CPA Tech Wiki - User contributions [en]

ATL280

2026-10-23T12:57:26Z

Bftcpa606:

[[File:ATL280.jpg|thumb]]

= ATL280: Proposed AICPA-IRS Tax AI Risk Framework =
* Episode: ATL280
* Podcast: Accounting Technology Lab
* Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* Recorded: October 2, 2026
* Published: October 23, 2026
* Duration: Approximately 25 minutes
* Presented by: CPA Practice Advisor

== Episode summary ==
Artificial intelligence is changing tax preparation, but who is responsible when the technology gets it wrong? In Episode 280 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley examine a proposed AI tax risk framework discussed in materials associated with former IRS Commissioner Danny Werfel. They focus on five categories of risk for tax preparers: technical, practice, legal and regulatory, business, and workforce and strategic. The hosts examine AI hallucinations, inaccurate document extraction, client data leakage, overtrust of AI-generated tax advice, and erosion of professional expertise. They also explain how AI-driven productivity can overwhelm conventional human review procedures. Other concerns include shadow AI, professional liability, client disclosure, vendor dependence, and preservation of institutional knowledge. The discussion distinguishes risks faced by practitioners from risks facing tax authorities, identifying hallucinations, overtrust, skill erosion, data leakage, and vendor dependence as overlapping concerns. The practical message is that faster preparation does not eliminate professional accountability. Firms need independent verification, appropriate human oversight, reliable source documentation, protection of confidential taxpayer information, and thoughtful AI governance. The framework is discussed as a proposal, not as a binding new IRS rule.

== Key takeaways ==
* Verify AI tax conclusions against authoritative sources.
* Preserve meaningful human review even as AI throughput increases.
* Protect taxpayer information from unauthorized tools and vendors.
* Clarify professional liability, disclosure, and governance responsibilities.
* Maintain tax expertise and contingency plans for vendor dependence.

== Quotable moments ==
{| class="wikitable"
! Time !! Speaker !! Transcript excerpt
|-
| 05:55 || Brian Tankersley || “The hope here is ... that they’re going to keep their weeds level knowledge of this and not just outsource the whole thing to AI.”
|-
| 07:38 || Brian Tankersley || “Just imagine a TikTok tax advice.”
|-
| 11:29 || Randy Johnston || “The AI answers are being gained by people who have certain messages they want to appear.”
|-
| 12:34 || Brian Tankersley || “The scary part about it, though, is that many people don’t go back and look at primary sources.”
|-
| 14:20 || Randy Johnston || “More returns get processed with less scrutiny.”
|-
| 19:09 || Brian Tankersley || “The AI is supremely confident all the time.”
|-
| 24:00 || Randy Johnston || “I think it’s a must-read for anybody that’s in practice.”
|}

== Social media posts ==
=== 1. LinkedIn ===
AI is changing tax preparation. But when AI gets the tax law wrong, who is responsible? ATL280 explores the proposed AI tax risk framework. #TaxAI #ATL280

=== 2. LinkedIn ===
Skill erosion may be the AI risk firms underestimate. Can your staff catch an AI-generated tax mistake? #TaxProfessionals #ATL280

=== 3. LinkedIn ===
AI agents can prepare work in parallel. Human review is still a bottleneck. How should firms respond? #AccountingAI #ATL280

=== 4. LinkedIn ===
One AI error can threaten years of client trust. Learn why disclosure and review matter. #TaxPractice #ATL280

=== 5. LinkedIn ===
A confident AI answer is not authoritative tax guidance. Verify the primary sources. #TaxResearch #ATL280

=== 6. X ===
AI can prepare a return. Can it defend the tax position? #TaxAI #ATL280

=== 7. X ===
AI can be confidently wrong. Tax professionals need independent verification. #ATL280

=== 8. X ===
More returns. Faster processing. Less review? That is not automatically progress. #ATL280

=== 9. X ===
Shadow AI and confidential tax data are a dangerous combination. #DataPrivacy #ATL280

=== 10. X ===
Your AI vendor may change. Your professional responsibility does not. #ATL280

=== 11. Facebook ===
AI makes tax preparation faster, but does it make it safer? ATL280 explores five categories of risk.

=== 12. Facebook ===
Are we losing the tax expertise needed to catch AI errors? Randy and Brian discuss skill erosion in ATL280.

=== 13. Facebook ===
Would you trust a tax answer just because it sounds confident? Explore AI hallucinations and overtrust in ATL280.

=== 14. Facebook ===
What happens when one AI tax error affects hundreds of clients? ATL280 examines professional liability and reputational risk.

=== 15. Facebook ===
Your employees may already use unapproved AI tools. ATL280 discusses shadow AI and client data.

=== 16. Instagram ===
AI is fast. Tax law is complicated. Professional judgment matters. #TaxAI #ATL280

=== 17. Instagram ===
Five AI risk categories. One question: Who checks the AI? #ATL280

=== 18. Instagram ===
Hallucinations. Overtrust. Data leakage. Skill erosion. Vendor dependence. #ATL280

=== 19. Instagram ===
AI sounds confident. Your tax research still needs authoritative sources. #TaxResearch #ATL280

=== 20. Instagram ===
Do not let AI turn your review process into a rubber stamp. #AccountingAI #ATL280

== Editorial and sourcing notes ==
* Based on the October 23, 2026 episode transcript and timestamped SRT.
* Framework discussed as proposed; this page does not claim it is a binding IRS regulation.
* Timestamp labels are approximate segment start times.

File:ATL280.jpg

2026-10-23T12:57:16Z

Bftcpa606:

ATL280 Proposed AICPA-IRS Tax AI Risk Framework

ATL280

2026-10-23T12:56:18Z

Bftcpa606: /* Companies, organizations, products, and services mentioned */

= ATL280: Proposed AICPA-IRS Tax AI Risk Framework =
* Episode: ATL280
* Podcast: Accounting Technology Lab
* Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* Recorded: October 2, 2026
* Published: October 23, 2026
* Duration: Approximately 25 minutes
* Presented by: CPA Practice Advisor

== Episode summary ==
Artificial intelligence is changing tax preparation, but who is responsible when the technology gets it wrong? In Episode 280 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley examine a proposed AI tax risk framework discussed in materials associated with former IRS Commissioner Danny Werfel. They focus on five categories of risk for tax preparers: technical, practice, legal and regulatory, business, and workforce and strategic. The hosts examine AI hallucinations, inaccurate document extraction, client data leakage, overtrust of AI-generated tax advice, and erosion of professional expertise. They also explain how AI-driven productivity can overwhelm conventional human review procedures. Other concerns include shadow AI, professional liability, client disclosure, vendor dependence, and preservation of institutional knowledge. The discussion distinguishes risks faced by practitioners from risks facing tax authorities, identifying hallucinations, overtrust, skill erosion, data leakage, and vendor dependence as overlapping concerns. The practical message is that faster preparation does not eliminate professional accountability. Firms need independent verification, appropriate human oversight, reliable source documentation, protection of confidential taxpayer information, and thoughtful AI governance. The framework is discussed as a proposal, not as a binding new IRS rule.

== Key takeaways ==
* Verify AI tax conclusions against authoritative sources.
* Preserve meaningful human review even as AI throughput increases.
* Protect taxpayer information from unauthorized tools and vendors.
* Clarify professional liability, disclosure, and governance responsibilities.
* Maintain tax expertise and contingency plans for vendor dependence.

== Quotable moments ==
{| class="wikitable"
! Time !! Speaker !! Transcript excerpt
|-
| 05:55 || Brian Tankersley || “The hope here is ... that they’re going to keep their weeds level knowledge of this and not just outsource the whole thing to AI.”
|-
| 07:38 || Brian Tankersley || “Just imagine a TikTok tax advice.”
|-
| 11:29 || Randy Johnston || “The AI answers are being gained by people who have certain messages they want to appear.”
|-
| 12:34 || Brian Tankersley || “The scary part about it, though, is that many people don’t go back and look at primary sources.”
|-
| 14:20 || Randy Johnston || “More returns get processed with less scrutiny.”
|-
| 19:09 || Brian Tankersley || “The AI is supremely confident all the time.”
|-
| 24:00 || Randy Johnston || “I think it’s a must-read for anybody that’s in practice.”
|}

== Social media posts ==
=== 1. LinkedIn ===
AI is changing tax preparation. But when AI gets the tax law wrong, who is responsible? ATL280 explores the proposed AI tax risk framework. #TaxAI #ATL280

=== 2. LinkedIn ===
Skill erosion may be the AI risk firms underestimate. Can your staff catch an AI-generated tax mistake? #TaxProfessionals #ATL280

=== 3. LinkedIn ===
AI agents can prepare work in parallel. Human review is still a bottleneck. How should firms respond? #AccountingAI #ATL280

=== 4. LinkedIn ===
One AI error can threaten years of client trust. Learn why disclosure and review matter. #TaxPractice #ATL280

=== 5. LinkedIn ===
A confident AI answer is not authoritative tax guidance. Verify the primary sources. #TaxResearch #ATL280

=== 6. X ===
AI can prepare a return. Can it defend the tax position? #TaxAI #ATL280

=== 7. X ===
AI can be confidently wrong. Tax professionals need independent verification. #ATL280

=== 8. X ===
More returns. Faster processing. Less review? That is not automatically progress. #ATL280

=== 9. X ===
Shadow AI and confidential tax data are a dangerous combination. #DataPrivacy #ATL280

=== 10. X ===
Your AI vendor may change. Your professional responsibility does not. #ATL280

=== 11. Facebook ===
AI makes tax preparation faster, but does it make it safer? ATL280 explores five categories of risk.

=== 12. Facebook ===
Are we losing the tax expertise needed to catch AI errors? Randy and Brian discuss skill erosion in ATL280.

=== 13. Facebook ===
Would you trust a tax answer just because it sounds confident? Explore AI hallucinations and overtrust in ATL280.

=== 14. Facebook ===
What happens when one AI tax error affects hundreds of clients? ATL280 examines professional liability and reputational risk.

=== 15. Facebook ===
Your employees may already use unapproved AI tools. ATL280 discusses shadow AI and client data.

=== 16. Instagram ===
AI is fast. Tax law is complicated. Professional judgment matters. #TaxAI #ATL280

=== 17. Instagram ===
Five AI risk categories. One question: Who checks the AI? #ATL280

=== 18. Instagram ===
Hallucinations. Overtrust. Data leakage. Skill erosion. Vendor dependence. #ATL280

=== 19. Instagram ===
AI sounds confident. Your tax research still needs authoritative sources. #TaxResearch #ATL280

=== 20. Instagram ===
Do not let AI turn your review process into a rubber stamp. #AccountingAI #ATL280

== Editorial and sourcing notes ==
* Based on the October 23, 2026 episode transcript and timestamped SRT.
* Framework discussed as proposed; this page does not claim it is a binding IRS regulation.
* Timestamp labels are approximate segment start times.

ATL280

2026-10-23T12:55:07Z

Bftcpa606:

= ATL280: Proposed AICPA-IRS Tax AI Risk Framework =
* Episode: ATL280
* Podcast: Accounting Technology Lab
* Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* Recorded: October 2, 2026
* Published: October 23, 2026
* Duration: Approximately 25 minutes
* Presented by: CPA Practice Advisor

== Episode summary ==
Artificial intelligence is changing tax preparation, but who is responsible when the technology gets it wrong? In Episode 280 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley examine a proposed AI tax risk framework discussed in materials associated with former IRS Commissioner Danny Werfel. They focus on five categories of risk for tax preparers: technical, practice, legal and regulatory, business, and workforce and strategic. The hosts examine AI hallucinations, inaccurate document extraction, client data leakage, overtrust of AI-generated tax advice, and erosion of professional expertise. They also explain how AI-driven productivity can overwhelm conventional human review procedures. Other concerns include shadow AI, professional liability, client disclosure, vendor dependence, and preservation of institutional knowledge. The discussion distinguishes risks faced by practitioners from risks facing tax authorities, identifying hallucinations, overtrust, skill erosion, data leakage, and vendor dependence as overlapping concerns. The practical message is that faster preparation does not eliminate professional accountability. Firms need independent verification, appropriate human oversight, reliable source documentation, protection of confidential taxpayer information, and thoughtful AI governance. The framework is discussed as a proposal, not as a binding new IRS rule.

== Key takeaways ==
* Verify AI tax conclusions against authoritative sources.
* Preserve meaningful human review even as AI throughput increases.
* Protect taxpayer information from unauthorized tools and vendors.
* Clarify professional liability, disclosure, and governance responsibilities.
* Maintain tax expertise and contingency plans for vendor dependence.

== Quotable moments ==
{| class="wikitable"
! Time !! Speaker !! Transcript excerpt
|-
| 05:55 || Brian Tankersley || “The hope here is ... that they’re going to keep their weeds level knowledge of this and not just outsource the whole thing to AI.”
|-
| 07:38 || Brian Tankersley || “Just imagine a TikTok tax advice.”
|-
| 11:29 || Randy Johnston || “The AI answers are being gained by people who have certain messages they want to appear.”
|-
| 12:34 || Brian Tankersley || “The scary part about it, though, is that many people don’t go back and look at primary sources.”
|-
| 14:20 || Randy Johnston || “More returns get processed with less scrutiny.”
|-
| 19:09 || Brian Tankersley || “The AI is supremely confident all the time.”
|-
| 24:00 || Randy Johnston || “I think it’s a must-read for anybody that’s in practice.”
|}

== Social media posts ==
=== 1. LinkedIn ===
AI is changing tax preparation. But when AI gets the tax law wrong, who is responsible? ATL280 explores the proposed AI tax risk framework. #TaxAI #ATL280

=== 2. LinkedIn ===
Skill erosion may be the AI risk firms underestimate. Can your staff catch an AI-generated tax mistake? #TaxProfessionals #ATL280

=== 3. LinkedIn ===
AI agents can prepare work in parallel. Human review is still a bottleneck. How should firms respond? #AccountingAI #ATL280

=== 4. LinkedIn ===
One AI error can threaten years of client trust. Learn why disclosure and review matter. #TaxPractice #ATL280

=== 5. LinkedIn ===
A confident AI answer is not authoritative tax guidance. Verify the primary sources. #TaxResearch #ATL280

=== 6. X ===
AI can prepare a return. Can it defend the tax position? #TaxAI #ATL280

=== 7. X ===
AI can be confidently wrong. Tax professionals need independent verification. #ATL280

=== 8. X ===
More returns. Faster processing. Less review? That is not automatically progress. #ATL280

=== 9. X ===
Shadow AI and confidential tax data are a dangerous combination. #DataPrivacy #ATL280

=== 10. X ===
Your AI vendor may change. Your professional responsibility does not. #ATL280

=== 11. Facebook ===
AI makes tax preparation faster, but does it make it safer? ATL280 explores five categories of risk.

=== 12. Facebook ===
Are we losing the tax expertise needed to catch AI errors? Randy and Brian discuss skill erosion in ATL280.

=== 13. Facebook ===
Would you trust a tax answer just because it sounds confident? Explore AI hallucinations and overtrust in ATL280.

=== 14. Facebook ===
What happens when one AI tax error affects hundreds of clients? ATL280 examines professional liability and reputational risk.

=== 15. Facebook ===
Your employees may already use unapproved AI tools. ATL280 discusses shadow AI and client data.

=== 16. Instagram ===
AI is fast. Tax law is complicated. Professional judgment matters. #TaxAI #ATL280

=== 17. Instagram ===
Five AI risk categories. One question: Who checks the AI? #ATL280

=== 18. Instagram ===
Hallucinations. Overtrust. Data leakage. Skill erosion. Vendor dependence. #ATL280

=== 19. Instagram ===
AI sounds confident. Your tax research still needs authoritative sources. #TaxResearch #ATL280

=== 20. Instagram ===
Do not let AI turn your review process into a rubber stamp. #AccountingAI #ATL280

== Companies, organizations, products, and services mentioned ==
{| class="wikitable"
! Name !! Context !! X !! Facebook !! LinkedIn !! Instagram
|-
| AICPA || Framework context || Not verified || Not verified || Not verified || Not verified
|-
| Internal Revenue Service (IRS) || Tax authority and risk framework context || Not verified || Not verified || Not verified || Not verified
|-
| CPA Practice Advisor || Podcast presenter || Not verified || Not verified || Not verified || Not verified
|-
| The Tax Adviser || Article about the proposed framework || Not verified || Not verified || Not verified || Not verified
|-
| ChatGPT / OpenAI || Example of generative AI output risk || Not verified || Not verified || Not verified || Not verified
|-
| KPMG || Mention of simulation-style professional training || Not verified || Not verified || Not verified || Not verified
|-
| Tesla || Autonomous driving liability analogy || Not verified || Not verified || Not verified || Not verified
|-
| Wikipedia || AI source reliability discussion || Not verified || Not verified || Not verified || Not verified
|-
| TikTok || Tax advice analogy || Not verified || Not verified || Not verified || Not verified
|}

== Editorial and sourcing notes ==
* Based on the October 23, 2026 episode transcript and timestamped SRT.
* Framework discussed as proposed; this page does not claim it is a binding IRS regulation.
* Social media handles are intentionally not supplied without verification.
* Timestamp labels are approximate segment start times.
* No episode streaming URL or official slide deck URL was supplied.

ATL280

2026-10-23T12:49:51Z

Bftcpa606: Created page with "= ATL280: Proposed AICPA-IRS Tax AI Risk Framework = * Episode: ATL280 * Podcast: Accounting Technology Lab * Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA * Recorded: October 2, 2026 * Published: October 23, 2026 * Duration: Approximately 25 minutes * Presented by: CPA Practice Advisor == Episode summary == Artificial intelligence is changing tax preparation, but who is responsible when the technology gets it wrong? In Episode 280 of the Accounting Techn..."

= ATL280: Proposed AICPA-IRS Tax AI Risk Framework = * Episode: ATL280 * Podcast: Accounting Technology Lab * Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA * Recorded: October 2, 2026 * Published: October 23, 2026 * Duration: Approximately 25 minutes * Presented by: CPA Practice Advisor == Episode summary == Artificial intelligence is changing tax preparation, but who is responsible when the technology gets it wrong? In Episode 280 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley examine a proposed AI tax risk framework discussed in materials associated with former IRS Commissioner Danny Werfel. They focus on five categories of risk for tax preparers: technical, practice, legal and regulatory, business, and workforce and strategic. The hosts examine AI hallucinations, inaccurate document extraction, client data leakage, overtrust of AI-generated tax advice, and erosion of professional expertise. They also explain how AI-driven productivity can overwhelm conventional human review procedures. Other concerns include shadow AI, professional liability, client disclosure, vendor dependence, and preservation of institutional knowledge. The discussion distinguishes risks faced by practitioners from risks facing tax authorities, identifying hallucinations, overtrust, skill erosion, data leakage, and vendor dependence as overlapping concerns. The practical message is that faster preparation does not eliminate professional accountability. Firms need independent verification, appropriate human oversight, reliable source documentation, protection of confidential taxpayer information, and thoughtful AI governance. The framework is discussed as a proposal, not as a binding new IRS rule. == Key takeaways == * Verify AI tax conclusions against authoritative sources. * Preserve meaningful human review even as AI throughput increases. * Protect taxpayer information from unauthorized tools and vendors. * Clarify professional liability, disclosure, and governance responsibilities. * Maintain tax expertise and contingency plans for vendor dependence. == Quotable moments == {| class="wikitable" ! Time !! Speaker !! Transcript excerpt |- | 05:55 || Brian Tankersley || “The hope here is ... that they’re going to keep their weeds level knowledge of this and not just outsource the whole thing to AI.” |- | 07:38 || Brian Tankersley || “Just imagine a TikTok tax advice.” |- | 11:29 || Randy Johnston || “The AI answers are being gained by people who have certain messages they want to appear.” |- | 12:34 || Brian Tankersley || “The scary part about it, though, is that many people don’t go back and look at primary sources.” |- | 14:20 || Randy Johnston || “More returns get processed with less scrutiny.” |- | 19:09 || Brian Tankersley || “The AI is supremely confident all the time.” |- | 24:00 || Randy Johnston || “I think it’s a must-read for anybody that’s in practice.” |} == Social media posts == === 1. LinkedIn === AI is changing tax preparation. But when AI gets the tax law wrong, who is responsible? ATL280 explores the proposed AI tax risk framework. #TaxAI #ATL280 === 2. LinkedIn === Skill erosion may be the AI risk firms underestimate. Can your staff catch an AI-generated tax mistake? #TaxProfessionals #ATL280 === 3. LinkedIn === AI agents can prepare work in parallel. Human review is still a bottleneck. How should firms respond? #AccountingAI #ATL280 === 4. LinkedIn === One AI error can threaten years of client trust. Learn why disclosure and review matter. #TaxPractice #ATL280 === 5. LinkedIn === A confident AI answer is not authoritative tax guidance. Verify the primary sources. #TaxResearch #ATL280 === 6. X === AI can prepare a return. Can it defend the tax position? #TaxAI #ATL280 === 7. X === AI can be confidently wrong. Tax professionals need independent verification. #ATL280 === 8. X === More returns. Faster processing. Less review? That is not automatically progress. #ATL280 === 9. X === Shadow AI and confidential tax data are a dangerous combination. #DataPrivacy #ATL280 === 10. X === Your AI vendor may change. Your professional responsibility does not. #ATL280 === 11. Facebook === AI makes tax preparation faster, but does it make it safer? ATL280 explores five categories of risk. === 12. Facebook === Are we losing the tax expertise needed to catch AI errors? Randy and Brian discuss skill erosion in ATL280. === 13. Facebook === Would you trust a tax answer just because it sounds confident? Explore AI hallucinations and overtrust in ATL280. === 14. Facebook === What happens when one AI tax error affects hundreds of clients? ATL280 examines professional liability and reputational risk. === 15. Facebook === Your employees may already use unapproved AI tools. ATL280 discusses shadow AI and client data. === 16. Instagram === AI is fast. Tax law is complicated. Professional judgment matters. #TaxAI #ATL280 === 17. Instagram === Five AI risk categories. One question: Who checks the AI? #ATL280 === 18. Instagram === Hallucinations. Overtrust. Data leakage. Skill erosion. Vendor dependence. #ATL280 === 19. Instagram === AI sounds confident. Your tax research still needs authoritative sources. #TaxResearch #ATL280 === 20. Instagram === Do not let AI turn your review process into a rubber stamp. #AccountingAI #ATL280 == Companies, organizations, products, and services mentioned == {| class="wikitable" ! Name !! Context !! X !! Facebook !! LinkedIn !! Instagram |- | AICPA || Framework context || Not verified || Not verified || Not verified || Not verified |- | Internal Revenue Service (IRS) || Tax authority and risk framework context || Not verified || Not verified || Not verified || Not verified |- | CPA Practice Advisor || Podcast presenter || Not verified || Not verified || Not verified || Not verified |- | The Tax Adviser || Article about the proposed framework || Not verified || Not verified || Not verified || Not verified |- | ChatGPT / OpenAI || Example of generative AI output risk || Not verified || Not verified || Not verified || Not verified |- | KPMG || Mention of simulation-style professional training || Not verified || Not verified || Not verified || Not verified |- | Tesla || Autonomous driving liability analogy || Not verified || Not verified || Not verified || Not verified |- | Wikipedia || AI source reliability discussion || Not verified || Not verified || Not verified || Not verified |- | TikTok || Tax advice analogy || Not verified || Not verified || Not verified || Not verified |} == Editorial and sourcing notes == * Based on the October 23, 2026 episode transcript and timestamped SRT. * Framework discussed as proposed; this page does not claim it is a binding IRS regulation. * Social media handles are intentionally not supplied without verification. * Timestamp labels are approximate segment start times. * No episode streaming URL or official slide deck URL was supplied.

Podcast

2026-10-23T12:48:23Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/280 280]
|[[ATL280|Proposed AICPA-IRS Tax AI Risk Framework]]
|atl280pub
|10/2/2026
|10/23/2026
|-
|[https://cpate.ch/279 279]
|[[ATL279|Tech Backlash]]
|atl279pub
|9/11/2026
|10/16/2026
|-
|[https://cpate.ch/278 278]
|[[ATL278|Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]
|[https://cpate.ch/atl276pub atl278pub]
|9/11/2026
|10/09/2026
|-
|[https://cpate.ch/277 277]
|[[ATL277|Technology Mergers and Acquisitions, September 2026]]
|[https://cpate.ch/atl277pub atl277pub]
|9/11/2026
|10/2/2026
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl276pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL279

2026-10-16T14:12:59Z

Bftcpa606:

[[File:ATL279.jpg|thumb|ATL279 - Tecnology Backlash - "Techlash"]]

= ATL279: Tech Backlash =

'''Episode:''' 279

'''Premiere:''' October 16, 2026

'''Recorded:''' September 11, 2026

'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA

'''Presented by:''' CPA Practice Advisor

== Episode Summary ==
Technology companies have spent decades promising convenience, efficiency, and innovation. But what happens when consumers, communities, and regulators decide the costs are becoming too high?

In this episode of Accounting Technology Lab, Randy Johnston and Brian Tankersley examine the growing backlash against Big Tech, from multibillion-dollar legal settlements and privacy controversies to surveillance cameras and opposition to massive AI data centers.

The discussion explores declining public confidence in technology companies, concerns about Flock license-plate recognition cameras, and the environmental and infrastructure challenges associated with hyperscale computing facilities. Electricity consumption, water usage, noise pollution, and local opposition are creating new obstacles for an industry accustomed to rapid expansion.

For accounting professionals, these developments raise important questions about cloud computing, client confidentiality, vendor accountability, and regulatory compliance. Randy and Brian explain why trusting a familiar technology brand is no substitute for evaluating its security practices, contractual commitments, and data governance.

They also offer practical recommendations for managing vendor relationships, including reviewing privacy policies, identifying subprocessors, examining access logs, and negotiating data portability and exit provisions.

The central message: Technology remains essential to modern business, but responsible adoption requires greater transparency, stronger governance, and informed professional judgment.

== Chapters ==
{| class="wikitable"
! Time !! Topic
|-
| 00:09 || Big Tech settlements and tech backlash
|-
| 02:14 || Amazon Prime and consumer protection
|-
| 03:34 || App stores and children's privacy
|-
| 04:54 || Flock cameras and surveillance
|-
| 06:05 || Declining confidence in technology companies
|-
| 09:49 || Surveillance governance failures
|-
| 13:43 || Opposition to AI data centers
|-
| 16:54 || Electricity, water and environmental costs
|-
| 18:45 || State privacy regulation
|-
| 20:28 || Grid capacity and hyperscale computing
|-
| 22:35 || Practical guidance for accounting firms
|-
| 26:30 || Vendor accountability
|}

== Quotable Moments ==
* '''06:05 — Brian Tankersley:''' "The public confidence in large tech companies is down at 20%."
* '''09:49 — Brian Tankersley:''' "The legitimate technologies can create governance failures."
* '''17:43 — Randy Johnston:''' "If you don't have water, it's a bad day."
* '''22:35 — Brian Tankersley:''' "When you use cloud services, you want to make sure you own the data and you can get your data out."
* '''22:35 — Brian Tankersley:''' "Transparency about subprocessors is non-negotiable."
* '''26:30 — Randy Johnston:''' "We have to assume that many of these bigger, well-known vendors may not be doing all their job on governance."

== Promotional Copy ==
'''Headline:''' Tech Backlash: When Innovation Outruns Trust

'''Teaser:''' Big Tech faces lawsuits, communities are pushing back against AI data centers, and surveillance systems are raising uncomfortable questions. What does the growing tech backlash mean for accounting firms and their clients?

== Social Media Posts ==
=== 1. The techlash is here ===
Big Tech is facing growing scrutiny from consumers, regulators, and communities. From privacy settlements to AI data center opposition, the rules are changing. #ATL279 #AccountingTechnology

=== 2. Big Tech, little trust? ===
Public confidence in major technology companies has reportedly fallen to 20%. Should accounting firms rethink how they evaluate technology partners? #TechBacklash #CPA

=== 3. Your data. Their rules? ===
When your client data lives in the cloud, who can access it? Who audits that access? And can you get your data back? #DataGovernance #CloudSecurity

=== 4. The AI infrastructure reckoning ===
AI needs computing power. Computing power needs electricity, water, and land. Communities are questioning who pays the price. #AI #DataCenters

=== 5. Surveillance or security? ===
License-plate recognition cameras can help solve crimes, but access without proper controls creates serious privacy risks. #Privacy #Governance

=== 6. The hidden cost of convenience ===
A subscription you did not intend to purchase. An app-store fee you cannot avoid. A privacy policy you never read. #ConsumerProtection #BigTech

=== 7. The vendor exit test ===
Before you sign a new cloud agreement, ask: How do we get our data out if the relationship ends? #VendorRisk #AccountingFirms

=== 8. Trust, but verify ===
A familiar brand name is not proof of strong security controls. Ask for evidence, review the contract, and understand vendor responsibilities. #Cybersecurity #CPA

=== 9. What powers AI? ===
The AI revolution is about substations, cooling systems, water supplies, and communities living beside infrastructure. #AIInfrastructure #TechBacklash

=== 10. Who is watching the watchers? ===
Without access logs, oversight, and accountability, surveillance tools can be misused. #Privacy #InternalControls

=== 11. A state-by-state compliance puzzle ===
Privacy regulation is increasingly a state-level issue. Firms operating across state lines need a compliance roadmap. #Compliance #DataPrivacy

=== 12. Your cloud provider has providers ===
Do you know which subprocessors can handle your clients information? Revisit your vendor due diligence. #ThirdPartyRisk #Cloud

=== 13. AI versus the power grid ===
Can electricity infrastructure keep up with hyperscale AI development? Randy and Brian explore why this matters. #Energy #ArtificialIntelligence

=== 14. The accounting profession role ===
Accountants can help clients evaluate technology risk, contract provisions, regulatory exposure, and data ownership. #CAS #TrustedAdvisor

=== 15. Transparency is a control ===
Privacy policies, audit evidence, access logs, and identified subprocessors belong in serious vendor evaluations. #RiskManagement #AccountingTechnology

=== 16. The data center next door ===
Construction jobs and investment sound attractive. But what about noise, water consumption, and electricity rates? #DataCenters #Community

=== 17. Plan your exit before you enter ===
A technology contract is like a partnership agreement: exit provisions matter most when things stop going to plan. #CloudComputing #BusinessContinuity

=== 18. Technology is not the enemy ===
The problem is not innovation itself. It is innovation without sufficient accountability, transparency, and governance. #ResponsibleTech #AI

=== 19. Do not confuse compliance with trust ===
A checklist does not answer every question about data access, retention, privacy, and vendor behavior. #Governance #CyberRisk

=== 20. New episode: Tech Backlash ===
ATL279 premieres October 16! Big Tech settlements, surveillance, AI data centers, and vendor-risk lessons for accountants. #AccountingTechnologyLab #ATL279

== Companies and Services Mentioned ==
{| class="wikitable"
! Company or service !! X !! Facebook !! LinkedIn !! Instagram
|-
| Meta / Facebook || [https://x.com/Meta Meta] || [https://www.facebook.com/Meta Meta] || [https://www.linkedin.com/company/meta/ meta] || [https://www.instagram.com/meta/ meta]
|-
| Google || [https://x.com/Google Google] || [https://www.facebook.com/Google Google] || [https://www.linkedin.com/company/google/ google] || [https://www.instagram.com/google/ google]
|-
| Microsoft / Azure || [https://x.com/Microsoft Microsoft] || [https://www.facebook.com/Microsoft Microsoft] || [https://www.linkedin.com/company/microsoft/ microsoft] || [https://www.instagram.com/microsoft/ microsoft]
|-
| Amazon / Prime || [https://x.com/amazon amazon] || [https://www.facebook.com/Amazon Amazon] || [https://www.linkedin.com/company/amazon/ amazon] || [https://www.instagram.com/amazon/ amazon]
|-
| Apple / App Store || Not verified || [https://www.facebook.com/apple apple] || [https://www.linkedin.com/company/apple/ apple] || [https://www.instagram.com/apple/ apple]
|-
| TikTok || [https://x.com/tiktok_us tiktok_us] || [https://www.facebook.com/tiktok tiktok] || [https://www.linkedin.com/company/tiktok/ tiktok] || [https://www.instagram.com/tiktok/ tiktok]
|-
| Alibaba || [https://x.com/AlibabaGroup AlibabaGroup] || [https://www.facebook.com/Alibaba.com Alibaba.com] || [https://www.linkedin.com/company/alibaba-group/ alibaba-group] || [https://www.instagram.com/alibaba.com_official/ alibaba.com_official]
|-
| Zoho || [https://x.com/zoho zoho] || [https://www.facebook.com/zoho zoho] || [https://www.linkedin.com/company/zoho/ zoho] || [https://www.instagram.com/zoho/ zoho]
|-
| Flock Safety || Not verified || Not verified || [https://www.linkedin.com/company/flock-safety/ flock-safety] || Not verified
|-
| Kalshi || [https://x.com/Kalshi Kalshi] || Not verified || [https://www.linkedin.com/company/kalshi/ kalshi] || [https://www.instagram.com/kalshi/ kalshi]
|-
| 23andMe || [https://x.com/23andMe 23andMe] || [https://www.facebook.com/23andMe 23andMe] || [https://www.linkedin.com/company/23andme/ 23andme] || [https://www.instagram.com/23andme/ 23andme]
|-
| Tennessee Valley Authority || [https://x.com/TVAnews TVAnews] || [https://www.facebook.com/TVA TVA] || [https://www.linkedin.com/company/tennessee-valley-authority/ tennessee-valley-authority] || [https://www.instagram.com/tvanews/ tvanews]
|}

== Newsletter Copy ==
Big Tech is facing a growing backlash. In ATL279, Randy Johnston and Brian Tankersley discuss settlements, surveillance, AI data centers, and the practical governance questions accounting firms should ask about cloud providers. Premieres October 16, 2026.

== Editorial Note ==
Figures and allegations discussed in the episode reflect the transcript and should be independently fact-checked before publication as established facts. Social accounts have not been individually verified.

File:ATL279.jpg

2026-10-16T14:12:13Z

Bftcpa606:

ATL279: Technology Backlash - "Techlash"

ATL279

2026-10-16T14:11:07Z

Bftcpa606:

= ATL279: Tech Backlash =

'''Episode:''' 279

'''Premiere:''' October 16, 2026

'''Recorded:''' September 11, 2026

'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA

'''Presented by:''' CPA Practice Advisor

== Episode Summary ==
Technology companies have spent decades promising convenience, efficiency, and innovation. But what happens when consumers, communities, and regulators decide the costs are becoming too high?

In this episode of Accounting Technology Lab, Randy Johnston and Brian Tankersley examine the growing backlash against Big Tech, from multibillion-dollar legal settlements and privacy controversies to surveillance cameras and opposition to massive AI data centers.

The discussion explores declining public confidence in technology companies, concerns about Flock license-plate recognition cameras, and the environmental and infrastructure challenges associated with hyperscale computing facilities. Electricity consumption, water usage, noise pollution, and local opposition are creating new obstacles for an industry accustomed to rapid expansion.

For accounting professionals, these developments raise important questions about cloud computing, client confidentiality, vendor accountability, and regulatory compliance. Randy and Brian explain why trusting a familiar technology brand is no substitute for evaluating its security practices, contractual commitments, and data governance.

They also offer practical recommendations for managing vendor relationships, including reviewing privacy policies, identifying subprocessors, examining access logs, and negotiating data portability and exit provisions.

The central message: Technology remains essential to modern business, but responsible adoption requires greater transparency, stronger governance, and informed professional judgment.

== Chapters ==
{| class="wikitable"
! Time !! Topic
|-
| 00:09 || Big Tech settlements and tech backlash
|-
| 02:14 || Amazon Prime and consumer protection
|-
| 03:34 || App stores and children's privacy
|-
| 04:54 || Flock cameras and surveillance
|-
| 06:05 || Declining confidence in technology companies
|-
| 09:49 || Surveillance governance failures
|-
| 13:43 || Opposition to AI data centers
|-
| 16:54 || Electricity, water and environmental costs
|-
| 18:45 || State privacy regulation
|-
| 20:28 || Grid capacity and hyperscale computing
|-
| 22:35 || Practical guidance for accounting firms
|-
| 26:30 || Vendor accountability
|}

== Quotable Moments ==
* '''06:05 — Brian Tankersley:''' "The public confidence in large tech companies is down at 20%."
* '''09:49 — Brian Tankersley:''' "The legitimate technologies can create governance failures."
* '''17:43 — Randy Johnston:''' "If you don't have water, it's a bad day."
* '''22:35 — Brian Tankersley:''' "When you use cloud services, you want to make sure you own the data and you can get your data out."
* '''22:35 — Brian Tankersley:''' "Transparency about subprocessors is non-negotiable."
* '''26:30 — Randy Johnston:''' "We have to assume that many of these bigger, well-known vendors may not be doing all their job on governance."

