Canceling one trucking license does not automatically cancel all the others; each account closes under its own rules, on its ...

Sixty-one percent of small business owners say they’re optimistic about their own business, unchanged from a year ago. Only ...

When a client asks how to transfer an LLC to another state, do not treat the answer as an administrative update.

Constant Contact announced Thursday the release of Catalyst, a new agentic AI marketing product that the company says works ...

For most of the last decade, the price of practice management software came down to one number: how many people at your firm ...

You cannot fix real-world data enough to make it safe for AI without simultaneously making it useless for training.

Settle these five, and the integration becomes part of the close instead of something the close has to work around.

Billy Robinson, CPA, says he built Lunar Papers inside his own practice so every return would have a "second set of eyes on ...

One thing I’ve learned from working around financial operations is that accountants don’t create most documentation problems. They inherit them. An employee makes a purchase, a manager approves it, ...

AI automation is stalling on missing context, not poor technology, according to Latch’s State of AI Automation at Work 2026, ...

Together they give a firm a complete, continuously refreshed picture of every client’s financial life, drawn from the record ...

Coworker is an AI teammate built into Canopy that can operate inside the platform for the firm, handling everything from chasing missing documents to building custom reports.