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News

CPA Practice Advisor
cpapracticeadvisor.com > 09/10/2026 > dixie-mccurley-named-intuits-first-managing-partner-in-residence > 190037

Dixie McCurley Named Intuit's First Managing Partner in Residence

3+ day, 6+ min ago   (394+ words) The new role is designed to bring the voice and perspective of accounting firms directly into Intuit’s strategy, innovation, products, and services, the company says. Global financial technology company Intuit has named accounting industry veteran Dixie McCurley as its first…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/10/2026 > datarails-unveils-ticketing-system-for-finance-teams > 190032

Datarails Unveils Ticketing System for Finance Teams

3+ day, 44+ min ago   (360+ words) Datarails, an AI-native financial operating system for the CFO’s office, has launched Datarails Desk, a ticketing system for finance teams that connects every incoming request directly to the financial data needed to resolve it. Desk runs on FinanceOS, Datarails’ governed…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > caseware-puts-agentic-ai-inside-the-audit > 189912

Caseware Puts Agentic AI Inside the Audit

4+ day, 2+ hour ago   (637+ words) Caseware, an AI platform for assurance and financial reporting, has launched Caseware Verity for Excel at CwX Germany 2026, bringing engagement-aware AI directly into the Excel workpapers auditors use every day. In testing to date, Verity for Excel has saved on…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > cpe-webinar-digital-meets-personal-why-your-firm-needs-to-pair-people-with-tax-automation > 189948

CPE Webinar: Digital Meets Personal??? Why Your Firm Needs to Pair People With Tax Automation

3+ day, 20+ hour ago   (185+ words) Home > Firm Management Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > paystand-launches-agentic-finance-suite-built-on-programmable-money > 189906

Paystand Launches Agentic Finance Suite Built on Programmable Money

4+ day, 2+ hour ago   (385+ words) Home > Firm Management The suite combines Agents with its AI orchestration layer, USDb business-grade stablecoin and native ERP integrations. Paystand has launched its new agentic finance suite for the $100 trillion B2B economy, bringing AI agents into accounts receivable, spend management and…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > certinia-rolls-out-system-of-action-for-services-businesses-expands-veda-ai > 189879

Certinia Rolls Out System of Action for Services Businesses, Expands Veda AI

4+ day, 7+ hour ago   (404+ words) The professional services automation platform has unveiled the System of Action for services businesses, backed by the largest expansion of its Veda AI suite to date. Professional services automation platform Certinia today unveiled the System of Action for services businesses,…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > financial-engineer-or-operator-how-to-choose-the-right-buyer > 189932

Financial Engineer or Operator? How to Choose the Right Buyer

4+ day, 2+ hour ago   (774+ words) Home > Firm Management Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure. These are the buzzwords of our time, being touted by every buyer. If you own an accounting firm and have…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > rising-risk-complexity-outpaces-organizations-strategic-readiness-finds-new-aicpa-nc-state-university-study > 189918

Rising Risk Complexity Outpaces Organizations' Strategic Readiness Finds New AICPA & NC State University Study

4+ day, 2+ hour ago   (242+ words) Home > Financial Reporting The findings point to a growing disconnect between rising risk levels and organizations' ability to transform risk intelligence. Now in its 17th year, the study surveyed 331 senior executives and board-level leaders and found that 69% believe the volume and…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > desktop-cloud-ai-dont-hedge-your-future > 189920

Desktop. Cloud. AI. Don't Hedge Your Future.

4+ day, 2+ hour ago   (724+ words) Home > Financial Reporting We stand today at the start of the third era, and for the first time since the cloud transition, firms are actively re-evaluating their core technology stack. When accountants moved from desktop to cloud, the change was…...

CPA Practice Advisor
cpapracticeadvisor.com > 09/09/2026 > ai-is-cutting-financial-risk-management-costs-but-most-firms-arent-capturing-the-savings-yet > 189922

AI Is Cutting Financial Risk Management Costs, But Most Firms Aren't Capturing the Savings Yet

4+ day, 2+ hour ago   (187+ words) Banks are accelerating investment in AI-driven surveillance, but many are struggling to turn that ambition into operational reality, according to new research from 1LoD, commissioned by Shield, a global communications risk management company purpose-built for financial institutions. The report concludes that…...