== Promotional Copy ==
'''Headline:''' Tech Backlash: When Innovation Outruns Trust

'''Teaser:''' Big Tech faces lawsuits, communities are pushing back against AI data centers, and surveillance systems are raising uncomfortable questions. What does the growing tech backlash mean for accounting firms and their clients?

== Social Media Posts ==
=== 1. The techlash is here ===
Big Tech is facing growing scrutiny from consumers, regulators, and communities. From privacy settlements to AI data center opposition, the rules are changing. #ATL279 #AccountingTechnology

=== 2. Big Tech, little trust? ===
Public confidence in major technology companies has reportedly fallen to 20%. Should accounting firms rethink how they evaluate technology partners? #TechBacklash #CPA

=== 3. Your data. Their rules? ===
When your client data lives in the cloud, who can access it? Who audits that access? And can you get your data back? #DataGovernance #CloudSecurity

=== 4. The AI infrastructure reckoning ===
AI needs computing power. Computing power needs electricity, water, and land. Communities are questioning who pays the price. #AI #DataCenters

=== 5. Surveillance or security? ===
License-plate recognition cameras can help solve crimes, but access without proper controls creates serious privacy risks. #Privacy #Governance

=== 6. The hidden cost of convenience ===
A subscription you did not intend to purchase. An app-store fee you cannot avoid. A privacy policy you never read. #ConsumerProtection #BigTech

=== 7. The vendor exit test ===
Before you sign a new cloud agreement, ask: How do we get our data out if the relationship ends? #VendorRisk #AccountingFirms

=== 8. Trust, but verify ===
A familiar brand name is not proof of strong security controls. Ask for evidence, review the contract, and understand vendor responsibilities. #Cybersecurity #CPA

=== 9. What powers AI? ===
The AI revolution is about substations, cooling systems, water supplies, and communities living beside infrastructure. #AIInfrastructure #TechBacklash

=== 10. Who is watching the watchers? ===
Without access logs, oversight, and accountability, surveillance tools can be misused. #Privacy #InternalControls

=== 11. A state-by-state compliance puzzle ===
Privacy regulation is increasingly a state-level issue. Firms operating across state lines need a compliance roadmap. #Compliance #DataPrivacy

=== 12. Your cloud provider has providers ===
Do you know which subprocessors can handle your clients information? Revisit your vendor due diligence. #ThirdPartyRisk #Cloud

=== 13. AI versus the power grid ===
Can electricity infrastructure keep up with hyperscale AI development? Randy and Brian explore why this matters. #Energy #ArtificialIntelligence

=== 14. The accounting profession role ===
Accountants can help clients evaluate technology risk, contract provisions, regulatory exposure, and data ownership. #CAS #TrustedAdvisor

=== 15. Transparency is a control ===
Privacy policies, audit evidence, access logs, and identified subprocessors belong in serious vendor evaluations. #RiskManagement #AccountingTechnology

=== 16. The data center next door ===
Construction jobs and investment sound attractive. But what about noise, water consumption, and electricity rates? #DataCenters #Community

=== 17. Plan your exit before you enter ===
A technology contract is like a partnership agreement: exit provisions matter most when things stop going to plan. #CloudComputing #BusinessContinuity

=== 18. Technology is not the enemy ===
The problem is not innovation itself. It is innovation without sufficient accountability, transparency, and governance. #ResponsibleTech #AI

=== 19. Do not confuse compliance with trust ===
A checklist does not answer every question about data access, retention, privacy, and vendor behavior. #Governance #CyberRisk

=== 20. New episode: Tech Backlash ===
ATL279 premieres October 16! Big Tech settlements, surveillance, AI data centers, and vendor-risk lessons for accountants. #AccountingTechnologyLab #ATL279

== Companies and Services Mentioned ==
{| class="wikitable"
! Company or service !! X !! Facebook !! LinkedIn !! Instagram
|-
| Meta / Facebook || [https://x.com/Meta Meta] || [https://www.facebook.com/Meta Meta] || [https://www.linkedin.com/company/meta/ meta] || [https://www.instagram.com/meta/ meta]
|-
| Google || [https://x.com/Google Google] || [https://www.facebook.com/Google Google] || [https://www.linkedin.com/company/google/ google] || [https://www.instagram.com/google/ google]
|-
| Microsoft / Azure || [https://x.com/Microsoft Microsoft] || [https://www.facebook.com/Microsoft Microsoft] || [https://www.linkedin.com/company/microsoft/ microsoft] || [https://www.instagram.com/microsoft/ microsoft]
|-
| Amazon / Prime || [https://x.com/amazon amazon] || [https://www.facebook.com/Amazon Amazon] || [https://www.linkedin.com/company/amazon/ amazon] || [https://www.instagram.com/amazon/ amazon]
|-
| Apple / App Store || Not verified || [https://www.facebook.com/apple apple] || [https://www.linkedin.com/company/apple/ apple] || [https://www.instagram.com/apple/ apple]
|-
| TikTok || [https://x.com/tiktok_us tiktok_us] || [https://www.facebook.com/tiktok tiktok] || [https://www.linkedin.com/company/tiktok/ tiktok] || [https://www.instagram.com/tiktok/ tiktok]
|-
| Alibaba || [https://x.com/AlibabaGroup AlibabaGroup] || [https://www.facebook.com/Alibaba.com Alibaba.com] || [https://www.linkedin.com/company/alibaba-group/ alibaba-group] || [https://www.instagram.com/alibaba.com_official/ alibaba.com_official]
|-
| Zoho || [https://x.com/zoho zoho] || [https://www.facebook.com/zoho zoho] || [https://www.linkedin.com/company/zoho/ zoho] || [https://www.instagram.com/zoho/ zoho]
|-
| Flock Safety || Not verified || Not verified || [https://www.linkedin.com/company/flock-safety/ flock-safety] || Not verified
|-
| Kalshi || [https://x.com/Kalshi Kalshi] || Not verified || [https://www.linkedin.com/company/kalshi/ kalshi] || [https://www.instagram.com/kalshi/ kalshi]
|-
| 23andMe || [https://x.com/23andMe 23andMe] || [https://www.facebook.com/23andMe 23andMe] || [https://www.linkedin.com/company/23andme/ 23andme] || [https://www.instagram.com/23andme/ 23andme]
|-
| Tennessee Valley Authority || [https://x.com/TVAnews TVAnews] || [https://www.facebook.com/TVA TVA] || [https://www.linkedin.com/company/tennessee-valley-authority/ tennessee-valley-authority] || [https://www.instagram.com/tvanews/ tvanews]
|}

== Newsletter Copy ==
Big Tech is facing a growing backlash. In ATL279, Randy Johnston and Brian Tankersley discuss settlements, surveillance, AI data centers, and the practical governance questions accounting firms should ask about cloud providers. Premieres October 16, 2026.

== Editorial Note ==
Figures and allegations discussed in the episode reflect the transcript and should be independently fact-checked before publication as established facts. Social accounts have not been individually verified.

ATL279

2026-10-16T14:10:46Z

Bftcpa606: Created page with "= ATL279: Tech Backlash = '''Episode:''' 279 '''Premiere:''' October 16, 2026 '''Recorded:''' September 11, 2026 '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA '''Presented by:''' CPA Practice Advisor == Episode Summary == Technology companies have spent decades promising convenience, efficiency, and innovation. But what happens when consumers, communities, and regulators decide the costs are becoming too high? In this episode of Accounting Technolog..."

= ATL279: Tech Backlash = '''Episode:''' 279 '''Premiere:''' October 16, 2026 '''Recorded:''' September 11, 2026 '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA '''Presented by:''' CPA Practice Advisor == Episode Summary == Technology companies have spent decades promising convenience, efficiency, and innovation. But what happens when consumers, communities, and regulators decide the costs are becoming too high? In this episode of Accounting Technology Lab, Randy Johnston and Brian Tankersley examine the growing backlash against Big Tech, from multibillion-dollar legal settlements and privacy controversies to surveillance cameras and opposition to massive AI data centers. The discussion explores declining public confidence in technology companies, concerns about Flock license-plate recognition cameras, and the environmental and infrastructure challenges associated with hyperscale computing facilities. Electricity consumption, water usage, noise pollution, and local opposition are creating new obstacles for an industry accustomed to rapid expansion. For accounting professionals, these developments raise important questions about cloud computing, client confidentiality, vendor accountability, and regulatory compliance. Randy and Brian explain why trusting a familiar technology brand is no substitute for evaluating its security practices, contractual commitments, and data governance. They also offer practical recommendations for managing vendor relationships, including reviewing privacy policies, identifying subprocessors, examining access logs, and negotiating data portability and exit provisions. The central message: Technology remains essential to modern business, but responsible adoption requires greater transparency, stronger governance, and informed professional judgment. == Chapters == {| class="wikitable" ! Time !! Topic |- | 00:09 || Big Tech settlements and tech backlash |- | 02:14 || Amazon Prime and consumer protection |- | 03:34 || App stores and children's privacy |- | 04:54 || Flock cameras and surveillance |- | 06:05 || Declining confidence in technology companies |- | 09:49 || Surveillance governance failures |- | 13:43 || Opposition to AI data centers |- | 16:54 || Electricity, water and environmental costs |- | 18:45 || State privacy regulation |- | 20:28 || Grid capacity and hyperscale computing |- | 22:35 || Practical guidance for accounting firms |- | 26:30 || Vendor accountability |} == Quotable Moments == * '''06:05 — Brian Tankersley:''' "The public confidence in large tech companies is down at 20%." * '''09:49 — Brian Tankersley:''' "The legitimate technologies can create governance failures." * '''17:43 — Randy Johnston:''' "If you don't have water, it's a bad day." * '''22:35 — Brian Tankersley:''' "When you use cloud services, you want to make sure you own the data and you can get your data out." * '''22:35 — Brian Tankersley:''' "Transparency about subprocessors is non-negotiable." * '''26:30 — Randy Johnston:''' "We have to assume that many of these bigger, well-known vendors may not be doing all their job on governance." == Promotional Copy == '''Headline:''' Tech Backlash: When Innovation Outruns Trust '''Teaser:''' Big Tech faces lawsuits, communities are pushing back against AI data centers, and surveillance systems are raising uncomfortable questions. What does the growing tech backlash mean for accounting firms and their clients? == Social Media Posts == === 1. The techlash is here === Big Tech is facing growing scrutiny from consumers, regulators, and communities. From privacy settlements to AI data center opposition, the rules are changing. #ATL279 #AccountingTechnology === 2. Big Tech, little trust? === Public confidence in major technology companies has reportedly fallen to 20%. Should accounting firms rethink how they evaluate technology partners? #TechBacklash #CPA === 3. Your data. Their rules? === When your client data lives in the cloud, who can access it? Who audits that access? And can you get your data back? #DataGovernance #CloudSecurity === 4. The AI infrastructure reckoning === AI needs computing power. Computing power needs electricity, water, and land. Communities are questioning who pays the price. #AI #DataCenters === 5. Surveillance or security? === License-plate recognition cameras can help solve crimes, but access without proper controls creates serious privacy risks. #Privacy #Governance === 6. The hidden cost of convenience === A subscription you did not intend to purchase. An app-store fee you cannot avoid. A privacy policy you never read. #ConsumerProtection #BigTech === 7. The vendor exit test === Before you sign a new cloud agreement, ask: How do we get our data out if the relationship ends? #VendorRisk #AccountingFirms === 8. Trust, but verify === A familiar brand name is not proof of strong security controls. Ask for evidence, review the contract, and understand vendor responsibilities. #Cybersecurity #CPA === 9. What powers AI? === The AI revolution is about substations, cooling systems, water supplies, and communities living beside infrastructure. #AIInfrastructure #TechBacklash === 10. Who is watching the watchers? === Without access logs, oversight, and accountability, surveillance tools can be misused. #Privacy #InternalControls === 11. A state-by-state compliance puzzle === Privacy regulation is increasingly a state-level issue. Firms operating across state lines need a compliance roadmap. #Compliance #DataPrivacy === 12. Your cloud provider has providers === Do you know which subprocessors can handle your clients information? Revisit your vendor due diligence. #ThirdPartyRisk #Cloud === 13. AI versus the power grid === Can electricity infrastructure keep up with hyperscale AI development? Randy and Brian explore why this matters. #Energy #ArtificialIntelligence === 14. The accounting profession role === Accountants can help clients evaluate technology risk, contract provisions, regulatory exposure, and data ownership. #CAS #TrustedAdvisor === 15. Transparency is a control === Privacy policies, audit evidence, access logs, and identified subprocessors belong in serious vendor evaluations. #RiskManagement #AccountingTechnology === 16. The data center next door === Construction jobs and investment sound attractive. But what about noise, water consumption, and electricity rates? #DataCenters #Community === 17. Plan your exit before you enter === A technology contract is like a partnership agreement: exit provisions matter most when things stop going to plan. #CloudComputing #BusinessContinuity === 18. Technology is not the enemy === The problem is not innovation itself. It is innovation without sufficient accountability, transparency, and governance. #ResponsibleTech #AI === 19. Do not confuse compliance with trust === A checklist does not answer every question about data access, retention, privacy, and vendor behavior. #Governance #CyberRisk === 20. New episode: Tech Backlash === ATL279 premieres October 16! Big Tech settlements, surveillance, AI data centers, and vendor-risk lessons for accountants. #AccountingTechnologyLab #ATL279 == Companies and Services Mentioned == {| class="wikitable" ! Company or service !! X !! Facebook !! LinkedIn !! Instagram |- | Meta / Facebook || [https://x.com/Meta Meta] || [https://www.facebook.com/Meta Meta] || [https://www.linkedin.com/company/meta/ meta] || [https://www.instagram.com/meta/ meta] |- | Google || [https://x.com/Google Google] || [https://www.facebook.com/Google Google] || [https://www.linkedin.com/company/google/ google] || [https://www.instagram.com/google/ google] |- | Microsoft / Azure || [https://x.com/Microsoft Microsoft] || [https://www.facebook.com/Microsoft Microsoft] || [https://www.linkedin.com/company/microsoft/ microsoft] || [https://www.instagram.com/microsoft/ microsoft] |- | Amazon / Prime || [https://x.com/amazon amazon] || [https://www.facebook.com/Amazon Amazon] || [https://www.linkedin.com/company/amazon/ amazon] || [https://www.instagram.com/amazon/ amazon] |- | Apple / App Store || Not verified || [https://www.facebook.com/apple apple] || [https://www.linkedin.com/company/apple/ apple] || [https://www.instagram.com/apple/ apple] |- | TikTok || [https://x.com/tiktok_us tiktok_us] || [https://www.facebook.com/tiktok tiktok] || [https://www.linkedin.com/company/tiktok/ tiktok] || [https://www.instagram.com/tiktok/ tiktok] |- | Alibaba || [https://x.com/AlibabaGroup AlibabaGroup] || [https://www.facebook.com/Alibaba.com Alibaba.com] || [https://www.linkedin.com/company/alibaba-group/ alibaba-group] || [https://www.instagram.com/alibaba.com_official/ alibaba.com_official] |- | Zoho || [https://x.com/zoho zoho] || [https://www.facebook.com/zoho zoho] || [https://www.linkedin.com/company/zoho/ zoho] || [https://www.instagram.com/zoho/ zoho] |- | Flock Safety || Not verified || Not verified || [https://www.linkedin.com/company/flock-safety/ flock-safety] || Not verified |- | Kalshi || [https://x.com/Kalshi Kalshi] || Not verified || [https://www.linkedin.com/company/kalshi/ kalshi] || [https://www.instagram.com/kalshi/ kalshi] |- | 23andMe || [https://x.com/23andMe 23andMe] || [https://www.facebook.com/23andMe 23andMe] || [https://www.linkedin.com/company/23andme/ 23andme] || [https://www.instagram.com/23andme/ 23andme] |- | Tennessee Valley Authority || [https://x.com/TVAnews TVAnews] || [https://www.facebook.com/TVA TVA] || [https://www.linkedin.com/company/tennessee-valley-authority/ tennessee-valley-authority] || [https://www.instagram.com/tvanews/ tvanews] |} == Newsletter Copy == Big Tech is facing a growing backlash. In ATL279, Randy Johnston and Brian Tankersley discuss settlements, surveillance, AI data centers, and the practical governance questions accounting firms should ask about cloud providers. Premieres October 16, 2026. == Editorial Note == Figures and allegations discussed in the episode reflect the transcript and should be independently fact-checked before publication as established facts. Social accounts have not been individually verified.

Podcast

2026-10-16T14:09:58Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/279 279]
|[[ATL279|Tech Backlash]]
|atl279pub
|9/11/2026
|10/16/2026
|-
|[https://cpate.ch/278 278]
|[[ATL278|Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]
|[https://cpate.ch/atl276pub atl278pub]
|9/11/2026
|10/09/2026
|-
|[https://cpate.ch/277 277]
|[[ATL277|Technology Mergers and Acquisitions, September 2026]]
|[https://cpate.ch/atl277pub atl277pub]
|9/11/2026
|10/2/2026
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl276pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL278

2026-10-08T23:05:08Z

Bftcpa606: /* Promotional Pull Quotes */

[[File:ATL278.jpg|thumb|ATL 278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]

{{Podcast
|Episode=ATL278
|Title=Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question
|AirDate=2026-10-09
|RecordDate=2026-09-11
|Series=Accounting Technology Lab
|Sponsor=CPA Practice Advisor
}}

= ATL278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question =

'''Episode:''' ATL278

'''Release Date:''' October 9, 2026

'''Recorded:''' September 11, 2026

'''Series:''' Accounting Technology Lab

'''Presented by:''' CPA Practice Advisor

'''Episode Website:''' https://podcast.cpate.ch

'''Video Channel:''' https://www.youtube.com/@AccountingTechnologyLab

== Episode Summary ==

Artificial intelligence is transforming accounting workflows, but what happens when AI-generated work leads to a lawsuit? Does your AI vendor defend you, or could your accounting firm be left paying the legal bills?

In this episode of Accounting Technology Lab, we examine AI indemnification commitments from Microsoft, Google, OpenAI, and Anthropic, including what these technology giants promise to cover, the exclusions that matter, and the responsibilities that remain with business customers.

We explore how contractual protections differ across Microsoft Copilot, Google's AI services, OpenAI's commercial offerings, and Anthropic's Claude ecosystem. Particular attention goes to intellectual property disputes, copyrighted training materials, generated content, required safeguards, and the implications of accessing AI through third-party platforms.

For accounting professionals, the stakes extend beyond copyright. Client confidentiality, professional liability, data governance, and the accuracy of AI-assisted deliverables create exposures that vendor indemnification provisions generally do not eliminate.

The discussion offers practical considerations for evaluating agreements, documenting AI workflows, and managing risk before deploying generative AI in client-facing services.

'''The takeaway:''' AI indemnification is not a blanket guarantee. Understand the contract, preserve the evidence, and know which risks your firm still owns.

== Episode Highlights ==

* What indemnification means and how it differs from insurance
* Microsoft's Customer Copyright Commitment
* Google's training-data and generated-output protections
* OpenAI's commercial and API indemnification provisions
* Anthropic's commercial copyright protections
* Why third-party AI access changes the governing agreement
* Professional liability beyond copyright infringement
* Required safeguards, documentation, and evidence
* Questions accounting firms should ask software vendors

== Promotional Pull Quotes ==
{| class="wikitable"
!Time
!Speaker
!Exact spoken excerpt
|-
|01:09
|Brian Tankersley
|“The devil is always in the fine print.”
|-
|02:10
|Brian Tankersley
|“None of these are absolute.”
|-
|03:04
|Brian Tankersley
|“Nobody's going to indemnify you that I can think of for the product giving you an incorrect answer.”
|-
|03:45
|Brian Tankersley
|“It's similar to insurance, but the contract controls the promise.”
|-
|09:00
|Brian Tankersley
|“How you buy and what you pay makes a big difference with respect to this.”
|-
|15:20
|Randy Johnston
|“If you don't pay for it with money, you're paying for it somehow.”
|-
|15:52
|Brian Tankersley
|“You deploy, you operate, you bear the risk.”
|-
|20:24
|Brian Tankersley
|“There's no way to eliminate your risk in this area.”
|}

== Vendor Indemnification Comparison ==

{| class="wikitable sortable"
! Provider
! General Protection
! Principal Limitations
|-
| Microsoft
| Certain commercial Copilot and Azure AI output claims
| Covered offerings, safety systems, authorized inputs, and governing terms
|-
| Google
| Qualifying training-data and generated-output claims
| Listed indemnified services, required safeguards, and authorized use
|-
| OpenAI
| Certain output-related intellectual property claims
| Commercial scope, exclusions for inputs, output modifications, safety features, and third-party offerings
|-
| Anthropic
| Certain intellectual property claims under commercial terms
| Authorized use, exclusions, applicable contract, and access channel
|-
| Meta / Llama
| No comparable broad public protection established in the episode's supporting presentation
| Deploying organizations may retain substantial exposure
|}

''These descriptions are educational summaries, not legal opinions or representations that a particular customer qualifies for coverage.''

== Social Media Posts ==

=== 1. Who Pays the Lawyers? ===
Your accounting firm uses AI to prepare a client deliverable. Six months later, someone claims copyright infringement. Who pays the lawyers? Microsoft? Google? OpenAI? Anthropic? Maybe. ATL278 breaks down the fine print.

=== 2. The Fine Print ===
AI indemnification sounds reassuring—until you read the exclusions. Covered product? Required safety settings? Permitted inputs? Your agreement matters more than the marketing headline.

=== 3. Covered-ish ===
Your AI platform promises legal protection. But are you really covered—or just covered-ish? Explore the AI liability question on Accounting Technology Lab.

=== 4. Microsoft's Promise ===
Microsoft's Customer Copyright Commitment provides meaningful protection for qualifying commercial scenarios. But disabling safeguards or using an ineligible product could change the answer.

=== 5. Google's Two-Part Approach ===
Google distinguishes between claims involving AI training data and those involving generated output. That distinction could matter enormously when a dispute arises.

=== 6. OpenAI's Exclusions ===
OpenAI's commercial indemnification has important exclusions involving inputs, output modifications, safety features, and certain third-party offerings. Is your workflow inside the guardrails?

=== 7. Anthropic and Claude ===
Using Claude directly isn't necessarily the same contractual arrangement as using it through a cloud platform. The access route matters.

=== 8. Consumer vs Enterprise ===
A paid AI subscription isn't automatically an enterprise indemnification agreement. Check the exact tier, service, and terms before assuming your firm is protected.

=== 9. Your AI Evidence Trail ===
Could your firm document which model, settings, inputs, and output produced a disputed deliverable? AI provenance can become critical evidence.

=== 10. Copyright Isn't Malpractice ===
A vendor's copyright indemnity generally won't rescue your firm from incorrect tax advice, missed deadlines, or negligent client work.

=== 11. Are You Covered? ===
You wouldn't buy insurance without asking about deductibles and exclusions. Why accept an AI indemnification promise without checking its conditions?

=== 12. The Third-Party Trap ===
When an accounting application embeds an AI model, whose agreement governs your use? The model developer's? The software publisher's? Or something else?

=== 13. Modified Output ===
Your team edits, combines, and republishes AI output. Could those changes affect indemnification? Depending on the agreement, yes.

=== 14. A Contract Is a Control ===
An indemnification clause is only one part of AI governance. Vendor due diligence, human review, appropriate data handling, and documentation remain essential.

=== 15. The Seven Questions ===
Before relying on vendor indemnity, ask: What's covered? Which agreement applies? What claims qualify? What exclusions exist? What caps apply? Who controls defense? What evidence is required?

=== 16. Beyond IP Risk ===
Copyright is only one AI exposure. Privacy breaches, confidentiality failures, cybersecurity, regulatory compliance, and wrong answers all deserve attention.

=== 17. Don't Disable Safeguards ===
That safety filter your team finds inconvenient might be a condition of contractual protection. Know the implications before changing the configuration.

=== 18. The Firm Still Owns the Result ===
AI can help draft a financial analysis, advisory report, or client communication. But an accountant still needs to review and take responsibility for the work.

=== 19. Questions for Your Vendor ===
Ask your AI software vendor: If a third party sues us over AI-generated output, who defends us—and where does the contract say so?

=== 20. Release Day ===
NEW EPISODE: ATL278 — Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question. Four major AI vendors, different contractual promises, and one crucial question: Who owns the risk?

== Newsletter Copy ==

'''Subject:''' ATL278: Your AI Vendor Promises Protection. Are You Really Covered?

Your AI software might defend you in a copyright lawsuit. But don't assume it will.

Microsoft, Google, OpenAI, and Anthropic have announced different protections for commercial AI customers. Unfortunately, those protections come with fine print—and the differences can have serious consequences for accounting firms.

In this week's Accounting Technology Lab, we're taking on AI indemnification: what the major AI vendors may cover, what can invalidate protection, and the liability that remains with accountants and their firms.

We'll also discuss why AI accessed through third-party accounting applications creates another layer of contractual complexity.

'''Available October 9, 2026.'''

== Companies and Products ==

{| class="wikitable"
! Company
! Product or Service
! X
! Facebook
! LinkedIn
! Instagram
|-
| Microsoft
| Copilot, Azure AI
| https://x.com/Microsoft
| https://www.facebook.com/Microsoft
| https://www.linkedin.com/company/microsoft/
| https://www.instagram.com/microsoft/
|-
| Google
| Gemini, Google Cloud
| https://x.com/Google
| https://www.facebook.com/Google
| https://www.linkedin.com/company/google/
| https://www.instagram.com/google/
|-
| OpenAI
| ChatGPT, API
| https://x.com/OpenAI
| Verify
| https://www.linkedin.com/company/openai/
| https://www.instagram.com/openai/
|-
| Anthropic
| Claude, API
| https://x.com/AnthropicAI
| Verify
| https://www.linkedin.com/company/anthropicresearch/
| Verify
|-
| Meta
| Llama
| https://x.com/Meta
| https://www.facebook.com/Meta
| https://www.linkedin.com/company/meta/
| https://www.instagram.com/meta/
|-
| CPA Practice Advisor
| Publication
| https://x.com/CPAPracticeAdv
| Verify
| https://www.linkedin.com/company/cpa-practice-advisor/
| Verify
|}

== Keywords and Tags ==

AI Indemnification, AI Liability, Copyright, Generative AI, Microsoft Copilot, Google Gemini, Google Cloud, OpenAI, ChatGPT, Anthropic, Claude, Artificial Intelligence, Accounting Technology, CPA Firms, Professional Liability, Vendor Risk, AI Governance

== Official Contract References ==

* [https://www.microsoft.com/licensing/terms/ Microsoft Licensing Terms]
* [https://cloud.google.com/terms/service-terms Google Cloud Service Terms]
* [https://openai.com/policies/service-terms/ OpenAI Service Terms]
* [https://www.anthropic.com/legal/commercial-terms Anthropic Commercial Terms]

== Editorial Notes ==

* Episode transcript and precise timestamps remain outstanding.
* Promotional pull quotes are suggested editorial language rather than verified spoken quotes.
* Social account destinations should be validated prior to tagging.
* Actual video, audio, and podcast episode links should be added after publication.
* This page provides educational information and not legal advice.

[[Category:Accounting Technology Lab]]
[[Category:Podcasts]]
[[Category:Artificial Intelligence]]
[[Category:AI Governance]]
[[Category:2026 Episodes]]

ATL278

2026-10-08T21:40:32Z

Bftcpa606:

[[File:ATL278.jpg|thumb|ATL 278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]

{{Podcast
|Episode=ATL278
|Title=Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question
|AirDate=2026-10-09
|RecordDate=2026-09-11
|Series=Accounting Technology Lab
|Sponsor=CPA Practice Advisor
}}

= ATL278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question =

'''Episode:''' ATL278

'''Release Date:''' October 9, 2026

'''Recorded:''' September 11, 2026

'''Series:''' Accounting Technology Lab

'''Presented by:''' CPA Practice Advisor

'''Episode Website:''' https://podcast.cpate.ch

'''Video Channel:''' https://www.youtube.com/@AccountingTechnologyLab

== Episode Summary ==

Artificial intelligence is transforming accounting workflows, but what happens when AI-generated work leads to a lawsuit? Does your AI vendor defend you, or could your accounting firm be left paying the legal bills?

In this episode of Accounting Technology Lab, we examine AI indemnification commitments from Microsoft, Google, OpenAI, and Anthropic, including what these technology giants promise to cover, the exclusions that matter, and the responsibilities that remain with business customers.

We explore how contractual protections differ across Microsoft Copilot, Google's AI services, OpenAI's commercial offerings, and Anthropic's Claude ecosystem. Particular attention goes to intellectual property disputes, copyrighted training materials, generated content, required safeguards, and the implications of accessing AI through third-party platforms.

For accounting professionals, the stakes extend beyond copyright. Client confidentiality, professional liability, data governance, and the accuracy of AI-assisted deliverables create exposures that vendor indemnification provisions generally do not eliminate.

The discussion offers practical considerations for evaluating agreements, documenting AI workflows, and managing risk before deploying generative AI in client-facing services.

'''The takeaway:''' AI indemnification is not a blanket guarantee. Understand the contract, preserve the evidence, and know which risks your firm still owns.

== Episode Highlights ==

* What indemnification means and how it differs from insurance
* Microsoft's Customer Copyright Commitment
* Google's training-data and generated-output protections
* OpenAI's commercial and API indemnification provisions
* Anthropic's commercial copyright protections
* Why third-party AI access changes the governing agreement
* Professional liability beyond copyright infringement
* Required safeguards, documentation, and evidence
* Questions accounting firms should ask software vendors

== Promotional Pull Quotes ==

''These are proposed promotional lines, not verified quotations from the recording. Exact timestamps require the transcript.''

{| class="wikitable"
! Proposed Pull Quote
! Timestamp
|-
| Your AI vendor may cover the copyright lawsuit—but only if you followed the rules.
| Pending
|-
| The model name doesn't tell you who owes you a legal defense.
| Pending
|-
| AI indemnification is a promise with conditions, not a blank check.
| Pending
|-
| The contract may promise protection. Your documentation helps prove eligibility.
| Pending
|-
| Copyright indemnification won't fix bad tax advice or a client data breach.
| Pending
|-
| The most expensive AI mistake might be assuming somebody else owns the risk.
| Pending
|}

== Vendor Indemnification Comparison ==

{| class="wikitable sortable"
! Provider
! General Protection
! Principal Limitations
|-
| Microsoft
| Certain commercial Copilot and Azure AI output claims
| Covered offerings, safety systems, authorized inputs, and governing terms
|-
| Google
| Qualifying training-data and generated-output claims
| Listed indemnified services, required safeguards, and authorized use
|-
| OpenAI
| Certain output-related intellectual property claims
| Commercial scope, exclusions for inputs, output modifications, safety features, and third-party offerings
|-
| Anthropic
| Certain intellectual property claims under commercial terms
| Authorized use, exclusions, applicable contract, and access channel
|-
| Meta / Llama
| No comparable broad public protection established in the episode's supporting presentation
| Deploying organizations may retain substantial exposure
|}

''These descriptions are educational summaries, not legal opinions or representations that a particular customer qualifies for coverage.''

== Social Media Posts ==

=== 1. Who Pays the Lawyers? ===
Your accounting firm uses AI to prepare a client deliverable. Six months later, someone claims copyright infringement. Who pays the lawyers? Microsoft? Google? OpenAI? Anthropic? Maybe. ATL278 breaks down the fine print.

=== 2. The Fine Print ===
AI indemnification sounds reassuring—until you read the exclusions. Covered product? Required safety settings? Permitted inputs? Your agreement matters more than the marketing headline.

=== 3. Covered-ish ===
Your AI platform promises legal protection. But are you really covered—or just covered-ish? Explore the AI liability question on Accounting Technology Lab.

=== 4. Microsoft's Promise ===
Microsoft's Customer Copyright Commitment provides meaningful protection for qualifying commercial scenarios. But disabling safeguards or using an ineligible product could change the answer.

=== 5. Google's Two-Part Approach ===
Google distinguishes between claims involving AI training data and those involving generated output. That distinction could matter enormously when a dispute arises.

=== 6. OpenAI's Exclusions ===
OpenAI's commercial indemnification has important exclusions involving inputs, output modifications, safety features, and certain third-party offerings. Is your workflow inside the guardrails?

=== 7. Anthropic and Claude ===
Using Claude directly isn't necessarily the same contractual arrangement as using it through a cloud platform. The access route matters.

=== 8. Consumer vs Enterprise ===
A paid AI subscription isn't automatically an enterprise indemnification agreement. Check the exact tier, service, and terms before assuming your firm is protected.

=== 9. Your AI Evidence Trail ===
Could your firm document which model, settings, inputs, and output produced a disputed deliverable? AI provenance can become critical evidence.

=== 10. Copyright Isn't Malpractice ===
A vendor's copyright indemnity generally won't rescue your firm from incorrect tax advice, missed deadlines, or negligent client work.

=== 11. Are You Covered? ===
You wouldn't buy insurance without asking about deductibles and exclusions. Why accept an AI indemnification promise without checking its conditions?

=== 12. The Third-Party Trap ===
When an accounting application embeds an AI model, whose agreement governs your use? The model developer's? The software publisher's? Or something else?

=== 13. Modified Output ===
Your team edits, combines, and republishes AI output. Could those changes affect indemnification? Depending on the agreement, yes.

=== 14. A Contract Is a Control ===
An indemnification clause is only one part of AI governance. Vendor due diligence, human review, appropriate data handling, and documentation remain essential.

=== 15. The Seven Questions ===
Before relying on vendor indemnity, ask: What's covered? Which agreement applies? What claims qualify? What exclusions exist? What caps apply? Who controls defense? What evidence is required?

=== 16. Beyond IP Risk ===
Copyright is only one AI exposure. Privacy breaches, confidentiality failures, cybersecurity, regulatory compliance, and wrong answers all deserve attention.

=== 17. Don't Disable Safeguards ===
That safety filter your team finds inconvenient might be a condition of contractual protection. Know the implications before changing the configuration.

=== 18. The Firm Still Owns the Result ===
AI can help draft a financial analysis, advisory report, or client communication. But an accountant still needs to review and take responsibility for the work.

=== 19. Questions for Your Vendor ===
Ask your AI software vendor: If a third party sues us over AI-generated output, who defends us—and where does the contract say so?

=== 20. Release Day ===
NEW EPISODE: ATL278 — Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question. Four major AI vendors, different contractual promises, and one crucial question: Who owns the risk?

== Newsletter Copy ==

'''Subject:''' ATL278: Your AI Vendor Promises Protection. Are You Really Covered?

Your AI software might defend you in a copyright lawsuit. But don't assume it will.

Microsoft, Google, OpenAI, and Anthropic have announced different protections for commercial AI customers. Unfortunately, those protections come with fine print—and the differences can have serious consequences for accounting firms.

In this week's Accounting Technology Lab, we're taking on AI indemnification: what the major AI vendors may cover, what can invalidate protection, and the liability that remains with accountants and their firms.

We'll also discuss why AI accessed through third-party accounting applications creates another layer of contractual complexity.

'''Available October 9, 2026.'''

== Companies and Products ==

{| class="wikitable"
! Company
! Product or Service
! X
! Facebook
! LinkedIn
! Instagram
|-
| Microsoft
| Copilot, Azure AI
| https://x.com/Microsoft
| https://www.facebook.com/Microsoft
| https://www.linkedin.com/company/microsoft/
| https://www.instagram.com/microsoft/
|-
| Google
| Gemini, Google Cloud
| https://x.com/Google
| https://www.facebook.com/Google
| https://www.linkedin.com/company/google/
| https://www.instagram.com/google/
|-
| OpenAI
| ChatGPT, API
| https://x.com/OpenAI
| Verify
| https://www.linkedin.com/company/openai/
| https://www.instagram.com/openai/
|-
| Anthropic
| Claude, API
| https://x.com/AnthropicAI
| Verify
| https://www.linkedin.com/company/anthropicresearch/
| Verify
|-
| Meta
| Llama
| https://x.com/Meta
| https://www.facebook.com/Meta
| https://www.linkedin.com/company/meta/
| https://www.instagram.com/meta/
|-
| CPA Practice Advisor
| Publication
| https://x.com/CPAPracticeAdv
| Verify
| https://www.linkedin.com/company/cpa-practice-advisor/
| Verify
|}

== Keywords and Tags ==

AI Indemnification, AI Liability, Copyright, Generative AI, Microsoft Copilot, Google Gemini, Google Cloud, OpenAI, ChatGPT, Anthropic, Claude, Artificial Intelligence, Accounting Technology, CPA Firms, Professional Liability, Vendor Risk, AI Governance

== Official Contract References ==

* [https://www.microsoft.com/licensing/terms/ Microsoft Licensing Terms]
* [https://cloud.google.com/terms/service-terms Google Cloud Service Terms]
* [https://openai.com/policies/service-terms/ OpenAI Service Terms]
* [https://www.anthropic.com/legal/commercial-terms Anthropic Commercial Terms]

== Editorial Notes ==

* Episode transcript and precise timestamps remain outstanding.
* Promotional pull quotes are suggested editorial language rather than verified spoken quotes.
* Social account destinations should be validated prior to tagging.
* Actual video, audio, and podcast episode links should be added after publication.
* This page provides educational information and not legal advice.

