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THE
FIRM EDGE
Your AI does math wrong — here's what the research says

May 12, 2026

Your AI does math wrong — here's what the research says

A new University of Chicago paper shows AI models struggle with numerical reasoning far more than benchmark scores suggest. Meanwhile, Grant Thornton rolled out its own audit AI platform — and Digits just moved accrual schedules out of Excel and into the ledger. Let’s dive in.

The AI workpaper tool that never leaves Excel

May 8, 2026

The AI workpaper tool that never leaves Excel

AI moved from pitch decks to workpapers this week — Suralink put AI inside Excel, PwC and OpenAI are building CFO‐level agents, and a new report shows most firms still don't have the people to execute any of it.

The AI tax platform 40% of top firms trusted first just opened its doors

May 5, 2026

The AI tax platform 40% of top firms trusted first just opened its doors

Black Ore's enterprise AI tax prep tool just opened to all firms after two years behind closed doors — and Intuit dropped a full AI firm management suite in the same week. If you're evaluating AI tools for next season, this is a good week to pay attention. Let's dive in.

Your clients can now run TurboTax inside Claude

May 1, 2026

Your clients can now run TurboTax inside Claude

Tax season may be winding down, but the AI news isn't. This week: Intuit plugged QuickBooks and TurboTax directly into Claude, the AICPA launched its first real AI training program with CPE credits attached, and a new report shows most firms still can't measure what their AI investments are actually doing. Let's dive in.

Your firm has no benchmark. This fixes that.

Apr 28, 2026

Your firm has no benchmark. This fixes that.

Extension season is here, and the AI story is shifting — from promises to proof. This week: a real cleanup case study, Xero's full AI rebuild, and a free benchmarking tool that finally shows where your firm stands. Let's dive in.

Your client meeting notes just filed themselves

Apr 24, 2026

Your client meeting notes just filed themselves

Extension season is underway, and this week the AI news shifted from research to reality — Digits just made your financial data queryable inside Claude and ChatGPT, Canopy launched a notetaker that files client meeting summaries automatically, and KPMG built an AI assistant for the month-end close that's already running at Big Four scale. Let's dive in.

Stanford just proved AI makes accountants faster — here's the data

Apr 21, 2026

Stanford just proved AI makes accountants faster — here's the data

Tax season is closed and the receipts are finally coming in — a Stanford/MIT field study just confirmed AI adopters handle 55% more client work per week, PwC finds 81% of firms still can't measure what they're spending on AI, and a new platform called Omni is quietly solving the problem nobody talks about: the manual work between your tools, not the tools themselves. Let's dive in.

Tax AI finally has receipts — real results from the firms using it

Apr 17, 2026

Tax AI finally has receipts — real results from the firms using it

Tax season is closing, and this issue lands with actual proof — a Colorado bookkeeping firm reporting 20% immediate time savings with an AI-native platform, Thomson Reuters data showing 82% of firms still can't measure the AI they're already deploying, and BlackLine betting its entire platform on making AI auditable enough for CFOs to trust. Let's dive in.

KPMG just removed humans from audit testing

Apr 14, 2026

KPMG just removed humans from audit testing

With April 15 landing tomorrow, this week delivered the clearest signal yet that AI is rewiring the tax and audit stack — not gradually, but now. A CPA‐built startup raised $12M to automate 90% of return prep, KPMG announced it's pulling humans out of routine audit testing this summer, and a new Grant Thornton survey shows most firms can't govern the AI they've already deployed.

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Payroll now runs inside Claude — and that's just the start

Payroll now runs inside Claude — and that's just the start


Apr 10, 2026

AI is now co-writing your clients' financials. Are you ready to sign off?

AI is now co-writing your clients' financials. Are you ready to sign off?


Apr 7, 2026

The AI audit engine catching fraud your firm is missing

The AI audit engine catching fraud your firm is missing


Apr 3, 2026

The Quiet AI Feature Saving Hours This Tax Season

The Quiet AI Feature Saving Hours This Tax Season


Mar 31, 2026

The AI that prepares returns while you sleep

The AI that prepares returns while you sleep


Mar 27, 2026

PwC just told its partners: adopt AI or leave

PwC just told its partners: adopt AI or leave


Mar 24, 2026

Your clients already ran their taxes through ChatGPT — here's what to do now

Your clients already ran their taxes through ChatGPT — here's what to do now


Mar 20, 2026

QuickBooks Just Made Bank Recs 3× Faster — Here's What Else Changed This Week

QuickBooks Just Made Bank Recs 3× Faster — Here's What Else Changed This Week


Mar 17, 2026

AI-Powered Scams Hit the IRS Dirty Dozen

AI-Powered Scams Hit the IRS Dirty Dozen


Mar 13, 2026

AI is impersonating the IRS — protect your clients now

AI is impersonating the IRS — protect your clients now


Mar 10, 2026

AI Tax Risks, the MTD Command Center, and a Grok Warning

AI Tax Risks, the MTD Command Center, and a Grok Warning


Mar 4, 2026

The $1.15B bet on accounting AI

The $1.15B bet on accounting AI


Feb 26, 2026

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