Accounting firms have a payroll problem that most payroll software vendors don’t acknowledge: the people who run the software are the same people who know exactly what’s wrong with it. CPAs process payroll for dozens of clients every week. They know which platforms miscalculate multi-state withholding, which ones have clunky QuickBooks sync, and which ones … Read more
Accountants evaluating TaxDome and Canopy are almost always looking at the same underlying problem: too many disconnected tools, too much time lost switching between them, and a client experience that feels like it was designed in 2010. Both platforms promise to fix this. Both fall short in different ways for different firms. The honest answer … Read more
Accounting firms are adopting AI faster than almost any other professional service sector. According to Karbon’s State of AI in Accounting 2026 Report, 92% of accounting professionals now use AI in their work — and firms that train staff on AI save an average of 7 weeks per year per employee. The efficiency gains are … Read more
Accounting firms lose more revenue to unbilled time than to any other single factor. A 2024 AICPA survey found that accounting professionals capture only 67% of their actual billable hours — meaning a CPA billing at $200/hour loses approximately $26,000 per year in revenue that was earned but never recorded. For a 5-person firm, that’s … Read more
The average accounting firm manages 847 documents per client per year. Tax returns, engagement letters, organizers, workpapers, IRS correspondence, signed authorizations, prior-year files — all of it needs to be findable, organized, version-controlled, and accessible to the right people at the right time. Without a document management system built for this volume, CPAs spend an … Read more
Tax software is the one tool a CPA firm cannot compromise on. Everything else — practice management, billing, portals — affects efficiency. Tax software affects accuracy, compliance, and professional liability. A single misfiled return or missed diagnostic can cost more than a year of software fees. The professional tax software market in 2026 is dominated … Read more
Karbon and Financial Cents are the two most frequently compared accounting practice management platforms for small firms — and they serve genuinely different problems. Choosing the wrong one for your firm’s actual bottleneck is a mistake that costs real time and money to undo. Financial Cents is built for speed and simplicity. Most firms are … Read more
Nearly 7 in 10 accounting firms say the task they’d most like to hand to an AI agent is chasing clients for missing documents. That single finding from Uku’s 2026 survey of accounting firms across 8 countries explains more about the state of client communication in small accounting practices than any feature comparison could. The … Read more
Accounting firms lose revenue in a predictable place: the gap between work performed and work billed. A bookkeeping engagement gets completed on a Tuesday, the time entry gets entered Thursday, the invoice goes out two weeks later, and the client pays 30 days after that. Meanwhile, some time never gets entered at all. The right … Read more
TaxDome is the highest-rated accounting practice management platform on G2, and for good reason — its all-in-one feature set, client mobile app, and flat-rate pricing make it one of the strongest options available for small to mid-sized firms. But it’s not the right fit for every firm. The most common reasons accounting firms look for … Read more