[[Category:Accounting Technology Lab]]
[[Category:Podcasts]]
[[Category:Artificial Intelligence]]
[[Category:AI Governance]]
[[Category:2026 Episodes]]

ATL278

2026-10-08T21:40:15Z

Bftcpa606: Created page with "ATL 278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question"

[[File:ATL278.jpg|thumb|ATL 278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]

File:ATL278.jpg

2026-10-08T21:39:52Z

Bftcpa606:

ATL278: Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question

Podcast

2026-10-08T21:34:27Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/278 278]
|[[ATL278|Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]
|[https://cpate.ch/atl276pub atl278pub]
|9/11/2026
|10/09/2026
|-
|[https://cpate.ch/277 277]
|[[ATL277|Technology Mergers and Acquisitions, September 2026]]
|[https://cpate.ch/atl277pub atl277pub]
|9/11/2026
|10/2/2026
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl276pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

Podcast

2026-10-08T21:33:04Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/278 278]
|[[ATL278|Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]
|atl278pub
|9/11/2026
|10/09/2026
|-
|[https://cpate.ch/277 277]
|[[ATL277|Technology Mergers and Acquisitions, September 2026]]
|[https://cpate.ch/atl277pub atl277pub]
|9/11/2026
|10/2/2026
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl276pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

Podcast

2026-10-08T21:28:55Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/278 278]
|[[ATL278|Covered-ish: Microsoft, Google, OpenAI, Anthropic and the AI Liability Question]]
|atl278pub
|9/11/2026
|10/09/2026
|-
|[https://cpate.ch/277 277]
|[[ATL277|Technology Mergers and Acquisitions, September 2026]]
|[https://cpate.ch/atl277pub atl277pub]
|9/11/2026
|10/2/2026
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl226pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL277

2026-09-30T13:59:26Z

Bftcpa606: /* ATL277: Technology Mergers and Acquisitions */

= ATL277: Technology Mergers and Acquisitions =
[[File:ATL277.jpg|thumb|ATL277: Technology Mergers & Acquisitions]]
{{Podcast
| number = ATL277
| title = Technology Mergers and Acquisitions
| airdate = October 2, 2026
| recorded = September 11, 2026
| hosts = Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA
| sponsor = CPA Practice Advisor
}}

== Episode Summary ==

The technology M&A market is sending some unusually clear signals about where the industry is headed. In ATL277, Randy Johnston and Brian Tankersley examine a wave of acquisitions involving AI, semiconductors, data platforms, streaming, automation, and accounting technology—and what those deals may mean for accounting professionals.

The discussion ranges from Lattice Semiconductor's acquisition of AMI and onsemi's proposed Synaptics deal to Salesforce's acquisition of Fin, Progress Software's Domo transaction, Bending Spoons' Airtable acquisition, Sage's purchase of Bangert, NVIDIA's proposed acquisition of Hugging Face, and SpaceX's acquisition of Cursor. Stripe's agreement to acquire OpenRouter gets particular attention because AI routing could become an important layer of tomorrow's technology stack.

But the episode isn't really about dealmaking. It's about '''technology strategy and vendor risk'''. When a product your firm depends upon is acquired, its pricing, roadmap, integrations, support, privacy practices, or even its continued existence can change. Brian's advice: treat an acquisition as a trigger to revisit your contingency plan.

== Episode Highlights ==

* '''Technology consolidation is accelerating.''' M&A activity can help identify longer-term technology trends.
* '''AI infrastructure is becoming strategic.''' Stripe's OpenRouter agreement highlights the growing importance of model routing and token economics.
* '''AI agents are acquisition targets.''' Salesforce acquired Fin, formerly Intercom, for approximately $3.6 billion.
* '''Hardware and edge AI matter.''' Lattice acquired AMI, while onsemi agreed to acquire Synaptics.
* '''Data is increasingly valuable.''' The FOX/Roku transaction demonstrates the strategic importance of platforms, audiences, and first-party data.
* '''Accounting-adjacent M&A continues.''' Sage acquired longtime construction technology partner Bangert.
* '''Contingency planning matters.''' Firms should reassess their options whenever an important technology vendor changes ownership.

== Selected Quotes ==

{| class="wikitable"
! Time
! Speaker
! Quote
|-
| 05:34
| Brian Tankersley
| "I'm not sure how effective they are, though."
|-
| 08:32
| Brian Tankersley
| "There's a lot more to life than IQ points."
|-
| 12:04
| Brian Tankersley
| "There's a lot more data getting picked up than you may think."
|-
| 20:03
| Brian Tankersley
| "It's very expensive and difficult to switch."
|-
| 26:48
| Brian Tankersley
| "We live in interesting times, and stay tuned."
|-
| 26:48
| Brian Tankersley
| "You need to revise your contingency plans."
|-
| 26:48
| Brian Tankersley
| "You need to know that something big's changing, and you need to get ready."
|}

== Companies and Technologies Discussed ==

{| class="wikitable sortable"
! Company / Product
! Topic
|-
| AMI
| Platform firmware and infrastructure management
|-
| Lattice Semiconductor
| Acquisition of AMI
|-
| Cerebras Systems
| AI semiconductor technology
|-
| Intel
| Semiconductor technology
|-
| AMD
| Semiconductor and AI technology
|-
| NVIDIA
| AI hardware and proposed Hugging Face acquisition
|-
| Qualcomm
| Semiconductor and edge technology
|-
| Fin
| AI customer-service agents
|-
| Salesforce
| Acquisition of Fin
|-
| Slack
| Collaboration and agentic AI
|-
| Anthropic / Claude
| Frontier AI
|-
| OpenAI / ChatGPT
| Frontier AI
|-
| Google Gemini
| Frontier AI
|-
| Roku
| Streaming platform and first-party data
|-
| FOX Corporation
| Proposed Roku acquisition
|-
| Walmart
| Vizio owner
|-
| Vizio
| Smart TVs and SmartCast
|-
| TCL
| Smart televisions
|-
| Ubiquiti
| Network segmentation
|-
| Synaptics
| Edge and physical AI
|-
| onsemi
| Proposed Synaptics acquisition
|-
| Progress Software
| Acquisition of Domo's AI/data platform business
|-
| Domo
| BI, analytics, data integration and AI
|-
| ShareFile
| Progress-owned platform
|-
| Airtable
| Data, workflow and automation
|-
| Bending Spoons
| Airtable acquisition
|-
| Sage
| Bangert acquisition
|-
| Sage Intacct Construction
| Construction financial management
|-
| Bangert
| Construction technology and implementation
|-
| AskRichard
| AI-enabled onboarding
|-
| Stripe
| OpenRouter acquisition agreement
|-
| OpenRouter
| AI model gateway and routing
|-
| Hugging Face
| Models, datasets and AI applications
|-
| SpaceX
| Cursor acquisition
|-
| xAI / Grok
| AI platform
|-
| Anysphere / Cursor
| AI coding platform
|-
| GitHub
| Software and IPTV repository
|-
| VLC / VideoLAN
| Open-source media player
|}

== Key Takeaways for Accounting Firms ==

# Treat a vendor acquisition as a technology-risk event.
# Review contractual commitments, pricing protections, data ownership, and exit provisions.
# Determine whether integrations and APIs are likely to remain supported.
# Maintain current exports or backups of critical firm data where practical.
# Identify at least one realistic alternative for mission-critical systems.
# Watch for changes in privacy policies, telemetry, security practices, and AI data usage.
# Reevaluate vendor concentration and switching costs.
# Update the firm's technology contingency plan when ownership materially changes.

== Social Media Posts ==

# '''Your software vendor just got acquired. Now what?''' ATL277 looks beyond the M&A headlines to pricing, roadmaps, integrations, security, and contingency planning. #AccountingTechnology #CPA
# What can technology M&A tell us about the future? AI routers. Agents. Edge AI. Data platforms. Coding tools. First-party data. Follow the money in ATL277.
# Stripe + OpenRouter points toward a future where AI routing becomes part of the technology stack.
# Salesforce + Fin. NVIDIA + Hugging Face. SpaceX + Cursor. Stripe + OpenRouter. These are strategic bets on where AI goes next.
# '''"We live in interesting times, and stay tuned."''' ATL277 examines today's technology acquisition boom.
# An acquisition isn't just a Wall Street story when your accounting firm runs on the product being acquired.
# What's your plan when a mission-critical software vendor gets acquired? ATL277 makes the case for adding vendor ownership changes to your technology-risk playbook.
# AI agents may know the answer. That doesn't necessarily mean they know how to work with a client.
# Knowledge isn't the whole equation. Relationships, communication, judgment, and interpersonal skills still matter.
# Your television isn't necessarily just a television anymore. ATL277 looks at smart devices, first-party data, and IoT security.
# Practical security lesson: keep IoT devices away from systems containing sensitive client data.
# M&A can reveal strategy before the marketing department does.
# Sage + Bangert demonstrates that implementation expertise and IP can have strategic value.
# Airtable's role in workflow, automation, data, and AI orchestration helps explain its strategic value.
# Useful AI requires more than a model. It needs data, context, governance, integration, and control.
# NVIDIA + Hugging Face illustrates why models, datasets, applications, developers, and ecosystems matter alongside chips.
# Software consolidation can make a product physically—or financially—unavailable.
# Every accounting firm's technology inventory should answer: '''"What would we do if this product disappeared?"'''
# Don't watch technology M&A only as an investor. Watch it as a customer.
# '''ATL277: Technology Mergers and Acquisitions''' — Follow the money through AI, hardware, automation, data platforms, and accounting technology.

== Hashtags ==

#AccountingTechnologyLab #AccountingTechnology #AccountingTech #CPA #ArtificialIntelligence #AI #MergersAndAcquisitions #AgenticAI #AIRouters #TechnologyStrategy #VendorManagement #RiskManagement #Cybersecurity #SaaS #AccountingInnovation #TechnologyGovernance

== Practical Takeaway ==

Technology acquisitions aren't merely financial events for accounting firms. They are potential changes to the firm's technology risk profile. When a mission-critical vendor is acquired, firms should revisit pricing assumptions, integrations, data portability, security, contractual protections, and alternative products before changes force the issue.

File:ATL277.jpg

2026-09-30T13:52:22Z

Bftcpa606: ATL277: Technology Mergers & Acquisitions

== Summary ==
ATL277: Technology Mergers & Acquisitions

ATL277

2026-09-30T13:50:45Z

Bftcpa606: Created page with "= ATL277: Technology Mergers and Acquisitions = {{Podcast | number = ATL277 | title = Technology Mergers and Acquisitions | airdate = October 2, 2026 | recorded = September 11, 2026 | hosts = Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA | sponsor = CPA Practice Advisor }} == Episode Summary == The technology M&A market is sending some unusually clear signals about where the industry is headed. In ATL277, Randy Johnston and Brian Tankersley examine a wave of acq..."

= ATL277: Technology Mergers and Acquisitions =

{{Podcast
| number = ATL277
| title = Technology Mergers and Acquisitions
| airdate = October 2, 2026
| recorded = September 11, 2026
| hosts = Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA
| sponsor = CPA Practice Advisor
}}

== Episode Summary ==

The technology M&A market is sending some unusually clear signals about where the industry is headed. In ATL277, Randy Johnston and Brian Tankersley examine a wave of acquisitions involving AI, semiconductors, data platforms, streaming, automation, and accounting technology—and what those deals may mean for accounting professionals.

The discussion ranges from Lattice Semiconductor's acquisition of AMI and onsemi's proposed Synaptics deal to Salesforce's acquisition of Fin, Progress Software's Domo transaction, Bending Spoons' Airtable acquisition, Sage's purchase of Bangert, NVIDIA's proposed acquisition of Hugging Face, and SpaceX's acquisition of Cursor. Stripe's agreement to acquire OpenRouter gets particular attention because AI routing could become an important layer of tomorrow's technology stack.

But the episode isn't really about dealmaking. It's about '''technology strategy and vendor risk'''. When a product your firm depends upon is acquired, its pricing, roadmap, integrations, support, privacy practices, or even its continued existence can change. Brian's advice: treat an acquisition as a trigger to revisit your contingency plan.

== Episode Highlights ==

* '''Technology consolidation is accelerating.''' M&A activity can help identify longer-term technology trends.
* '''AI infrastructure is becoming strategic.''' Stripe's OpenRouter agreement highlights the growing importance of model routing and token economics.
* '''AI agents are acquisition targets.''' Salesforce acquired Fin, formerly Intercom, for approximately $3.6 billion.
* '''Hardware and edge AI matter.''' Lattice acquired AMI, while onsemi agreed to acquire Synaptics.
* '''Data is increasingly valuable.''' The FOX/Roku transaction demonstrates the strategic importance of platforms, audiences, and first-party data.
* '''Accounting-adjacent M&A continues.''' Sage acquired longtime construction technology partner Bangert.
* '''Contingency planning matters.''' Firms should reassess their options whenever an important technology vendor changes ownership.

== Selected Quotes ==

{| class="wikitable"
! Time
! Speaker
! Quote
|-
| 05:34
| Brian Tankersley
| "I'm not sure how effective they are, though."
|-
| 08:32
| Brian Tankersley
| "There's a lot more to life than IQ points."
|-
| 12:04
| Brian Tankersley
| "There's a lot more data getting picked up than you may think."
|-
| 20:03
| Brian Tankersley
| "It's very expensive and difficult to switch."
|-
| 26:48
| Brian Tankersley
| "We live in interesting times, and stay tuned."
|-
| 26:48
| Brian Tankersley
| "You need to revise your contingency plans."
|-
| 26:48
| Brian Tankersley
| "You need to know that something big's changing, and you need to get ready."
|}

== Companies and Technologies Discussed ==

{| class="wikitable sortable"
! Company / Product
! Topic
|-
| AMI
| Platform firmware and infrastructure management
|-
| Lattice Semiconductor
| Acquisition of AMI
|-
| Cerebras Systems
| AI semiconductor technology
|-
| Intel
| Semiconductor technology
|-
| AMD
| Semiconductor and AI technology
|-
| NVIDIA
| AI hardware and proposed Hugging Face acquisition
|-
| Qualcomm
| Semiconductor and edge technology
|-
| Fin
| AI customer-service agents
|-
| Salesforce
| Acquisition of Fin
|-
| Slack
| Collaboration and agentic AI
|-
| Anthropic / Claude
| Frontier AI
|-
| OpenAI / ChatGPT
| Frontier AI
|-
| Google Gemini
| Frontier AI
|-
| Roku
| Streaming platform and first-party data
|-
| FOX Corporation
| Proposed Roku acquisition
|-
| Walmart
| Vizio owner
|-
| Vizio
| Smart TVs and SmartCast
|-
| TCL
| Smart televisions
|-
| Ubiquiti
| Network segmentation
|-
| Synaptics
| Edge and physical AI
|-
| onsemi
| Proposed Synaptics acquisition
|-
| Progress Software
| Acquisition of Domo's AI/data platform business
|-
| Domo
| BI, analytics, data integration and AI
|-
| ShareFile
| Progress-owned platform
|-
| Airtable
| Data, workflow and automation
|-
| Bending Spoons
| Airtable acquisition
|-
| Sage
| Bangert acquisition
|-
| Sage Intacct Construction
| Construction financial management
|-
| Bangert
| Construction technology and implementation
|-
| AskRichard
| AI-enabled onboarding
|-
| Stripe
| OpenRouter acquisition agreement
|-
| OpenRouter
| AI model gateway and routing
|-
| Hugging Face
| Models, datasets and AI applications
|-
| SpaceX
| Cursor acquisition
|-
| xAI / Grok
| AI platform
|-
| Anysphere / Cursor
| AI coding platform
|-
| GitHub
| Software and IPTV repository
|-
| VLC / VideoLAN
| Open-source media player
|}

== Key Takeaways for Accounting Firms ==

# Treat a vendor acquisition as a technology-risk event.
# Review contractual commitments, pricing protections, data ownership, and exit provisions.
# Determine whether integrations and APIs are likely to remain supported.
# Maintain current exports or backups of critical firm data where practical.
# Identify at least one realistic alternative for mission-critical systems.
# Watch for changes in privacy policies, telemetry, security practices, and AI data usage.
# Reevaluate vendor concentration and switching costs.
# Update the firm's technology contingency plan when ownership materially changes.

== Social Media Posts ==

# '''Your software vendor just got acquired. Now what?''' ATL277 looks beyond the M&A headlines to pricing, roadmaps, integrations, security, and contingency planning. #AccountingTechnology #CPA
# What can technology M&A tell us about the future? AI routers. Agents. Edge AI. Data platforms. Coding tools. First-party data. Follow the money in ATL277.
# Stripe + OpenRouter points toward a future where AI routing becomes part of the technology stack.
# Salesforce + Fin. NVIDIA + Hugging Face. SpaceX + Cursor. Stripe + OpenRouter. These are strategic bets on where AI goes next.
# '''"We live in interesting times, and stay tuned."''' ATL277 examines today's technology acquisition boom.
# An acquisition isn't just a Wall Street story when your accounting firm runs on the product being acquired.
# What's your plan when a mission-critical software vendor gets acquired? ATL277 makes the case for adding vendor ownership changes to your technology-risk playbook.
# AI agents may know the answer. That doesn't necessarily mean they know how to work with a client.
# Knowledge isn't the whole equation. Relationships, communication, judgment, and interpersonal skills still matter.
# Your television isn't necessarily just a television anymore. ATL277 looks at smart devices, first-party data, and IoT security.
# Practical security lesson: keep IoT devices away from systems containing sensitive client data.
# M&A can reveal strategy before the marketing department does.
# Sage + Bangert demonstrates that implementation expertise and IP can have strategic value.
# Airtable's role in workflow, automation, data, and AI orchestration helps explain its strategic value.
# Useful AI requires more than a model. It needs data, context, governance, integration, and control.
# NVIDIA + Hugging Face illustrates why models, datasets, applications, developers, and ecosystems matter alongside chips.
# Software consolidation can make a product physically—or financially—unavailable.
# Every accounting firm's technology inventory should answer: '''"What would we do if this product disappeared?"'''
# Don't watch technology M&A only as an investor. Watch it as a customer.
# '''ATL277: Technology Mergers and Acquisitions''' — Follow the money through AI, hardware, automation, data platforms, and accounting technology.

== Hashtags ==

#AccountingTechnologyLab #AccountingTechnology #AccountingTech #CPA #ArtificialIntelligence #AI #MergersAndAcquisitions #AgenticAI #AIRouters #TechnologyStrategy #VendorManagement #RiskManagement #Cybersecurity #SaaS #AccountingInnovation #TechnologyGovernance

== Practical Takeaway ==

Technology acquisitions aren't merely financial events for accounting firms. They are potential changes to the firm's technology risk profile. When a mission-critical vendor is acquired, firms should revisit pricing assumptions, integrations, data portability, security, contractual protections, and alternative products before changes force the issue.

Podcast

2026-09-30T13:49:56Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/277 277]
|[[ATL277|Technology Mergers and Acquisitions, September 2026]]
|[https://cpate.ch/atl277pub atl277pub]
|9/11/2026
|10/2/2026
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl226pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

File:A-TeamLogo.png

2026-09-21T16:29:22Z

Bftcpa606: Ashley's Logo

== Summary ==
Ashley's Logo

ATL276

2026-09-18T14:37:21Z

Bftcpa606:

[[File:ATL276 The Secrets Agents Keep.jpeg|thumb|'''ATL276: The Secrets Agents Keep''' ''(Guest: Alexis Kingsbury, author "Accrual Intentions")'']]

= Accounting Technology Lab — ATL276 =

'''ATL276 for September 25, 2026: The Secrets Agents Keep'''

== The Secrets Agents Keep ==

* '''Series:''' Accounting Technology Lab
* '''Episode:''' ATL276
* '''Title:''' The Secrets Agents Keep
* '''Guest:''' Alexis Kingsbury, author of ''Accrual Intentions''
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Release Date:''' September 25, 2026
* '''Approximate Runtime:''' 57 minutes
* '''Primary Topics:''' AI agents, agentic AI, AI governance, human review, workflow design, deterministic controls, delegation, token economics, vendor lock-in, MCP, organizational knowledge, AI risk

----

= Episode Summary =

In ATL276, Randy Johnston and Brian Tankersley sit down with Alexis Kingsbury, author of ''Accrual Intentions'', to unpack what he learned from building a deliberately extreme experiment: an accountancy practice staffed by eleven AI agents with their own roles, personalities, and responsibilities. Kingsbury explains that the project began as part parody and part management-science experiment, but quickly became a practical test of delegation, workflow design, controls, and human judgment.

The central lesson is not that AI is either brilliant or useless. It is that AI can perform impressively on difficult tasks and still make simple, checkable mistakes. Kingsbury argues that firms should separate probabilistic AI work from deterministic processes, document workflows, insert stage gates, and decide explicitly where human review belongs. He warns leaders not to confuse delegating the work with delegating the thinking.

The discussion also covers token economics, local models, model portability, and the risk of locking organizational knowledge inside one AI vendor's project environment. Kingsbury recommends keeping core context, processes, and organizational knowledge in systems the firm controls, then connecting AI tools to that context. His closing advice: do not wait for perfect AI, and do not attempt a giant transformation. Pick a painful, valuable problem, solve it deeply, learn, and expand.

----

= Key Takeaways =

# '''AI can be brilliant and stupid within the same workflow.''' Kingsbury describes Claude completing sophisticated work correctly and then altering an API-provided link enough to break it.
# '''Delegate execution carefully; do not accidentally delegate judgment.''' If AI takes over production, humans need to make the thinking, objectives, assumptions, and review gates more explicit.
# '''Deterministic controls matter.''' Where possible, use AI to create repeatable calculations, scripts, tests, templates, checklists, and processes.
# '''Review capacity has to scale with AI production capacity.''' Eleven virtual workers can generate an enormous volume of output, and that output still requires testing, prioritization, and accountable review.
# '''Your organizational knowledge should not belong to your AI vendor.''' Portability matters when prices, models, jurisdictions, or vendor strategies change.
# '''Token efficiency can become an economic issue quickly.''' AI consumption may require active optimization as usage scales.
# '''Waiting for “perfect AI” is not a strategy.''' Context, processes, guardrails, and review will remain necessary.
# '''Avoid the giant AI transformation project.''' Start with one sufficiently painful or valuable business problem, solve it well, and expand.

----

= Short Promotional Copy =

== One-Sentence Promo ==

What happens when you give eleven AI agents jobs, personalities, responsibilities—and enough autonomy to expose everything that can go brilliantly right and spectacularly wrong?

== Three-Sentence Promo ==

Alexis Kingsbury built an accountancy practice staffed by eleven AI agents and turned the experiment into ''Accrual Intentions''. In ATL276, he joins Randy Johnston and Brian Tankersley to discuss what the experiment revealed about AI errors, delegation, controls, token economics, organizational knowledge, and human judgment. The big lesson: AI can dramatically expand what a firm can do, but only if governance and review expand with it.

== Promotional Paragraph ==

Your AI agent just completed the sophisticated analysis, updated the documentation, called the right tools—and then broke the link it was supposed to give you.

That kind of contradiction is at the center of '''ATL276: The Secrets Agents Keep'''. Alexis Kingsbury joins Randy Johnston and Brian Tankersley to explain what he learned building the AI-staffed accounting experiment behind ''Accrual Intentions''. The conversation moves beyond “AI good” versus “AI bad” and gets into the management problem: how do you provide context, separate thinking from doing, design deterministic controls, scale review, manage token costs, and keep your intellectual property portable instead of trapping it inside one AI provider?

----

= Timestamped Pull Quotes =

{| class="wikitable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
|-
| 05:03
| Alexis Kingsbury
| “It'll just be easier if I do it myself.”
| AI vs. delegation
|-
| 12:40
| Alexis Kingsbury
| “If you want a really good decision made, you don't want two people who think the same.”
| Diversity of perspective
|-
| 26:08
| Alexis Kingsbury
| “There's value, but also risk… maximize value and mitigate the risk.”
| Governance
|-
| 34:28
| Alexis Kingsbury
| “If you can get rid of the things that we don't enjoy… you get more time on the things that do add value.”
| Human value
|-
| 38:33
| Alexis Kingsbury
| “If you are delegating the doing, you have to pull out the thinking and do the thinking up front.”
| Management
|-
| 47:03
| Alexis Kingsbury
| “I've been able to improve token efficiency by 4,000x.”
| AI economics
|-
| 50:48
| Alexis Kingsbury
| “One other big mistake I would suggest people avoid is giving the keys away to big AI firms.”
| Vendor lock-in
|-
| 53:15
| Alexis Kingsbury
| “The technology is already good enough. It's just that you need all the guardrails and the context.”
| Implementation
|-
| 53:15
| Alexis Kingsbury
| “Pick something in your business that is either incredibly frustrating and painful… or is a current missed opportunity for value.”
| Where to start
|}

'''Production note:''' Timestamps are based on the supplied transcript/SRT. Recheck them against the final edited episode before cutting promotional video.

----

= Best Short-Video Pulls =

'''The brilliant AI that breaks the easy thing — approximately 22:55–26:40'''

Discussion of deterministic versus probabilistic work, culminating in Alexis's story about AI completing difficult work and then altering a valid link.

'''Delegate the doing, not the thinking — approximately 38:30–45:00'''

Alexis explains why removing the manual production step means leaders must intentionally preserve the thinking step.

'''Tokens, local AI, and vendor economics — approximately 47:00–52:30'''

Discussion of AI subsidies, token efficiency, local models, and changing provider economics.

'''Don't give away the keys — approximately 50:45–53:10'''

Governance discussion about keeping organizational context outside proprietary AI workspaces and making it accessible through tools such as MCP.

'''How accounting firms should start — approximately 53:15–56:30'''

Don't wait for perfect AI, don't start with an enterprise-wide transformation, and don't waste time on trivial experiments. Pick a valuable problem.

----

= Suggested Show Notes =

* Why Alexis created an accountancy practice staffed by eleven AI agents.
* Why the experiment began as both parody and serious management research.
* Custom GPTs and the early evolution of the virtual accounting team.
* Giving agents different roles, personalities, backgrounds, and perspectives.
* Why multiple viewpoints can improve AI-assisted decision-making.
* Moving from Custom GPTs to Claude Code, Claude Cowork, Codex, and agentic workflows.
* Why LLMs sometimes excel at complicated work but fail at simple tasks.
* Probabilistic AI versus deterministic calculations and processes.
* Using AI to build conventional software, scripts, templates, and controls.
* Why “I checked it” is not the same thing as having a testing methodology.
* The danger of delegating thinking along with execution.
* How AI changes management and supervisory review.
* Jevons' paradox, Parkinson's law, and what happens when automation lowers the cost of work.
* Why human judgment, context, prioritization, and care may become more valuable.
* Token economics and how dramatically AI efficiency can vary.
* Local models and private/on-device workflows.
* Why firms should retain control of organizational knowledge.
* Model portability and vendor lock-in.
* MCP as a way to connect models to context the organization controls.
* Why “wait until AI gets better” is poor implementation strategy.
* Why a giant, waterfall-style AI transformation can fail.
* Starting with an important, painful business problem rather than a trivial AI experiment.

----

= 20 Suggested Social Media Posts =

== 1 ==

AI can ace the hard part—and then break the link at the end.

That may be the most important AI governance lesson in ATL276.

Alexis Kingsbury joins us to discuss what eleven AI employees taught him about automation, errors, controls, and human judgment.

'''ATL276: The Secrets Agents Keep'''

#AccountingTechnology #AI #AIAgents

== 2 ==

“If you are delegating the doing, you have to pull out the thinking and do the thinking up front.”

That is a management problem, not a prompt-engineering problem.

ATL276 with ''Accrual Intentions'' author Alexis Kingsbury.

#CPA #Leadership #AI

== 3 ==

What happens when your firm suddenly has 11 additional workers who never sleep, type incredibly fast, and occasionally do something completely inexplicable?

Congratulations. You manage AI agents.

ATL276 explores what changes next.

== 4 ==

The dangerous AI error isn't always the one you catch.

It is the mistake in a subject where you aren't expert enough to realize the answer is wrong.

That's why AI review isn't just proofreading.

'''ATL276: The Secrets Agents Keep'''

== 5 ==

AI governance in one sentence:

'''“There's value, but also risk.”'''

The firms that succeed will build systems that increase the value while controlling the risk.

#AIGovernance #AccountingTech

== 6 ==

“Claude said…” is not a management memo.

AI can research it.
AI can draft it.
AI can format it.

But somebody still needs to decide what matters.

ATL276 gets into the increasingly important difference between delegating '''doing''' and delegating '''thinking'''.

== 7 ==

If one employee suddenly became eleven employees, would you give all eleven unrestricted access, no written procedures, no review process, and vague instructions?

Probably not.

So why do it with AI agents?

#AgenticAI #InternalControls #CPA

== 8 ==

Accounting firms understand controls.

Inputs.
Processes.
Approvals.
Reconciliations.
Exceptions.
Review.

Those same disciplines may be exactly what turns generative AI from an interesting demo into reliable business infrastructure.

== 9 ==

AI doesn't make documented processes obsolete.

It may make them considerably more important.

Alexis Kingsbury explains why AI agents need context, roles, guardrails, and review just like human teams do.

ATL276.

== 10 ==

Here's an AI strategy question that sounds suspiciously like an accounting question:

'''Which parts of this workflow should be probabilistic—and which should be deterministic?'''

That distinction comes up repeatedly in ATL276.

#Accounting #AI #Automation

== 11 ==

Your AI provider's project folder is convenient.

But what happens if pricing changes, the preferred model changes, regulations change, or you simply want to switch vendors?

Organizational knowledge needs a portability strategy.

== 12 ==

One of the strongest warnings in ATL276:

'''Don't give the keys away to the big AI firms.'''

Your policies, procedures, knowledge, context, and institutional memory are business assets.

Treat them accordingly.

#DataGovernance #VendorRisk #AI

== 13 ==

ATL275 was about token economics.

ATL276 asks what happens when somebody actually starts optimizing them.

Alexis Kingsbury says he has seen enormous efficiency differences depending on how AI workflows are designed.

AI cost management is going to get interesting.

== 14 ==

The most expensive AI isn't necessarily the model with the highest token price.

It may be the workflow that creates mountains of output nobody can reliably review.

Production without review capacity isn't productivity.

== 15 ==

Want to implement AI?

Don't start by documenting the entire organization.

Don't start with a two-year transformation plan.

Don't start with a useless “quick win.”

Start with an important problem painful enough to justify doing the hard work.

== 16 ==

“Wait until AI gets good enough” sounds sensible.

But future AI still won't magically know your clients, policies, risk tolerance, procedures, priorities, or what “good” means inside your firm.

Context is part of the system.

== 17 ==

Eleven AI employees.

Names.
Jobs.
Personalities.
Different perspectives.

And one increasingly sleep-deprived human trying to figure out what they were capable of.

There's a reason Alexis Kingsbury's experiment became a book.

== 18 ==

AI may not eliminate human work.

It may move the bottleneck.

When execution gets dramatically cheaper, judgment, prioritization, review, controls, and client understanding become more important.

That's a much more interesting conversation than “Will AI replace accountants?”

== 19 ==

Twenty years ago, Alexis automated six hours of Saturday work with a batch script.

He didn't run out of work.

He found higher-value things to do.

That story may tell us quite a bit about what happens next with AI.

== 20 ==

'''ATL276 — The Secrets Agents Keep'''

Guest Alexis Kingsbury built the AI accountancy experiment behind ''Accrual Intentions''.

We talk about:

* AI agents
* Human judgment
* Review and testing
* Data ownership
* Token economics
* Model portability
* Process design
* Vendor risk

If you're moving from “using ChatGPT” to actually deploying AI inside business workflows, this one deserves a listen.

----

= Suggested Tags and Hashtags =

'''Tags:'''

Alexis Kingsbury, Accrual Intentions, Artificial Intelligence, Agentic AI, AI Agents, Accounting Technology, AI Governance, AI Risk, AI Controls, Human in the Loop, Model Context Protocol, MCP, Claude, Claude Code, Claude Cowork, Anthropic, ChatGPT, OpenAI, Codex, Microsoft Copilot, Google Gemini, Perplexity, Hugging Face, QuickBooks, Xero, AirManual, Token Economics, Local AI, Vendor Lock-In, Process Documentation, Workflow Automation

'''Suggested Hashtags:'''

#AccountingTechnology #AccountingTech #AI #ArtificialIntelligence #AgenticAI #AIAgents #AIGovernance #AIControls #Automation #CPA #Accounting #FutureOfWork #MCP #HumanInTheLoop #VendorRisk #DataGovernance #GenerativeAI #AccountingInnovation

----

= Newsletter Copy =

'''Suggested Subject:''' ATL276: The Secrets Agents Keep — When Brilliant AI Still Gets Things Wrong

'''Alternate Subject:''' 11 AI Employees Walk Into an Accounting Firm…

What happens when you stop treating AI as a chatbot and start treating it like a team?

In ATL276 of the '''Accounting Technology Lab''', Randy Johnston and Brian Tankersley talk with Alexis Kingsbury, author of ''Accrual Intentions'', about his experiment building an accountancy practice staffed by eleven AI agents.

What he discovered is more complicated than either the AI enthusiasts or skeptics might like.

The agents could perform surprisingly sophisticated work—and then make astonishingly simple mistakes. That led Alexis toward a management model based on documented processes, deterministic controls, explicit review points, and a clear separation between '''delegating the work and delegating the thinking'''.

The conversation also covers token economics, local models, MCP, data ownership, model portability, and why firms should be cautious about allowing their accumulated organizational knowledge to become trapped inside one AI vendor's environment.

The practical takeaway is refreshingly non-magical: don't wait for perfect AI, but don't launch a massive AI transformation either. Find a significant business problem, build the context and controls needed to solve it reliably, learn what breaks, and expand from there.

----

= Suggested Visual / Promotional Image Direction =

== Concept 1 — The AI Agent Dossier ==

A sophisticated spy-thriller visual built around an accounting office. Eleven AI employee dossiers or personnel folders are spread across a desk, each showing a different fictional AI employee. A central file stamped '''CONFIDENTIAL''' contains warnings such as:

* HALLUCINATIONS
* CONTEXT
* REVIEW
* TOKEN COST
* VENDOR LOCK-IN
* HUMAN JUDGMENT

'''Headline:'''

THE SECRETS AGENTS KEEP

'''Subhead:'''

What Eleven AI Employees Taught Alexis Kingsbury About Controls, Judgment & the Future of Accounting

== Concept 2 — The AI Staff Meeting ==

A conference room containing eleven glowing digital chairs or holographic employees and one very human manager.

Some screens show excellent completed work; another displays a hilariously broken link or obvious exception.

'''Headline:'''

YOUR NEW EMPLOYEES NEVER SLEEP. THEY STILL NEED SUPERVISION.

== Concept 3 — Don't Give Away the Keys ==

A physical key ring labeled:

CLIENT DATA — PROCESSES — KNOWLEDGE — POLICIES — IP

Several giant AI-provider doors surround the key holder.

'''Headline:'''

WHO OWNS YOUR AI CONTEXT?

----

= Products, Services, and Companies Discussed =

The table concentrates on material technology and business references rather than incidental historical references. “Not confirmed” means an official current account was not sufficiently verified rather than an assumption being made.

{| class="wikitable sortable"
! Company / Product
! Role in Episode
! X
! Facebook
! LinkedIn
! Instagram
|-
| Alexis Kingsbury / Accrual Intentions
| Guest and AI-accountancy experiment/book
| @alexiskingsbury
| Not confirmed
| Alexis Kingsbury / Accrual Intentions
| Official account linked; handle not independently confirmed
|-
| AirManual
| Process-documentation/onboarding software
| Not confirmed
| Not confirmed
| AirManual
| Not confirmed
|-
| OpenAI / ChatGPT / Custom GPTs / Codex
| Models and agent/development tools
| @OpenAI
| @OpenAI
| OpenAI
| @openai
|-
| Anthropic / Claude / Claude Code / Claude Cowork
| Core AI tools used in later stages of the experiment
| Not independently confirmed
| Not confirmed
| Anthropic
| Not confirmed
|-
| Microsoft Copilot
| Frontier/productivity AI example
| @Microsoft
| Microsoft
| Microsoft
| @microsoft
|-
| Google Gemini
| Frontier AI example
| @Google / @GeminiApp
| Google
| Google
| @google
|-
| Perplexity
| Frontier AI service example
| @perplexity_ai
| Not confirmed
| Perplexity
| Not confirmed
|-
| Hugging Face
| AI/developer ecosystem reference
| @huggingface
| Not confirmed
| Hugging Face
| Not confirmed
|-
| Intuit QuickBooks
| Example accounting system/data source
| @QuickBooks
| QuickBooks
| Intuit / QuickBooks
| @quickbooks
|-
| Xero
| Example accounting system/data source
| Not confirmed
| Not confirmed
| Xero
| @xero
|-
| Apple / MacBook
| Local-model/on-device AI example
| @Apple
| Apple
| Apple
| @apple
|-
| Model Context Protocol (MCP)
| AI/tool and context connectivity
| N/A
| N/A
| N/A
| N/A
|-
| Python
| Deterministic computation/code example
| N/A
| N/A
| N/A
| N/A
|}

----

= Calls to Action =

* Identify one substantial, painful workflow where AI could create measurable value.
* Document what “correct” looks like before automating the workflow.
* Separate probabilistic AI decisions from calculations and rules that can be deterministic.
* Establish human review points based on risk rather than reviewing everything equally.
* Test whether organizational context can move to another AI provider.
* Ask where prompts, documents, policies, and project knowledge actually reside.
* Measure AI cost by workflow and successful outcome—not simply by monthly subscription.
* Make employees part of implementation so AI is something they help design.

