Caseware rolls out Excel add-on, client request AI
Caseware announced new upgrades that allow users to bring the company's AI agents into Microsoft Excel; the company also unveiled an AI-first evolution of its Client Requests feature.

IRS audits hit the richest — and the poorest
Tax audits by the Internal Revenue Service focus overwhelmingly on the richest taxpayers — and on the poorest, leaving middle-income earners the least likely

How to teach ownership
Most seasoned accounting professionals know what ownership means in day-to-day work at their firms, but putting it into words can be difficult.

What Canada tariffs mean for your clients
Both the U.S. and Canada have increased tariffs across the border in recent weeks, ratcheting them as high as 50% — and businesses are caught in the middle.

In the blogs: Talking v. fighting
Appeals versus the Tax Court; fourth quarter tax projections; state budget planning; and other highlights from our favorite tax bloggers.

UHY expands in South Texas
UHY acquired Adamson & Company in Corpus Christi, Texas, continuing its streak of dealmaking activity.

Paystand agents now available
Paystand announced the general availability of its agentic finance suite, which brings AI agents into accounts receivable, spend management and reporting on its B2B payment network.

Hall expands into dental industry
Hall CPA, a firm focused on serving real estate investors, acquired Tooth & Coin, marking its first acquisition and expansion into the dental practice industry.

IRS directly contacted some represented taxpayers
Most Internal Revenue Service employees avoided directly contacting taxpayers who were represented by tax professionals, but there were some misunderstandings.

Acquisitions could be solving the succession crisis, so why aren't they?
Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.