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Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's unified platform.
July 22 -
Aprio announced it has acquired AI accounting assistant platform TimeCredit, a 2024 AICPA and CPA.com Startup Accelerator company, as part of a larger $300 million investment in AI and automation.
July 22 -
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Nearly one-third (32%) of Americans have taken no financial steps to prepare for a natural disaster, according to a survey by the Harris Poll on behalf of the American Institute of CPAs.
July 21 -
The 2025 Fastest-Growing Firms share the keys to their exceptional revenue boosts over the last year.
July 21 -
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Indiana CPA Society awards $24,550 in scholarships; Weaver and Herbein + Co. relocate offices; and more news from across the profession.
July 18 -
Plus, Sage launches Tap to Pay feature; UHY offers CCMP accelerator courses; and other accounting technology news and updates.
July 18 -
The annual list recognizes the 100 top workplaces in the profession.
July 17 -
The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment.
July 17 -
Doeren Mayhew grows in the Houston market by acquiring Reimer McGuiness Hess CPAs & Advisors.
July 17 -
Andersen, the fast-growing professional services firm, has expanded to Atlanta by merging in Berman & Associates.
July 17 -
The Top 25 Firm is extending its outsourcing capabilities, particularly in the nonprofit and family office sectors.
July 16 -
The accounting sector is poised to undergo its greatest reshuffling in generations.
July 16
Alloy Partners -
Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City.
July 16 -
A major merger between two billion-dollar firms put CBIZ at the top of the list for new Securities and Exchange Commission Engagements.
July 15 -
Thomson Reuters debuted two agentic AI offerings that are aimed at improving tax and advisory workflows: Ready to Advise and Ready to Review.
July 15 -
The Big Four firm has acquired certain assets of boutique firm Trust Processing Solutions, based in Cincinnati.
July 14 -
Don't risk everything you've built for a short-term saving on a template. In today's world, that's the difference between surviving and thriving.
July 14
Verito -
The VeritShield service offering is designed to help firms actively build and maintain a Written Information Security Program as required by the IRS.
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