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Bad hires cost CPA firms time, money, and client trust. This article explores why traditional hiring methods fall short and how role-based assessments give firm leaders real insight into a candidate’s technical ability and judgment before they join the team.

Outsourcing can strengthen your firm—but it also activates overlapping obligations under IRS Section 7216, the AICPA Code of Professional Conduct, and the FTC Safeguards Rule. This article explains how these frameworks intersect and why integrated compliance is essential for protecting client data, maintaining oversight, and reducing regulatory risk.

A performance divide is widening across the accounting profession. As PE-backed firms accelerate modernization, AI adoption, and governance alignment, others risk falling behind. This article explores why the next 24 months will be decisive—and what firm leaders must prioritize now to remain competitive.

Learning and development is no longer optional for CPA firms. As client expectations, AI adoption, and talent pressures rise, firms need strategic, technology-enabled L&D programs that drive performance and retention. MYCPE ONE’s new services aim to help accounting firms build future-ready teams aligned with long-term growth.

Accounting firms are under pressure to deliver more value while managing risk, compliance, and growth. This white paper explores how leading firms are transforming document management from an IT upgrade into a firmwide strategy that improves collaboration, efficiency, adoption, and long-term performance.

Accounting firm leaders are trading scattered tech stacks for centralized practice management platforms. Drawing on real firm examples, consolidating workflows, documents, time/AR and client communications into one hub increases visibility, speeds response times, boosts portal adoption, reduces costs, and frees 2–4 hours per person each week to focus on higher-value work.

Firm leaders want proof that digital transformation will pay off. This briefing equips CIOs to answer the top five C-suite questions—from ROI and compliance to user adoption, integrations, and future-proofing. See how a Microsoft 365-based DMS (enhanced with Intapp) centralizes content, automates governance, and drives secure, efficient collaboration across the firm.

iscover how client management software helps firms improve accounting talent retention by reducing burnout and attracting next-gen professionals.

Intapp has introduced new features to its Collaboration platform, designed to centralize communication, documents, and workflows in one Microsoft 365 hub. With tools like AI-powered email filing, real-time activity feeds, and automated engagement folders, firms can streamline operations, ensure compliance, and improve client service. See how your firm can transform collaboration and efficiency.

Accounting firms need a DMS that serves both strategy and day-to-day work. This article explains how to unlock Microsoft 365 as a scalable, secure DMS—and where Intapp Collaboration fills the gaps with automated provisioning, ethical walls, integrations, and retention—so CIOs and IT leaders can boost efficiency, governance, and client service while maximizing ROI.

Despite strong technical delivery, many accounting firm engagements stall or frustrate clients due to unclear communication, fragmented processes, and heavy workloads. This article explores insights from the Inside the Client Experience Report and outlines three practical steps firms can take to close the Client Readiness Gap, strengthen relationships, and gain a competitive edge in today’s evolving accounting landscape.

Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.

Netgain Technology launches CPA Cloud Essentials, a fully managed Azure-powered IT service tailored for accounting firms. Designed to enhance productivity and security, it delivers reliable access to critical applications, advanced cybersecurity, and flexible scaling — all in a predictable per-user model. This turnkey solution positions firms to embrace AI and automation without overburdening IT teams.

Join us at Boomer Circle Summit for a session on streamlining document management with Intapp—boost efficiency, compliance, and team collaboration.

Firm360 Unveils New Look, Same Mission: Purpose-Built Software for Accounting Firms

Suralink launches the first fully integrated Request-to-Test solution, boosting client collaboration, efficiency, and AI-driven engagement in accounting firms.