----

= Production and Fact-Checking Notes =

# '''Book title transcription error.''' The transcript repeatedly renders ''Accrual Intentions'' incorrectly. Use ''Accrual Intentions: What Happened When I Built the World's First 100% AI Accountancy Practice''.
# '''“ChatGPT six with Astra.”''' The wording around approximately 19:39 appears to be a transcription or verbal-name issue. Verify against the source audio before publication.
# '''Claims about AI IQ scores.''' Treat the discussion of AI systems operating around IQ 190 as commentary rather than an independently established measure of general AI intelligence.
# '''“95% of AI pilots fail.”''' Identify and review the underlying research before using this number as a general statistic.
# '''OpenAI versus Anthropic developer spending / Hugging Face reference.''' These are rapidly changing market claims and should be separately sourced if included in published show notes.
# '''4,000x token-efficiency improvement.''' This is Alexis's description of his own experiment and should be attributed to him rather than presented as a general benchmark.
# '''AI pricing economics.''' Discussion of subsidized AI usage and future pricing is analysis and opinion, not a certain future outcome.

ATL276

2026-09-18T14:36:59Z

Bftcpa606:

[[File:ATL276 The Secrets Agents Keep.jpeg|thumb|ATL276: The Secrets Agents Keep (Guest: Alexis Kingsbury, author "Accrual Intentions")]]

= Accounting Technology Lab — ATL276 =

'''ATL276 for September 25, 2026: The Secrets Agents Keep'''

== The Secrets Agents Keep ==

* '''Series:''' Accounting Technology Lab
* '''Episode:''' ATL276
* '''Title:''' The Secrets Agents Keep
* '''Guest:''' Alexis Kingsbury, author of ''Accrual Intentions''
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Release Date:''' September 25, 2026
* '''Approximate Runtime:''' 57 minutes
* '''Primary Topics:''' AI agents, agentic AI, AI governance, human review, workflow design, deterministic controls, delegation, token economics, vendor lock-in, MCP, organizational knowledge, AI risk

----

= Episode Summary =

In ATL276, Randy Johnston and Brian Tankersley sit down with Alexis Kingsbury, author of ''Accrual Intentions'', to unpack what he learned from building a deliberately extreme experiment: an accountancy practice staffed by eleven AI agents with their own roles, personalities, and responsibilities. Kingsbury explains that the project began as part parody and part management-science experiment, but quickly became a practical test of delegation, workflow design, controls, and human judgment.

The central lesson is not that AI is either brilliant or useless. It is that AI can perform impressively on difficult tasks and still make simple, checkable mistakes. Kingsbury argues that firms should separate probabilistic AI work from deterministic processes, document workflows, insert stage gates, and decide explicitly where human review belongs. He warns leaders not to confuse delegating the work with delegating the thinking.

The discussion also covers token economics, local models, model portability, and the risk of locking organizational knowledge inside one AI vendor's project environment. Kingsbury recommends keeping core context, processes, and organizational knowledge in systems the firm controls, then connecting AI tools to that context. His closing advice: do not wait for perfect AI, and do not attempt a giant transformation. Pick a painful, valuable problem, solve it deeply, learn, and expand.

----

= Key Takeaways =

# '''AI can be brilliant and stupid within the same workflow.''' Kingsbury describes Claude completing sophisticated work correctly and then altering an API-provided link enough to break it.
# '''Delegate execution carefully; do not accidentally delegate judgment.''' If AI takes over production, humans need to make the thinking, objectives, assumptions, and review gates more explicit.
# '''Deterministic controls matter.''' Where possible, use AI to create repeatable calculations, scripts, tests, templates, checklists, and processes.
# '''Review capacity has to scale with AI production capacity.''' Eleven virtual workers can generate an enormous volume of output, and that output still requires testing, prioritization, and accountable review.
# '''Your organizational knowledge should not belong to your AI vendor.''' Portability matters when prices, models, jurisdictions, or vendor strategies change.
# '''Token efficiency can become an economic issue quickly.''' AI consumption may require active optimization as usage scales.
# '''Waiting for “perfect AI” is not a strategy.''' Context, processes, guardrails, and review will remain necessary.
# '''Avoid the giant AI transformation project.''' Start with one sufficiently painful or valuable business problem, solve it well, and expand.

----

= Short Promotional Copy =

== One-Sentence Promo ==

What happens when you give eleven AI agents jobs, personalities, responsibilities—and enough autonomy to expose everything that can go brilliantly right and spectacularly wrong?

== Three-Sentence Promo ==

Alexis Kingsbury built an accountancy practice staffed by eleven AI agents and turned the experiment into ''Accrual Intentions''. In ATL276, he joins Randy Johnston and Brian Tankersley to discuss what the experiment revealed about AI errors, delegation, controls, token economics, organizational knowledge, and human judgment. The big lesson: AI can dramatically expand what a firm can do, but only if governance and review expand with it.

== Promotional Paragraph ==

Your AI agent just completed the sophisticated analysis, updated the documentation, called the right tools—and then broke the link it was supposed to give you.

That kind of contradiction is at the center of '''ATL276: The Secrets Agents Keep'''. Alexis Kingsbury joins Randy Johnston and Brian Tankersley to explain what he learned building the AI-staffed accounting experiment behind ''Accrual Intentions''. The conversation moves beyond “AI good” versus “AI bad” and gets into the management problem: how do you provide context, separate thinking from doing, design deterministic controls, scale review, manage token costs, and keep your intellectual property portable instead of trapping it inside one AI provider?

----

= Timestamped Pull Quotes =

{| class="wikitable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
|-
| 05:03
| Alexis Kingsbury
| “It'll just be easier if I do it myself.”
| AI vs. delegation
|-
| 12:40
| Alexis Kingsbury
| “If you want a really good decision made, you don't want two people who think the same.”
| Diversity of perspective
|-
| 26:08
| Alexis Kingsbury
| “There's value, but also risk… maximize value and mitigate the risk.”
| Governance
|-
| 34:28
| Alexis Kingsbury
| “If you can get rid of the things that we don't enjoy… you get more time on the things that do add value.”
| Human value
|-
| 38:33
| Alexis Kingsbury
| “If you are delegating the doing, you have to pull out the thinking and do the thinking up front.”
| Management
|-
| 47:03
| Alexis Kingsbury
| “I've been able to improve token efficiency by 4,000x.”
| AI economics
|-
| 50:48
| Alexis Kingsbury
| “One other big mistake I would suggest people avoid is giving the keys away to big AI firms.”
| Vendor lock-in
|-
| 53:15
| Alexis Kingsbury
| “The technology is already good enough. It's just that you need all the guardrails and the context.”
| Implementation
|-
| 53:15
| Alexis Kingsbury
| “Pick something in your business that is either incredibly frustrating and painful… or is a current missed opportunity for value.”
| Where to start
|}

'''Production note:''' Timestamps are based on the supplied transcript/SRT. Recheck them against the final edited episode before cutting promotional video.

----

= Best Short-Video Pulls =

'''The brilliant AI that breaks the easy thing — approximately 22:55–26:40'''

Discussion of deterministic versus probabilistic work, culminating in Alexis's story about AI completing difficult work and then altering a valid link.

'''Delegate the doing, not the thinking — approximately 38:30–45:00'''

Alexis explains why removing the manual production step means leaders must intentionally preserve the thinking step.

'''Tokens, local AI, and vendor economics — approximately 47:00–52:30'''

Discussion of AI subsidies, token efficiency, local models, and changing provider economics.

'''Don't give away the keys — approximately 50:45–53:10'''

Governance discussion about keeping organizational context outside proprietary AI workspaces and making it accessible through tools such as MCP.

'''How accounting firms should start — approximately 53:15–56:30'''

Don't wait for perfect AI, don't start with an enterprise-wide transformation, and don't waste time on trivial experiments. Pick a valuable problem.

----

= Suggested Show Notes =

* Why Alexis created an accountancy practice staffed by eleven AI agents.
* Why the experiment began as both parody and serious management research.
* Custom GPTs and the early evolution of the virtual accounting team.
* Giving agents different roles, personalities, backgrounds, and perspectives.
* Why multiple viewpoints can improve AI-assisted decision-making.
* Moving from Custom GPTs to Claude Code, Claude Cowork, Codex, and agentic workflows.
* Why LLMs sometimes excel at complicated work but fail at simple tasks.
* Probabilistic AI versus deterministic calculations and processes.
* Using AI to build conventional software, scripts, templates, and controls.
* Why “I checked it” is not the same thing as having a testing methodology.
* The danger of delegating thinking along with execution.
* How AI changes management and supervisory review.
* Jevons' paradox, Parkinson's law, and what happens when automation lowers the cost of work.
* Why human judgment, context, prioritization, and care may become more valuable.
* Token economics and how dramatically AI efficiency can vary.
* Local models and private/on-device workflows.
* Why firms should retain control of organizational knowledge.
* Model portability and vendor lock-in.
* MCP as a way to connect models to context the organization controls.
* Why “wait until AI gets better” is poor implementation strategy.
* Why a giant, waterfall-style AI transformation can fail.
* Starting with an important, painful business problem rather than a trivial AI experiment.

----

= 20 Suggested Social Media Posts =

== 1 ==

AI can ace the hard part—and then break the link at the end.

That may be the most important AI governance lesson in ATL276.

Alexis Kingsbury joins us to discuss what eleven AI employees taught him about automation, errors, controls, and human judgment.

'''ATL276: The Secrets Agents Keep'''

#AccountingTechnology #AI #AIAgents

== 2 ==

“If you are delegating the doing, you have to pull out the thinking and do the thinking up front.”

That is a management problem, not a prompt-engineering problem.

ATL276 with ''Accrual Intentions'' author Alexis Kingsbury.

#CPA #Leadership #AI

== 3 ==

What happens when your firm suddenly has 11 additional workers who never sleep, type incredibly fast, and occasionally do something completely inexplicable?

Congratulations. You manage AI agents.

ATL276 explores what changes next.

== 4 ==

The dangerous AI error isn't always the one you catch.

It is the mistake in a subject where you aren't expert enough to realize the answer is wrong.

That's why AI review isn't just proofreading.

'''ATL276: The Secrets Agents Keep'''

== 5 ==

AI governance in one sentence:

'''“There's value, but also risk.”'''

The firms that succeed will build systems that increase the value while controlling the risk.

#AIGovernance #AccountingTech

== 6 ==

“Claude said…” is not a management memo.

AI can research it.
AI can draft it.
AI can format it.

But somebody still needs to decide what matters.

ATL276 gets into the increasingly important difference between delegating '''doing''' and delegating '''thinking'''.

== 7 ==

If one employee suddenly became eleven employees, would you give all eleven unrestricted access, no written procedures, no review process, and vague instructions?

Probably not.

So why do it with AI agents?

#AgenticAI #InternalControls #CPA

== 8 ==

Accounting firms understand controls.

Inputs.
Processes.
Approvals.
Reconciliations.
Exceptions.
Review.

Those same disciplines may be exactly what turns generative AI from an interesting demo into reliable business infrastructure.

== 9 ==

AI doesn't make documented processes obsolete.

It may make them considerably more important.

Alexis Kingsbury explains why AI agents need context, roles, guardrails, and review just like human teams do.

ATL276.

== 10 ==

Here's an AI strategy question that sounds suspiciously like an accounting question:

'''Which parts of this workflow should be probabilistic—and which should be deterministic?'''

That distinction comes up repeatedly in ATL276.

#Accounting #AI #Automation

== 11 ==

Your AI provider's project folder is convenient.

But what happens if pricing changes, the preferred model changes, regulations change, or you simply want to switch vendors?

Organizational knowledge needs a portability strategy.

== 12 ==

One of the strongest warnings in ATL276:

'''Don't give the keys away to the big AI firms.'''

Your policies, procedures, knowledge, context, and institutional memory are business assets.

Treat them accordingly.

#DataGovernance #VendorRisk #AI

== 13 ==

ATL275 was about token economics.

ATL276 asks what happens when somebody actually starts optimizing them.

Alexis Kingsbury says he has seen enormous efficiency differences depending on how AI workflows are designed.

AI cost management is going to get interesting.

== 14 ==

The most expensive AI isn't necessarily the model with the highest token price.

It may be the workflow that creates mountains of output nobody can reliably review.

Production without review capacity isn't productivity.

== 15 ==

Want to implement AI?

Don't start by documenting the entire organization.

Don't start with a two-year transformation plan.

Don't start with a useless “quick win.”

Start with an important problem painful enough to justify doing the hard work.

== 16 ==

“Wait until AI gets good enough” sounds sensible.

But future AI still won't magically know your clients, policies, risk tolerance, procedures, priorities, or what “good” means inside your firm.

Context is part of the system.

== 17 ==

Eleven AI employees.

Names.
Jobs.
Personalities.
Different perspectives.

And one increasingly sleep-deprived human trying to figure out what they were capable of.

There's a reason Alexis Kingsbury's experiment became a book.

== 18 ==

AI may not eliminate human work.

It may move the bottleneck.

When execution gets dramatically cheaper, judgment, prioritization, review, controls, and client understanding become more important.

That's a much more interesting conversation than “Will AI replace accountants?”

== 19 ==

Twenty years ago, Alexis automated six hours of Saturday work with a batch script.

He didn't run out of work.

He found higher-value things to do.

That story may tell us quite a bit about what happens next with AI.

== 20 ==

'''ATL276 — The Secrets Agents Keep'''

Guest Alexis Kingsbury built the AI accountancy experiment behind ''Accrual Intentions''.

We talk about:

* AI agents
* Human judgment
* Review and testing
* Data ownership
* Token economics
* Model portability
* Process design
* Vendor risk

If you're moving from “using ChatGPT” to actually deploying AI inside business workflows, this one deserves a listen.

----

= Suggested Tags and Hashtags =

'''Tags:'''

Alexis Kingsbury, Accrual Intentions, Artificial Intelligence, Agentic AI, AI Agents, Accounting Technology, AI Governance, AI Risk, AI Controls, Human in the Loop, Model Context Protocol, MCP, Claude, Claude Code, Claude Cowork, Anthropic, ChatGPT, OpenAI, Codex, Microsoft Copilot, Google Gemini, Perplexity, Hugging Face, QuickBooks, Xero, AirManual, Token Economics, Local AI, Vendor Lock-In, Process Documentation, Workflow Automation

'''Suggested Hashtags:'''

#AccountingTechnology #AccountingTech #AI #ArtificialIntelligence #AgenticAI #AIAgents #AIGovernance #AIControls #Automation #CPA #Accounting #FutureOfWork #MCP #HumanInTheLoop #VendorRisk #DataGovernance #GenerativeAI #AccountingInnovation

----

= Newsletter Copy =

'''Suggested Subject:''' ATL276: The Secrets Agents Keep — When Brilliant AI Still Gets Things Wrong

'''Alternate Subject:''' 11 AI Employees Walk Into an Accounting Firm…

What happens when you stop treating AI as a chatbot and start treating it like a team?

In ATL276 of the '''Accounting Technology Lab''', Randy Johnston and Brian Tankersley talk with Alexis Kingsbury, author of ''Accrual Intentions'', about his experiment building an accountancy practice staffed by eleven AI agents.

What he discovered is more complicated than either the AI enthusiasts or skeptics might like.

The agents could perform surprisingly sophisticated work—and then make astonishingly simple mistakes. That led Alexis toward a management model based on documented processes, deterministic controls, explicit review points, and a clear separation between '''delegating the work and delegating the thinking'''.

The conversation also covers token economics, local models, MCP, data ownership, model portability, and why firms should be cautious about allowing their accumulated organizational knowledge to become trapped inside one AI vendor's environment.

The practical takeaway is refreshingly non-magical: don't wait for perfect AI, but don't launch a massive AI transformation either. Find a significant business problem, build the context and controls needed to solve it reliably, learn what breaks, and expand from there.

----

= Suggested Visual / Promotional Image Direction =

== Concept 1 — The AI Agent Dossier ==

A sophisticated spy-thriller visual built around an accounting office. Eleven AI employee dossiers or personnel folders are spread across a desk, each showing a different fictional AI employee. A central file stamped '''CONFIDENTIAL''' contains warnings such as:

* HALLUCINATIONS
* CONTEXT
* REVIEW
* TOKEN COST
* VENDOR LOCK-IN
* HUMAN JUDGMENT

'''Headline:'''

THE SECRETS AGENTS KEEP

'''Subhead:'''

What Eleven AI Employees Taught Alexis Kingsbury About Controls, Judgment & the Future of Accounting

== Concept 2 — The AI Staff Meeting ==

A conference room containing eleven glowing digital chairs or holographic employees and one very human manager.

Some screens show excellent completed work; another displays a hilariously broken link or obvious exception.

'''Headline:'''

YOUR NEW EMPLOYEES NEVER SLEEP. THEY STILL NEED SUPERVISION.

== Concept 3 — Don't Give Away the Keys ==

A physical key ring labeled:

CLIENT DATA — PROCESSES — KNOWLEDGE — POLICIES — IP

Several giant AI-provider doors surround the key holder.

'''Headline:'''

WHO OWNS YOUR AI CONTEXT?

----

= Products, Services, and Companies Discussed =

The table concentrates on material technology and business references rather than incidental historical references. “Not confirmed” means an official current account was not sufficiently verified rather than an assumption being made.

{| class="wikitable sortable"
! Company / Product
! Role in Episode
! X
! Facebook
! LinkedIn
! Instagram
|-
| Alexis Kingsbury / Accrual Intentions
| Guest and AI-accountancy experiment/book
| @alexiskingsbury
| Not confirmed
| Alexis Kingsbury / Accrual Intentions
| Official account linked; handle not independently confirmed
|-
| AirManual
| Process-documentation/onboarding software
| Not confirmed
| Not confirmed
| AirManual
| Not confirmed
|-
| OpenAI / ChatGPT / Custom GPTs / Codex
| Models and agent/development tools
| @OpenAI
| @OpenAI
| OpenAI
| @openai
|-
| Anthropic / Claude / Claude Code / Claude Cowork
| Core AI tools used in later stages of the experiment
| Not independently confirmed
| Not confirmed
| Anthropic
| Not confirmed
|-
| Microsoft Copilot
| Frontier/productivity AI example
| @Microsoft
| Microsoft
| Microsoft
| @microsoft
|-
| Google Gemini
| Frontier AI example
| @Google / @GeminiApp
| Google
| Google
| @google
|-
| Perplexity
| Frontier AI service example
| @perplexity_ai
| Not confirmed
| Perplexity
| Not confirmed
|-
| Hugging Face
| AI/developer ecosystem reference
| @huggingface
| Not confirmed
| Hugging Face
| Not confirmed
|-
| Intuit QuickBooks
| Example accounting system/data source
| @QuickBooks
| QuickBooks
| Intuit / QuickBooks
| @quickbooks
|-
| Xero
| Example accounting system/data source
| Not confirmed
| Not confirmed
| Xero
| @xero
|-
| Apple / MacBook
| Local-model/on-device AI example
| @Apple
| Apple
| Apple
| @apple
|-
| Model Context Protocol (MCP)
| AI/tool and context connectivity
| N/A
| N/A
| N/A
| N/A
|-
| Python
| Deterministic computation/code example
| N/A
| N/A
| N/A
| N/A
|}

----

= Calls to Action =

* Identify one substantial, painful workflow where AI could create measurable value.
* Document what “correct” looks like before automating the workflow.
* Separate probabilistic AI decisions from calculations and rules that can be deterministic.
* Establish human review points based on risk rather than reviewing everything equally.
* Test whether organizational context can move to another AI provider.
* Ask where prompts, documents, policies, and project knowledge actually reside.
* Measure AI cost by workflow and successful outcome—not simply by monthly subscription.
* Make employees part of implementation so AI is something they help design.

----

= Production and Fact-Checking Notes =

# '''Book title transcription error.''' The transcript repeatedly renders ''Accrual Intentions'' incorrectly. Use ''Accrual Intentions: What Happened When I Built the World's First 100% AI Accountancy Practice''.
# '''“ChatGPT six with Astra.”''' The wording around approximately 19:39 appears to be a transcription or verbal-name issue. Verify against the source audio before publication.
# '''Claims about AI IQ scores.''' Treat the discussion of AI systems operating around IQ 190 as commentary rather than an independently established measure of general AI intelligence.
# '''“95% of AI pilots fail.”''' Identify and review the underlying research before using this number as a general statistic.
# '''OpenAI versus Anthropic developer spending / Hugging Face reference.''' These are rapidly changing market claims and should be separately sourced if included in published show notes.
# '''4,000x token-efficiency improvement.''' This is Alexis's description of his own experiment and should be attributed to him rather than presented as a general benchmark.
# '''AI pricing economics.''' Discussion of subsidized AI usage and future pricing is analysis and opinion, not a certain future outcome.

File:ATL276 The Secrets Agents Keep.jpeg

2026-09-18T14:35:32Z

Bftcpa606: ATL276: The Secrets Agents Keep (Guest: Alexis Kingsbury, Author "Accrual Intentions")

== Summary ==
ATL276: The Secrets Agents Keep (Guest: Alexis Kingsbury, Author "Accrual Intentions")

ATL276

2026-09-18T14:33:34Z

Bftcpa606: Created page with "= Accounting Technology Lab — ATL276 = '''ATL276 for September 25, 2026: The Secrets Agents Keep''' == The Secrets Agents Keep == * '''Series:''' Accounting Technology Lab * '''Episode:''' ATL276 * '''Title:''' The Secrets Agents Keep * '''Guest:''' Alexis Kingsbury, author of ''Accrual Intentions'' * '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA * '''Release Date:''' September 25, 2026 * '''Approximate Runtime:''' 57 minutes * '''Primary Topic..."

= Accounting Technology Lab — ATL276 =

'''ATL276 for September 25, 2026: The Secrets Agents Keep'''

== The Secrets Agents Keep ==

* '''Series:''' Accounting Technology Lab
* '''Episode:''' ATL276
* '''Title:''' The Secrets Agents Keep
* '''Guest:''' Alexis Kingsbury, author of ''Accrual Intentions''
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Release Date:''' September 25, 2026
* '''Approximate Runtime:''' 57 minutes
* '''Primary Topics:''' AI agents, agentic AI, AI governance, human review, workflow design, deterministic controls, delegation, token economics, vendor lock-in, MCP, organizational knowledge, AI risk

----

= Episode Summary =

In ATL276, Randy Johnston and Brian Tankersley sit down with Alexis Kingsbury, author of ''Accrual Intentions'', to unpack what he learned from building a deliberately extreme experiment: an accountancy practice staffed by eleven AI agents with their own roles, personalities, and responsibilities. Kingsbury explains that the project began as part parody and part management-science experiment, but quickly became a practical test of delegation, workflow design, controls, and human judgment.

The central lesson is not that AI is either brilliant or useless. It is that AI can perform impressively on difficult tasks and still make simple, checkable mistakes. Kingsbury argues that firms should separate probabilistic AI work from deterministic processes, document workflows, insert stage gates, and decide explicitly where human review belongs. He warns leaders not to confuse delegating the work with delegating the thinking.

The discussion also covers token economics, local models, model portability, and the risk of locking organizational knowledge inside one AI vendor's project environment. Kingsbury recommends keeping core context, processes, and organizational knowledge in systems the firm controls, then connecting AI tools to that context. His closing advice: do not wait for perfect AI, and do not attempt a giant transformation. Pick a painful, valuable problem, solve it deeply, learn, and expand.

----

= Key Takeaways =

# '''AI can be brilliant and stupid within the same workflow.''' Kingsbury describes Claude completing sophisticated work correctly and then altering an API-provided link enough to break it.
# '''Delegate execution carefully; do not accidentally delegate judgment.''' If AI takes over production, humans need to make the thinking, objectives, assumptions, and review gates more explicit.
# '''Deterministic controls matter.''' Where possible, use AI to create repeatable calculations, scripts, tests, templates, checklists, and processes.
# '''Review capacity has to scale with AI production capacity.''' Eleven virtual workers can generate an enormous volume of output, and that output still requires testing, prioritization, and accountable review.
# '''Your organizational knowledge should not belong to your AI vendor.''' Portability matters when prices, models, jurisdictions, or vendor strategies change.
# '''Token efficiency can become an economic issue quickly.''' AI consumption may require active optimization as usage scales.
# '''Waiting for “perfect AI” is not a strategy.''' Context, processes, guardrails, and review will remain necessary.
# '''Avoid the giant AI transformation project.''' Start with one sufficiently painful or valuable business problem, solve it well, and expand.

----

= Short Promotional Copy =

== One-Sentence Promo ==

What happens when you give eleven AI agents jobs, personalities, responsibilities—and enough autonomy to expose everything that can go brilliantly right and spectacularly wrong?

== Three-Sentence Promo ==

Alexis Kingsbury built an accountancy practice staffed by eleven AI agents and turned the experiment into ''Accrual Intentions''. In ATL276, he joins Randy Johnston and Brian Tankersley to discuss what the experiment revealed about AI errors, delegation, controls, token economics, organizational knowledge, and human judgment. The big lesson: AI can dramatically expand what a firm can do, but only if governance and review expand with it.

== Promotional Paragraph ==

Your AI agent just completed the sophisticated analysis, updated the documentation, called the right tools—and then broke the link it was supposed to give you.

That kind of contradiction is at the center of '''ATL276: The Secrets Agents Keep'''. Alexis Kingsbury joins Randy Johnston and Brian Tankersley to explain what he learned building the AI-staffed accounting experiment behind ''Accrual Intentions''. The conversation moves beyond “AI good” versus “AI bad” and gets into the management problem: how do you provide context, separate thinking from doing, design deterministic controls, scale review, manage token costs, and keep your intellectual property portable instead of trapping it inside one AI provider?

----

= Timestamped Pull Quotes =

{| class="wikitable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
|-
| 05:03
| Alexis Kingsbury
| “It'll just be easier if I do it myself.”
| AI vs. delegation
|-
| 12:40
| Alexis Kingsbury
| “If you want a really good decision made, you don't want two people who think the same.”
| Diversity of perspective
|-
| 26:08
| Alexis Kingsbury
| “There's value, but also risk… maximize value and mitigate the risk.”
| Governance
|-
| 34:28
| Alexis Kingsbury
| “If you can get rid of the things that we don't enjoy… you get more time on the things that do add value.”
| Human value
|-
| 38:33
| Alexis Kingsbury
| “If you are delegating the doing, you have to pull out the thinking and do the thinking up front.”
| Management
|-
| 47:03
| Alexis Kingsbury
| “I've been able to improve token efficiency by 4,000x.”
| AI economics
|-
| 50:48
| Alexis Kingsbury
| “One other big mistake I would suggest people avoid is giving the keys away to big AI firms.”
| Vendor lock-in
|-
| 53:15
| Alexis Kingsbury
| “The technology is already good enough. It's just that you need all the guardrails and the context.”
| Implementation
|-
| 53:15
| Alexis Kingsbury
| “Pick something in your business that is either incredibly frustrating and painful… or is a current missed opportunity for value.”
| Where to start
|}

'''Production note:''' Timestamps are based on the supplied transcript/SRT. Recheck them against the final edited episode before cutting promotional video.

----

= Best Short-Video Pulls =

'''The brilliant AI that breaks the easy thing — approximately 22:55–26:40'''

Discussion of deterministic versus probabilistic work, culminating in Alexis's story about AI completing difficult work and then altering a valid link.

'''Delegate the doing, not the thinking — approximately 38:30–45:00'''

Alexis explains why removing the manual production step means leaders must intentionally preserve the thinking step.

'''Tokens, local AI, and vendor economics — approximately 47:00–52:30'''

Discussion of AI subsidies, token efficiency, local models, and changing provider economics.

'''Don't give away the keys — approximately 50:45–53:10'''

Governance discussion about keeping organizational context outside proprietary AI workspaces and making it accessible through tools such as MCP.

'''How accounting firms should start — approximately 53:15–56:30'''

Don't wait for perfect AI, don't start with an enterprise-wide transformation, and don't waste time on trivial experiments. Pick a valuable problem.

----

= Suggested Show Notes =

* Why Alexis created an accountancy practice staffed by eleven AI agents.
* Why the experiment began as both parody and serious management research.
* Custom GPTs and the early evolution of the virtual accounting team.
* Giving agents different roles, personalities, backgrounds, and perspectives.
* Why multiple viewpoints can improve AI-assisted decision-making.
* Moving from Custom GPTs to Claude Code, Claude Cowork, Codex, and agentic workflows.
* Why LLMs sometimes excel at complicated work but fail at simple tasks.
* Probabilistic AI versus deterministic calculations and processes.
* Using AI to build conventional software, scripts, templates, and controls.
* Why “I checked it” is not the same thing as having a testing methodology.
* The danger of delegating thinking along with execution.
* How AI changes management and supervisory review.
* Jevons' paradox, Parkinson's law, and what happens when automation lowers the cost of work.
* Why human judgment, context, prioritization, and care may become more valuable.
* Token economics and how dramatically AI efficiency can vary.
* Local models and private/on-device workflows.
* Why firms should retain control of organizational knowledge.
* Model portability and vendor lock-in.
* MCP as a way to connect models to context the organization controls.
* Why “wait until AI gets better” is poor implementation strategy.
* Why a giant, waterfall-style AI transformation can fail.
* Starting with an important, painful business problem rather than a trivial AI experiment.

----

= 20 Suggested Social Media Posts =

== 1 ==

AI can ace the hard part—and then break the link at the end.

That may be the most important AI governance lesson in ATL276.

Alexis Kingsbury joins us to discuss what eleven AI employees taught him about automation, errors, controls, and human judgment.

'''ATL276: The Secrets Agents Keep'''

#AccountingTechnology #AI #AIAgents

== 2 ==

“If you are delegating the doing, you have to pull out the thinking and do the thinking up front.”

That is a management problem, not a prompt-engineering problem.

ATL276 with ''Accrual Intentions'' author Alexis Kingsbury.

#CPA #Leadership #AI

== 3 ==

What happens when your firm suddenly has 11 additional workers who never sleep, type incredibly fast, and occasionally do something completely inexplicable?

Congratulations. You manage AI agents.

ATL276 explores what changes next.

== 4 ==

The dangerous AI error isn't always the one you catch.

It is the mistake in a subject where you aren't expert enough to realize the answer is wrong.

That's why AI review isn't just proofreading.

'''ATL276: The Secrets Agents Keep'''

== 5 ==

AI governance in one sentence:

'''“There's value, but also risk.”'''

The firms that succeed will build systems that increase the value while controlling the risk.

#AIGovernance #AccountingTech

== 6 ==

“Claude said…” is not a management memo.

AI can research it.
AI can draft it.
AI can format it.

But somebody still needs to decide what matters.

ATL276 gets into the increasingly important difference between delegating '''doing''' and delegating '''thinking'''.

== 7 ==

If one employee suddenly became eleven employees, would you give all eleven unrestricted access, no written procedures, no review process, and vague instructions?

Probably not.

So why do it with AI agents?

#AgenticAI #InternalControls #CPA

== 8 ==

Accounting firms understand controls.

Inputs.
Processes.
Approvals.
Reconciliations.
Exceptions.
Review.

Those same disciplines may be exactly what turns generative AI from an interesting demo into reliable business infrastructure.

== 9 ==

AI doesn't make documented processes obsolete.

It may make them considerably more important.

Alexis Kingsbury explains why AI agents need context, roles, guardrails, and review just like human teams do.

ATL276.

== 10 ==

Here's an AI strategy question that sounds suspiciously like an accounting question:

'''Which parts of this workflow should be probabilistic—and which should be deterministic?'''

That distinction comes up repeatedly in ATL276.

#Accounting #AI #Automation

== 11 ==

Your AI provider's project folder is convenient.

But what happens if pricing changes, the preferred model changes, regulations change, or you simply want to switch vendors?

Organizational knowledge needs a portability strategy.

== 12 ==

One of the strongest warnings in ATL276:

'''Don't give the keys away to the big AI firms.'''

Your policies, procedures, knowledge, context, and institutional memory are business assets.

Treat them accordingly.

#DataGovernance #VendorRisk #AI

== 13 ==

ATL275 was about token economics.

ATL276 asks what happens when somebody actually starts optimizing them.

Alexis Kingsbury says he has seen enormous efficiency differences depending on how AI workflows are designed.

AI cost management is going to get interesting.

== 14 ==

The most expensive AI isn't necessarily the model with the highest token price.

It may be the workflow that creates mountains of output nobody can reliably review.

Production without review capacity isn't productivity.

== 15 ==

Want to implement AI?

Don't start by documenting the entire organization.

Don't start with a two-year transformation plan.

Don't start with a useless “quick win.”

Start with an important problem painful enough to justify doing the hard work.

== 16 ==

“Wait until AI gets good enough” sounds sensible.

But future AI still won't magically know your clients, policies, risk tolerance, procedures, priorities, or what “good” means inside your firm.

Context is part of the system.

== 17 ==

Eleven AI employees.

Names.
Jobs.
Personalities.
Different perspectives.

And one increasingly sleep-deprived human trying to figure out what they were capable of.

There's a reason Alexis Kingsbury's experiment became a book.

== 18 ==

AI may not eliminate human work.

It may move the bottleneck.

When execution gets dramatically cheaper, judgment, prioritization, review, controls, and client understanding become more important.

That's a much more interesting conversation than “Will AI replace accountants?”

== 19 ==

Twenty years ago, Alexis automated six hours of Saturday work with a batch script.

He didn't run out of work.

He found higher-value things to do.

That story may tell us quite a bit about what happens next with AI.

== 20 ==

'''ATL276 — The Secrets Agents Keep'''

Guest Alexis Kingsbury built the AI accountancy experiment behind ''Accrual Intentions''.

We talk about:

* AI agents
* Human judgment
* Review and testing
* Data ownership
* Token economics
* Model portability
* Process design
* Vendor risk

If you're moving from “using ChatGPT” to actually deploying AI inside business workflows, this one deserves a listen.

----

= Suggested Tags and Hashtags =

'''Tags:'''

Alexis Kingsbury, Accrual Intentions, Artificial Intelligence, Agentic AI, AI Agents, Accounting Technology, AI Governance, AI Risk, AI Controls, Human in the Loop, Model Context Protocol, MCP, Claude, Claude Code, Claude Cowork, Anthropic, ChatGPT, OpenAI, Codex, Microsoft Copilot, Google Gemini, Perplexity, Hugging Face, QuickBooks, Xero, AirManual, Token Economics, Local AI, Vendor Lock-In, Process Documentation, Workflow Automation

'''Suggested Hashtags:'''

#AccountingTechnology #AccountingTech #AI #ArtificialIntelligence #AgenticAI #AIAgents #AIGovernance #AIControls #Automation #CPA #Accounting #FutureOfWork #MCP #HumanInTheLoop #VendorRisk #DataGovernance #GenerativeAI #AccountingInnovation

----

= Newsletter Copy =

'''Suggested Subject:''' ATL276: The Secrets Agents Keep — When Brilliant AI Still Gets Things Wrong

'''Alternate Subject:''' 11 AI Employees Walk Into an Accounting Firm…

What happens when you stop treating AI as a chatbot and start treating it like a team?

In ATL276 of the '''Accounting Technology Lab''', Randy Johnston and Brian Tankersley talk with Alexis Kingsbury, author of ''Accrual Intentions'', about his experiment building an accountancy practice staffed by eleven AI agents.

What he discovered is more complicated than either the AI enthusiasts or skeptics might like.

The agents could perform surprisingly sophisticated work—and then make astonishingly simple mistakes. That led Alexis toward a management model based on documented processes, deterministic controls, explicit review points, and a clear separation between '''delegating the work and delegating the thinking'''.

The conversation also covers token economics, local models, MCP, data ownership, model portability, and why firms should be cautious about allowing their accumulated organizational knowledge to become trapped inside one AI vendor's environment.

The practical takeaway is refreshingly non-magical: don't wait for perfect AI, but don't launch a massive AI transformation either. Find a significant business problem, build the context and controls needed to solve it reliably, learn what breaks, and expand from there.

