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

Apr 10, 2026

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

With five days until April 15, the AI news cycle is suddenly very practical. Payroll now runs inside Claude and Slack, audit tie-out is finally automated, and ethics professors are stress-testing AI right when firms need it most. Let's dive in.

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

Apr 7, 2026

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

With one week to April 15, the AI stories hitting this week go straight to the heart of what tax season looks like in 2026. AI is already inside your clients' financial workflows, EY just previewed the next era of audit, and scammers are using voice cloning to target elderly taxpayers. Let's dive in.

The AI audit engine catching fraud your firm is missing

Apr 3, 2026

The AI audit engine catching fraud your firm is missing

Tax season is in its final stretch — and the tools doing real work are separating themselves fast. Navan's new AI audit engine is catching fraud patterns traditional review never sees, a small contractor just slashed bookkeeping time by 90%, and AI investment across finance is accelerating. Let's get into it.

The Quiet AI Feature Saving Hours This Tax Season

Mar 31, 2026

The Quiet AI Feature Saving Hours This Tax Season

Tax season is peaking, and the tools that actually cut cleanup time are separating themselves from the hype. QuickBooks just shipped a genuinely useful AI upgrade, MindBridge is pushing continuous oversight deeper into audit, and regulators are tightening their grip on AI vendors. Let’s dive in.

The AI that prepares returns while you sleep

Mar 27, 2026

The AI that prepares returns while you sleep

With less than three weeks until April 15, two stories landed this week that hit directly at firm operations: the first autonomous tax prep agent that works inside your existing software, and a surge of AI‐enhanced phishing attacks explicitly targeting CPAs. Here's what matters this week.

PwC just told its partners: adopt AI or leave

Mar 24, 2026

PwC just told its partners: adopt AI or leave

PwC’s U.S. CEO just sent a shockwave through the profession: get AI‐first or get out. Meanwhile, more than half of accounting and tax staff say AI is already hurting their job prospects. With tax season peaking, here’s what AI adoption actually looks like on the ground.

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

Mar 20, 2026

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

Tax season is peaking — and so is AI. This week: clients are showing up with AI‐generated tax answers, new data reveals where AI still fails, and the IRS warns that AI‐powered payroll scams are getting sharper. Here's what matters.

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

Mar 17, 2026

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

Tax season is at its peak, and AI isn't slowing down. This week: QuickBooks just sped up bank recs, a DOJ attorney lost his job over AI hallucinations, and new data shows clients are using AI for tax decisions long before they call you. Let's dive in.

AI-Powered Scams Hit the IRS Dirty Dozen

Mar 13, 2026

AI-Powered Scams Hit the IRS Dirty Dozen

Tax season is peak fraud season, and the IRS just confirmed it: AI‐powered scams are now on the Dirty Dozen list for the first time. At the same time, most firms still aren’t using AI daily — even as tools cutting audit cycles by 70% prove the ROI. Here’s what matters this week.

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This week's AI tools for tax season

This week's AI tools for tax season


Feb 19, 2026

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