By CPA Trendlines Research
You don’t have to lose clients just because they’re retiring.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Retirement opens up new opportunities for new services. Here are 10.
READ MORE →
TaxDome unveils AI-driven workflow to Challenge Aiwyn, Canopy, Karbon.
By CPA Trendlines Research
TaxDome and Juno are launching the accounting industry’s first fully integrated, end-to-end tax workflow solution, an automation-powered platform uniting proposal to payment under a single login.
MORE in Tech | Aiwyn Enters Race for the All-in-One Practice Management Platform | Is Practice Management Having Its Moment?
The rollout lands at a pivotal moment in a fiercely competitive practice management software market, where venture capital, artificial intelligence and consolidation are redrawing the digital map for tax and accounting firms.
AI and India Replace U.S. Staff in CPA Industry Shakeup.
By CPA Trendlines Research
The nation’s tax and accounting firms are cutting job rosters even as they’re aggressively raising wages, signifying a structural retrenchment redefining how firms produce and deliver services, according to a new study by CPA Trendlines Research.
MORE Tax and Accounting Wages Hit Record Highs | Show Us the Money! Accountants Are Making More | Chris Vanover: Audit, Now with 100% Less Misery | The Disruptors | Gen AI in Accounting: Epic Transformation, or Overheated Hype? | AI Will Steal Your Job. And That’s a Good Thing | Accounting ARC | Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors
U.S. firms are scaling back staff-level roles, favoring automation and offshore operations. Generative AI and cloud platforms now perform tasks once handled by entry-level staff, including reconciliations, bookkeeping, and basic tax prep. Simultaneously, more firms are offloading transactional services to overseas teams, particularly in India, in response to domestic labor shortages and cost containment efforts.
By CPA Trendlines Research
It’s helpful to know about a potential client before taking them on.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Are they organized? Careless? Complicated? Honest? What’s their attitude toward paying taxes? Where do they need help? Here are 10 questions to ask before you commit yourself.
READ MORE →
Avalara also hires CIO from Airtable.
By CPA Trendlines Research
Avalara has named Adrianna Burrows executive vice president and chief marketing officer, and Shahan Parshad senior vice president and chief information officer.
The appointments are part of the company’s push to support international expansion and strengthen its AI-powered tax compliance platform.
Burrows will lead global marketing and report to President Ross Tennenbaum. She most recently served as head of global marketing at Shopify. Her previous roles include CMO at PayScale, Cornerstone OnDemand, and Stack Overflow. At Microsoft, she managed the global launch of Windows 10 as general manager of Windows Global Marketing.