Canopy announces Canopy Coworker; Instead launches AI agent for business, individual tax workflows; Ramp touts AI procurement agents; and other accounting tech news.
Adams Brown Technology Specialists acquired Parsons, Kansas-based technology provider Higher Calling Technologies.
While it might be intimidating to hear about companies who’ve installed AI everywhere and use it for everything, as time has gone on leaders have learned that, for many everyday uses, a little can go a long way.
A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.
The procedures need fixing after the IRS approved potentially ineligible tax professionals, including some with a criminal history or uncertain citizenship.
The IRS is continuing to challenge and audit claims for the Employee Retention Credit, extending the yearslong backlogs on processing the often dubious claims.
The state CPA societies of Maine, Massachusetts, New Hampshire, Rhode Island and Vermont merged to form the New England Society of CPAs.
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