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Not that Intuit doesn’t have a history of collecting and considering accountant feedback when developing its products; however, a new pilot program is getting even more specific about specific product areas. Specifically, Intuit recently launched a pilot program for accountants to access a tool that allows them to provide feedback on the QuickBooks Bank Feed and Accounting Agent… Continue reading Intuit Pilots Accountant Feedback Program

In this episode of Beyond Tax Season, Trow Trowbridge of Brightline Strategies and I get real about the challenges small firm leaders face as they stare down AI, staffing issues, professional evolution, and the power and benefit of networking and having a community to lean on.

Ignition, the recurring revenue and billing automation platform for firms and agencies, today unveiled its integration with accounting practice management platform Financial Cents, with the goal of more fully automating the client engagement lifecycle.  The new integration combines Ignition’s proposal-to-payment automation with Financial Cents’ workflow management capabilities so that firms can create a seamless handoff from… Continue reading Ignition Inks Integration With Financial Cents

I wanted to call attention to a recent episode of the Growing Your Firm podcast, which featured Ben Taylor, CPA and CEO of SoftLedger. He highlighted how many CPAs, including Ben himself, have experienced firsthand the limitations of existing accounting software, as well as how entrepreneurism in the profession can help change that.

The great Randy Johnston, CPA and I recently got to add our thoughts to an Ace Cloud Hosting blog on the practical ways CPAs, and accountants in general, could look to use AI tools today. Some nice missives here, enjoy!

I’ve written, and had many conversations about, how authenticity in the accounting profession not only “sells” but also is a differentiator and a true key to growth for your business. It should also not be understated how powerful vulnerability can be in your professional lives as well. Vulnerability, as it stands, is not wholly valuable,… Continue reading Vulnerability is Valuable in Accounting

It may seem obvious, but accountants are human, and everyone has their limit on what they can deal with. Whether it’s the constant moving target of tax changes, the encroachment of new technology, the looming specter of private equity, or the constant stream of client questions. Where do you turn to get picked up? For… Continue reading Time to Get Picked Up

Ignition, a recurring revenue and billing automation platform for firms and agencies, has launched its enhanced integration with practice intelligence platform Karbon, to help accounting firms streamline how they engage and onboard clients and get paid. Re-built on Karbon’s latest API, the new integration automates the entire client lifecycle, creating a seamless handoff from signed… Continue reading Ignition and Karbon Launch New Integration

Intuit Inc. last week formally announced a set of proactive Intuit AI agents designed to automate workflows, and when combined with human experts, they will deliver real-time insights to help improve cash flow for businesses. The new AI agents, embedded in the Intuit platform, are part of a completely redesigned and personalized QuickBooks web layout.… Continue reading Intuit Introduces New AI Agents

Every so often, I do feel the need to share others’ content, especially when it speaks so clearly about a current state of affairs. In this case, it’s CPA Trendlines piece on the recent $3B purchase of Melio by Xero, and the implications on the ‘active general ledger’ race therein. It also offers a solid,… Continue reading The Active GL Race is On