----

= Suggested Visual / Promotional Image Direction =

== Concept 1 — The AI Agent Dossier ==

A sophisticated spy-thriller visual built around an accounting office. Eleven AI employee dossiers or personnel folders are spread across a desk, each showing a different fictional AI employee. A central file stamped '''CONFIDENTIAL''' contains warnings such as:

* HALLUCINATIONS
* CONTEXT
* REVIEW
* TOKEN COST
* VENDOR LOCK-IN
* HUMAN JUDGMENT

'''Headline:'''

THE SECRETS AGENTS KEEP

'''Subhead:'''

What Eleven AI Employees Taught Alexis Kingsbury About Controls, Judgment & the Future of Accounting

== Concept 2 — The AI Staff Meeting ==

A conference room containing eleven glowing digital chairs or holographic employees and one very human manager.

Some screens show excellent completed work; another displays a hilariously broken link or obvious exception.

'''Headline:'''

YOUR NEW EMPLOYEES NEVER SLEEP. THEY STILL NEED SUPERVISION.

== Concept 3 — Don't Give Away the Keys ==

A physical key ring labeled:

CLIENT DATA — PROCESSES — KNOWLEDGE — POLICIES — IP

Several giant AI-provider doors surround the key holder.

'''Headline:'''

WHO OWNS YOUR AI CONTEXT?

----

= Products, Services, and Companies Discussed =

The table concentrates on material technology and business references rather than incidental historical references. “Not confirmed” means an official current account was not sufficiently verified rather than an assumption being made.

{| class="wikitable sortable"
! Company / Product
! Role in Episode
! X
! Facebook
! LinkedIn
! Instagram
|-
| Alexis Kingsbury / Accrual Intentions
| Guest and AI-accountancy experiment/book
| @alexiskingsbury
| Not confirmed
| Alexis Kingsbury / Accrual Intentions
| Official account linked; handle not independently confirmed
|-
| AirManual
| Process-documentation/onboarding software
| Not confirmed
| Not confirmed
| AirManual
| Not confirmed
|-
| OpenAI / ChatGPT / Custom GPTs / Codex
| Models and agent/development tools
| @OpenAI
| @OpenAI
| OpenAI
| @openai
|-
| Anthropic / Claude / Claude Code / Claude Cowork
| Core AI tools used in later stages of the experiment
| Not independently confirmed
| Not confirmed
| Anthropic
| Not confirmed
|-
| Microsoft Copilot
| Frontier/productivity AI example
| @Microsoft
| Microsoft
| Microsoft
| @microsoft
|-
| Google Gemini
| Frontier AI example
| @Google / @GeminiApp
| Google
| Google
| @google
|-
| Perplexity
| Frontier AI service example
| @perplexity_ai
| Not confirmed
| Perplexity
| Not confirmed
|-
| Hugging Face
| AI/developer ecosystem reference
| @huggingface
| Not confirmed
| Hugging Face
| Not confirmed
|-
| Intuit QuickBooks
| Example accounting system/data source
| @QuickBooks
| QuickBooks
| Intuit / QuickBooks
| @quickbooks
|-
| Xero
| Example accounting system/data source
| Not confirmed
| Not confirmed
| Xero
| @xero
|-
| Apple / MacBook
| Local-model/on-device AI example
| @Apple
| Apple
| Apple
| @apple
|-
| Model Context Protocol (MCP)
| AI/tool and context connectivity
| N/A
| N/A
| N/A
| N/A
|-
| Python
| Deterministic computation/code example
| N/A
| N/A
| N/A
| N/A
|}

----

= Calls to Action =

* Identify one substantial, painful workflow where AI could create measurable value.
* Document what “correct” looks like before automating the workflow.
* Separate probabilistic AI decisions from calculations and rules that can be deterministic.
* Establish human review points based on risk rather than reviewing everything equally.
* Test whether organizational context can move to another AI provider.
* Ask where prompts, documents, policies, and project knowledge actually reside.
* Measure AI cost by workflow and successful outcome—not simply by monthly subscription.
* Make employees part of implementation so AI is something they help design.

----

= Production and Fact-Checking Notes =

# '''Book title transcription error.''' The transcript repeatedly renders ''Accrual Intentions'' incorrectly. Use ''Accrual Intentions: What Happened When I Built the World's First 100% AI Accountancy Practice''.
# '''“ChatGPT six with Astra.”''' The wording around approximately 19:39 appears to be a transcription or verbal-name issue. Verify against the source audio before publication.
# '''Claims about AI IQ scores.''' Treat the discussion of AI systems operating around IQ 190 as commentary rather than an independently established measure of general AI intelligence.
# '''“95% of AI pilots fail.”''' Identify and review the underlying research before using this number as a general statistic.
# '''OpenAI versus Anthropic developer spending / Hugging Face reference.''' These are rapidly changing market claims and should be separately sourced if included in published show notes.
# '''4,000x token-efficiency improvement.''' This is Alexis's description of his own experiment and should be attributed to him rather than presented as a general benchmark.
# '''AI pricing economics.''' Discussion of subsidized AI usage and future pricing is analysis and opinion, not a certain future outcome.

Podcast

2026-09-18T14:03:24Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]], [[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl226pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

Podcast

2026-09-18T14:01:02Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/276 276]
|[[ATL276|The Secrets Agents Keep (Guest: Alexis Kingsbury, Author]]
[[ATL276|"Accrual Intentions")]]
|[https://cpate.ch/atl226pub atl276pub]
|9/18/2026
|9/25/2026
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL275

2026-09-11T22:58:26Z

Bftcpa606: Created page with "= Accounting Technology Lab — ATL275 = ATL275 for 9/18/2026: What Tokens Are You Smokin'? == What Tokens Are You Smokin’? == * '''Series:''' Accounting Technology Lab * '''Episode:''' ATL275 * '''Title:''' What Tokens Are You Smokin’? * '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA * '''Recorded:''' September 11, 2026 * '''Release Date:''' September 18, 2026 * '''Approximate Runtime:''' 1..."

= Accounting Technology Lab — ATL275 =
[[File:ATL275 What Tokens Are You Smoking.jpg|thumb|ATL275 for 9/18/2026: What Tokens Are You Smokin'?]]

== What Tokens Are You Smokin’? ==

* '''Series:''' Accounting Technology Lab
* '''Episode:''' ATL275
* '''Title:''' What Tokens Are You Smokin’?
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Recorded:''' September 11, 2026
* '''Release Date:''' September 18, 2026
* '''Approximate Runtime:''' 17 minutes
* '''Primary Topics:''' AI routers, token marketplaces, AI gateways, model selection, agent orchestration, AI economics, usage-based pricing, governance

----

= Episode Summary =
AI may feel like a flat monthly subscription today, but ATL275 argues that the economics are moving toward a metered, multi-model market. Randy Johnston and Brian Tankersley examine AI routers, token marketplaces, and agent orchestration—tools designed to let firms choose different models for different jobs rather than committing every task to one vendor.

Brian explains why OpenRouter and LibreChat can make model choice resemble buying fuel: use the amount of compute you need in the engine best suited to the work. Randy connects that concept to a three-layer AI strategy spanning general productivity tools, AI embedded in accounting applications, and specialized agents.

The hosts also discuss the difficulty of forecasting token budgets, the likelihood of more usage-based pricing, and a growing field of gateways including OpenRouter, Ramp Router, Factory Router, Portkey, LiteLLM, Cloudflare, Kong, AWS, Microsoft, and Google.

For accounting firms, the practical issue is not merely cost. Model selection, privacy, compliance, governance, and vendor concentration all matter when agents handle sensitive workflows. The takeaway: expect AI procurement to look less like buying one software subscription and more like managing a portfolio of compute suppliers—optimizing each workload for capability, cost, risk, and control.
----

= Key Takeaways =

# '''Every AI workload consumes compute.''' Whether the customer sees a monthly subscription or an API invoice, somebody is paying for the tokens behind the transaction.
# '''One model does not necessarily fit every workload.''' AI routers can give organizations access to different models without separately funding and administering every provider.
# '''Cost optimization will become part of AI governance.''' Firms may increasingly route simple work to inexpensive models and reserve expensive frontier models for jobs that justify the added capability.
# '''Per-seat pricing may not be the final economic model.''' As agents become more common, usage-based pricing could become increasingly important.
# '''Accounting firms need more than cheap tokens.''' Privacy, contractual protection, data handling, auditability, regulatory compliance, security, and vendor stability remain critical.
# '''AI gateways are becoming strategic infrastructure.''' OpenRouter, hyperscale cloud platforms, and newer routing competitors are competing to become the transaction layer between applications and AI models.
# '''“Bring your own tokens” may become commonplace.''' Software vendors can increasingly let customers supply their own API credentials and select the AI models used inside applications.
# '''Token measurement should eventually resemble cost accounting.''' Firms need to understand the cost of AI by workflow, agent, client, and business process—not merely the organization’s total monthly AI bill.

----

= Short Promotional Copy =

== One-Sentence Promo ==
Randy Johnston and Brian Tankersley examine how AI routers, token marketplaces, and usage-based economics could change the way accounting firms buy, govern, and deploy artificial intelligence.

== Three-Sentence Promo ==
Every time you use AI, somebody is burning tokens—and eventually somebody has to pay for them. In ATL275, Randy Johnston and Brian Tankersley explore OpenRouter, AI gateways, token marketplaces, model routing, agent orchestration, and why firms may increasingly choose the best model for each workload instead of buying one AI platform for everyone. The discussion combines AI economics with the accounting profession’s continuing concerns about privacy, governance, security, compliance, and cost control.

== Promotional Paragraph ==
What happens when buying AI starts looking more like buying gasoline, electricity, or payment-processing capacity? In ATL275, Randy Johnston and Brian Tankersley explore the emerging world of AI routers and token marketplaces, where applications can choose among multiple AI models based on capability, cost, availability, or other criteria. The hosts discuss OpenRouter, Ramp Router, Factory Router, cloud AI gateways, agents, Model Context Protocol, and the possibility that firms will increasingly “bring their own tokens” to business applications. For accounting firms, the challenge is bigger than finding the cheapest model: sensitive client information, governance, contractual protections, regulatory requirements, and reliable cost controls all have to travel with the workload.
----

= Timestamped Pull Quotes =
{| class="wikitable"
!Time
!Speaker
!Quote
|-
|'''01:58'''
|Brian Tankersley
|“Every time you use AI, you’re smoking a token.”
|-
|'''03:11'''
|Brian Tankersley
|“You want to do AI with the best model that’s also the least expensive for the amount of processing you need to get done.”
|-
|'''03:40'''
|Brian Tankersley
|“Which token would you like to smoke?”
|-
|'''06:42'''
|Brian Tankersley
|“We have to optimize for maximum productivity at minimum cost in here, and so that’s really what these tools let us do.”
|-
|'''07:06'''
|Randy Johnston
|“We don’t know how much you’re going to spend for different types of processes.”
|-
|'''10:58'''
|Randy Johnston
|“The problem is there is no one model to rule them all.”
|-
|'''13:23'''
|Randy Johnston
|“Everybody wants an AI gateway, and everybody is trying to create an agent platform.”
|-
|'''16:42'''
|Brian Tankersley
|“You’re going to see these places where you can bring your own tokens, and you can effectively roll your own AI experience using these AI routers.”
|-
|'''16:52'''
|Randy Johnston
|“I guess it’s time to smoke them if you got them.”
|}
'''Production note:''' Timestamps are based on the supplied transcript/SRT. Recheck them against the final edited audio if additional cuts are made before publication.
----

= Suggested Show Notes =

* Why tokens matter even when users purchase AI through a flat monthly subscription.
* The emerging role of AI routers and model marketplaces.
* Why different AI models may be appropriate for different workloads.
* OpenRouter and the economics of aggregating access to hundreds of models.
* Brian’s use of LibreChat as a front end for multiple AI models.
* Randy’s three-layer AI strategy:
** General-purpose productivity AI.
** AI embedded inside accounting and business applications.
** Agents, MCP, and workflow automation.
* Why token budgeting remains difficult.
* How agents could change the economics of per-user AI licensing.
* Ramp Router and the growing competition among routing platforms.
* Factory Router, Trusted Router, Portkey, LiteLLM, Cloudflare AI Gateway, Helicone, Martian, Kong, and other routing products.
* Amazon Bedrock, Microsoft Azure AI Foundry, and Google Vertex AI as enterprise gateway alternatives.
* Why AI routing resembles merchant-service transaction processing.
* Brian’s analogy between AI tokens and gasoline: common fuel powering different engines.
* Microsoft Agent 365 and governance of enterprise agents.
* The emergence of “bring your own API key” and “bring your own tokens.”
* Why privacy, security, contractual protections, and regulatory compliance still matter when optimizing AI costs.

----

= 20 Suggested Social Media Posts =

=== 1 ===
“Every time you use AI, you’re smoking a token.”

ATL275 looks underneath the friendly $20-per-month AI subscription and asks what happens when AI consumption becomes a true usage-based economy.

<nowiki>#</nowiki>AccountingTechnology #AI #GenerativeAI

=== 2 ===
There may be '''no one AI model to rule them all'''.

Some models write better. Some extract data better. Some reason better. Some are dramatically cheaper.

ATL275 asks whether AI routers will become the traffic controllers deciding which model gets each job.

<nowiki>#</nowiki>AI #AccountingTech #LLM

=== 3 ===
The next AI purchasing decision may not be '''ChatGPT vs. Claude vs. Gemini'''.

It may be: '''Which model should process this particular transaction at the right combination of quality, cost, privacy, and speed?'''

That is the world of AI routers. We unpack it in ATL275.

=== 4 ===
AI procurement is starting to look a lot like payment processing.

Aggregate huge volumes of transactions, route them efficiently, take a small piece of each one—and do it billions of times.

That makes the AI gateway a potentially valuable place to sit.

ATL275: ''What Tokens Are You Smokin’?''

=== 5 ===
Buying an AI license for every employee is easy.

Proving that it is the '''most economical way to deliver every AI workflow''' is much harder.

ATL275 explores agents, token consumption, model routing, and a very different AI cost model.

<nowiki>#</nowiki>CPA #AI #TechnologyStrategy

=== 6 ===
Think of AI tokens like gasoline.

The same basic fuel can power a car, generator, lawn equipment, or countless other machines.

AI routers are trying to help organizations choose where—and how efficiently—to burn that fuel.

Hear the analogy in ATL275.

=== 7 ===
Accountants understand cost allocation.

We may soon need to apply that discipline to AI:

'''Cost per workflow.'''

'''Cost per agent.'''

'''Cost per client.'''

'''Cost per successful outcome.'''

Token accounting is coming.

<nowiki>#</nowiki>Accounting #AI #FinOps

=== 8 ===
OpenRouter, Ramp Router, Factory Router, Cloudflare, Kong, AWS, Microsoft, Google…

Everyone wants a place in the emerging AI routing layer.

ATL275 explains why that layer matters to accounting firms even if they never write a line of code.

=== 9 ===
AI strategy may need three layers:

'''1. General productivity AI'''

'''2. AI embedded in professional applications'''

'''3. Agents and automated workflows'''

Then comes the uncomfortable accounting question:

'''What does each layer really cost?'''

ATL275 tackles it.

=== 10 ===
The cheapest AI model is not always the right model.

The most powerful AI model is not always the right model either.

The objective is the model with the right capability, cost, controls, and risk profile for the job.

That is what makes intelligent routing interesting.

=== 11 ===
What is your firm’s '''token budget'''?

If the answer is “I have no idea,” you have plenty of company.

Randy Johnston and Brian Tankersley discuss why AI consumption is still difficult to forecast—and why that will matter as more workflows move into agents.

=== 12 ===
Software subscriptions taught us to budget '''per user'''.

Agentic AI may force us to budget '''per task'''.

That is a big change in technology economics—and potentially a very big change in how accounting firms buy software.

ATL275 explores the shift.

=== 13 ===
“Bring your own tokens” could become the AI equivalent of bringing your own mobile carrier or payment processor.

Applications provide the workflow.

You provide the model access.

A router decides where the work goes.

That is one possible future discussed in ATL275.

=== 14 ===
AI routing is not merely a cost issue.

For accounting firms, every routing decision can also involve:

'''Client confidentiality'''

'''Data residency'''

'''Retention'''

'''Security'''

'''Contract terms'''

'''Regulatory requirements'''

'''Vendor risk'''

Cheap compute is not cheap if it creates expensive risk.

=== 15 ===
A $30 AI subscription is wonderfully simple.

A world of autonomous agents running thousands of background tasks every day is not.

ATL275 looks at the financial plumbing that will be needed when AI becomes infrastructure rather than an occasional chatbot.

=== 16 ===
The model marketplace is beginning to resemble the cloud market.

Organizations may buy capacity from multiple suppliers, route workloads dynamically, monitor consumption, and optimize for both performance and cost.

CPAs should recognize the management-accounting opportunity here immediately.

=== 17 ===
'''Build the agent or buy the agent?'''

Then:

'''Which model runs it?'''

'''Who pays for the tokens?'''

'''How much can it spend?'''

'''Where does the data go?'''

Agentic AI turns a technical decision into a governance decision.

ATL275 explains why.

=== 18 ===
“We have to optimize for maximum productivity at minimum cost.”

That sounds less like an AI slogan and more like Management Accounting 101.

Which may be exactly why accountants need to understand token economics.

<nowiki>#</nowiki>CPA #CFO #AI

=== 19 ===
The AI platform with the best chatbot may not ultimately control the market.

The company controlling the '''routing, governance, billing, and orchestration layer''' could become just as strategically important.

ATL275 explores that emerging battle.

=== 20 ===
Smoke ’em if you got ’em.

Randy Johnston and Brian Tankersley close ATL275 with a look at the rapidly emerging token economy—and why tomorrow’s accounting technology stack may choose among AI models the way today's businesses choose among cloud services.

'''ATL275 — What Tokens Are You Smokin’?'''
----

= Suggested Tags and Hashtags =
'''Tags:'''

Accounting Technology, Artificial Intelligence, AI Routers, Token Economics, OpenRouter, Stripe, Ramp Router, LibreChat, Agentic AI, AI Agents, Model Context Protocol, AI Gateways, AI Governance, AI Cost Management, Microsoft Agent 365, Azure AI Foundry, Google Vertex AI, Amazon Bedrock, n8n, AI Orchestration

'''Suggested Hashtags:'''

<nowiki>#</nowiki>AccountingTechnology #AccountingTech #ArtificialIntelligence #AI #AgenticAI #AIAgents #AIRouters #OpenRouter #LLM #GenerativeAI #AIGovernance #AIInfrastructure #CPA #CFO #FinOps #TechnologyStrategy #Automation #MCP
----

= Newsletter Copy =
'''Suggested Subject:''' ATL275: What Tokens Are You Smokin’? The Economics Behind AI

Every AI prompt, agent, and automated workflow consumes computing capacity. Today that cost is often hidden behind simple monthly subscriptions, but Randy Johnston and Brian Tankersley believe AI is moving rapidly toward a more visible usage-based economy.

In ATL275 of the Accounting Technology Lab, Randy and Brian explore AI routers and token marketplaces—including OpenRouter, Ramp Router, Factory Router, cloud AI gateways, and other emerging platforms. They discuss how routers can choose different AI models for different jobs, why token budgeting remains difficult, and how agentic AI could change the economics of per-seat software licensing.

For accounting firms, however, price is only part of the equation. Privacy, security, governance, regulatory compliance, contractual protections, and vendor risk all need to remain part of the model-selection process.

If your firm is beginning to deploy AI agents or wondering what happens after the $20-per-user chatbot era, this episode is a useful look at the financial plumbing underneath the next generation of AI.
----

= Suggested Visual / Promotional Image Direction =

=== Concept 1 — The AI Cigar Lounge ===
A sophisticated but humorous “AI token lounge” with stylized digital tokens labeled for major model families sitting in cigar-box-style compartments. A professional accountant is choosing among them while a digital meter displays cost, performance, and privacy. Avoid actual tobacco use; make the “smoking” metaphor clearly about digital tokens.

'''Headline:'''

'''WHAT TOKENS ARE YOU SMOKIN’?'''

'''Subhead:'''

AI Routers, Model Marketplaces & the New Economics of Artificial Intelligence

=== Concept 2 — AI Gas Pump ===
A futuristic fuel pump labeled '''AI TOKENS''', with several digital hoses feeding icons representing different AI models and agents. Pricing meters show tokens, compute, and cost.

'''Headline:'''

'''FILL ’ER UP — WITH WHICH MODEL?'''

=== Concept 3 — AI Traffic Router ===
A busy digital interchange with a business workflow entering from the left and being intelligently routed toward multiple AI model destinations based on signs labeled '''COST''', '''SPEED''', '''QUALITY''', '''PRIVACY''', and '''COMPLIANCE'''.

'''Headline:'''

'''WHO ROUTES YOUR AI?'''
----

= Products, Services, and Companies Discussed =
The table below focuses on technology products and companies materially discussed in the episode rather than incidental references used in historical or cigar/gasoline analogies. “Not confirmed” means an official current account was not sufficiently verified rather than an assumption being made.
{| class="wikitable"
!Company / Product
!Role in Episode
!X
!Facebook
!LinkedIn
!Instagram
|-
|'''OpenRouter'''
|Multi-model AI router/marketplace
|@OpenRouterAI
|Not confirmed
|OpenRouter
|Not confirmed
|-
|'''Stripe'''
|Payments company acquiring OpenRouter
|@stripe
|Stripe
|Stripe
|@stripe
|-
|'''Ramp / Router.com'''
|AI routing platform
|@tryRamp
|Ramp
|Ramp
|Not confirmed
|-
|'''LibreChat'''
|Multi-model AI chat interface
|@LibreChatAI
|Not confirmed
|LibreChat
|Not confirmed
|-
|'''OpenAI / ChatGPT'''
|Frontier AI provider/model platform
|@OpenAI
|OpenAI
|OpenAI
|@openai
|-
|'''Anthropic / Claude'''
|Frontier AI provider/model platform
|@AnthropicAI
|Not confirmed
|Anthropic
|@anthropicai
|-
|'''Google / Gemini / Vertex AI'''
|Models and enterprise AI gateway
|@GeminiApp / @Google
|Google
|Google
|@google
|-
|'''Microsoft / Copilot / Azure AI Foundry / Agent 365'''
|Productivity AI, enterprise AI platform and agent governance
|@Microsoft
|Microsoft
|Microsoft
|@microsoft
|-
|'''Perplexity'''
|AI service mentioned in subscription/model discussion
|@perplexity_ai
|Not confirmed
|Perplexity
|Not confirmed
|-
|'''Thomson Reuters / Checkpoint CoCounsel'''
|AI embedded in professional tax/research products
|@thomsonreuters
|Thomson Reuters
|Thomson Reuters
|@thomsonreuters
|-
|'''Wolters Kluwer / AnswerConnect'''
|Tax research platform with AI
|@Wolters_Kluwer
|Wolters Kluwer
|Wolters Kluwer
|@wolterskluwer
|-
|'''Blue J'''
|AI tax research provider
|Not confirmed
|Not confirmed
|Blue J
|Not confirmed
|-
|'''TaxGPT'''
|AI tax research provider
|Account present; handle not independently confirmed
|Account present; handle not independently confirmed
|TaxGPT
|Account present; handle not independently confirmed
|-
|'''n8n'''
|Workflow/agent orchestration platform
|@n8n_io
|Not confirmed
|n8n
|Not confirmed
|-
|'''SAP'''
|Strategic investor/integration partner for n8n
|SAP
|SAP
|SAP
|SAP
|-
|'''Meta / Switchboard'''
|Reported AI-routing initiative
|Meta
|Meta
|Meta
|Meta
|-
|'''Trusted Router'''
|Open-source routing product discussed
|Not confirmed
|Not confirmed
|Not confirmed
|Not confirmed
|-
|'''Factory / Factory Router'''
|AI routing platform
|@FactoryAI
|Not confirmed
|Factory
|Not confirmed
|-
|'''Portkey AI'''
|AI gateway/router
|Not confirmed
|Not confirmed
|Portkey
|Not confirmed
|-
|'''LiteLLM'''
|AI gateway / unified model access
|Not confirmed
|Not confirmed
|LiteLLM AI Gateway
|Not confirmed
|-
|'''Cloudflare AI Gateway'''
|AI gateway/infrastructure
|@Cloudflare
|Not confirmed
|Cloudflare
|Not confirmed
|-
|'''Helicone'''
|AI observability/gateway technology
|Official X linked; handle not verified
|Not confirmed
|Helicone
|Not confirmed
|-
|'''Martian'''
|AI model router
|@withmartian
|Not confirmed
|Martian
|Not confirmed
|-
|'''Kong / Kong Gateway'''
|API/AI gateway technology
|@thekonginc
|Not confirmed
|Kong
|Not confirmed
|-
|'''Amazon Web Services / Amazon Bedrock'''
|Enterprise AI/model platform
|@awscloud
|Amazon Web Services
|Amazon Web Services (AWS)
|Amazon Web Services
|-
|'''Zoho'''
|Example of software permitting external model/API use
|@Zoho
|Zoho
|Zoho
|@zoho
|-
|'''Model Context Protocol (MCP)'''
|Open protocol for AI/tool connectivity
|N/A
|N/A
|N/A
|N/A
|-
|'''“Foundry/Foundries AI Gateway”'''
|Name appearing in transcript
|Needs name verification
|Needs name verification
|Needs name verification
|Needs name verification
|}
----

= Calls to Action =

* Listen to ATL275 before finalizing your firm’s 2027 AI budget.
* Inventory which AI workloads actually require a premium frontier model.
* Begin measuring token or AI-compute consumption by agent and workflow.
* Ask AI vendors how routing decisions affect privacy, retention, subprocessors, and data residency.
* Determine whether your firm can place spending limits on individual agents.
* Review whether “bring your own API key” capabilities could reduce cost or improve model flexibility.
* Treat AI routing vendors as part of the firm’s third-party risk-management program—not merely as purchasing intermediaries.

----

= Production and Fact-Checking Notes =
'''1. OpenRouter / Stripe transaction.'''

The transcript describes an August 17 purchase of OpenRouter by Stripe for “a little more than $8 billion.” Contemporary reporting did discuss an $8-billion-plus transaction, but Stripe and OpenRouter formally announced the agreement on August 19, 2026 and did not disclose an official acquisition price. For published show notes, I recommend saying '''“Stripe agreed to acquire OpenRouter”''' without stating a definitive price unless the dollar figure is explicitly attributed to press reporting.

'''2. OpenRouter scale.'''

The episode mentions roughly 400 models and millions of users. OpenRouter’s August 19 announcement described access to more than 400 models and said the platform served more than 10 million developers and companies.

'''3. Ramp Router.'''

Ramp formally announced Router.com on August 19, 2026 as a unified API and routing/evaluation layer for AI models. This portion of the discussion tracks the timing of the public announcement.

'''4. SAP and n8n.'''

The transcript says SAP “put $5.2 billion in n8n.” That should '''not''' be repeated as a factual investment amount. n8n’s announcement says SAP made a strategic investment in a transaction that '''valued n8n at $5.2 billion''', and that n8n technology would be embedded in SAP Joule Studio.

'''5. Microsoft indemnification.'''

The transcript broadly discusses Microsoft indemnification in the context of data exposure. Microsoft’s documented Customer Copyright Commitment concerns qualifying copyright/IP claims for covered commercial AI services and requires customers to meet specified conditions and use applicable guardrails. It should not be characterized in show notes as a blanket indemnity against all forms of data exposure without checking the applicable Microsoft product agreement.

'''6. Meta Switchboard.'''

The episode describes Switchboard as a reported Meta project rather than a launched product. Preserve that qualification.

'''7. “Foundries AI Gateway.”'''

The transcript wording is unclear. Verify this product name against Randy’s source material or the original audio before adding an external link.

'''8. Fast-moving market.'''

Routing products, ownership, availability, model catalogs, pricing, and social accounts can change quickly. Recheck external links immediately before publication.

File:ATL275 What Tokens Are You Smoking.jpg

2026-09-11T22:57:14Z

Bftcpa606:

ATL275 What Tokens Are You Smoking

Podcast

2026-09-11T22:55:22Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/275 275]
|[[ATL275|What Tokens Are You Smokin'? AI Routers & Token Marketplaces]]
|[https://cpate.ch/atl275pub atl275pub]
|9/11/2026
|9/18/2026
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL274

2026-09-10T15:07:06Z

Bftcpa606: /* Catchy Quotes and Locations */

= ATL274 — Alliances, AI, and Self-Funding! Oh My! =

* '''Guest:''' Dan Pinkous, Founder & CEO, Truss
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Podcast:''' The Accounting Technology Lab
* '''Publisher/Sponsor:''' CPA Practice Advisor
* '''Release Date:''' September 11, 2026
* '''Approximate Runtime:''' 28:26
* '''Primary Topics:''' Tax workflow, artificial intelligence, technology partnerships, client experience, advisory services, document management, practice management, startup funding, pricing
== Episode Summary ==
In ATL274, Randy Johnston and Brian Tankersley talk with Daniel Pinkous, founder and CEO of Truss, about a tax workflow platform built around three ideas: low-friction client experience, AI embedded throughout the workflow, and partnerships instead of trying to build every specialized capability internally. Pinkous explains that Truss began in late 2022 as an AI-native product, using large language models for document processing, client checklists, research, planning, and other tasks intended to move firms away from compliance tedium and toward advisory work.
The conversation highlights Truss partnerships with Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x, GruntWorx, CygnusAI, Bizora, and Karbon. Rather than replace every tax, practice-management, or document-management tool, Truss aims to connect the client-facing parts of intake, workpapers, preparation, and delivery while keeping the experience consistent.
Pinkous also discusses adoption, saying Truss emphasizes web-based, zero-account client access and reports high client satisfaction. The episode closes with a different startup story: Truss says it is customer-funded, has taken no outside venture capital, operates profitably, and uses a simple firmwide pricing model with unlimited users, returns, e-signatures, and AI usage.
For accounting firms, the question is not simply which tool wins, but how a connected ecosystem improves workflow, service, and control.
== Key Takeaways ==

* '''Partnerships can beat territorial product strategies.''' Pinkous argues that accounting technology vendors have historically been too territorial. Truss's strategy is to partner where another vendor has deeper expertise instead of attempting to recreate every specialty internally.
* '''AI is most useful when it disappears into the workflow.''' Truss was started in late 2022 and designed around AI from the beginning. Pinkous describes large language models working “under the hood” for document naming, page rotation, document processing, tax-year validation, checklists, research, planning, and other tasks.
* '''The goal isn't merely more compliance capacity.''' Pinkous sees automation first eliminating tedious compliance work and then creating room for higher-value advisory services.
* '''Tax workflow is an ecosystem problem.''' A tax engagement can involve intake, document collection, workpapers, preparation, signatures, payments, delivery, storage, and practice management. Disconnected applications force staff to spend time locating information instead of performing accounting work.
* '''There is a difference between “capital-W” and “small-w” workflow.''' Practice-management systems manage the broader internal firm workflow. Truss focuses heavily on the smaller client-facing workflows surrounding an engagement.
* '''Client adoption is an implementation metric.''' Pinkous argues that firms cannot redesign workflow around technology that only a fraction of clients will use. Truss emphasizes a low-friction, firm-branded experience with minimal login and account-creation barriers.
* '''Tax may be the entry point, but client experience crosses service lines.''' Firms sometimes extend Truss into audit and CAS so clients do not encounter completely different interaction models across departments.
* '''Document management remains an unresolved part of the modern stack.''' The discussion includes FileCabinet CS, SharePoint, Google Workspace, and other repositories.
* '''Capital structure affects product governance.''' Truss says it has been built without venture-capital financing. Pinkous argues that this changes management's incentives and priorities.
* '''Pricing simplicity can reduce implementation friction.''' Pinkous describes firmwide pricing with unlimited users, returns, e-signatures, and AI usage.

== Catchy Quotes and Video/Audio Locations ==
{| class="wikitable"
!Time
!Speaker
!Pull Quote
!Promotional Angle
|-
|'''03:55'''
|Dan Pinkous
|“The first phase… save these firms from the tedium… liberate them from the compliance. Really, the second phase is now we can be free to do advisory.”
|AI and advisory
|-
|'''06:52'''
|Dan Pinkous
|“The industry has been too territorial, and it's hurting accountants. We need to be working together. We need to be collaborating.”
|Alliances
|-
|'''07:05'''
|Dan Pinkous
|“Ping is peanut butter and jelly with us.”
|Partner ecosystem
|-
|'''12:00'''
|Dan Pinkous
|“Client says they uploaded something. Okay, where did they upload it? And I got to go search across four or five different systems.”
|Workflow fragmentation
|-
|'''21:01'''
|Dan Pinkous
|“What if we start with the client experience, and we really nail that? And that's our primary north star for success.”
|Client experience
|-
|'''21:16'''
|Dan Pinkous
|“I can't build a workflow around something where only 30% of my clients are using it… we need to push for 90% plus adoption.”
|Technology adoption
|-
|'''24:09'''
|Dan Pinkous
|“We're really unique in that we're one of the only companies in the space that is built customer funded. We haven't taken any venture capital funding, any outside funding whatsoever.”
|Self-funding
|-
|'''24:41'''
|Dan Pinkous
|“We get to serve just one master, and that's our customers.”
|Best quote for graphics
|-
|'''25:53'''
|Dan Pinkous
|“Operating profitably is a much more stable future… long-term way to build.”
|Vendor sustainability
|-
|'''27:22'''
|Dan Pinkous
|“One simple price for the entire firm, unlimited usage, unlimited e-signs, unlimited returns, unlimited users… unlimited AI usage… go crazy, have fun.”
|Pricing
|}

=== Best Short-Video Pulls ===
'''Partnerships vs. territorialism — approximately 06:45–07:20'''

Strong discussion of why vendors should collaborate instead of trying to own the entire accounting technology stack.

'''The fragmented tax stack — approximately 11:45–12:30'''

A highly relatable scenario: the client says a document was uploaded, but staff have to search four or five systems to find it.

'''Start with the client — approximately 20:50–21:35'''

Excellent standalone clip about designing workflow backward from client experience and the importance of adoption.

'''Customer-funded technology — approximately 24:05–24:55'''

The clearest explanation of how Truss's financing model affects its priorities and product strategy.
----

== Products, Services, and Companies Mentioned ==
'''Social-account note:''' A dash means I did not confidently verify a current official account during this research pass. Where a product does not maintain its own account, the parent/vendor account is shown.
{| class="wikitable"
!Product / Company
!Why It Comes Up
!X
!Facebook
!LinkedIn
!Instagram
|-
|'''Truss'''
|Guest's company; AI-native tax workflow platform
|—
|—
|Truss — <code>company/gettruss</code>
|—
|-
|'''CPA Practice Advisor'''
|Publisher/sponsor of Accounting Technology Lab
|@CPAPracAdvisor*
|CPA Practice Advisor*
|CPA Practice Advisor — <code>company/cpa-practice-advisor</code>
|—
|-
|'''CPA.com / AICPA Startup Accelerator'''
|Program that brought Truss, Ping Assistant and other startups together
|CPA.com official account
|CPA.com official account
|CPA.com — <code>company/cpa-com</code>
|—
|-
|'''ChatGPT / OpenAI'''
|General AI experience used as an analogy for working with client context
|@OpenAI / @ChatGPTapp
|@OpenAI
|OpenAI / ChatGPT
|@openai / @chatgpt
|-
|'''Claude / Anthropic'''
|General AI experience used as an analogy
|@AnthropicAI
|—
|Anthropic — <code>company/anthropicresearch</code>
|—
|-
|'''Ping Assistant'''
|AI platform for capturing firm/client context and identifying advisory opportunities
|—
|—
|Ping Assistant — <code>company/ping-assistant</code>
|—
|-
|'''Kintsugi'''
|Sales-tax technology and advisory partner
|—
|—
|Kintsugi — <code>company/kintsugi-ai</code>
|—
|-
|'''Filed'''
|AI tax-preparation partner
|—
|—
|Filed / Filed HQ
|—
|-
|'''Byron'''
|AI tax-preparation partner
|—
|—
|Byron — <code>company/usebyron</code>
|—
|-
|'''Magnetic'''
|AI tax-preparation partner
|—
|—
|Magnetic — <code>company/magnetictax</code>
|—
|-
|'''K1x'''
|K-1 data extraction/integration
|—
|—
|K1X, Inc. — <code>company/k1x</code>
|—
|-
|'''GruntWorx'''
|Tax-document OCR/extraction
|—
|—
|GruntWorx — <code>company/gruntworx</code>
|—
|-
|'''CygnusAI'''
|Specialized AI/tax technology partnership mentioned by Pinkous
|—
|—
|CygnusAI — <code>company/aicygnus</code>
|—
|-
|'''Bizora'''
|AI-powered tax research/advisory technology
|—
|Official link listed by vendor
|Bizora — <code>company/bizora</code>
|Official link listed by vendor
|-
|'''Karbon'''
|Practice-management/workflow integration and example of “capital-W” workflow
|—
|Official company presence
|Karbon — <code>company/karbonhq</code>
|Official company presence
|-
|'''XCM / Wolters Kluwer'''
|Practice workflow example
|—
|Wolters Kluwer
|Wolters Kluwer / Wolters Kluwer Tax & Accounting
|Wolters Kluwer
|-
|'''CCH / CCH Scan / Wolters Kluwer'''
|Specialized tax-document processing example
|—
|Wolters Kluwer
|Wolters Kluwer / Wolters Kluwer Tax & Accounting
|Wolters Kluwer
|-
|'''Suralink'''
|PBC/request-list and audit collaboration example
|—
|—
|Suralink — <code>company/suralink</code>
|—
|-
|'''ShareFile / Progress'''
|File sharing/document-management example
|—
|—
|Progress ShareFile — <code>company/sharefile</code>
|—
|-
|'''Microsoft SharePoint'''
|Document repository/DMS option discussed
|@Microsoft
|Microsoft
|Microsoft
|—
|-
|'''Microsoft Excel'''
|Spreadsheet/request-list example
|@Microsoft
|Microsoft
|Microsoft
|—
|-
|'''Google Workspace'''
|Document repository/collaboration alternative
|@AskWorkspace
|<code>googleworkspace</code>
|Google Workspace
|—
|-
|'''FileCabinet CS / Thomson Reuters'''
|Legacy document-management platform discussed in the context of replacement/migration
|Thomson Reuters official
|Thomson Reuters
|Thomson Reuters — <code>company/thomson-reuters</code>
|Thomson Reuters
|-
|'''NetClient CS / Thomson Reuters'''
|Legacy/client portal technology discussed
|Thomson Reuters official
|Thomson Reuters
|Thomson Reuters — <code>company/thomson-reuters</code>
|Thomson Reuters
|-
|'''SurePrep / Thomson Reuters'''
|Part of the technology stack found in larger tax firms
|Thomson Reuters official
|Thomson Reuters
|Thomson Reuters — <code>company/thomson-reuters</code>
|Thomson Reuters
|-
|'''SafeSend / Thomson Reuters'''
|Return-delivery technology used by larger tax firms
|Thomson Reuters official
|Thomson Reuters
|Thomson Reuters — <code>company/thomson-reuters</code>
|Thomson Reuters
|-
|'''Zoho'''
|Privately held technology-company comparison during the self-funding discussion
|—
|—
|Zoho — <code>company/zoho</code>
|—
|}
<nowiki>*</nowiki>CPA Practice Advisor's X/Facebook identifiers appeared in historical publisher materials; confirm before scheduling a campaign if precise tagging is important.
----

= 20 Social Media Posts =

=== 1. Episode Launch ===
What happens when an accounting-tech company decides it doesn't need to build everything itself—or raise venture capital to do it?

