AI Social Media Scams Are Coming for Your Accounting Firm: Why DNS Filtering Belongs in Your Security Stack
Artificial intelligence is enabling highly personalized social‑media phishing campaigns that target accountants with fake client messages, ads and login pages. These AI‑driven scams increase the risk of wire fraud, data theft and ransomware for firms handling sensitive financial information. DNS filtering blocks requests to known malicious domains before a page loads, providing a proactive layer of defense. The article outlines a phased implementation plan so accounting firms can integrate DNS filtering with existing security controls and staff training.
How to Measure Sophisticated AI Use at Work
A joint study by KPMG and the University of Texas at Austin analyzed 1.4 million workplace AI interactions, identifying observable behavioral signals that distinguish sophisticated from routine AI use. Researchers found that only about 5 % of users repeatedly iterate, frame problems,...
Midsized Businesses Say Profitability Is More Important Than Growth
A new NCMM‑CBIZ study of 400 U.S. middle‑market executives reveals that while growth remains a top priority, profitability is the default choice when leaders face hard trade‑offs. Innovation‑driven firms outperformed peers, with 51% posting at least 10% revenue growth and...
Viral ‘Chinamaxxing’ Trend Reflects What Gen Z Really Wants at Work, Expert Says
The viral "Chinamaxxing" trend sees Gen Z adopting Chinese wellness practices—warm boiled water, tai chi, and slower daily rhythms—while tagging posts with #newlychinese. Industry observer Jason Morris argues the movement reflects a broader generational shift toward intentional, balanced living rather than...
Why ‘Invisible Promotions’ Are Becoming the New Normal
The article defines an “invisible promotion” as employees taking on senior‑level duties without a title change, salary increase, or formal acknowledgment. Companies often allow this to keep costs low or to test readiness, but the practice can linger indefinitely. Workers...
Powell Reveals ‘Concern’ About Job Creation in America Right Now
Federal Reserve Chair Jerome Powell warned that the Fed’s policy committee is increasingly concerned about a stagnating U.S. labor market. The February jobs report showed a loss of 92,000 jobs and revisions that erased gains from December and January, leaving...
90% of SMBs Face Delays Due to Data Errors Despite Push for AI Modernization
MindBridge's analysis reveals that nearly 90% of small and midsize businesses suffer workflow delays due to undetected data errors, despite a strong push toward AI adoption. The study, covering energy, manufacturing and retail, shows a pronounced data paradox: leaders express...
3 Accounts Receivable Improvements That Help Businesses Get Paid Faster
Late payments still plague B2B finance, with roughly $100 trillion in trade settled after delivery. The article outlines three practical steps—optimizing invoice timing and reminders, offering multiple payment methods, and instituting a weekly A/R discipline—to accelerate cash inflows. Implementing these tactics...
Are Managers and Supervisors Guilty of AI ‘Workslop’ Too?
New Zety research reveals that 55% of U.S. employees have received AI‑generated "workslop"—polished but inaccurate output—from a manager or supervisor. The report shows 85% of those workers say this erodes their trust in leadership, while 45% report heightened skepticism toward...
The 90-Day Marketing Plan for CPAs
CPA firms often start the year with marketing bursts that fade as client work peaks, leading to erratic pipelines and over‑reliance on referrals. A disciplined 90‑day marketing plan breaks the process into three phases—Foundation, Visibility, and Conversion—providing a clear roadmap...
Dext Launches AI Assist to Automate Everyday Bookkeeping Decisions
UK‑based Dext has introduced Dext AI Assist, an AI agent embedded in its bookkeeping platform that learns individual user preferences to automate nuanced accounting decisions. The tool surfaces transparent, reviewable suggestions, allowing finance teams to retain full control while reducing...
U.S. Stocks Fall to 6-Month Low Over War and Oil Concerns
U.S. equity benchmarks slipped to six‑month lows as concerns over a protracted Middle East war and rising oil prices intensified. The S&P 500 fell 1.5% and the Nasdaq 100 dropped 1.9%, while the Russell 2000 entered correction territory with a 2% decline. Brent...
