AI Tools & Trends for US CPAs & Tax Professionals

AI tools and news for US accountants. Curated, tested, and explained.

Tax-season intake gets 3 free AI agents — and $100M targets your sales tax fees

Oct 1, 2026

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3 min read

Tax-season intake gets 3 free AI agents — and $100M targets your sales tax fees

Financial Cents just switched on three free AI agents for client document intake, Mercury wants your startup clients' books inside their bank account, and a $100M funding round just landed on the sales tax filings you bill for.

Alex Ronald

The Latest

Sep 24, 2026

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3 min read

CPA Firms: 20 AI Agents Just Launched. Don't Trust Them Yet.

Sep 17, 2026

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3 min read

93% of Firms Now Use AI. 60% Have No Plan.

Sep 10, 2026

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3 min read

AICPA to IRS: AI Savings Don't Mean Lower Fees

Sep 3, 2026

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2 min read

AuditFile Just Handed Auditors a Fleet of AI Agents to Manage

Aug 28, 2026

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4 min read

Your Client's AI Agents Could Start a Multi-Country Tax Fight

Aug 21, 2026

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3 min read

Thomson Reuters Just Killed Tax Prep's Last Manual Step

Your Client's ChatGPT Session Might Not Be Privileged

Aug 14, 2026

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3 min read

Your Client's ChatGPT Session Might Not Be Privileged

Two federal rulings this year split on whether AI chat logs count as privileged communication, and the IRS just told practitioners how it expects you to handle that risk. Meanwhile QuickBooks quietly shipped an AI tool that catches payroll tax errors before they cost a client a penalty. Let's dive in.

An IRS-Authorized Tax Engine Just Launched — And It Won't Let AI Touch the Math

Aug 7, 2026

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3 min read

An IRS-Authorized Tax Engine Just Launched — And It Won't Let AI Touch the Math

Luca IQ went live this week as a full IRS e-file provider built exclusively for firms, and Aprio just got accredited to certify other companies' AI governance. Two stories, one theme: the firms getting AI right are the ones drawing hard lines around it. Let's dive in.

Intuit Just Let AI Send Client Invoices Without a Human Click

Jul 30, 2026

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4 min read

Intuit Just Let AI Send Client Invoices Without a Human Click

Intuit opened the door for Claude and ChatGPT to create and send invoices straight out of QuickBooks, no approval step required. Meanwhile, new Thomson Reuters research shows most firms have already outrun their own AI governance. Let's dive in.