Here’s what you’re looking for: CPA Trendlines Research

SPECIAL

Aiwyn Enters Race for the All-in-One Practice Management Tech Platform

Venture funding heats up the practice management tech sector.

Platform
Core Focus
Tax Integration
Payments
Client Portal
AI Features
Notable Backers/Deals
Firm Size Target
Aiwyn
Unified PM + Payments + Tax
Yes (via Taxa)
Yes
Yes
Yes (Tax + Workflows)
KKR, Bessemer, Taxa, Digilence
Midsize to Large
Canopy
Tax-centric PM
Yes (native)
Partial
Yes
Yes (OCR, autofill)
Viking Global, $70M Series C
Small to Midsize
Karbon
Workflow + Collaboration
No
No
Yes
Yes (Email triage)
Five Elms Capital, acquisition-ready
Midsize to Large
Client Hub
Client Experience + Workflow
No
No
Yes
No
Independent
Small Firms
Financial Cents
Simplicity + Affordability
No
No
Yes
No
Bootstrapped
Small Firms
TaxDome
All-in-One for Tax Firms
Yes (native)
Yes
Yes
Partial
Fast-growing, self-funded
Small to Midsize
Xero Practice Manager
Cloud PM tied to Xero
No
No
Yes
No
Xero
Small to Midsize

Compared: Key movers and shakers in the practice management maelstrom.

By CPA Trendlines Research

Backed by new capital and a wave of strategic acquisitions, Aiwyn is accelerating its expansion in accounting technology.

MORE in Tech | Seth Fineberg asks Is Practice Management Having a Moment?

With support from KKR and Bessemer Venture Partners, Charlotte-based Aiwyn is positioning itself as a comprehensive platform for practice management, client engagement, payments, and tax automation, targeting mid-to-large firms seeking a more integrated tech stack.

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BUSY SEASON MANAGEMENT

What Other Tax Pros Want to Know About You

Group of businesspeople hiding their faces behind question mark signs at office

What our Busy Season Barometer didn’t ask (but should have).

By CPA Trendlines Research

The annual CPA Trendlines Busy Season Barometer is one of the most widely researched and respected surveys of trends at accounting firms across the nation.

MORE Barometer: Busy Season Barometer Stats: Who’s Responding and How They’re Doing | Your Colleagues Give Their Best Advice for Clients | Pro Services, Tech and Mining Sectors Most Likely to Thrive | Accountants See a Host of Woes for Businesses | Top Three Issues for Business: Tariffs, Taxes and Inflation | Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year | Tax Preparers Share Advice for Your Clients | Staffing, Tech, Prices Top Tax Pros’ Concerns | Tax Pros Gear Up for a Better Busy Season | Tax Season 2025 Begins. Ready or Not.
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As you know if you’re one of the hundreds of Barometer respondents, the survey looks for a wide range of hard data and subjective opinions. Among them:

  • How firms are handling the current tax season
  • What their chief concerns are
  • Success metrics on client lists, revenues, profits and extensions

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BUSY SEASON MANAGEMENT

Busy Season Barometer Stats: Who’s Responding and How They’re Doing

blue pencil marking survey

How does your practice compare?

By CPA Trendlines Research

The 2025 CPA Trendlines Busy Season Barometer survey has been gathering data from hundreds of accountants and tax practitioners across the country. Here are some of the stats on who’s responding and how they’re doing this year.

MORE Barometer: Your Colleagues Give Their Best Advice for Clients | Pro Services, Tech and Mining Sectors Most Likely to Thrive | Accountants See a Host of Woes for Businesses | Top Three Issues for Business: Tariffs, Taxes and Inflation | Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year | Tax Preparers Share Advice for Your Clients | Staffing, Tech, Prices Top Tax Pros’ Concerns | Tax Pros Gear Up for a Better Busy Season | Tax Season 2025 Begins. Ready or Not.
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Small firms prevail.

  • 24 percent are sole practitioners.
  • 42 percent have 2-10 people in the firm.
  • 17 percent have 11-25 people.

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BUSY SEASON MANAGEMENT

Your Colleagues Give Their Best Advice for Clients

woman and man walking and talking outside office building

… and lots of it.

By CPA Trendlines Research

For many people, especially people running small businesses, their accountant is their best, if not sole, source of advice on financial matters, including business administration.

Sometimes they come asking for it.

MORE Barometer: Pro Services, Tech and Mining Sectors Most Likely to Thrive | Accountants See a Host of Woes for Businesses | Top Three Issues for Business: Tariffs, Taxes and Inflation | Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year | Tax Preparers Share Advice for Your Clients | Staffing, Tech, Prices Top Tax Pros’ Concerns
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Sometimes they expect their accountant to offer it.

Sometimes they are even willing to pay for it.
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