EisnerAmper Rolls Out In-House AI Audit Design Agent
EisnerAmper has teamed with Microsoft to launch the EisnerAI Audit Design Agent, an assurance platform built on Microsoft Foundry. The AI‑driven tool acts as a research partner, quickly synthesizing data across systems and surfacing key patterns for auditors. By automating...
Remitian Raises $7 Million, Unveils Tax Payment API
Remitian announced a $7 million seed round and the launch of its Tax Payment API, aimed at streamlining the final mile of tax remittance for accounting firms and fintech partners. The API embeds payment initiation, validation, and real‑time tracking directly into...
Campfire Introduces Ember Agents for Accounting Teams
Campfire, an AI‑native ERP provider, unveiled Ember Agents – a suite of AI‑driven accounting assistants that automate repetitive finance tasks. The agents operate either continuously, handling transaction matching, AP/AR processing, and anomaly detection, or on demand, executing month‑end activities like...
How Small Businesses Can Survive Soaring Oil Prices and Keep Customers
Oil prices are spiking due to Middle East tensions, squeezing small‑business margins on fuel‑intensive operations. Raj Bhaskar, CEO of accounting platform Tight, outlines six practical tactics to preserve profitability while keeping customers loyal. Strategies include a transparent temporary fuel surcharge,...
IRS Flags Phishing, Impersonation in 2026 Dirty Dozen; Experts Explain Why Payroll Is a Prime Target
The IRS’s 2026 Dirty Dozen list again flags phishing and impersonation as the top tax‑season threats, with payroll‑related scams now taking center stage. Experts explain that attackers target W‑2 data and payroll portals because employees expect tax communications and act...
AICPA Requests Guidance on the Paid Family and Medical Leave Credit
The American Institute of CPAs has formally asked the Treasury and IRS for guidance on the revised Section 45S paid family and medical leave credit introduced by the One Big Beautiful Bill Act. The legislation broadens eligibility, allowing a larger pool of employers to claim...
Small Businesses Embrace AI But Need Training and Support to Fully Harness It
A Goldman Sachs survey shows 76% of U.S. small businesses have adopted AI, with 93% reporting positive outcomes such as higher efficiency and productivity. While 67% expect AI to boost revenue, only 14% have fully integrated the technology into core...
SAP Launches New AI, Integrated Travel and Expense Enhancements
SAP Concur is embedding its Joule AI assistant into Microsoft 365 Copilot, letting employees create expense reports, book travel and query policies without leaving familiar apps. Two new Joule agents – Expense Automation and Expense Pre‑Submit Audit – automate report...
Is Your Clients’ Data Safe This Tax Season? Here’s What CPAs Need to Know
Tax season floods CPA firms with sensitive W‑2s, SSNs, and bank details, making it a prime target for cybercriminals. AI‑generated phishing emails now convincingly impersonate the IRS and tax‑software providers, raising the risk of credential theft and refund‑diversion scams. OpenText...
Platform Accounting Group Expands Into Florida
Platform Accounting Group announced the acquisition of Boca Raton‑based Accounting Specialists, rebranding it as ASG Advisor Group and opening its first Florida office. ASG, founded 18 years ago, serves construction, manufacturing, retail, nonprofit and other sectors with a full suite...
AppZen Completes Workday Integration for AI-Powered Expense Audit
AppZen has completed a Workday Design Approved Integration, adding its AI‑driven Expense Audit app to the Workday Marketplace. The integration creates a bi‑directional, near‑real‑time link between Workday Expenses and AppZen’s Mastermind AI platform, enabling autonomous compliance checks and fraud detection....
Real Products in 2026? – Acclerate(r) Change
The AICPA Accelerator’s ninth cohort, announced in March 2026, spotlighted five AI‑driven startups reshaping accounting and finance. Adaptive brings an AI‑native construction accounting platform with over 1,000 clients and $26 million raised; AuditPro.ai delivers turnkey AI audit applications for rapid, affordable insights....
Americans to Spend 11.6 Billion Hours Completing Federal Compliance Forms
Use Postal’s analysis of Office of Management and Budget data shows Americans will spend 11.6 billion labor hours completing federal compliance forms in 2026. The effort translates to roughly $738 billion when labor value and out‑of‑pocket expenses are combined. Treasury‑related filings dominate,...