ATL274 explores '''alliances, AI, client workflow, and self-funding''' with Dan Pinkous of Truss.

<nowiki>#</nowiki>AccountingTechnology #TaxTechnology #AI #CPA

=== 2. Territorialism ===
“The industry has been too territorial, and it's hurting accountants.”

Dan Pinkous of Truss makes the case for accounting-tech vendors working '''together''' instead of building another collection of disconnected silos.

Hear the discussion on ATL274.

<nowiki>#</nowiki>AccountingTech #CPA #TaxTech

=== 3. AI With a Purpose ===
The objective of AI shouldn't be to help accountants crank out even more compliance work.

Dan Pinkous sees phase one as eliminating the tedium—and phase two as freeing professionals to do more '''advisory work'''.

That's a much more interesting ROI calculation.

<nowiki>#</nowiki>AI #Advisory #Accounting

=== 4. Where Did the File Go? ===
“Client says they uploaded something. Okay, where did they upload it?”

If that sentence sounds painfully familiar, you understand the hidden cost of a fragmented accounting technology stack.

ATL274 looks at connecting the workflow instead of adding one more silo.

<nowiki>#</nowiki>Workflow #AccountingTechnology #Tax

=== 5. Peanut Butter and Jelly ===
Some technology partnerships make more sense together.

Dan Pinkous describes '''Ping Assistant + Truss''' as “peanut butter and jelly”—client and meeting intelligence paired with documents and tax workflow.

That's the kind of integration strategy worth watching.

<nowiki>#</nowiki>AI #AccountingTech #Advisory

=== 6. Buy, Build—or Partner? ===
Should every tax-workflow company build its own AI tax-preparation engine?

Truss says no.

ATL274 explores why specialized partners such as Filed, Byron, Magnetic, K1x, GruntWorx, Kintsugi and others may create a stronger ecosystem than trying to reinvent every wheel.

<nowiki>#</nowiki>TaxTech #BestOfBreed #Accounting

=== 7. Capital-W Workflow ===
There's '''Workflow'''—the big firmwide process managed by practice-management software.

Then there's '''workflow'''—all the smaller client interactions, document requests, signatures, delivery steps and handoffs inside an engagement.

ATL274 digs into why accounting firms need both.

<nowiki>#</nowiki>PracticeManagement #Workflow #CPA

=== 8. Client Experience First ===
“What if we start with the client experience, and we really nail that?”

That's an important design question for every accounting firm—not just software developers.

A perfect internal workflow isn't perfect if clients won't use it.

<nowiki>#</nowiki>ClientExperience #AccountingFirms #Technology

=== 9. The 30% Problem ===
You can't redesign your firm's workflow around a portal only 30% of clients will use.

Dan Pinkous says adoption needs to be much closer to 90%+ before technology can become the foundation of the process.

Implementation matters as much as the feature list.

<nowiki>#</nowiki>ChangeManagement #CPA #AccountingTechnology

=== 10. AI Under the Hood ===
The most useful accounting AI may be the AI users barely notice.

Renaming documents. Rotating pages. Identifying tax years. Building checklists. Extracting information. Flagging exceptions.

That's very different from simply bolting a chatbot onto yesterday's software.

<nowiki>#</nowiki>AI #TaxTechnology #Automation

=== 11. From Tax to Advisory ===
If automation gives your firm back 100 hours, what are you going to do with them?

More compliance—or more advisory?

ATL274 with Dan Pinkous of Truss asks what happens '''after''' AI creates capacity.

<nowiki>#</nowiki>AdvisoryServices #AI #CPA

=== 12. Tax Is Only Part of the Client Relationship ===
Your client doesn't care that tax, audit and CAS are separate departments.

They see '''one accounting firm'''.

ATL274 explores why maintaining a consistent client experience across service lines may matter more than the internal boundaries in your org chart.

<nowiki>#</nowiki>CAS #Audit #Tax #ClientExperience

=== 13. Document Management Isn't Dead ===
FileCabinet CS. SharePoint. Google Workspace. Portals. Practice-management systems.

Where exactly should the client file live?

ATL274 touches one of the least glamorous—and most consequential—questions in the accounting technology stack.

<nowiki>#</nowiki>DocumentManagement #CPA #AccountingTech

=== 14. Self-Funded ===
Truss says it has taken '''no outside venture-capital funding'''.

Why should an accounting firm care?

Because capital structure can influence product priorities, growth expectations, pricing, customer service, and long-term vendor risk.

ATL274 gets into it.

<nowiki>#</nowiki>VendorManagement #AccountingTechnology #SaaS

=== 15. One Master ===
“We get to serve just one master, and that's our customers.”

Dan Pinkous explains how Truss's customer-funded model shapes the company.

For firms evaluating mission-critical technology, understanding '''who the vendor ultimately answers to''' is a worthwhile due-diligence question.

<nowiki>#</nowiki>VendorRisk #CPA #TechnologyStrategy

=== 16. Profitability Matters ===
Features aren't the only thing to evaluate when choosing a software vendor.

Financial durability matters too.

ATL274 discusses the difference between operating profitably and depending on the next funding round to keep the growth engine running.

That's vendor-risk management, not pessimism.

<nowiki>#</nowiki>VendorRisk #SaaS #AccountingTechnology

=== 17. Simple Pricing ===
Unlimited users. Unlimited returns. Unlimited e-signatures. Unlimited AI usage.

Dan Pinkous explains why Truss favors a simple firmwide pricing model rather than putting a meter on every workflow action.

ATL274 explores the thinking behind it.

<nowiki>#</nowiki>Pricing #TaxTechnology #CPA

=== 18. Integration Is a Control Issue ===
Every additional system creates another handoff.

Every handoff creates another opportunity for something to be misplaced, duplicated, delayed, or overlooked.

That's why integration isn't merely convenient—it can be an internal-control issue.

More on ATL274.

<nowiki>#</nowiki>InternalControls #Workflow #AccountingTechnology

=== 19. Think Ecosystem, Not Feature Checklist ===
Software evaluations often become giant feature-comparison spreadsheets.

ATL274 suggests another question:

'''How well will this product operate inside the ecosystem we already have?'''

A best-of-breed product that doesn't communicate with its neighbors can become an expensive island.

<nowiki>#</nowiki>TechStack #CPA #SoftwareSelection

=== 20. Main Takeaway ===
The winner in accounting technology may not be the vendor that builds the most features.

It may be the vendor that combines the right automation, the right specialist partners, a frictionless client experience, and a sustainable business model.

That's the conversation in '''ATL274: Alliances, AI, and Self-Funding! Oh My!'''

<nowiki>#</nowiki>AccountingTechnologyLab #AccountingTech #AI #TaxTech #CPA
----

== Newsletter / Website Teaser ==
What happens when a tax-workflow company decides '''not''' to build every specialized technology itself—and '''not''' to take venture capital?

In ATL274, Randy Johnston and Brian Tankersley sit down with '''Dan Pinkous, founder and CEO of Truss''', for a wide-ranging discussion about AI-native tax workflow, vendor partnerships, client adoption, document management, and startup economics.

Pinkous explains why he believes accounting technology has been too territorial, how Truss is working with specialists including Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x and GruntWorx, and why the company emphasizes a low-friction client experience. The conversation also examines a part of vendor due diligence firms sometimes overlook: '''who funded the software company, whether it operates profitably, and how that affects long-term incentives.'''

If your firm is rethinking its tax stack, this episode offers plenty to consider.
----

== Suggested Hashtags ==
'''Primary:'''

<nowiki>#</nowiki>AccountingTechnologyLab #AccountingTechnology #TaxTechnology #AI #CPA

'''Secondary:'''

<nowiki>#</nowiki>TaxTech #AccountingAI #WorkflowAutomation #AdvisoryServices #PracticeManagement #ClientExperience #DigitalTransformation #VendorRisk #TaxWorkflow #AccountingFirms
----

ATL274

2026-09-10T15:04:42Z

Bftcpa606:

ATL274

2026-09-10T15:02:57Z

Bftcpa606: /* Suggested Short-Video Pulls */

= ATL274 — Alliances, AI, and Self-Funding! Oh My! =

* '''Guest:''' Dan Pinkous, Founder & CEO, Truss
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Podcast:''' The Accounting Technology Lab
* '''Publisher/Sponsor:''' CPA Practice Advisor
* '''Release Date:''' September 11, 2026
* '''Approximate Runtime:''' 28:26
* '''Primary Topics:''' Tax workflow, artificial intelligence, technology partnerships, client experience, advisory services, document management, practice management, startup funding, pricing
== Episode Summary ==
In ATL274, Randy Johnston and Brian Tankersley talk with Daniel Pinkous, founder and CEO of Truss, about a tax workflow platform built around three ideas: low-friction client experience, AI embedded throughout the workflow, and partnerships instead of trying to build every specialized capability internally. Pinkous explains that Truss began in late 2022 as an AI-native product, using large language models for document processing, client checklists, research, planning, and other tasks intended to move firms away from compliance tedium and toward advisory work.
The conversation highlights Truss partnerships with Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x, GruntWorx, CygnusAI, Bizora, and Karbon. Rather than replace every tax, practice-management, or document-management tool, Truss aims to connect the client-facing parts of intake, workpapers, preparation, and delivery while keeping the experience consistent.
Pinkous also discusses adoption, saying Truss emphasizes web-based, zero-account client access and reports high client satisfaction. The episode closes with a different startup story: Truss says it is customer-funded, has taken no outside venture capital, operates profitably, and uses a simple firmwide pricing model with unlimited users, returns, e-signatures, and AI usage.
For accounting firms, the question is not simply which tool wins, but how a connected ecosystem improves workflow, service, and control.
== Key Takeaways ==

* '''Partnerships can beat territorial product strategies.''' Pinkous argues that accounting technology vendors have historically been too territorial. Truss's strategy is to partner where another vendor has deeper expertise instead of attempting to recreate every specialty internally.
* '''AI is most useful when it disappears into the workflow.''' Truss was started in late 2022 and designed around AI from the beginning. Pinkous describes large language models working “under the hood” for document naming, page rotation, document processing, tax-year validation, checklists, research, planning, and other tasks.
* '''The goal isn't merely more compliance capacity.''' Pinkous sees automation first eliminating tedious compliance work and then creating room for higher-value advisory services.
* '''Tax workflow is an ecosystem problem.''' A tax engagement can involve intake, document collection, workpapers, preparation, signatures, payments, delivery, storage, and practice management. Disconnected applications force staff to spend time locating information instead of performing accounting work.
* '''There is a difference between “capital-W” and “small-w” workflow.''' Practice-management systems manage the broader internal firm workflow. Truss focuses heavily on the smaller client-facing workflows surrounding an engagement.
* '''Client adoption is an implementation metric.''' Pinkous argues that firms cannot redesign workflow around technology that only a fraction of clients will use. Truss emphasizes a low-friction, firm-branded experience with minimal login and account-creation barriers.
* '''Tax may be the entry point, but client experience crosses service lines.''' Firms sometimes extend Truss into audit and CAS so clients do not encounter completely different interaction models across departments.
* '''Document management remains an unresolved part of the modern stack.''' The discussion includes FileCabinet CS, SharePoint, Google Workspace, and other repositories.
* '''Capital structure affects product governance.''' Truss says it has been built without venture-capital financing. Pinkous argues that this changes management's incentives and priorities.
* '''Pricing simplicity can reduce implementation friction.''' Pinkous describes firmwide pricing with unlimited users, returns, e-signatures, and AI usage.
== Catchy Quotes and Locations ==
{| class="wikitable sortable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
'''03:55'''
Dan Pinkous
“The first phase… save these firms from the tedium… liberate them from the compliance. Really, the second phase is now we can be free to do advisory.”
AI and advisory
-
'''06:52'''
Dan Pinkous
“The industry has been too territorial, and it's hurting accountants. We need to be working together. We need to be collaborating.”
Alliances
-
'''07:05'''
Dan Pinkous
“Ping is peanut butter and jelly with us.”
Partner ecosystem
-
'''12:00'''
Dan Pinkous
“Client says they uploaded something. Okay, where did they upload it? And I got to go search across four or five different systems.”
Workflow fragmentation
-
'''21:01'''
Dan Pinkous
“What if we start with the client experience, and we really nail that? And that's our primary north star for success.”
Client experience
-
'''21:16'''
Dan Pinkous
“I can't build a workflow around something where only 30% of my clients are using it… we need to push for 90% plus adoption.”
Technology adoption
-
'''24:09'''
Dan Pinkous
“We're really unique in that we're one of the only companies in the space that is built customer funded. We haven't taken any venture capital funding, any outside funding whatsoever.”
Self-funding
-
'''24:41'''
Dan Pinkous
“We get to serve just one master, and that's our customers.”
Customer focus
-
'''25:53'''
Dan Pinkous
“Operating profitably is a much more stable future… long-term way to build.”
Vendor sustainability
-
'''27:22'''
Dan Pinkous
“One simple price for the entire firm, unlimited usage, unlimited e-signs, unlimited returns, unlimited users… unlimited AI usage… go crazy, have fun.”

Pricing
}

== Products, Services, and Companies Mentioned ==
''A dash indicates that a current official account was not confidently verified during the research pass. Where a product does not maintain its own account, the parent/vendor account is shown.''
{| class="wikitable sortable"
! Product / Company
! Why It Comes Up
! X
! Facebook
! LinkedIn
! Instagram
'''Truss'''
Guest's company; AI-native tax workflow platform
—
—
Truss — company/gettruss
—
-
'''CPA Practice Advisor'''
Publisher/sponsor of Accounting Technology Lab
@CPAPracAdvisor*
CPA Practice Advisor*
CPA Practice Advisor — company/cpa-practice-advisor
—
-
'''CPA.com / AICPA Startup Accelerator'''
Program that brought Truss, Ping Assistant, and other startups together
CPA.com official account
CPA.com official account
CPA.com — company/cpa-com
—
-
'''ChatGPT / OpenAI'''
General AI experience used as an analogy for working with client context
@OpenAI / @ChatGPTapp
@OpenAI
OpenAI / ChatGPT
@openai / @chatgpt
-
'''Claude / Anthropic'''
General AI experience used as an analogy
@AnthropicAI
—
Anthropic — company/anthropicresearch
—
-
'''Ping Assistant'''
AI platform for capturing firm/client context and identifying advisory opportunities
—
—
Ping Assistant — company/ping-assistant
—
-
'''Kintsugi'''
Sales-tax technology and advisory partner
—
—
Kintsugi — company/kintsugi-ai
—
-
'''Filed'''
AI tax-preparation partner
—
—
Filed / Filed HQ
—
-
'''Byron'''
AI tax-preparation partner
—
—
Byron — company/usebyron
—
-
'''Magnetic'''
AI tax-preparation partner
—
—
Magnetic — company/magnetictax
—
-
'''K1x'''
K-1 data extraction/integration
—
—
K1X, Inc. — company/k1x
—
-
'''GruntWorx'''
Tax-document OCR/extraction
—
—
GruntWorx — company/gruntworx
—
-
'''CygnusAI'''
Specialized AI/tax technology partnership
—
—
CygnusAI — company/aicygnus
—
-
'''Bizora'''
AI-powered tax research/advisory technology
—
Official link listed by vendor
Bizora — company/bizora
Official link listed by vendor
-
'''Karbon'''
Practice-management/workflow integration and example of “capital-W” workflow
—
Official company presence
Karbon — company/karbonhq
Official company presence
-
'''XCM / Wolters Kluwer'''
Practice workflow example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''CCH / CCH Scan / Wolters Kluwer'''
Specialized tax-document processing example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''Suralink'''
PBC/request-list and audit collaboration example
—
—
Suralink — company/suralink
—
-
'''ShareFile / Progress'''
File sharing/document-management example
—
—
Progress ShareFile — company/sharefile
—
-
'''Microsoft SharePoint'''
Document repository/DMS option
@Microsoft
Microsoft
Microsoft
—
-
'''Microsoft Excel'''
Spreadsheet/request-list example
@Microsoft
Microsoft
Microsoft
—
-
'''Google Workspace'''
Document repository/collaboration alternative
@AskWorkspace
googleworkspace
Google Workspace
—
-
'''FileCabinet CS / Thomson Reuters'''
Legacy document-management platform discussed in the context of replacement/migration
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''NetClient CS / Thomson Reuters'''
Legacy/client portal technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SurePrep / Thomson Reuters'''
Technology found in larger tax-firm stacks
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SafeSend / Thomson Reuters'''
Return-delivery technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''Zoho'''
Privately held technology-company comparison during the funding discussion
—
—
Zoho — company/zoho
—
}
*CPA Practice Advisor's X/Facebook identifiers appeared in historical publisher materials; confirm before scheduling a campaign if precise tagging is important.
== Social Media Posts ==
=== Post 1 — Episode Launch ===
What happens when an accounting-tech company decides it doesn't need to build everything itself—or raise venture capital to do it?
ATL274 explores '''alliances, AI, client workflow, and self-funding''' with Dan Pinkous of Truss.
#AccountingTechnology #TaxTechnology #AI #CPA
=== Post 2 — Territorialism ===
“The industry has been too territorial, and it's hurting accountants.”
Dan Pinkous of Truss makes the case for accounting-tech vendors working '''together''' instead of building another collection of disconnected silos.
Hear the discussion on ATL274.
#AccountingTech #CPA #TaxTech
=== Post 3 — AI With a Purpose ===
The objective of AI shouldn't be to help accountants crank out even more compliance work.
Dan Pinkous sees phase one as eliminating the tedium—and phase two as freeing professionals to do more '''advisory work'''.
That's a much more interesting ROI calculation.
#AI #Advisory #Accounting
=== Post 4 — Where Did the File Go? ===
“Client says they uploaded something. Okay, where did they upload it?”
If that sentence sounds painfully familiar, you understand the hidden cost of a fragmented accounting technology stack.
ATL274 looks at connecting the workflow instead of adding one more silo.
#Workflow #AccountingTechnology #Tax
=== Post 5 — Peanut Butter and Jelly ===
Some technology partnerships make more sense together.
Dan Pinkous describes '''Ping Assistant + Truss''' as “peanut butter and jelly”—client and meeting intelligence paired with documents and tax workflow.
That's the kind of integration strategy worth watching.
#AI #AccountingTech #Advisory
=== Post 6 — Buy, Build—or Partner? ===
Should every tax-workflow company build its own AI tax-preparation engine?
Truss says no.
ATL274 explores why specialized partners such as Filed, Byron, Magnetic, K1x, GruntWorx, Kintsugi and others may create a stronger ecosystem than trying to reinvent every wheel.
#TaxTech #BestOfBreed #Accounting
=== Post 7 — Capital-W Workflow ===
There's '''Workflow'''—the big firmwide process managed by practice-management software.
Then there's '''workflow'''—all the smaller client interactions, document requests, signatures, delivery steps and handoffs inside an engagement.
ATL274 digs into why accounting firms need both.
#PracticeManagement #Workflow #CPA
=== Post 8 — Client Experience First ===
“What if we start with the client experience, and we really nail that?”
That's an important design question for every accounting firm—not just software developers.
A perfect internal workflow isn't perfect if clients won't use it.
#ClientExperience #AccountingFirms #Technology
=== Post 9 — The 30% Problem ===
You can't redesign your firm's workflow around a portal only 30% of clients will use.
Dan Pinkous says adoption needs to be much closer to 90%+ before technology can become the foundation of the process.
Implementation matters as much as the feature list.
#ChangeManagement #CPA #AccountingTechnology
=== Post 10 — AI Under the Hood ===
The most useful accounting AI may be the AI users barely notice.
Renaming documents. Rotating pages. Identifying tax years. Building checklists. Extracting information. Flagging exceptions.
That's very different from simply bolting a chatbot onto yesterday's software.
#AI #TaxTechnology #Automation
=== Post 11 — From Tax to Advisory ===
If automation gives your firm back 100 hours, what are you going to do with them?
More compliance—or more advisory?
ATL274 with Dan Pinkous of Truss asks what happens '''after''' AI creates capacity.
#AdvisoryServices #AI #CPA
=== Post 12 — Tax Is Only Part of the Client Relationship ===
Your client doesn't care that tax, audit and CAS are separate departments.
They see '''one accounting firm'''.
ATL274 explores why maintaining a consistent client experience across service lines may matter more than the internal boundaries in your org chart.
#CAS #Audit #Tax #ClientExperience
=== Post 13 — Document Management Isn't Dead ===
FileCabinet CS. SharePoint. Google Workspace. Portals. Practice-management systems.
Where exactly should the client file live?
ATL274 touches one of the least glamorous—and most consequential—questions in the accounting technology stack.
#DocumentManagement #CPA #AccountingTech
=== Post 14 — Self-Funded ===
Truss says it has taken '''no outside venture-capital funding'''.
Why should an accounting firm care?
Because capital structure can influence product priorities, growth expectations, pricing, customer service, and long-term vendor risk.
ATL274 gets into it.
#VendorManagement #AccountingTechnology #SaaS
=== Post 15 — One Master ===
“We get to serve just one master, and that's our customers.”
Dan Pinkous explains how Truss's customer-funded model shapes the company.
For firms evaluating mission-critical technology, understanding '''who the vendor ultimately answers to''' is a worthwhile due-diligence question.
#VendorRisk #CPA #TechnologyStrategy
=== Post 16 — Profitability Matters ===
Features aren't the only thing to evaluate when choosing a software vendor.
Financial durability matters too.
ATL274 discusses the difference between operating profitably and depending on the next funding round to keep the growth engine running.
That's vendor-risk management, not pessimism.
#VendorRisk #SaaS #AccountingTechnology
=== Post 17 — Simple Pricing ===
Unlimited users. Unlimited returns. Unlimited e-signatures. Unlimited AI usage.
Dan Pinkous explains why Truss favors a simple firmwide pricing model rather than putting a meter on every workflow action.
ATL274 explores the thinking behind it.
#Pricing #TaxTechnology #CPA
=== Post 18 — Integration Is a Control Issue ===
Every additional system creates another handoff.
Every handoff creates another opportunity for something to be misplaced, duplicated, delayed, or overlooked.
That's why integration isn't merely convenient—it can be an internal-control issue.
More on ATL274.
#InternalControls #Workflow #AccountingTechnology
=== Post 19 — Think Ecosystem, Not Feature Checklist ===
Software evaluations often become giant feature-comparison spreadsheets.
ATL274 suggests another question:
'''How well will this product operate inside the ecosystem we already have?'''
A best-of-breed product that doesn't communicate with its neighbors can become an expensive island.
#TechStack #CPA #SoftwareSelection
=== Post 20 — Main Takeaway ===
The winner in accounting technology may not be the vendor that builds the most features.
It may be the vendor that combines the right automation, the right specialist partners, a frictionless client experience, and a sustainable business model.
That's the conversation in '''ATL274: Alliances, AI, and Self-Funding! Oh My!'''
#AccountingTechnologyLab #AccountingTech #AI #TaxTech #CPA
== Newsletter / Website Teaser ==
What happens when a tax-workflow company decides '''not''' to build every specialized technology itself—and '''not''' to take venture capital?
In ATL274, Randy Johnston and Brian Tankersley sit down with '''Dan Pinkous, founder and CEO of Truss''', for a wide-ranging discussion about AI-native tax workflow, vendor partnerships, client adoption, document management, and startup economics.
Pinkous explains why he believes accounting technology has been too territorial, how Truss is working with specialists including Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x and GruntWorx, and why the company emphasizes a low-friction client experience. The conversation also examines a part of vendor due diligence firms sometimes overlook: '''who funded the software company, whether it operates profitably, and how that affects long-term incentives.'''
If your firm is rethinking its tax stack, this episode offers plenty to consider.
== Suggested Hashtags ==
'''Primary:'''
#AccountingTechnologyLab #AccountingTechnology #TaxTechnology #AI #CPA
'''Secondary:'''
#TaxTech #AccountingAI #WorkflowAutomation #AdvisoryServices #PracticeManagement #ClientExperience #DigitalTransformation #VendorRisk #TaxWorkflow #AccountingFirms
== Suggested Promotional Graphic ==
'''Primary Headline:'''
ALLIANCES, AI & SELF-FUNDING! OH MY!
'''Secondary Line:'''
A Different Approach to Building the Modern Tax Technology Stack
'''Guest:'''
Dan Pinkous
Founder & CEO, Truss
'''Graphic Callouts:'''
PARTNERSHIPS • AI-NATIVE WORKFLOW • CLIENT EXPERIENCE • CUSTOMER-FUNDED
'''Best Quote Overlay:'''
'''Alternate Quote Overlay:'''
'''Visual Direction:'''
Use established Accounting Technology Lab branding with Dan Pinkous as the principal guest image and Randy Johnston/Brian Tankersley in secondary positions. Behind the speakers, use a subtle connected-node or hub-and-spoke motif representing an ecosystem of accounting applications.
Rather than showing one giant software box swallowing the technology stack, depict Truss as part of a connected constellation of specialized applications. Work in understated imagery representing tax documents, AI automation, workflow handoffs, and client collaboration.
For the self-funding theme, avoid generic piles of cash or venture-capital clichés. A cleaner visual would contrast '''CUSTOMER-FUNDED''' with '''VC-FUNDED''' and place a check beside the former.
Keep logos subordinate to the people and headline. The story is the strategy behind the technology, not a NASCAR-style collection of partner logos.
== Suggested Episode Description ==
Accounting technology vendors have spent years trying to build bigger suites, but what if the better strategy is to partner with specialists instead?
In ATL274, Randy Johnston and Brian Tankersley welcome '''Dan Pinkous, founder and CEO of Truss''', to discuss the company's approach to tax workflow, artificial intelligence, client experience, and partnerships. Pinkous explains why he believes vendors need to be less territorial, how Truss works with specialized technologies for AI tax preparation, sales tax, document extraction, tax research, and practice management, and why eliminating friction for clients is central to the company's design.
The conversation also takes an unusual turn into startup finance. Truss says it has remained customer-funded without outside venture capital, giving the hosts and Pinkous an opportunity to discuss profitability, incentives, vendor stability, and why a software company's financing model should matter to accounting firms evaluating long-term technology partners.
It's a practical discussion about much more than one product: '''how modern accounting firms should think about ecosystems, integration, workflow, AI, client adoption, and vendor risk.'''

ATL274

2026-09-10T15:02:40Z

Bftcpa606: /* Catchy Quotes and Locations */

= ATL274 — Alliances, AI, and Self-Funding! Oh My! =

* '''Guest:''' Dan Pinkous, Founder & CEO, Truss
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Podcast:''' The Accounting Technology Lab
* '''Publisher/Sponsor:''' CPA Practice Advisor
* '''Release Date:''' September 11, 2026
* '''Approximate Runtime:''' 28:26
* '''Primary Topics:''' Tax workflow, artificial intelligence, technology partnerships, client experience, advisory services, document management, practice management, startup funding, pricing
== Episode Summary ==
In ATL274, Randy Johnston and Brian Tankersley talk with Daniel Pinkous, founder and CEO of Truss, about a tax workflow platform built around three ideas: low-friction client experience, AI embedded throughout the workflow, and partnerships instead of trying to build every specialized capability internally. Pinkous explains that Truss began in late 2022 as an AI-native product, using large language models for document processing, client checklists, research, planning, and other tasks intended to move firms away from compliance tedium and toward advisory work.
The conversation highlights Truss partnerships with Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x, GruntWorx, CygnusAI, Bizora, and Karbon. Rather than replace every tax, practice-management, or document-management tool, Truss aims to connect the client-facing parts of intake, workpapers, preparation, and delivery while keeping the experience consistent.
Pinkous also discusses adoption, saying Truss emphasizes web-based, zero-account client access and reports high client satisfaction. The episode closes with a different startup story: Truss says it is customer-funded, has taken no outside venture capital, operates profitably, and uses a simple firmwide pricing model with unlimited users, returns, e-signatures, and AI usage.
For accounting firms, the question is not simply which tool wins, but how a connected ecosystem improves workflow, service, and control.
== Key Takeaways ==

* '''Partnerships can beat territorial product strategies.''' Pinkous argues that accounting technology vendors have historically been too territorial. Truss's strategy is to partner where another vendor has deeper expertise instead of attempting to recreate every specialty internally.
* '''AI is most useful when it disappears into the workflow.''' Truss was started in late 2022 and designed around AI from the beginning. Pinkous describes large language models working “under the hood” for document naming, page rotation, document processing, tax-year validation, checklists, research, planning, and other tasks.
* '''The goal isn't merely more compliance capacity.''' Pinkous sees automation first eliminating tedious compliance work and then creating room for higher-value advisory services.
* '''Tax workflow is an ecosystem problem.''' A tax engagement can involve intake, document collection, workpapers, preparation, signatures, payments, delivery, storage, and practice management. Disconnected applications force staff to spend time locating information instead of performing accounting work.
* '''There is a difference between “capital-W” and “small-w” workflow.''' Practice-management systems manage the broader internal firm workflow. Truss focuses heavily on the smaller client-facing workflows surrounding an engagement.
* '''Client adoption is an implementation metric.''' Pinkous argues that firms cannot redesign workflow around technology that only a fraction of clients will use. Truss emphasizes a low-friction, firm-branded experience with minimal login and account-creation barriers.
* '''Tax may be the entry point, but client experience crosses service lines.''' Firms sometimes extend Truss into audit and CAS so clients do not encounter completely different interaction models across departments.
* '''Document management remains an unresolved part of the modern stack.''' The discussion includes FileCabinet CS, SharePoint, Google Workspace, and other repositories.
* '''Capital structure affects product governance.''' Truss says it has been built without venture-capital financing. Pinkous argues that this changes management's incentives and priorities.
* '''Pricing simplicity can reduce implementation friction.''' Pinkous describes firmwide pricing with unlimited users, returns, e-signatures, and AI usage.
== Catchy Quotes and Locations ==
{| class="wikitable sortable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
'''03:55'''
Dan Pinkous
“The first phase… save these firms from the tedium… liberate them from the compliance. Really, the second phase is now we can be free to do advisory.”
AI and advisory
-
'''06:52'''
Dan Pinkous
“The industry has been too territorial, and it's hurting accountants. We need to be working together. We need to be collaborating.”
Alliances
-
'''07:05'''
Dan Pinkous
“Ping is peanut butter and jelly with us.”
Partner ecosystem
-
'''12:00'''
Dan Pinkous
“Client says they uploaded something. Okay, where did they upload it? And I got to go search across four or five different systems.”
Workflow fragmentation
-
'''21:01'''
Dan Pinkous
“What if we start with the client experience, and we really nail that? And that's our primary north star for success.”
Client experience
-
'''21:16'''
Dan Pinkous
“I can't build a workflow around something where only 30% of my clients are using it… we need to push for 90% plus adoption.”
Technology adoption
-
'''24:09'''
Dan Pinkous
“We're really unique in that we're one of the only companies in the space that is built customer funded. We haven't taken any venture capital funding, any outside funding whatsoever.”
Self-funding
-
'''24:41'''
Dan Pinkous
“We get to serve just one master, and that's our customers.”
Customer focus
-
'''25:53'''
Dan Pinkous
“Operating profitably is a much more stable future… long-term way to build.”
Vendor sustainability
-
'''27:22'''
Dan Pinkous
“One simple price for the entire firm, unlimited usage, unlimited e-signs, unlimited returns, unlimited users… unlimited AI usage… go crazy, have fun.”

