articleDigits launches AI Agents for its Autonomous General Ledger
Digits announces AI Agents (Agentic Artificial Intelligence) for their accounting solution.
Read articleNew QuickBooks Experience On The Way
Coming this July, to a QuickBooks Online near you, is a totally new experience. The first major 'facelift' for QBO since 2014.
Read articleSage reveals vision for its Agentic AI Era to Boost SMB Productivity
Sage presented their roadmap at Sage Future in Atlanta for the next wave of AI technologies to accelerate SMB productivity, performance and ...
Read article79% of Tax and Accounting firms expect GenAI integration by 2027
Thomson Reuters has released a new study showing 79% if tax and accounting firms expect significant GenAI integration by 2027.
Read articleAutomate Intercompany Transactions in QBO
Learn how to automate intercompany transactions in QBO with Kyle Turriff using Zapier in this exclusive member webinar series.
Read articleAugust Be Insightful Members Only Training Sessions
Insightful Accountant is hosting exclusive training sessions in August, covering practical automations, HR essentials, and coaching for members. ...
Read articleZapier Vs Make Vs Power Automate
Explore the comparison of Zapier, Make, and Power Automate for automation tools, highlighting their pros and cons to help you choose the best ...
Read articleReady To Be Insightful? We'll Teach You How
The Be Insightful Premium program offers high-quality training to help grow your practice. Join now for exclusive content and expert-led ...
Read articleTax Technology Outlook for 2024
Discover the future of tax technology in 2024 with AI, data analytics, and blockchain innovations. Enhance compliance and strategic ...
Read articleHitch Your Wagons 'Pardner' for the Best Migration Yet
Navigate the complexities of migrating from QuickBooks Desktop to Online with expert help to ensure a smooth and successful transition.
Read articleMichelle Gill Named Sr. VP of Intuit QuickBooks' Money Platform
Intuit QuickBooks appoints Michelle Gill as Sr. VP to enhance the Money Platform, focusing on improving cash flow and engaging with accountants ...
Read articleQB Desktop Weekly: Reclassify Transactions
Learn how to efficiently reclassify transactions in QuickBooks Desktop using Client Data Review and the Reclassify Transactions tool.
Read articleMTL Payments Compliance Causing Big Change
QuickBooks users face challenges with new MTL Payments Compliance causing extra pages on receipts, but the change ensures adherence to ...
Read articleGusto Payroll & HR Platform – A Payroll & Benefits Synopsis
Discover how Gusto simplifies payroll and HR management for small businesses, offering flexibility, seamless integrations, and comprehensive ...
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Desktop To Online Migration Tool
The Newest QuickBooks Migration Tool for Desktop to Online
Discover Intuit’s latest tool for migrating QuickBooks Desktop to QuickBooks Online, offering enhanced success and ease of use for your business ...
Read articleCase Study: Running the Favorite Tools in Your Practice
Learn how Jameson & Co. leverages cloud-based and managed services to streamline their accounting practice, enhance security, and improve ...
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Technology Webinars
What's Extra about our Oct 7 QBTalks-Apps Show
Murph summarizes the 'Extra' content that will be included in the upcoming September 16 QBTalks on Migrating from QuickBooks Desktop.
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Migrating to the Cloud
QuickBooks Dekstop
Qvinci
QBTalks
QuickBooks Migration
QuickBooks Online (QBO)
Basys
QBTalks-Extra
Our September 16 QBTalks is Migrating from QuickBooks Desktop
Murph takes you through the steps of migrating from QuickBooks Desktop to the cloud. The show's extra segment features Qvinci's related services.
View webinarWhat's Extra about the 9/16 QBTalks?
Murph summarizes the 'Extra' content that will be included in the upcoming September 16 QBTalks on Migrating from QuickBooks Desktop.
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QuickBooks Dekstop
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QBTalks
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Basys
QBTalks-Extra
September's QBTalks: Migrating from QuickBooks Desktop
Murph takes you through the steps of migrating from QuickBooks Desktop to the cloud. The show's extra segment features Qvinci's related services.
View webinarNot all AI is built for Tax Work: What I found when I tested it
AI in tax is real, and it's here to stay. But not all AI is built for our work. You must get past the hype and ask what are the sources for the ...
View webinarBecoming an Accounting Firm of the Future: The Benefits of Embracing New Technology
Discover how adopting cutting-edge technology can revolutionize your accounting firm, from improving audits to enhancing employee and client ...
View webinarTools & templates
Technology Resources
Avalara unveils 'Avalara Aviator' to orchestrate intelligent agents
Avalara unveils Avalara Aviator, an agent hub to orchestrate AI-agents that understand context, coordinate work, monitor variance, and take ...