How Automation Saves FP&A Time for Strategic Insight
FP&A departments face mounting pressure for faster closes, accurate forecasts, and real‑time insights, yet manual data work consumes much of their capacity. Automation eliminates repetitive tasks such as data collection, reconciliation, and report generation, allowing teams to focus on analysis...
Why Insurance No Longer Matches the Risk on Your Clients’ Balance Sheets
After two years of steep premium hikes, 2026 saw modest price relief in some commercial lines, but insurers simultaneously raised deductibles, tightened definitions, and expanded exclusions. The result is a disconnect: premiums appear stable while the amount of loss companies...
Opinion: Tax Breaks for Football Players? That’s Just the Beginning in the SEC
Mississippi lawmakers have advanced a bill that would eliminate state income tax for college athletes, effectively granting them a financial advantage over peers in neighboring SEC schools. The proposal, still pending Senate approval, could give Ole Miss and Mississippi State a...
One in Four Job Seekers Have Ghosted a Potential Employer
A LiveCareer survey of over 1,000 U.S. workers finds that 25% of job seekers have ghosted a potential employer at some stage of the hiring process. The most common trigger is accepting another offer, but 39% say a perceived unfair...
Professionals on the Move – March 2026 Part I
The accounting sector saw a wave of senior appointments in March 2026, including RSM’s hiring of Joseph Taiano as Chief Marketing Officer, Maxwell Locke & Ritter’s selection of Lesley Hargraves as its next Leading Partner, and Ascend’s creation of a COO role filled by Evie Woodforde....
Digits Announces Expanded Connectivity Across 18 Payroll Providers
Digits, a San Francisco‑based Agentic General Ledger, announced expanded payroll connectivity to 18 additional providers, adding to its existing Gusto integration. The new connectors include major platforms such as ADP Run, Paychex Flex, QuickBooks Online Payroll, and UKG Pro, enabling direct, automated...
Forvis Mazars and Klarity Partner for AI
Forvis Mazars LLP has entered a strategic partnership with Klarity, an AI‑powered process‑intelligence platform, to overhaul finance transformation engagements. By embedding Klarity’s AI Observations and AI Interviews, the firm aims to replace time‑intensive interviews and manual data intake with real‑time...
Law Professor Learns Harsh State Income Tax Lesson
The article examines the "Matter of Zelinsky" case, where a Connecticut‑resident law professor teaching at New York’s Cardozo School was forced to pay full New York state income tax despite working from home during the pandemic. New York courts applied...
Emburse Expands Emburse Pay, Unifying Outbound Spend Into a Single Intelligent Platform
Emburse has unveiled the next generation of Emburse Pay, a unified platform that merges vendor payments and employee reimbursements into a single, governed workflow. The solution embeds payment execution within spend‑approval processes, delivering real‑time visibility and audit‑ready control over outbound cash...
Smarsh Launches AI Enabled Communication Surveillance for Small to Medium Businesses
Smarsh introduced the Noise Reduction Agent, an AI‑driven tool that trims compliance alert volume by up to 60 % for small and mid‑sized financial firms. The solution suppresses low‑risk communications during ingestion, preserving audit‑ready records while cutting thousands of non‑actionable review...
Auditoria Announces Record Fiscal Year, Expanding Growth and Footprint
Auditoria.AI reported a record fiscal year, delivering triple‑digit revenue growth and nearly tripling fourth‑quarter bookings as enterprise finance teams adopt its agentic AI solutions. The company doubled its headcount and expanded globally with a new UK office and data centers...
Senate Democrat’s New Tax Proposal Could Change Paychecks for Millions
Senator Chris Van Hollen introduced a bill to eliminate federal income tax for individuals earning up to $46,000 and married couples earning up to $92,000, potentially covering nearly half of U.S. workers. The measure would raise the number of taxpayers...
Schellman Announces Strategic Partnership with Goldman Sachs Alternatives
Schellman, a leading cybersecurity compliance provider, secured a strategic investment from Goldman Sachs Alternatives, while Lightyear Capital stays on as a minority holder. The partnership aims to fund Schellman's next growth phase, expanding capabilities in AI governance, federal compliance, and digital trust....
