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News
Using AI to decode client behavior
1+ week, 3+ day ago (813+ words) AI bots like ChatGPT are already widely used for drafting personalized emails, engagement letters, proposals and other client-facing content. But when used strategically, they can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations and spot patterns…...
Your clients' data belongs to your clients
3+ week, 3+ day ago (573+ words) on data it cannot reach. A platform that gates its API behind a fee, or offers no MCP at all, isn't...they never knew they were missing. This is why our API and MCP are free for every Digits plan,…...
Caseware rolls out Excel add-on, client request AI
3+ day, 15+ hour ago (284+ words) Audit and risk solutions platform Caseware announced new upgrades that allow users to bring the company's AI agents into Microsoft Excel as part of the most recent expansion of its Caseware Verity AI offering, first introduced in May. The company…...
What offshoring vendors don't want you to know
1+ week, 1+ day ago (266+ words) Confronted by a chronic talent shortage, fee compression and ever-increasing workloads, more U.S. accounting firms are turning to offshore talent. In earlier columns I've talked about the payoff from offshoring when it's done patiently and correctly. But there are some things…...
Thomson Reuters develops independent AI frontier model 'Thomson' in push for 'AI sovereignty"
2+ week, 3+ day ago (413+ words) Thomson Reuters announced the launch of its independently developed AI frontier model Thomson, which the company plans to deploy throughout its legal and tax portfolio over time, starting with Tabular Analysis inside CoCounsel Legal, where it now provides high-volume document…...
Check your tech stack for AI training leaks
3+ week, 5+ day ago (1253+ words) "If you go and read their terms, they're not exactly favorable. Some of the terms have been like that for several years," he said. While there is great variation between how vendors word their respective policies, however, there are certain…...
Xerocon 2026: use AI but stay aware of security risks
2+ week, 4+ day ago (581+ words) Another big security hole, she said, is that while an LLM's reasoning packets can be encrypted, this encryption can also be broken by another LLM, and not even necessarily a more advanced one. For example, if someone has a big…...
Guggenheim's Walsh says accounting at GPI unit was 'appropriate"
2+ week, 4+ day ago (353+ words) expand into expense management and open up its payment API, allowing anyone to access its payment capacities....
False info, real problems: The human in the AI loop
1+ week, 3+ day ago (1104+ words) In our first article, we explored how AI-generated false information, also known as hallucinations, have increasingly been making their way into firm work products. Here we explore how some firms control specifically for this risk. Accountants tend to view hallucination…...
Meet the 2026 Best Small Firms to Work For
2+ day, 9+ hour ago (135+ words) You can see the full 2026 report and our Midsized and Large Firm lists on AccountingToday.com. An introduction to the midsized and large members of Accounting Today's annual ranking of the top workplaces in the profession. A federal appeals court…...