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Rightworks
Ecosystem Enlightenment: Rightworks Cloud Premier
This Ecosystem Enlightenment features Rightworks Cloud Premier, a managed cloud platform designed for accounting and tax firms.
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Payroll Taxes
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Agentic AI
QuickBooks Online (QBO)
Payroll Tax AI
QuickBooks Payroll Tax AI
Payroll Tax AI is a QuickBooks Payroll AI feature to help users monitor and resolve payroll tax issues and make them a 'done for you' experience.
View resourceCase Study: How AI is Reshaping Accounting Workflows & Firm Economics
How Digits helps TRMA help athletes, entertainers, entrepreneurs, and small business owners gain financial clarity, confidence and long-term ...
View resourceApp Aware: Omni by Artifact AI
Omni by Artifact AI is a workflow tool for accounting and Client Advisor Services providers.
View resourceApp Aware: Forwardly
Forwardly is a modern business payments app that can manage accounts payable and accounts receivable.
View resourceThomson Reuters Launches AI Sales and Use Tax Compliance Solution
Powered by CoCounsel ONESOURCE Sales & Use Tax AI handles data import, validation and tax return mapping across 19,000+ U.S. jurisdictions.
View resourceThomson Reuters Launches Tax, Audit & Accounting Agentic AI Solutions
Thomson Reuters advances AI Leadership with New Agentic AI Solutions: Ready to Review for Tax Prep, CoCounsel Document Analysis and Audit ...
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Training
Artificial Intelligence
QuickBooks ProAdvisors
QuickBooks Payments
Intuit QuickBooks ProAdvisor Program
ProAdvisor Academy
New ProAdvisor Academy Training Available, more to come soon!
Intuit's ProAdvisor Academy has released 2 new training curricula. One covers AI for Accountants, the other covers QuickBooks Payments.
View resourceAvalara announces Agentic Tax and Compliance™
Avalara has introduced Agentic Tax and Compliance™ — a new class of AI agents that don’t just assist, they actually do the work from start to ...
View resourceThomson Reuters Unveils New AI-native Agentic Applications
Thomson Reuters has unveiled their new 'Ready to Advise' and 'Ready to Review' AI-native Agentic Applications to transform tax and advisory ...
View resourceQBO Monday Minute: QuickBooks Online Chart of Accounts Templates
Discover how to efficiently set up and use QuickBooks Online Chart of Accounts templates to save time and ensure consistency for your clients.
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Accountants and Bookkeeper
2023 ACCOUNTING TECHNOLOGY
ORACLE NETSUITE
ACCOUNT RECONCILIATION
Reconciliation Easier than Ever with NetSuite Account Reconciliation
Streamline your financial close with NetSuite Account Reconciliation. Automate reconciliations, enhance controls, and speed up your close cycles ...
View resourceTake a Deep Dive into Divvy
Learn how to integrate Divvy with QuickBooks Online and manage your business expenses efficiently. Join our webinar on Feb 23, 2023, for a live ...
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Technology Guides
Designing a CAS-Ready Tech Stack for Your Firm
How to design a scalable, CAS-ready tech stack that fits your accounting firm.
View guideModernize Bookkeeping Into a Continuous CAS Engine
Modernize bookkeeping to power a continuous, CAS-ready engine.
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Artificial Intelligence
QuickBooks Monday Minute
QuickBooks Online (QBO)
Bank Reconciliations
Bank Statements
Using the QuickBooks AI-Powered Reconcile Companion
This procedure explains how to reconcile accounts in QuickBooks using the AI powered Reconcile Companion to ensure account balances match ...
View guideSelecting the Right Accounting Technology
We are often asked if we recommend specific accounting tech for specific applications. NOT! But we will tell you the best way to select ...
View guideTop Cybersecurity Awareness Tips for Tax and Accounting Professionals
Essential cybersecurity tips for tax and accounting professionals to protect client data, including strong passwords, MFA, software updates and ...
View guideCloud Accounting Apps - Choosing and Implementing Your Tech Stack
Discover how to leverage accounting apps to streamline your firm, improve cash flow, and enhance client relationships with insights from Kellie ...
View guideHow to Manage Accounts for Logistics Business Today
Learn seven best accounting practices to streamline your logistics business finances and stay ahead of the competition. Manage accounts ...
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Technology Events
Murph’s Takeaway of Thomson Reuters SYNERGY Opening General Session
Thomson Reuters SYNERGY 2025 kicked off their opening General Session with a bold look ahead at the future of tax, accounting and audit.
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