Washington ‘Millionaires Tax’ Headed for Passage as Governor Says He’ll Sign It
Washington is poised to enact a 9.9% income tax on earnings above $1 million, projected to generate about $4 billion annually. Governor Bob Ferguson announced he will sign the revised bill, which allocates 5% of proceeds to child‑care and early‑learning accounts and...
Alabama Lawmakers May Change Simplified Sellers Use Tax That Has Sparked Multiple Lawsuits
Alabama lawmakers are proposing a bill to revise the Simplified Sellers Use Tax (SSUT) allocation formula by updating municipal and county population figures every five years instead of relying on the decennial census. The SSUT, an 8% flat tax on...
With the Blessing of Ex-IRS Chief, Prime Meridian Unveils Free Tax Filing Platform
Prime Meridian, a Palo Alto startup, unveiled a free AI‑native tax filing platform on Thursday. The service guides users from document upload to filing, supporting both simple and complex returns such as K‑1s, investment income, and multistate wages. Backed by...
Carr, Riggs & Ingram Acquires CFO Hub
Carr, Riggs & Ingram (CRI) announced the acquisition of CFO Hub, a San Diego‑based provider of fractional CFO, controller, and financial advisory services, forming the new CRI CFO Hub brand. The deal expands CRI’s footprint into California and strengthens its presence in New York,...
IRS 1099-DA Reporting Gaps Could Cause Crypto Investors to Overpay Taxes by $14,500, Summ Analysis Finds
Summ’s analysis of 30,000 U.S. crypto traders finds the new IRS Form 1099‑DA routinely omits purchase‑price data when assets move between non‑reporting and reporting platforms. The omission inflates reported capital gains by an average of $14,500 per investor, creating $435 million in...
CPA Business Executives Have Renewed Optimism About the U.S. Economy
CPA executives showed a notable lift in optimism about the U.S. economy in Q1 2026, with 39% expressing a positive outlook—up from 28% a quarter earlier. Confidence in their own firms also rose, reaching 47% versus 41% in Q4 2025, and 55%...
Marc Feigelson Elected as Next Kaufman Rossin CEO
Kaufman Rossin announced that CFO Marc Feigelson will assume the chief executive role on June 1, succeeding retiring CEO Blain Heckaman. The Miami‑based firm, with more than 700 employees and $164 million in revenue, highlighted the transition as a reaffirmation of its...
Missouri House Panel Advances Plan to Phase Out State’s Income Tax, But Hurdles Remain
Missouri’s House Commerce Committee advanced a constitutional amendment that would let voters approve a plan to phase out the state’s 4.7% individual income tax in favor of higher sales and use taxes. The proposal, championed by Gov. Mike Kehoe and...
RightRev Releases AI Platform for End-to-End Revenue Accounting Automation
RightRev unveiled Revi, an AI‑powered revenue automation platform, on March 4 2026. The suite embeds two AI agents—a Contract Review Agent that extracts terms and generates audit‑ready checklists, and an Anomaly Detector Agent that flags revenue schedule variances. Revi also includes a...
AICPA Asks IRS to Give Tax Penalty Relief to Farmers Impacted by Form 8995 Changes
The American Institute of CPAs (AICPA) has asked the IRS to grant penalty relief to qualified farmers affected by recent changes to Form 8995 instructions. The IRS delayed the revised form until February 23, 2026, compressing the window to file by the...
Sanders, Khanna Introduce Wealth Tax Bill Targeting Billionaires
Senators Bernie Sanders and Rep. Ro Khanna introduced the Make Billionaires Pay Their Fair Share Act, proposing a 5 percent annual wealth tax on the 938 U.S. billionaires who hold $8.2 trillion collectively. The tax would raise about $4.4 trillion, funding $3,000 direct payments...
Wiss Expands NetSuite Automation Capabilities
Wiss announced its new status as a Certified Netgain Implementation Partner, giving it the authority to deploy Netgain’s native NetSuite add‑ons directly within client ERP environments. The partnership enables Wiss to embed automation across critical accounting workflows such as fixed‑asset...