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

Sep 10, 2026

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

The AICPA is telling the IRS that AI savings don't automatically mean lower fees, and Caseware just put AI agents inside the Excel file you already live in. AIUC also just certified KPMG's internal AI agent — the clearest sign yet that "we use AI" is about to stop being enough on its own. Let's dive in.

AuditFile Just Handed Auditors a Fleet of AI Agents to Manage

Sep 3, 2026

AuditFile Just Handed Auditors a Fleet of AI Agents to Manage

AuditFile launched an orchestrator that lets audit teams run multiple AI agents on one engagement, Xero says its power users are banking 9.1 hours a week, and Grant Thornton just told the industry exactly what its $5B CBIZ deal is really for.

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

Aug 28, 2026

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

Intuit built a chat window into QuickBooks that answers "why did margin drop" in plain English, while Bloomberg Tax flagged multinationals running into transfer-pricing disputes over AI agents shared across subsidiaries — with zero IRS guidance to fall back on. Add a Protiviti survey showing most finance teams still can't prove their AI spend paid off, and this week is about how fast the tools move versus how far the rules lag. Let's dive in.

Thomson Reuters Just Killed Tax Prep's Last Manual Step

Aug 21, 2026

Thomson Reuters Just Killed Tax Prep's Last Manual Step

Thomson Reuters closed the one gap tax software never fixed — actually paying the bill — while a Bridgewater co-CIO is floating a tax on AI itself and 100+ executives admit they don't trust their own AI outputs. Let's dive in.

Your Client's ChatGPT Session Might Not Be Privileged

Aug 14, 2026

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

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

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.

How One CPA Cut Close From 18 Days to 5

Jul 24, 2026

How One CPA Cut Close From 18 Days to 5

A solo EA cut his monthly close from 18 days to 5 using an AI-native platform, while AI-generated comments are flooding the IRS's public rulemaking process — and KPMG and a top-15 firm are both betting on building their own AI instead of buying it off the shelf. Let's dive in.

Canopy Just Automated the Whole Tax Season Handoff

Jul 17, 2026

Canopy Just Automated the Whole Tax Season Handoff

Canopy launched an AI system that runs intake through delivery in one flow, Drake opened a free beta that auto-extracts W-2 and 1099 data, and a new CAQ survey says 90% of your biggest clients' AI governance is still "developing." Let's dive in.

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

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


Sep 10, 2026

AuditFile Just Handed Auditors a Fleet of AI Agents to Manage

AuditFile Just Handed Auditors a Fleet of AI Agents to Manage


Sep 3, 2026

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

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


Aug 28, 2026

Thomson Reuters Just Killed Tax Prep's Last Manual Step

Thomson Reuters Just Killed Tax Prep's Last Manual Step


Aug 21, 2026

Your Client's ChatGPT Session Might Not Be Privileged

Your Client's ChatGPT Session Might Not Be Privileged


Aug 14, 2026

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

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


Aug 7, 2026

Intuit Just Let AI Send Client Invoices Without a Human Click

Intuit Just Let AI Send Client Invoices Without a Human Click


Jul 30, 2026

How One CPA Cut Close From 18 Days to 5

How One CPA Cut Close From 18 Days to 5


Jul 24, 2026

Canopy Just Automated the Whole Tax Season Handoff

Canopy Just Automated the Whole Tax Season Handoff


Jul 17, 2026

One Firm Just Scored AI Tax Work 0 Out of 13

One Firm Just Scored AI Tax Work 0 Out of 13


Jul 14, 2026

A Court Ruling Just Opened a Path to Billions in Client Refunds

A Court Ruling Just Opened a Path to Billions in Client Refunds


Jul 10, 2026

IRS Circular 230 Guidance Says You're on the Hook for Every AI Mistake

IRS Circular 230 Guidance Says You're on the Hook for Every AI Mistake


Jul 6, 2026

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