Pricing
}

== Suggested Short-Video Pulls ==
; Partnerships vs. territorialism — approximately 06:45–07:20
: Strong discussion of why vendors should collaborate instead of trying to own the entire accounting technology stack.
; The fragmented tax stack — approximately 11:45–12:30
: A relatable scenario: the client says a document was uploaded, but staff have to search four or five systems to find it.
; Start with the client — approximately 20:50–21:35
: Standalone discussion of designing workflow backward from the client experience and the importance of adoption.
; Customer-funded technology — approximately 24:05–24:55
: Pinkous explains how Truss's financing model affects its priorities and strategy.
== Products, Services, and Companies Mentioned ==
''A dash indicates that a current official account was not confidently verified during the research pass. Where a product does not maintain its own account, the parent/vendor account is shown.''
{| class="wikitable sortable"
! Product / Company
! Why It Comes Up
! X
! Facebook
! LinkedIn
! Instagram
'''Truss'''
Guest's company; AI-native tax workflow platform
—
—
Truss — company/gettruss
—
-
'''CPA Practice Advisor'''
Publisher/sponsor of Accounting Technology Lab
@CPAPracAdvisor*
CPA Practice Advisor*
CPA Practice Advisor — company/cpa-practice-advisor
—
-
'''CPA.com / AICPA Startup Accelerator'''
Program that brought Truss, Ping Assistant, and other startups together
CPA.com official account
CPA.com official account
CPA.com — company/cpa-com
—
-
'''ChatGPT / OpenAI'''
General AI experience used as an analogy for working with client context
@OpenAI / @ChatGPTapp
@OpenAI
OpenAI / ChatGPT
@openai / @chatgpt
-
'''Claude / Anthropic'''
General AI experience used as an analogy
@AnthropicAI
—
Anthropic — company/anthropicresearch
—
-
'''Ping Assistant'''
AI platform for capturing firm/client context and identifying advisory opportunities
—
—
Ping Assistant — company/ping-assistant
—
-
'''Kintsugi'''
Sales-tax technology and advisory partner
—
—
Kintsugi — company/kintsugi-ai
—
-
'''Filed'''
AI tax-preparation partner
—
—
Filed / Filed HQ
—
-
'''Byron'''
AI tax-preparation partner
—
—
Byron — company/usebyron
—
-
'''Magnetic'''
AI tax-preparation partner
—
—
Magnetic — company/magnetictax
—
-
'''K1x'''
K-1 data extraction/integration
—
—
K1X, Inc. — company/k1x
—
-
'''GruntWorx'''
Tax-document OCR/extraction
—
—
GruntWorx — company/gruntworx
—
-
'''CygnusAI'''
Specialized AI/tax technology partnership
—
—
CygnusAI — company/aicygnus
—
-
'''Bizora'''
AI-powered tax research/advisory technology
—
Official link listed by vendor
Bizora — company/bizora
Official link listed by vendor
-
'''Karbon'''
Practice-management/workflow integration and example of “capital-W” workflow
—
Official company presence
Karbon — company/karbonhq
Official company presence
-
'''XCM / Wolters Kluwer'''
Practice workflow example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''CCH / CCH Scan / Wolters Kluwer'''
Specialized tax-document processing example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''Suralink'''
PBC/request-list and audit collaboration example
—
—
Suralink — company/suralink
—
-
'''ShareFile / Progress'''
File sharing/document-management example
—
—
Progress ShareFile — company/sharefile
—
-
'''Microsoft SharePoint'''
Document repository/DMS option
@Microsoft
Microsoft
Microsoft
—
-
'''Microsoft Excel'''
Spreadsheet/request-list example
@Microsoft
Microsoft
Microsoft
—
-
'''Google Workspace'''
Document repository/collaboration alternative
@AskWorkspace
googleworkspace
Google Workspace
—
-
'''FileCabinet CS / Thomson Reuters'''
Legacy document-management platform discussed in the context of replacement/migration
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''NetClient CS / Thomson Reuters'''
Legacy/client portal technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SurePrep / Thomson Reuters'''
Technology found in larger tax-firm stacks
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SafeSend / Thomson Reuters'''
Return-delivery technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''Zoho'''
Privately held technology-company comparison during the funding discussion
—
—
Zoho — company/zoho
—
}
*CPA Practice Advisor's X/Facebook identifiers appeared in historical publisher materials; confirm before scheduling a campaign if precise tagging is important.
== Social Media Posts ==
=== Post 1 — Episode Launch ===
What happens when an accounting-tech company decides it doesn't need to build everything itself—or raise venture capital to do it?
ATL274 explores '''alliances, AI, client workflow, and self-funding''' with Dan Pinkous of Truss.
#AccountingTechnology #TaxTechnology #AI #CPA
=== Post 2 — Territorialism ===
“The industry has been too territorial, and it's hurting accountants.”
Dan Pinkous of Truss makes the case for accounting-tech vendors working '''together''' instead of building another collection of disconnected silos.
Hear the discussion on ATL274.
#AccountingTech #CPA #TaxTech
=== Post 3 — AI With a Purpose ===
The objective of AI shouldn't be to help accountants crank out even more compliance work.
Dan Pinkous sees phase one as eliminating the tedium—and phase two as freeing professionals to do more '''advisory work'''.
That's a much more interesting ROI calculation.
#AI #Advisory #Accounting
=== Post 4 — Where Did the File Go? ===
“Client says they uploaded something. Okay, where did they upload it?”
If that sentence sounds painfully familiar, you understand the hidden cost of a fragmented accounting technology stack.
ATL274 looks at connecting the workflow instead of adding one more silo.
#Workflow #AccountingTechnology #Tax
=== Post 5 — Peanut Butter and Jelly ===
Some technology partnerships make more sense together.
Dan Pinkous describes '''Ping Assistant + Truss''' as “peanut butter and jelly”—client and meeting intelligence paired with documents and tax workflow.
That's the kind of integration strategy worth watching.
#AI #AccountingTech #Advisory
=== Post 6 — Buy, Build—or Partner? ===
Should every tax-workflow company build its own AI tax-preparation engine?
Truss says no.
ATL274 explores why specialized partners such as Filed, Byron, Magnetic, K1x, GruntWorx, Kintsugi and others may create a stronger ecosystem than trying to reinvent every wheel.
#TaxTech #BestOfBreed #Accounting
=== Post 7 — Capital-W Workflow ===
There's '''Workflow'''—the big firmwide process managed by practice-management software.
Then there's '''workflow'''—all the smaller client interactions, document requests, signatures, delivery steps and handoffs inside an engagement.
ATL274 digs into why accounting firms need both.
#PracticeManagement #Workflow #CPA
=== Post 8 — Client Experience First ===
“What if we start with the client experience, and we really nail that?”
That's an important design question for every accounting firm—not just software developers.
A perfect internal workflow isn't perfect if clients won't use it.
#ClientExperience #AccountingFirms #Technology
=== Post 9 — The 30% Problem ===
You can't redesign your firm's workflow around a portal only 30% of clients will use.
Dan Pinkous says adoption needs to be much closer to 90%+ before technology can become the foundation of the process.
Implementation matters as much as the feature list.
#ChangeManagement #CPA #AccountingTechnology
=== Post 10 — AI Under the Hood ===
The most useful accounting AI may be the AI users barely notice.
Renaming documents. Rotating pages. Identifying tax years. Building checklists. Extracting information. Flagging exceptions.
That's very different from simply bolting a chatbot onto yesterday's software.
#AI #TaxTechnology #Automation
=== Post 11 — From Tax to Advisory ===
If automation gives your firm back 100 hours, what are you going to do with them?
More compliance—or more advisory?
ATL274 with Dan Pinkous of Truss asks what happens '''after''' AI creates capacity.
#AdvisoryServices #AI #CPA
=== Post 12 — Tax Is Only Part of the Client Relationship ===
Your client doesn't care that tax, audit and CAS are separate departments.
They see '''one accounting firm'''.
ATL274 explores why maintaining a consistent client experience across service lines may matter more than the internal boundaries in your org chart.
#CAS #Audit #Tax #ClientExperience
=== Post 13 — Document Management Isn't Dead ===
FileCabinet CS. SharePoint. Google Workspace. Portals. Practice-management systems.
Where exactly should the client file live?
ATL274 touches one of the least glamorous—and most consequential—questions in the accounting technology stack.
#DocumentManagement #CPA #AccountingTech
=== Post 14 — Self-Funded ===
Truss says it has taken '''no outside venture-capital funding'''.
Why should an accounting firm care?
Because capital structure can influence product priorities, growth expectations, pricing, customer service, and long-term vendor risk.
ATL274 gets into it.
#VendorManagement #AccountingTechnology #SaaS
=== Post 15 — One Master ===
“We get to serve just one master, and that's our customers.”
Dan Pinkous explains how Truss's customer-funded model shapes the company.
For firms evaluating mission-critical technology, understanding '''who the vendor ultimately answers to''' is a worthwhile due-diligence question.
#VendorRisk #CPA #TechnologyStrategy
=== Post 16 — Profitability Matters ===
Features aren't the only thing to evaluate when choosing a software vendor.
Financial durability matters too.
ATL274 discusses the difference between operating profitably and depending on the next funding round to keep the growth engine running.
That's vendor-risk management, not pessimism.
#VendorRisk #SaaS #AccountingTechnology
=== Post 17 — Simple Pricing ===
Unlimited users. Unlimited returns. Unlimited e-signatures. Unlimited AI usage.
Dan Pinkous explains why Truss favors a simple firmwide pricing model rather than putting a meter on every workflow action.
ATL274 explores the thinking behind it.
#Pricing #TaxTechnology #CPA
=== Post 18 — Integration Is a Control Issue ===
Every additional system creates another handoff.
Every handoff creates another opportunity for something to be misplaced, duplicated, delayed, or overlooked.
That's why integration isn't merely convenient—it can be an internal-control issue.
More on ATL274.
#InternalControls #Workflow #AccountingTechnology
=== Post 19 — Think Ecosystem, Not Feature Checklist ===
Software evaluations often become giant feature-comparison spreadsheets.
ATL274 suggests another question:
'''How well will this product operate inside the ecosystem we already have?'''
A best-of-breed product that doesn't communicate with its neighbors can become an expensive island.
#TechStack #CPA #SoftwareSelection
=== Post 20 — Main Takeaway ===
The winner in accounting technology may not be the vendor that builds the most features.
It may be the vendor that combines the right automation, the right specialist partners, a frictionless client experience, and a sustainable business model.
That's the conversation in '''ATL274: Alliances, AI, and Self-Funding! Oh My!'''
#AccountingTechnologyLab #AccountingTech #AI #TaxTech #CPA
== Newsletter / Website Teaser ==
What happens when a tax-workflow company decides '''not''' to build every specialized technology itself—and '''not''' to take venture capital?
In ATL274, Randy Johnston and Brian Tankersley sit down with '''Dan Pinkous, founder and CEO of Truss''', for a wide-ranging discussion about AI-native tax workflow, vendor partnerships, client adoption, document management, and startup economics.
Pinkous explains why he believes accounting technology has been too territorial, how Truss is working with specialists including Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x and GruntWorx, and why the company emphasizes a low-friction client experience. The conversation also examines a part of vendor due diligence firms sometimes overlook: '''who funded the software company, whether it operates profitably, and how that affects long-term incentives.'''
If your firm is rethinking its tax stack, this episode offers plenty to consider.
== Suggested Hashtags ==
'''Primary:'''
#AccountingTechnologyLab #AccountingTechnology #TaxTechnology #AI #CPA
'''Secondary:'''
#TaxTech #AccountingAI #WorkflowAutomation #AdvisoryServices #PracticeManagement #ClientExperience #DigitalTransformation #VendorRisk #TaxWorkflow #AccountingFirms
== Suggested Promotional Graphic ==
'''Primary Headline:'''
ALLIANCES, AI & SELF-FUNDING! OH MY!
'''Secondary Line:'''
A Different Approach to Building the Modern Tax Technology Stack
'''Guest:'''
Dan Pinkous
Founder & CEO, Truss
'''Graphic Callouts:'''
PARTNERSHIPS • AI-NATIVE WORKFLOW • CLIENT EXPERIENCE • CUSTOMER-FUNDED
'''Best Quote Overlay:'''
'''Alternate Quote Overlay:'''
'''Visual Direction:'''
Use established Accounting Technology Lab branding with Dan Pinkous as the principal guest image and Randy Johnston/Brian Tankersley in secondary positions. Behind the speakers, use a subtle connected-node or hub-and-spoke motif representing an ecosystem of accounting applications.
Rather than showing one giant software box swallowing the technology stack, depict Truss as part of a connected constellation of specialized applications. Work in understated imagery representing tax documents, AI automation, workflow handoffs, and client collaboration.
For the self-funding theme, avoid generic piles of cash or venture-capital clichés. A cleaner visual would contrast '''CUSTOMER-FUNDED''' with '''VC-FUNDED''' and place a check beside the former.
Keep logos subordinate to the people and headline. The story is the strategy behind the technology, not a NASCAR-style collection of partner logos.
== Suggested Episode Description ==
Accounting technology vendors have spent years trying to build bigger suites, but what if the better strategy is to partner with specialists instead?
In ATL274, Randy Johnston and Brian Tankersley welcome '''Dan Pinkous, founder and CEO of Truss''', to discuss the company's approach to tax workflow, artificial intelligence, client experience, and partnerships. Pinkous explains why he believes vendors need to be less territorial, how Truss works with specialized technologies for AI tax preparation, sales tax, document extraction, tax research, and practice management, and why eliminating friction for clients is central to the company's design.
The conversation also takes an unusual turn into startup finance. Truss says it has remained customer-funded without outside venture capital, giving the hosts and Pinkous an opportunity to discuss profitability, incentives, vendor stability, and why a software company's financing model should matter to accounting firms evaluating long-term technology partners.
It's a practical discussion about much more than one product: '''how modern accounting firms should think about ecosystems, integration, workflow, AI, client adoption, and vendor risk.'''

ATL274

2026-09-10T15:01:38Z

Bftcpa606:

= ATL274 — Alliances, AI, and Self-Funding! Oh My! =

* '''Guest:''' Dan Pinkous, Founder & CEO, Truss
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Podcast:''' The Accounting Technology Lab
* '''Publisher/Sponsor:''' CPA Practice Advisor
* '''Release Date:''' September 11, 2026
* '''Approximate Runtime:''' 28:26
* '''Primary Topics:''' Tax workflow, artificial intelligence, technology partnerships, client experience, advisory services, document management, practice management, startup funding, pricing
== Episode Summary ==
In ATL274, Randy Johnston and Brian Tankersley talk with Daniel Pinkous, founder and CEO of Truss, about a tax workflow platform built around three ideas: low-friction client experience, AI embedded throughout the workflow, and partnerships instead of trying to build every specialized capability internally. Pinkous explains that Truss began in late 2022 as an AI-native product, using large language models for document processing, client checklists, research, planning, and other tasks intended to move firms away from compliance tedium and toward advisory work.
The conversation highlights Truss partnerships with Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x, GruntWorx, CygnusAI, Bizora, and Karbon. Rather than replace every tax, practice-management, or document-management tool, Truss aims to connect the client-facing parts of intake, workpapers, preparation, and delivery while keeping the experience consistent.
Pinkous also discusses adoption, saying Truss emphasizes web-based, zero-account client access and reports high client satisfaction. The episode closes with a different startup story: Truss says it is customer-funded, has taken no outside venture capital, operates profitably, and uses a simple firmwide pricing model with unlimited users, returns, e-signatures, and AI usage.
For accounting firms, the question is not simply which tool wins, but how a connected ecosystem improves workflow, service, and control.
== Key Takeaways ==

* '''Partnerships can beat territorial product strategies.''' Pinkous argues that accounting technology vendors have historically been too territorial. Truss's strategy is to partner where another vendor has deeper expertise instead of attempting to recreate every specialty internally.
* '''AI is most useful when it disappears into the workflow.''' Truss was started in late 2022 and designed around AI from the beginning. Pinkous describes large language models working “under the hood” for document naming, page rotation, document processing, tax-year validation, checklists, research, planning, and other tasks.
* '''The goal isn't merely more compliance capacity.''' Pinkous sees automation first eliminating tedious compliance work and then creating room for higher-value advisory services.
* '''Tax workflow is an ecosystem problem.''' A tax engagement can involve intake, document collection, workpapers, preparation, signatures, payments, delivery, storage, and practice management. Disconnected applications force staff to spend time locating information instead of performing accounting work.
* '''There is a difference between “capital-W” and “small-w” workflow.''' Practice-management systems manage the broader internal firm workflow. Truss focuses heavily on the smaller client-facing workflows surrounding an engagement.
* '''Client adoption is an implementation metric.''' Pinkous argues that firms cannot redesign workflow around technology that only a fraction of clients will use. Truss emphasizes a low-friction, firm-branded experience with minimal login and account-creation barriers.
* '''Tax may be the entry point, but client experience crosses service lines.''' Firms sometimes extend Truss into audit and CAS so clients do not encounter completely different interaction models across departments.
* '''Document management remains an unresolved part of the modern stack.''' The discussion includes FileCabinet CS, SharePoint, Google Workspace, and other repositories.
* '''Capital structure affects product governance.''' Truss says it has been built without venture-capital financing. Pinkous argues that this changes management's incentives and priorities.
* '''Pricing simplicity can reduce implementation friction.''' Pinkous describes firmwide pricing with unlimited users, returns, e-signatures, and AI usage.
== Catchy Quotes and Locations ==
{| class="wikitable sortable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
'''03:55'''
Dan Pinkous
“The first phase… save these firms from the tedium… liberate them from the compliance. Really, the second phase is now we can be free to do advisory.”
AI and advisory
-
'''06:52'''
Dan Pinkous
“The industry has been too territorial, and it's hurting accountants. We need to be working together. We need to be collaborating.”
Alliances
-
'''07:05'''
Dan Pinkous
“Ping is peanut butter and jelly with us.”
Partner ecosystem
-
'''12:00'''
Dan Pinkous
“Client says they uploaded something. Okay, where did they upload it? And I got to go search across four or five different systems.”
Workflow fragmentation
-
'''21:01'''
Dan Pinkous
“What if we start with the client experience, and we really nail that? And that's our primary north star for success.”
Client experience
-
'''21:16'''
Dan Pinkous
“I can't build a workflow around something where only 30% of my clients are using it… we need to push for 90% plus adoption.”
Technology adoption
-
'''24:09'''
Dan Pinkous
“We're really unique in that we're one of the only companies in the space that is built customer funded. We haven't taken any venture capital funding, any outside funding whatsoever.”
Self-funding
-
'''24:41'''
Dan Pinkous
“We get to serve just one master, and that's our customers.”
Customer focus
-
'''25:53'''
Dan Pinkous
“Operating profitably is a much more stable future… long-term way to build.”
Vendor sustainability
-
'''27:22'''
Dan Pinkous
“One simple price for the entire firm, unlimited usage, unlimited e-signs, unlimited returns, unlimited users… unlimited AI usage… go crazy, have fun.”

Pricing
}
== Suggested Short-Video Pulls ==
; Partnerships vs. territorialism — approximately 06:45–07:20
: Strong discussion of why vendors should collaborate instead of trying to own the entire accounting technology stack.
; The fragmented tax stack — approximately 11:45–12:30
: A relatable scenario: the client says a document was uploaded, but staff have to search four or five systems to find it.
; Start with the client — approximately 20:50–21:35
: Standalone discussion of designing workflow backward from the client experience and the importance of adoption.
; Customer-funded technology — approximately 24:05–24:55
: Pinkous explains how Truss's financing model affects its priorities and strategy.
== Products, Services, and Companies Mentioned ==
''A dash indicates that a current official account was not confidently verified during the research pass. Where a product does not maintain its own account, the parent/vendor account is shown.''
{| class="wikitable sortable"
! Product / Company
! Why It Comes Up
! X
! Facebook
! LinkedIn
! Instagram
'''Truss'''
Guest's company; AI-native tax workflow platform
—
—
Truss — company/gettruss
—
-
'''CPA Practice Advisor'''
Publisher/sponsor of Accounting Technology Lab
@CPAPracAdvisor*
CPA Practice Advisor*
CPA Practice Advisor — company/cpa-practice-advisor
—
-
'''CPA.com / AICPA Startup Accelerator'''
Program that brought Truss, Ping Assistant, and other startups together
CPA.com official account
CPA.com official account
CPA.com — company/cpa-com
—
-
'''ChatGPT / OpenAI'''
General AI experience used as an analogy for working with client context
@OpenAI / @ChatGPTapp
@OpenAI
OpenAI / ChatGPT
@openai / @chatgpt
-
'''Claude / Anthropic'''
General AI experience used as an analogy
@AnthropicAI
—
Anthropic — company/anthropicresearch
—
-
'''Ping Assistant'''
AI platform for capturing firm/client context and identifying advisory opportunities
—
—
Ping Assistant — company/ping-assistant
—
-
'''Kintsugi'''
Sales-tax technology and advisory partner
—
—
Kintsugi — company/kintsugi-ai
—
-
'''Filed'''
AI tax-preparation partner
—
—
Filed / Filed HQ
—
-
'''Byron'''
AI tax-preparation partner
—
—
Byron — company/usebyron
—
-
'''Magnetic'''
AI tax-preparation partner
—
—
Magnetic — company/magnetictax
—
-
'''K1x'''
K-1 data extraction/integration
—
—
K1X, Inc. — company/k1x
—
-
'''GruntWorx'''
Tax-document OCR/extraction
—
—
GruntWorx — company/gruntworx
—
-
'''CygnusAI'''
Specialized AI/tax technology partnership
—
—
CygnusAI — company/aicygnus
—
-
'''Bizora'''
AI-powered tax research/advisory technology
—
Official link listed by vendor
Bizora — company/bizora
Official link listed by vendor
-
'''Karbon'''
Practice-management/workflow integration and example of “capital-W” workflow
—
Official company presence
Karbon — company/karbonhq
Official company presence
-
'''XCM / Wolters Kluwer'''
Practice workflow example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''CCH / CCH Scan / Wolters Kluwer'''
Specialized tax-document processing example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''Suralink'''
PBC/request-list and audit collaboration example
—
—
Suralink — company/suralink
—
-
'''ShareFile / Progress'''
File sharing/document-management example
—
—
Progress ShareFile — company/sharefile
—
-
'''Microsoft SharePoint'''
Document repository/DMS option
@Microsoft
Microsoft
Microsoft
—
-
'''Microsoft Excel'''
Spreadsheet/request-list example
@Microsoft
Microsoft
Microsoft
—
-
'''Google Workspace'''
Document repository/collaboration alternative
@AskWorkspace
googleworkspace
Google Workspace
—
-
'''FileCabinet CS / Thomson Reuters'''
Legacy document-management platform discussed in the context of replacement/migration
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''NetClient CS / Thomson Reuters'''
Legacy/client portal technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SurePrep / Thomson Reuters'''
Technology found in larger tax-firm stacks
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SafeSend / Thomson Reuters'''
Return-delivery technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''Zoho'''
Privately held technology-company comparison during the funding discussion
—
—
Zoho — company/zoho
—
}
*CPA Practice Advisor's X/Facebook identifiers appeared in historical publisher materials; confirm before scheduling a campaign if precise tagging is important.
== Social Media Posts ==
=== Post 1 — Episode Launch ===
What happens when an accounting-tech company decides it doesn't need to build everything itself—or raise venture capital to do it?
ATL274 explores '''alliances, AI, client workflow, and self-funding''' with Dan Pinkous of Truss.
#AccountingTechnology #TaxTechnology #AI #CPA
=== Post 2 — Territorialism ===
“The industry has been too territorial, and it's hurting accountants.”
Dan Pinkous of Truss makes the case for accounting-tech vendors working '''together''' instead of building another collection of disconnected silos.
Hear the discussion on ATL274.
#AccountingTech #CPA #TaxTech
=== Post 3 — AI With a Purpose ===
The objective of AI shouldn't be to help accountants crank out even more compliance work.
Dan Pinkous sees phase one as eliminating the tedium—and phase two as freeing professionals to do more '''advisory work'''.
That's a much more interesting ROI calculation.
#AI #Advisory #Accounting
=== Post 4 — Where Did the File Go? ===
“Client says they uploaded something. Okay, where did they upload it?”
If that sentence sounds painfully familiar, you understand the hidden cost of a fragmented accounting technology stack.
ATL274 looks at connecting the workflow instead of adding one more silo.
#Workflow #AccountingTechnology #Tax
=== Post 5 — Peanut Butter and Jelly ===
Some technology partnerships make more sense together.
Dan Pinkous describes '''Ping Assistant + Truss''' as “peanut butter and jelly”—client and meeting intelligence paired with documents and tax workflow.
That's the kind of integration strategy worth watching.
#AI #AccountingTech #Advisory
=== Post 6 — Buy, Build—or Partner? ===
Should every tax-workflow company build its own AI tax-preparation engine?
Truss says no.
ATL274 explores why specialized partners such as Filed, Byron, Magnetic, K1x, GruntWorx, Kintsugi and others may create a stronger ecosystem than trying to reinvent every wheel.
#TaxTech #BestOfBreed #Accounting
=== Post 7 — Capital-W Workflow ===
There's '''Workflow'''—the big firmwide process managed by practice-management software.
Then there's '''workflow'''—all the smaller client interactions, document requests, signatures, delivery steps and handoffs inside an engagement.
ATL274 digs into why accounting firms need both.
#PracticeManagement #Workflow #CPA
=== Post 8 — Client Experience First ===
“What if we start with the client experience, and we really nail that?”
That's an important design question for every accounting firm—not just software developers.
A perfect internal workflow isn't perfect if clients won't use it.
#ClientExperience #AccountingFirms #Technology
=== Post 9 — The 30% Problem ===
You can't redesign your firm's workflow around a portal only 30% of clients will use.
Dan Pinkous says adoption needs to be much closer to 90%+ before technology can become the foundation of the process.
Implementation matters as much as the feature list.
#ChangeManagement #CPA #AccountingTechnology
=== Post 10 — AI Under the Hood ===
The most useful accounting AI may be the AI users barely notice.
Renaming documents. Rotating pages. Identifying tax years. Building checklists. Extracting information. Flagging exceptions.
That's very different from simply bolting a chatbot onto yesterday's software.
#AI #TaxTechnology #Automation
=== Post 11 — From Tax to Advisory ===
If automation gives your firm back 100 hours, what are you going to do with them?
More compliance—or more advisory?
ATL274 with Dan Pinkous of Truss asks what happens '''after''' AI creates capacity.
#AdvisoryServices #AI #CPA
=== Post 12 — Tax Is Only Part of the Client Relationship ===
Your client doesn't care that tax, audit and CAS are separate departments.
They see '''one accounting firm'''.
ATL274 explores why maintaining a consistent client experience across service lines may matter more than the internal boundaries in your org chart.
#CAS #Audit #Tax #ClientExperience
=== Post 13 — Document Management Isn't Dead ===
FileCabinet CS. SharePoint. Google Workspace. Portals. Practice-management systems.
Where exactly should the client file live?
ATL274 touches one of the least glamorous—and most consequential—questions in the accounting technology stack.
#DocumentManagement #CPA #AccountingTech
=== Post 14 — Self-Funded ===
Truss says it has taken '''no outside venture-capital funding'''.
Why should an accounting firm care?
Because capital structure can influence product priorities, growth expectations, pricing, customer service, and long-term vendor risk.
ATL274 gets into it.
#VendorManagement #AccountingTechnology #SaaS
=== Post 15 — One Master ===
“We get to serve just one master, and that's our customers.”
Dan Pinkous explains how Truss's customer-funded model shapes the company.
For firms evaluating mission-critical technology, understanding '''who the vendor ultimately answers to''' is a worthwhile due-diligence question.
#VendorRisk #CPA #TechnologyStrategy
=== Post 16 — Profitability Matters ===
Features aren't the only thing to evaluate when choosing a software vendor.
Financial durability matters too.
ATL274 discusses the difference between operating profitably and depending on the next funding round to keep the growth engine running.
That's vendor-risk management, not pessimism.
#VendorRisk #SaaS #AccountingTechnology
=== Post 17 — Simple Pricing ===
Unlimited users. Unlimited returns. Unlimited e-signatures. Unlimited AI usage.
Dan Pinkous explains why Truss favors a simple firmwide pricing model rather than putting a meter on every workflow action.
ATL274 explores the thinking behind it.
#Pricing #TaxTechnology #CPA
=== Post 18 — Integration Is a Control Issue ===
Every additional system creates another handoff.
Every handoff creates another opportunity for something to be misplaced, duplicated, delayed, or overlooked.
That's why integration isn't merely convenient—it can be an internal-control issue.
More on ATL274.
#InternalControls #Workflow #AccountingTechnology
=== Post 19 — Think Ecosystem, Not Feature Checklist ===
Software evaluations often become giant feature-comparison spreadsheets.
ATL274 suggests another question:
'''How well will this product operate inside the ecosystem we already have?'''
A best-of-breed product that doesn't communicate with its neighbors can become an expensive island.
#TechStack #CPA #SoftwareSelection
=== Post 20 — Main Takeaway ===
The winner in accounting technology may not be the vendor that builds the most features.
It may be the vendor that combines the right automation, the right specialist partners, a frictionless client experience, and a sustainable business model.
That's the conversation in '''ATL274: Alliances, AI, and Self-Funding! Oh My!'''
#AccountingTechnologyLab #AccountingTech #AI #TaxTech #CPA
== Newsletter / Website Teaser ==
What happens when a tax-workflow company decides '''not''' to build every specialized technology itself—and '''not''' to take venture capital?
In ATL274, Randy Johnston and Brian Tankersley sit down with '''Dan Pinkous, founder and CEO of Truss''', for a wide-ranging discussion about AI-native tax workflow, vendor partnerships, client adoption, document management, and startup economics.
Pinkous explains why he believes accounting technology has been too territorial, how Truss is working with specialists including Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x and GruntWorx, and why the company emphasizes a low-friction client experience. The conversation also examines a part of vendor due diligence firms sometimes overlook: '''who funded the software company, whether it operates profitably, and how that affects long-term incentives.'''
If your firm is rethinking its tax stack, this episode offers plenty to consider.
== Suggested Hashtags ==
'''Primary:'''
#AccountingTechnologyLab #AccountingTechnology #TaxTechnology #AI #CPA
'''Secondary:'''
#TaxTech #AccountingAI #WorkflowAutomation #AdvisoryServices #PracticeManagement #ClientExperience #DigitalTransformation #VendorRisk #TaxWorkflow #AccountingFirms
== Suggested Promotional Graphic ==
'''Primary Headline:'''
ALLIANCES, AI & SELF-FUNDING! OH MY!
'''Secondary Line:'''
A Different Approach to Building the Modern Tax Technology Stack
'''Guest:'''
Dan Pinkous
Founder & CEO, Truss
'''Graphic Callouts:'''
PARTNERSHIPS • AI-NATIVE WORKFLOW • CLIENT EXPERIENCE • CUSTOMER-FUNDED
'''Best Quote Overlay:'''
'''Alternate Quote Overlay:'''
'''Visual Direction:'''
Use established Accounting Technology Lab branding with Dan Pinkous as the principal guest image and Randy Johnston/Brian Tankersley in secondary positions. Behind the speakers, use a subtle connected-node or hub-and-spoke motif representing an ecosystem of accounting applications.
Rather than showing one giant software box swallowing the technology stack, depict Truss as part of a connected constellation of specialized applications. Work in understated imagery representing tax documents, AI automation, workflow handoffs, and client collaboration.
For the self-funding theme, avoid generic piles of cash or venture-capital clichés. A cleaner visual would contrast '''CUSTOMER-FUNDED''' with '''VC-FUNDED''' and place a check beside the former.
Keep logos subordinate to the people and headline. The story is the strategy behind the technology, not a NASCAR-style collection of partner logos.
== Suggested Episode Description ==
Accounting technology vendors have spent years trying to build bigger suites, but what if the better strategy is to partner with specialists instead?
In ATL274, Randy Johnston and Brian Tankersley welcome '''Dan Pinkous, founder and CEO of Truss''', to discuss the company's approach to tax workflow, artificial intelligence, client experience, and partnerships. Pinkous explains why he believes vendors need to be less territorial, how Truss works with specialized technologies for AI tax preparation, sales tax, document extraction, tax research, and practice management, and why eliminating friction for clients is central to the company's design.
The conversation also takes an unusual turn into startup finance. Truss says it has remained customer-funded without outside venture capital, giving the hosts and Pinkous an opportunity to discuss profitability, incentives, vendor stability, and why a software company's financing model should matter to accounting firms evaluating long-term technology partners.
It's a practical discussion about much more than one product: '''how modern accounting firms should think about ecosystems, integration, workflow, AI, client adoption, and vendor risk.'''

ATL274

2026-09-10T14:59:15Z

Bftcpa606: Created page with "= ATL274 — Alliances, AI, and Self-Funding! Oh My! = '''Guest:''' Dan Pinkous, Founder & CEO, Truss '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA '''Podcast:''' The Accounting Technology Lab '''Publisher/Sponsor:''' CPA Practice Advisor '''Release Date:''' September 11, 2026 '''Approximate Runtime:''' 28:26 '''Primary Topics:''' Tax workflow, artificial intelligence, technology partnerships, client experience, advisory services, document managemen..."

