CHARTS & GRAPHS

Intuit, Thomson, Wolters Kluwer: Accountants Question AI Strategies

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At the big three user conferences, AI is changing the rules… again.

Vendors take center stage at user conferences. Logos: Thomson Reuters, QuickBooks, Wolters Kluwer

By CPA Trendlines Research

Over the next few weeks, Intuit, Wolters Kluwer and Thomson Reuters will be gathering their users in Las Vegas and Orlando, each bringing software and strategies that accountants fear could encroach on a firm’s client relationships.

Intuit Connect – Oct. 26-28, Aria, Las Vegas. Client books, monthly close, advisory, agents and the accountant relationship. More than 100 breakouts. Up to 12 CPE credits. Learn more
CCH Connections (Wolters Kluwer) – Oct. 25-28, Grande Lakes, Orlando. Tax and audit production, review, migrations and quality management. More than 90 sessions. Up to 19 CPE. Learn more
Thomson Reuters Synergy – Nov. 16-19, Fontainebleau, Las Vegas. Research, preparation, document workflows and engagement evidence. Combined professional audiences; separate general sessions. Learn more

The gap between firms and vendors provides a lens into the season. Intuit Connect, Wolters Kluwer’s CCH Connections and Thomson Reuters Synergy are pairing agentic AI demos with sessions on pricing, review, staffing and leadership. READ MORE →

AI Accountants Cut Costs per Task to 21 cents from $10.35

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Claude delivers faster, cheaper production. But what do the tests overlook?

AI models passed accountants on benchmark tasks in 2025 and now score at or near 100%, compared to an average human accountant at 37%. (Accuracy of AI models on the study’s accounting tasks by model release date, compared with accountants without AI. Source: Mercor)

By CPA Trendlines Research

Jason Staats: “How can I be so busy if AI is this good?”

AI accountants are running faster, cheaper and now more accurately than humans.

Artificial intelligence outperforms 12 licensed CPAs on four structured accounting tasks in a new study by an AI deployment firm, with Claude Opus 5 scoring 100 percent across 20 attempts while unassisted accountants average about 37 percent.

MORE AI | Your Next Hire Might Not Be an Accountant | K1x Bets $175 Million to Beat the K-1 Bottleneck | “Set It and Forget It” Is Not an AI Strategy | Kenji Kuramoto: When AI Does the Work, What Are Firms Selling? | Your AI Agent Should Show Its Work | Rillet’s Raise: Betting $100 Million on Fewer Accountants

Claude finishes every attempt in under 10 minutes. Most accountants take 30 minutes to three hours in the Mercor study. Even the strongest participant falls behind the model on both speed and accuracy.

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CPA PE Deal Tracker™: The Next Deal Cycle Comes into View

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By CPA Trendlines Research

Going into the fourth quarter of 2026, Wall Street’s buying spree for accounting firms is cooling as platform firms digest a two-year surge of acquisitions and the earliest investors, from three to five years ago, begin to cash out, according to the CPA Trendlines CPA PE Deal Tracker™.

MORE Private Equity: Michael Hoover: Growth Without Discipline Comes at a Cost | Big 4 Transparency | CBIZ Told Grant Thornton No, No, No, Before Saying Yes | PE Already Knows Your Price. Do You? | How Private Equity Turns CPA Loyalty into Legal Risk | Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors | Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth

The October 2026 edition of the CPA PE Deal Tracker™ shows accounting’s private-equity deal flow easing in the third quarter, with 37 acquisitions in the U.S. and Canada, down from 42 a year earlier and a far cry from this year’s first-quarter surge of 58. The Tracker now counts 400 such deals in the U.S. and Canada since its records began in December 2016, plus 87 it has found elsewhere, for 487 worldwide, although its coverage outside North America is not systematic.

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Advisory Includes More Than You Might Think

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What do you see when you envision your future?

By Rory Henry
The Holistic Guide to Wealth Management

I work at a virtual family office called Arrowroot Family Office. Over the course of my career I have learned that family (and family dynamics) significantly shapes who we are and how we form relationships in life.

MORE: Wealth Management: Can You Afford Not to Provide It?

Research shows that one of the biggest drivers of family dynamics is the order in which each child is born. Birth order theory, developed by Alfred Adler in the 20th century, suggests that the order in which children are born can have a significant impact on their development and personality.
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Wealth Management: Can You Afford Not to Provide It?

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Advisory begins with conversations.

By Seth Fineberg
The Holistic Guide to Wealth Management.

Today we are cresting the biggest waves of change that I’ve seen in my 20-plus years of covering the accounting profession. I’m talking about the need for CPAs to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. This movement has been building for the better part of a decade, but only recently has it gone from “I’ll think about it” to “Can I afford not to get on board?”

Not to sound the alarm bells here, but CPAs must soon choose between riding the financial planning wave or being swept under it.
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