= ATL274 — Alliances, AI, and Self-Funding! Oh My! =
'''Guest:''' Dan Pinkous, Founder & CEO, Truss
'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
'''Podcast:''' The Accounting Technology Lab
'''Publisher/Sponsor:''' CPA Practice Advisor
'''Release Date:''' September 11, 2026
'''Approximate Runtime:''' 28:26
'''Primary Topics:''' Tax workflow, artificial intelligence, technology partnerships, client experience, advisory services, document management, practice management, startup funding, pricing
== Episode Summary ==
In ATL274, Randy Johnston and Brian Tankersley talk with Daniel Pinkous, founder and CEO of Truss, about a tax workflow platform built around three ideas: low-friction client experience, AI embedded throughout the workflow, and partnerships instead of trying to build every specialized capability internally. Pinkous explains that Truss began in late 2022 as an AI-native product, using large language models for document processing, client checklists, research, planning, and other tasks intended to move firms away from compliance tedium and toward advisory work.
The conversation highlights Truss partnerships with Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x, GruntWorx, CygnusAI, Bizora, and Karbon. Rather than replace every tax, practice-management, or document-management tool, Truss aims to connect the client-facing parts of intake, workpapers, preparation, and delivery while keeping the experience consistent.
Pinkous also discusses adoption, saying Truss emphasizes web-based, zero-account client access and reports high client satisfaction. The episode closes with a different startup story: Truss says it is customer-funded, has taken no outside venture capital, operates profitably, and uses a simple firmwide pricing model with unlimited users, returns, e-signatures, and AI usage.
For accounting firms, the question is not simply which tool wins, but how a connected ecosystem improves workflow, service, and control.
== Key Takeaways ==
'''Partnerships can beat territorial product strategies.''' Pinkous argues that accounting technology vendors have historically been too territorial. Truss's strategy is to partner where another vendor has deeper expertise instead of attempting to recreate every specialty internally.
'''AI is most useful when it disappears into the workflow.''' Truss was started in late 2022 and designed around AI from the beginning. Pinkous describes large language models working “under the hood” for document naming, page rotation, document processing, tax-year validation, checklists, research, planning, and other tasks.
'''The goal isn't merely more compliance capacity.''' Pinkous sees automation first eliminating tedious compliance work and then creating room for higher-value advisory services.
'''Tax workflow is an ecosystem problem.''' A tax engagement can involve intake, document collection, workpapers, preparation, signatures, payments, delivery, storage, and practice management. Disconnected applications force staff to spend time locating information instead of performing accounting work.
'''There is a difference between “capital-W” and “small-w” workflow.''' Practice-management systems manage the broader internal firm workflow. Truss focuses heavily on the smaller client-facing workflows surrounding an engagement.
'''Client adoption is an implementation metric.''' Pinkous argues that firms cannot redesign workflow around technology that only a fraction of clients will use. Truss emphasizes a low-friction, firm-branded experience with minimal login and account-creation barriers.
'''Tax may be the entry point, but client experience crosses service lines.''' Firms sometimes extend Truss into audit and CAS so clients do not encounter completely different interaction models across departments.
'''Document management remains an unresolved part of the modern stack.''' The discussion includes FileCabinet CS, SharePoint, Google Workspace, and other repositories.
'''Capital structure affects product governance.''' Truss says it has been built without venture-capital financing. Pinkous argues that this changes management's incentives and priorities.
'''Pricing simplicity can reduce implementation friction.''' Pinkous describes firmwide pricing with unlimited users, returns, e-signatures, and AI usage.
== Catchy Quotes and Locations ==
{| class="wikitable sortable"
! Time
! Speaker
! Pull Quote
! Promotional Angle
'''03:55'''
Dan Pinkous
“The first phase… save these firms from the tedium… liberate them from the compliance. Really, the second phase is now we can be free to do advisory.”
AI and advisory
-
'''06:52'''
Dan Pinkous
“The industry has been too territorial, and it's hurting accountants. We need to be working together. We need to be collaborating.”
Alliances
-
'''07:05'''
Dan Pinkous
“Ping is peanut butter and jelly with us.”
Partner ecosystem
-
'''12:00'''
Dan Pinkous
“Client says they uploaded something. Okay, where did they upload it? And I got to go search across four or five different systems.”
Workflow fragmentation
-
'''21:01'''
Dan Pinkous
“What if we start with the client experience, and we really nail that? And that's our primary north star for success.”
Client experience
-
'''21:16'''
Dan Pinkous
“I can't build a workflow around something where only 30% of my clients are using it… we need to push for 90% plus adoption.”
Technology adoption
-
'''24:09'''
Dan Pinkous
“We're really unique in that we're one of the only companies in the space that is built customer funded. We haven't taken any venture capital funding, any outside funding whatsoever.”
Self-funding
-
'''24:41'''
Dan Pinkous
“We get to serve just one master, and that's our customers.”
Customer focus
-
'''25:53'''
Dan Pinkous
“Operating profitably is a much more stable future… long-term way to build.”
Vendor sustainability
-
'''27:22'''
Dan Pinkous
“One simple price for the entire firm, unlimited usage, unlimited e-signs, unlimited returns, unlimited users… unlimited AI usage… go crazy, have fun.”
Pricing
}
== Suggested Short-Video Pulls ==
; Partnerships vs. territorialism — approximately 06:45–07:20
: Strong discussion of why vendors should collaborate instead of trying to own the entire accounting technology stack.
; The fragmented tax stack — approximately 11:45–12:30
: A relatable scenario: the client says a document was uploaded, but staff have to search four or five systems to find it.
; Start with the client — approximately 20:50–21:35
: Standalone discussion of designing workflow backward from the client experience and the importance of adoption.
; Customer-funded technology — approximately 24:05–24:55
: Pinkous explains how Truss's financing model affects its priorities and strategy.
== Products, Services, and Companies Mentioned ==
''A dash indicates that a current official account was not confidently verified during the research pass. Where a product does not maintain its own account, the parent/vendor account is shown.''
{| class="wikitable sortable"
! Product / Company
! Why It Comes Up
! X
! Facebook
! LinkedIn
! Instagram
'''Truss'''
Guest's company; AI-native tax workflow platform
—
—
Truss — company/gettruss
—
-
'''CPA Practice Advisor'''
Publisher/sponsor of Accounting Technology Lab
@CPAPracAdvisor*
CPA Practice Advisor*
CPA Practice Advisor — company/cpa-practice-advisor
—
-
'''CPA.com / AICPA Startup Accelerator'''
Program that brought Truss, Ping Assistant, and other startups together
CPA.com official account
CPA.com official account
CPA.com — company/cpa-com
—
-
'''ChatGPT / OpenAI'''
General AI experience used as an analogy for working with client context
@OpenAI / @ChatGPTapp
@OpenAI
OpenAI / ChatGPT
@openai / @chatgpt
-
'''Claude / Anthropic'''
General AI experience used as an analogy
@AnthropicAI
—
Anthropic — company/anthropicresearch
—
-
'''Ping Assistant'''
AI platform for capturing firm/client context and identifying advisory opportunities
—
—
Ping Assistant — company/ping-assistant
—
-
'''Kintsugi'''
Sales-tax technology and advisory partner
—
—
Kintsugi — company/kintsugi-ai
—
-
'''Filed'''
AI tax-preparation partner
—
—
Filed / Filed HQ
—
-
'''Byron'''
AI tax-preparation partner
—
—
Byron — company/usebyron
—
-
'''Magnetic'''
AI tax-preparation partner
—
—
Magnetic — company/magnetictax
—
-
'''K1x'''
K-1 data extraction/integration
—
—
K1X, Inc. — company/k1x
—
-
'''GruntWorx'''
Tax-document OCR/extraction
—
—
GruntWorx — company/gruntworx
—
-
'''CygnusAI'''
Specialized AI/tax technology partnership
—
—
CygnusAI — company/aicygnus
—
-
'''Bizora'''
AI-powered tax research/advisory technology
—
Official link listed by vendor
Bizora — company/bizora
Official link listed by vendor
-
'''Karbon'''
Practice-management/workflow integration and example of “capital-W” workflow
—
Official company presence
Karbon — company/karbonhq
Official company presence
-
'''XCM / Wolters Kluwer'''
Practice workflow example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''CCH / CCH Scan / Wolters Kluwer'''
Specialized tax-document processing example
—
Wolters Kluwer
Wolters Kluwer / Wolters Kluwer Tax & Accounting
Wolters Kluwer
-
'''Suralink'''
PBC/request-list and audit collaboration example
—
—
Suralink — company/suralink
—
-
'''ShareFile / Progress'''
File sharing/document-management example
—
—
Progress ShareFile — company/sharefile
—
-
'''Microsoft SharePoint'''
Document repository/DMS option
@Microsoft
Microsoft
Microsoft
—
-
'''Microsoft Excel'''
Spreadsheet/request-list example
@Microsoft
Microsoft
Microsoft
—
-
'''Google Workspace'''
Document repository/collaboration alternative
@AskWorkspace
googleworkspace
Google Workspace
—
-
'''FileCabinet CS / Thomson Reuters'''
Legacy document-management platform discussed in the context of replacement/migration
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''NetClient CS / Thomson Reuters'''
Legacy/client portal technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SurePrep / Thomson Reuters'''
Technology found in larger tax-firm stacks
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''SafeSend / Thomson Reuters'''
Return-delivery technology
Thomson Reuters official
Thomson Reuters
Thomson Reuters — company/thomson-reuters
Thomson Reuters
-
'''Zoho'''
Privately held technology-company comparison during the funding discussion
—
—
Zoho — company/zoho
—
}
*CPA Practice Advisor's X/Facebook identifiers appeared in historical publisher materials; confirm before scheduling a campaign if precise tagging is important.
== Social Media Posts ==
=== Post 1 — Episode Launch ===
What happens when an accounting-tech company decides it doesn't need to build everything itself—or raise venture capital to do it?
ATL274 explores '''alliances, AI, client workflow, and self-funding''' with Dan Pinkous of Truss.
#AccountingTechnology #TaxTechnology #AI #CPA
=== Post 2 — Territorialism ===
“The industry has been too territorial, and it's hurting accountants.”
Dan Pinkous of Truss makes the case for accounting-tech vendors working '''together''' instead of building another collection of disconnected silos.
Hear the discussion on ATL274.
#AccountingTech #CPA #TaxTech
=== Post 3 — AI With a Purpose ===
The objective of AI shouldn't be to help accountants crank out even more compliance work.
Dan Pinkous sees phase one as eliminating the tedium—and phase two as freeing professionals to do more '''advisory work'''.
That's a much more interesting ROI calculation.
#AI #Advisory #Accounting
=== Post 4 — Where Did the File Go? ===
“Client says they uploaded something. Okay, where did they upload it?”
If that sentence sounds painfully familiar, you understand the hidden cost of a fragmented accounting technology stack.
ATL274 looks at connecting the workflow instead of adding one more silo.
#Workflow #AccountingTechnology #Tax
=== Post 5 — Peanut Butter and Jelly ===
Some technology partnerships make more sense together.
Dan Pinkous describes '''Ping Assistant + Truss''' as “peanut butter and jelly”—client and meeting intelligence paired with documents and tax workflow.
That's the kind of integration strategy worth watching.
#AI #AccountingTech #Advisory
=== Post 6 — Buy, Build—or Partner? ===
Should every tax-workflow company build its own AI tax-preparation engine?
Truss says no.
ATL274 explores why specialized partners such as Filed, Byron, Magnetic, K1x, GruntWorx, Kintsugi and others may create a stronger ecosystem than trying to reinvent every wheel.
#TaxTech #BestOfBreed #Accounting
=== Post 7 — Capital-W Workflow ===
There's '''Workflow'''—the big firmwide process managed by practice-management software.
Then there's '''workflow'''—all the smaller client interactions, document requests, signatures, delivery steps and handoffs inside an engagement.
ATL274 digs into why accounting firms need both.
#PracticeManagement #Workflow #CPA
=== Post 8 — Client Experience First ===
“What if we start with the client experience, and we really nail that?”
That's an important design question for every accounting firm—not just software developers.
A perfect internal workflow isn't perfect if clients won't use it.
#ClientExperience #AccountingFirms #Technology
=== Post 9 — The 30% Problem ===
You can't redesign your firm's workflow around a portal only 30% of clients will use.
Dan Pinkous says adoption needs to be much closer to 90%+ before technology can become the foundation of the process.
Implementation matters as much as the feature list.
#ChangeManagement #CPA #AccountingTechnology
=== Post 10 — AI Under the Hood ===
The most useful accounting AI may be the AI users barely notice.
Renaming documents. Rotating pages. Identifying tax years. Building checklists. Extracting information. Flagging exceptions.
That's very different from simply bolting a chatbot onto yesterday's software.
#AI #TaxTechnology #Automation
=== Post 11 — From Tax to Advisory ===
If automation gives your firm back 100 hours, what are you going to do with them?
More compliance—or more advisory?
ATL274 with Dan Pinkous of Truss asks what happens '''after''' AI creates capacity.
#AdvisoryServices #AI #CPA
=== Post 12 — Tax Is Only Part of the Client Relationship ===
Your client doesn't care that tax, audit and CAS are separate departments.
They see '''one accounting firm'''.
ATL274 explores why maintaining a consistent client experience across service lines may matter more than the internal boundaries in your org chart.
#CAS #Audit #Tax #ClientExperience
=== Post 13 — Document Management Isn't Dead ===
FileCabinet CS. SharePoint. Google Workspace. Portals. Practice-management systems.
Where exactly should the client file live?
ATL274 touches one of the least glamorous—and most consequential—questions in the accounting technology stack.
#DocumentManagement #CPA #AccountingTech
=== Post 14 — Self-Funded ===
Truss says it has taken '''no outside venture-capital funding'''.
Why should an accounting firm care?
Because capital structure can influence product priorities, growth expectations, pricing, customer service, and long-term vendor risk.
ATL274 gets into it.
#VendorManagement #AccountingTechnology #SaaS
=== Post 15 — One Master ===
“We get to serve just one master, and that's our customers.”
Dan Pinkous explains how Truss's customer-funded model shapes the company.
For firms evaluating mission-critical technology, understanding '''who the vendor ultimately answers to''' is a worthwhile due-diligence question.
#VendorRisk #CPA #TechnologyStrategy
=== Post 16 — Profitability Matters ===
Features aren't the only thing to evaluate when choosing a software vendor.
Financial durability matters too.
ATL274 discusses the difference between operating profitably and depending on the next funding round to keep the growth engine running.
That's vendor-risk management, not pessimism.
#VendorRisk #SaaS #AccountingTechnology
=== Post 17 — Simple Pricing ===
Unlimited users. Unlimited returns. Unlimited e-signatures. Unlimited AI usage.
Dan Pinkous explains why Truss favors a simple firmwide pricing model rather than putting a meter on every workflow action.
ATL274 explores the thinking behind it.
#Pricing #TaxTechnology #CPA
=== Post 18 — Integration Is a Control Issue ===
Every additional system creates another handoff.
Every handoff creates another opportunity for something to be misplaced, duplicated, delayed, or overlooked.
That's why integration isn't merely convenient—it can be an internal-control issue.
More on ATL274.
#InternalControls #Workflow #AccountingTechnology
=== Post 19 — Think Ecosystem, Not Feature Checklist ===
Software evaluations often become giant feature-comparison spreadsheets.
ATL274 suggests another question:
'''How well will this product operate inside the ecosystem we already have?'''
A best-of-breed product that doesn't communicate with its neighbors can become an expensive island.
#TechStack #CPA #SoftwareSelection
=== Post 20 — Main Takeaway ===
The winner in accounting technology may not be the vendor that builds the most features.
It may be the vendor that combines the right automation, the right specialist partners, a frictionless client experience, and a sustainable business model.
That's the conversation in '''ATL274: Alliances, AI, and Self-Funding! Oh My!'''
#AccountingTechnologyLab #AccountingTech #AI #TaxTech #CPA
== Newsletter / Website Teaser ==
What happens when a tax-workflow company decides '''not''' to build every specialized technology itself—and '''not''' to take venture capital?
In ATL274, Randy Johnston and Brian Tankersley sit down with '''Dan Pinkous, founder and CEO of Truss''', for a wide-ranging discussion about AI-native tax workflow, vendor partnerships, client adoption, document management, and startup economics.
Pinkous explains why he believes accounting technology has been too territorial, how Truss is working with specialists including Ping Assistant, Kintsugi, Filed, Byron, Magnetic, K1x and GruntWorx, and why the company emphasizes a low-friction client experience. The conversation also examines a part of vendor due diligence firms sometimes overlook: '''who funded the software company, whether it operates profitably, and how that affects long-term incentives.'''
If your firm is rethinking its tax stack, this episode offers plenty to consider.
== Suggested Hashtags ==
'''Primary:'''
#AccountingTechnologyLab #AccountingTechnology #TaxTechnology #AI #CPA
'''Secondary:'''
#TaxTech #AccountingAI #WorkflowAutomation #AdvisoryServices #PracticeManagement #ClientExperience #DigitalTransformation #VendorRisk #TaxWorkflow #AccountingFirms
== Suggested Promotional Graphic ==
'''Primary Headline:'''
ALLIANCES, AI & SELF-FUNDING! OH MY!
'''Secondary Line:'''
A Different Approach to Building the Modern Tax Technology Stack
'''Guest:'''
Dan Pinkous
Founder & CEO, Truss
'''Graphic Callouts:'''
PARTNERSHIPS • AI-NATIVE WORKFLOW • CLIENT EXPERIENCE • CUSTOMER-FUNDED
'''Best Quote Overlay:'''
'''Alternate Quote Overlay:'''
'''Visual Direction:'''
Use established Accounting Technology Lab branding with Dan Pinkous as the principal guest image and Randy Johnston/Brian Tankersley in secondary positions. Behind the speakers, use a subtle connected-node or hub-and-spoke motif representing an ecosystem of accounting applications.
Rather than showing one giant software box swallowing the technology stack, depict Truss as part of a connected constellation of specialized applications. Work in understated imagery representing tax documents, AI automation, workflow handoffs, and client collaboration.
For the self-funding theme, avoid generic piles of cash or venture-capital clichés. A cleaner visual would contrast '''CUSTOMER-FUNDED''' with '''VC-FUNDED''' and place a check beside the former.
Keep logos subordinate to the people and headline. The story is the strategy behind the technology, not a NASCAR-style collection of partner logos.
== Suggested Episode Description ==
Accounting technology vendors have spent years trying to build bigger suites, but what if the better strategy is to partner with specialists instead?
In ATL274, Randy Johnston and Brian Tankersley welcome '''Dan Pinkous, founder and CEO of Truss''', to discuss the company's approach to tax workflow, artificial intelligence, client experience, and partnerships. Pinkous explains why he believes vendors need to be less territorial, how Truss works with specialized technologies for AI tax preparation, sales tax, document extraction, tax research, and practice management, and why eliminating friction for clients is central to the company's design.
The conversation also takes an unusual turn into startup finance. Truss says it has remained customer-funded without outside venture capital, giving the hosts and Pinkous an opportunity to discuss profitability, incentives, vendor stability, and why a software company's financing model should matter to accounting firms evaluating long-term technology partners.
It's a practical discussion about much more than one product: '''how modern accounting firms should think about ecosystems, integration, workflow, AI, client adoption, and vendor risk.'''

Podcast

2026-09-10T14:49:50Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/274 274]
|[[ATL274|Alliances, AI, and Self-Funding! Oh My! (Guest: Dan Pinkous, Truss)]]
|[https://cpate.ch/atl274pub atl274pub]
|8/7/2026
|9/11/2026
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|9/4/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

Podcast

2026-09-01T01:50:11Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|[https://cpate.ch/273 273]
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|[https://cpate.ch/atl273pub atl273pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/272 272]
|[[ATL272|The Gathering Storm: Open Source AI]]
|[https://cpate.ch/atl272pub atl272pub]
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|[https://cpate.ch/atl271pub atl271pub]
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|[https://cpate.ch/atl270pub atl270pub]
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL273

2026-09-01T01:43:14Z

Bftcpa606:

[[File:Slide20.JPG|thumb]]

= ATL273 — Reinventing Your Practice with Advisory =
'''With Guest Nancy Sperry of Sage'''

* '''Program:''' Accounting Technology Lab
* '''Episode:''' ATL273
* '''Release date:''' September 4, 2026
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Guest:''' Nancy Sperry, Senior Vice President of U.S. Partner Sales, Sage
* '''Approximate runtime:''' 33 minutes
* '''Primary topic:''' Using trusted AI, agentic automation, and the Sage partner ecosystem to move accounting professionals from transaction processing toward higher-value advisory work.
== 200-Word Episode Summary ==
In ATL273, Randy Johnston and Brian Tankersley talk with Nancy Sperry, Senior Vice President of U.S. Partner Sales at Sage, about how AI can help accounting firms and finance professionals reinvent their practices around advisory services. Sperry argues that AI adoption in accounting depends on trust: systems must be explainable, auditable, secure, controllable, and subject to human approval. That “glass box” approach can reduce the time professionals spend validating transactions and manipulating data, freeing them to interpret results, advise clients, and look forward instead of backward.

The discussion explores Sage Copilot, finance and close agents, partner-built agents, and a future agent marketplace where solutions created for one client may be reused across the Sage ecosystem. The hosts and Sperry also examine how AI could accelerate micro-vertical specialization in industries such as construction and nonprofit organizations, while integrations and Model Context Protocol connections may reduce dependence on traditional middleware and point solutions.

The episode closes with Sage’s broader platform strategy, including Sage Intacct, Sage HCM, and acquired products, and with a clear message for firms: advisory growth will require both AI-enabled productivity and disciplined governance, security, accountability, and human oversight as firms redesign workflows and deepen trusted relationships with clients today.
== Key Takeaways ==

* '''Trust is the gating factor for accounting AI.''' Explainability, auditability, approval workflows, security, and accountability matter as much as model capability.
* '''Advisory becomes more practical when the mechanical work shrinks.''' Automation can move professionals away from manipulating data and toward interpreting what the numbers mean.
* '''Finance will not become autonomous overnight.''' Sperry notes that only a small portion of finance functions are autonomous today; confidence must be earned through reliable results and controls.
* '''Agents create a new partner opportunity.''' Sage partners may be able to build agents for specific client problems and then distribute reusable solutions through a broader marketplace.
* '''Industry specialization can get much deeper.''' AI and agent builders may allow firms to move beyond broad verticals such as construction into highly specialized micro-vertical workflows.
* '''MCP and cross-system agents can change the technology stack.''' Agents that work across systems such as CRM, payroll, and ERP could eliminate some traditional integration layers—but also introduce new security concerns.
* '''Advisory becomes forward-looking.''' The opportunity is to spend less time looking through the rearview mirror and more time helping clients see through the windshield.
* '''Human oversight remains essential.''' The accountant, CFO, or advisor remains responsible for consequential decisions even when AI performs more of the underlying work.
* '''Sage is broadening the platform''' around finance, HR, payroll, expenses, construction, forecasting, practice management, and other adjacent workflows.
* '''The strategic opportunity is bigger than efficiency.''' AI can change the relationship between the accounting professional and the client by making interpretation, specialization, and continuous advice economically feasible.
== Catchy Quotes and Video Locations ==
''Times are based on the supplied transcript and may shift slightly if the published video contains a different intro, edit, or advertising insert.''

* '''00:55 — Nancy Sperry:''' “AI is the most exciting and really going faster than either of those two kind of major changes.”
* '''04:34 — Nancy Sperry:''' “Anything that is explainable and that I can click through and see the result… gives a lot of confidence.”
* '''06:48 — Brian Tankersley:''' “When the math’s not mathing, it’s not good for anybody in accounting.”
* '''08:24 — Nancy Sperry:''' “I see it being a really big revolution in the relationship.”
* '''10:37 — Nancy Sperry:''' “Turn the headlights on and see into the future.”
* '''13:36 — Nancy Sperry:''' Partners can “solve real business problems that are really critically important to that client.”
* '''15:58 — Randy Johnston:''' Advisory is “looking out the windshield as opposed to looking in the rearview mirror.”
* '''20:44 — Nancy Sperry:''' “Partners are the intersection of that for us at Sage.”
* '''26:26 — Nancy Sperry:''' Sage’s “glass box approach” is designed to provide confidence, control, oversight, and accountability.
* '''31:39 — Nancy Sperry:''' AI creates an opportunity for partners “to just create amazing outcomes.”
== 20 Social Media Posts ==

* '''Accounting advisory gets a lot easier when accountants stop spending most of their time manipulating data.''' ATL273 explores how trusted AI could shift the profession toward interpretation, judgment, and forward-looking advice. #AccountingTechnology #Advisory #AIinAccounting What does trustworthy AI actually mean for an accountant?
* '''Explainable. Auditable. Approvable. Secure. Accountable.''' Nancy Sperry of Sage joins ATL273 to explain why those controls matter. #AIGovernance #Accounting #Sage
* “'''When the math’s not mathing, it’s not good for anybody in accounting.'''” Brian Tankersley sums up one of the profession’s biggest concerns about blindly trusting AI output. #AIinAccounting #CPA #AccountingTech AI should help accountants spend less time looking in the rearview mirror and more time '''looking through the windshield.''' That is the advisory opportunity explored in ATL273. #AdvisoryServices #FutureOfAccounting
* The best accounting AI may not be the model with the flashiest demo. For regulated financial workflows, '''auditability, security, controls, and human approval''' may matter more. #AIGovernance #RiskManagement
* What happens when an accounting technology partner builds an AI agent that solves a difficult problem for one client—and can then offer it to hundreds more? ATL273 explores the emerging '''agent marketplace''' opportunity. #AgenticAI #AccountingTechnology
* An AI agent does not have to solve every accounting problem. A highly specialized agent that solves '''one expensive recurring problem really well''' may be far more valuable. #Automation #CPA
* Construction is not one market. Nonprofits are not one market. AI may allow accounting firms and technology partners to specialize far beyond traditional verticals into '''micro-vertical workflows.''' #Advisory #VerticalMarkets
* The future accounting technology stack may contain fewer traditional middleware products. Agents and MCP connections increasingly allow systems to communicate and execute work across platforms. '''That creates opportunity—and new security risks.''' #MCP #Cybersecurity #AI
* Advisory is not simply another service line. AI could fundamentally change the client relationship by giving accountants more time to '''interpret what happened, explain why it matters, and recommend what comes next.''' #TrustedAdvisor #Accounting
* Nancy Sperry says partners are critical to Sage’s AI strategy because they sit where software meets the messy reality of the customer’s business. That may make partners some of the most important AI innovators in accounting. #Sage #PartnerEcosystem
* Imagine building an AI agent for one unusual client workflow, refining it until it works, and then turning that intellectual property into a reusable solution. That is a very different business model for accounting technology consultants. #AgenticAI #Innovation
* AI can compress the journey from '''question → analysis → decision.''' But faster decisions only create value when the underlying data, controls, and reasoning can be trusted. #FinanceTransformation #AIGovernance
* Sage calls its approach a '''“glass box.”''' Accountants can see how the system reached an outcome instead of being expected to trust an unexplained black-box answer. That distinction matters in regulated workflows. #ExplainableAI #Accounting
* If automation handles more transaction processing, reconciliations, extraction, and validation, the accountant’s scarce resource increasingly becomes '''judgment.''' ATL273 examines what that means for advisory practices. #FutureOfWork #CPA
* The interesting question is no longer simply, “Can AI automate this?” A better question is: '''“What higher-value work can our people do once it does?”''' #AdvisoryServices #Automation #Accounting
* ERP, payroll, CRM, HCM, expense management, forecasting, practice management—the finance stack keeps expanding. Agents may provide a new connective layer across all of it. ATL273 looks at where Sage believes this is heading. #ERP #AgenticAI
* Technology partners have spent decades customizing software for clients. Agent builders could turn that same problem-solving expertise into reusable digital workers—and potentially a new source of recurring revenue. #PartnerChannel #AI
* Trustworthy AI is not just a technical requirement. It is a '''business-model requirement''' for accountants whose rofessional relationships depend on clients trusting their numbers and recommendations. #TrustedAdvisor #ProfessionalJudgment
* AI will change accounting faster than cloud computing did, according to Nancy Sperry. The firms that benefit most may be the ones that pair aggressive experimentation with equally serious attention to '''security, governance, controls, and human oversight.''' #AccountingTechnology #AIinAccounting #Sage
== Products, Services, Companies, and Social Accounts ==
Product names are grouped under their parent company when a separate official product account is not appropriate. “Not verified” means an official account could not be confirmed confidently enough to publish without guessing.
{| class="wikitable"
!Entity
!Products/services mentioned
!X
!Facebook
!LinkedIn
!Instagram
|-
|'''Sage'''
|Sage Intacct; Sage Copilot; finance agent; close agent; agent builders; proposed agent marketplace; Sage HCM; Sage 300; Sage Labs; construction and nonprofit solutions; Compass; AutoEntry; Criterion HCM; Fairsail; Brightpearl; Fyle; ForceManager/Sage Sales Management; Corecon; Futrli; GoProposal
|@SageNAmerica / @sagegroupplc
|Sage
|Sage
|@sageofficial
|-
|'''Microsoft'''
|Microsoft Copilot; underlying enterprise AI/compliance capabilities discussed by Brian
|@Microsoft
|Microsoft
|microsoft
|@microsoft
|-
|'''OpenAI'''
|ChatGPT
|@OpenAI
|@OpenAI
|OpenAI
|@openai
|-
|'''Anthropic'''
|Claude
|@AnthropicAI
|Not verified
|anthropicresearch
|Not verified
|-
|'''Google'''
|Gemini
|@Google
|Google
|google
|@google
|-
|'''Salesforce'''
|Salesforce CRM; example of an MCP-connected business system
|@salesforce
|Salesforce
|salesforce
|@salesforce
|-
|'''ADP'''
|ADP Payroll; example of an MCP-connected business system
|@ADP
|ADP
|adp
|ADP
|-
|'''Wolters Kluwer'''
|Professional accounting/tax technology; cited as another provider emphasizing trustworthy AI
|@Wolters_Kluwer
|wolterskluwer
|wolters-kluwer
|Not verified
|-
|'''Thomson Reuters'''
|Professional accounting/tax technology; cited as another provider emphasizing trustworthy AI
|@thomsonreuters
|@thomsonreuters
|thomson-reuters
|@thomsonreuters
|-
|'''LPGA'''
|Sage customer/partner example discussed in connection with specialized financial workflows
|@LPGA
|LPGA
|lpga
|@lpga_tour
|-
|'''ACT Construction'''
|Construction customer example as named in the transcript
|Not verified
|Not verified
|Not verified
|Not verified
|-
|'''CPA Practice Advisor'''
|Publisher of Accounting Technology Lab
|@CPAPracAdvisor
|cpapracticeadvisor
|cpa-practice-advisor
|@cpapracticeadvisor
|-
|'''Model Context Protocol (MCP)'''
|Cross-system AI integration protocol discussed by Randy
|N/A
|N/A
|N/A
|N/A
|}

=== Suggested Hashtags ===
<nowiki>#</nowiki>AccountingTechnology #AccountingTechnologyLab #AIinAccounting #AdvisoryServices #TrustedAdvisor #AgenticAI #Sage #SageIntacct #AIGovernance #ExplainableAI #Accounting #CPA #FinanceTransformation #Automation #FutureOfAccounting #PartnerChannel #MCP #Cybersecurity #InternalControls #ProfessionalJudgment

=== Newsletter / Website Teaser ===
Can AI finally give accountants enough time to become the advisors clients keep asking for?

In ATL273, Randy Johnston and Brian Tankersley welcome Nancy Sperry, Senior Vice President of U.S. Partner Sales at Sage, for a discussion about trusted AI, agentic workflows, advisory services, and the changing role of accounting technology partners.

The conversation goes well beyond automation. Nancy explains Sage’s “glass box” approach to explainability, auditability, approval, security, and accountability; discusses partner-built AI agents and a future agent marketplace; and explores how AI could enable much deeper industry specialization.

The larger opportunity is straightforward: automate more of the mechanical work so accountants can spend more time interpreting information, looking forward, and helping clients make better decisions.

==== Suggested Promotional Graphic ====
Primary headline: Reinventing Your Practice with Advisory

Secondary line:Trusted AI, Agents, and the New Role of the Accounting Advisor

Guest identification: Nancy Sperry, Senior Vice President, U.S. Partner Sales — Sage

==== Suggested visual callouts: ====
TRUSTED AI • ADVISORY • AGENTS • MICRO-VERTICALS

Best quote overlay:

“Turn the headlights on and see into the future.” — Nancy Sperry

Alternative humorous quote for social graphics:

“When the math’s not mathing, it’s not good for anybody in accounting.” — Brian Tankersley

Visual direction:

Use Nancy prominently with Randy and Brian, with subtle imagery suggesting a transition from transactional accounting/data processing toward forward-looking analytics. A restrained Sage-inspired green accent would reinforce the guest/company connection without allowing vendor branding to overwhelm the ATL identity.

File:Slide20.JPG

2026-09-01T01:42:47Z

Bftcpa606:

ATL273

2026-09-01T01:32:25Z

Bftcpa606:

= ATL273 — Reinventing Your Practice with Advisory =
'''With Guest Nancy Sperry of Sage'''

* '''Program:''' Accounting Technology Lab
* '''Episode:''' ATL273
* '''Release date:''' September 4, 2026
* '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
* '''Guest:''' Nancy Sperry, Senior Vice President of U.S. Partner Sales, Sage
* '''Approximate runtime:''' 33 minutes
* '''Primary topic:''' Using trusted AI, agentic automation, and the Sage partner ecosystem to move accounting professionals from transaction processing toward higher-value advisory work.
== 200-Word Episode Summary ==
In ATL273, Randy Johnston and Brian Tankersley talk with Nancy Sperry, Senior Vice President of U.S. Partner Sales at Sage, about how AI can help accounting firms and finance professionals reinvent their practices around advisory services. Sperry argues that AI adoption in accounting depends on trust: systems must be explainable, auditable, secure, controllable, and subject to human approval. That “glass box” approach can reduce the time professionals spend validating transactions and manipulating data, freeing them to interpret results, advise clients, and look forward instead of backward.

The discussion explores Sage Copilot, finance and close agents, partner-built agents, and a future agent marketplace where solutions created for one client may be reused across the Sage ecosystem. The hosts and Sperry also examine how AI could accelerate micro-vertical specialization in industries such as construction and nonprofit organizations, while integrations and Model Context Protocol connections may reduce dependence on traditional middleware and point solutions.

The episode closes with Sage’s broader platform strategy, including Sage Intacct, Sage HCM, and acquired products, and with a clear message for firms: advisory growth will require both AI-enabled productivity and disciplined governance, security, accountability, and human oversight as firms redesign workflows and deepen trusted relationships with clients today.
== Key Takeaways ==

* '''Trust is the gating factor for accounting AI.''' Explainability, auditability, approval workflows, security, and accountability matter as much as model capability.
* '''Advisory becomes more practical when the mechanical work shrinks.''' Automation can move professionals away from manipulating data and toward interpreting what the numbers mean.
* '''Finance will not become autonomous overnight.''' Sperry notes that only a small portion of finance functions are autonomous today; confidence must be earned through reliable results and controls.
* '''Agents create a new partner opportunity.''' Sage partners may be able to build agents for specific client problems and then distribute reusable solutions through a broader marketplace.
* '''Industry specialization can get much deeper.''' AI and agent builders may allow firms to move beyond broad verticals such as construction into highly specialized micro-vertical workflows.
* '''MCP and cross-system agents can change the technology stack.''' Agents that work across systems such as CRM, payroll, and ERP could eliminate some traditional integration layers—but also introduce new security concerns.
* '''Advisory becomes forward-looking.''' The opportunity is to spend less time looking through the rearview mirror and more time helping clients see through the windshield.
* '''Human oversight remains essential.''' The accountant, CFO, or advisor remains responsible for consequential decisions even when AI performs more of the underlying work.
* '''Sage is broadening the platform''' around finance, HR, payroll, expenses, construction, forecasting, practice management, and other adjacent workflows.
* '''The strategic opportunity is bigger than efficiency.''' AI can change the relationship between the accounting professional and the client by making interpretation, specialization, and continuous advice economically feasible.
== Catchy Quotes and Video Locations ==
''Times are based on the supplied transcript and may shift slightly if the published video contains a different intro, edit, or advertising insert.''

* '''00:55 — Nancy Sperry:''' “AI is the most exciting and really going faster than either of those two kind of major changes.”
* '''04:34 — Nancy Sperry:''' “Anything that is explainable and that I can click through and see the result… gives a lot of confidence.”
* '''06:48 — Brian Tankersley:''' “When the math’s not mathing, it’s not good for anybody in accounting.”
* '''08:24 — Nancy Sperry:''' “I see it being a really big revolution in the relationship.”
* '''10:37 — Nancy Sperry:''' “Turn the headlights on and see into the future.”
* '''13:36 — Nancy Sperry:''' Partners can “solve real business problems that are really critically important to that client.”
* '''15:58 — Randy Johnston:''' Advisory is “looking out the windshield as opposed to looking in the rearview mirror.”
* '''20:44 — Nancy Sperry:''' “Partners are the intersection of that for us at Sage.”
* '''26:26 — Nancy Sperry:''' Sage’s “glass box approach” is designed to provide confidence, control, oversight, and accountability.
* '''31:39 — Nancy Sperry:''' AI creates an opportunity for partners “to just create amazing outcomes.”
== 20 Social Media Posts ==

* '''Accounting advisory gets a lot easier when accountants stop spending most of their time manipulating data.''' ATL273 explores how trusted AI could shift the profession toward interpretation, judgment, and forward-looking advice. #AccountingTechnology #Advisory #AIinAccounting What does trustworthy AI actually mean for an accountant?
* '''Explainable. Auditable. Approvable. Secure. Accountable.''' Nancy Sperry of Sage joins ATL273 to explain why those controls matter. #AIGovernance #Accounting #Sage
* “'''When the math’s not mathing, it’s not good for anybody in accounting.'''” Brian Tankersley sums up one of the profession’s biggest concerns about blindly trusting AI output. #AIinAccounting #CPA #AccountingTech AI should help accountants spend less time looking in the rearview mirror and more time '''looking through the windshield.''' That is the advisory opportunity explored in ATL273. #AdvisoryServices #FutureOfAccounting
* The best accounting AI may not be the model with the flashiest demo. For regulated financial workflows, '''auditability, security, controls, and human approval''' may matter more. #AIGovernance #RiskManagement
* What happens when an accounting technology partner builds an AI agent that solves a difficult problem for one client—and can then offer it to hundreds more? ATL273 explores the emerging '''agent marketplace''' opportunity. #AgenticAI #AccountingTechnology
* An AI agent does not have to solve every accounting problem. A highly specialized agent that solves '''one expensive recurring problem really well''' may be far more valuable. #Automation #CPA
* Construction is not one market. Nonprofits are not one market. AI may allow accounting firms and technology partners to specialize far beyond traditional verticals into '''micro-vertical workflows.''' #Advisory #VerticalMarkets
* The future accounting technology stack may contain fewer traditional middleware products. Agents and MCP connections increasingly allow systems to communicate and execute work across platforms. '''That creates opportunity—and new security risks.''' #MCP #Cybersecurity #AI
* Advisory is not simply another service line. AI could fundamentally change the client relationship by giving accountants more time to '''interpret what happened, explain why it matters, and recommend what comes next.''' #TrustedAdvisor #Accounting
* Nancy Sperry says partners are critical to Sage’s AI strategy because they sit where software meets the messy reality of the customer’s business. That may make partners some of the most important AI innovators in accounting. #Sage #PartnerEcosystem
* Imagine building an AI agent for one unusual client workflow, refining it until it works, and then turning that intellectual property into a reusable solution. That is a very different business model for accounting technology consultants. #AgenticAI #Innovation
* AI can compress the journey from '''question → analysis → decision.''' But faster decisions only create value when the underlying data, controls, and reasoning can be trusted. #FinanceTransformation #AIGovernance
* Sage calls its approach a '''“glass box.”''' Accountants can see how the system reached an outcome instead of being expected to trust an unexplained black-box answer. That distinction matters in regulated workflows. #ExplainableAI #Accounting
* If automation handles more transaction processing, reconciliations, extraction, and validation, the accountant’s scarce resource increasingly becomes '''judgment.''' ATL273 examines what that means for advisory practices. #FutureOfWork #CPA
* The interesting question is no longer simply, “Can AI automate this?” A better question is: '''“What higher-value work can our people do once it does?”''' #AdvisoryServices #Automation #Accounting
* ERP, payroll, CRM, HCM, expense management, forecasting, practice management—the finance stack keeps expanding. Agents may provide a new connective layer across all of it. ATL273 looks at where Sage believes this is heading. #ERP #AgenticAI
* Technology partners have spent decades customizing software for clients. Agent builders could turn that same problem-solving expertise into reusable digital workers—and potentially a new source of recurring revenue. #PartnerChannel #AI
* Trustworthy AI is not just a technical requirement. It is a '''business-model requirement''' for accountants whose rofessional relationships depend on clients trusting their numbers and recommendations. #TrustedAdvisor #ProfessionalJudgment
* AI will change accounting faster than cloud computing did, according to Nancy Sperry. The firms that benefit most may be the ones that pair aggressive experimentation with equally serious attention to '''security, governance, controls, and human oversight.''' #AccountingTechnology #AIinAccounting #Sage
== Products, Services, Companies, and Social Accounts ==
Product names are grouped under their parent company when a separate official product account is not appropriate. “Not verified” means an official account could not be confirmed confidently enough to publish without guessing.
{| class="wikitable"
!Entity
!Products/services mentioned
!X
!Facebook
!LinkedIn
!Instagram
|-
|'''Sage'''
|Sage Intacct; Sage Copilot; finance agent; close agent; agent builders; proposed agent marketplace; Sage HCM; Sage 300; Sage Labs; construction and nonprofit solutions; Compass; AutoEntry; Criterion HCM; Fairsail; Brightpearl; Fyle; ForceManager/Sage Sales Management; Corecon; Futrli; GoProposal
|@SageNAmerica / @sagegroupplc
|Sage
|Sage
|@sageofficial
|-
|'''Microsoft'''
|Microsoft Copilot; underlying enterprise AI/compliance capabilities discussed by Brian
|@Microsoft
|Microsoft
|microsoft
|@microsoft
|-
|'''OpenAI'''
|ChatGPT
|@OpenAI
|@OpenAI
|OpenAI
|@openai
|-
|'''Anthropic'''
|Claude
|@AnthropicAI
|Not verified
|anthropicresearch
|Not verified
|-
|'''Google'''
|Gemini
|@Google
|Google
|google
|@google
|-
|'''Salesforce'''
|Salesforce CRM; example of an MCP-connected business system
|@salesforce
|Salesforce
|salesforce
|@salesforce
|-
|'''ADP'''
|ADP Payroll; example of an MCP-connected business system
|@ADP
|ADP
|adp
|ADP
|-
|'''Wolters Kluwer'''
|Professional accounting/tax technology; cited as another provider emphasizing trustworthy AI
|@Wolters_Kluwer
|wolterskluwer
|wolters-kluwer
|Not verified
|-
|'''Thomson Reuters'''
|Professional accounting/tax technology; cited as another provider emphasizing trustworthy AI
|@thomsonreuters
|@thomsonreuters
|thomson-reuters
|@thomsonreuters
|-
|'''LPGA'''
|Sage customer/partner example discussed in connection with specialized financial workflows
|@LPGA
|LPGA
|lpga
|@lpga_tour
|-
|'''ACT Construction'''
|Construction customer example as named in the transcript
|Not verified
|Not verified
|Not verified
|Not verified
|-
|'''CPA Practice Advisor'''
|Publisher of Accounting Technology Lab
|@CPAPracAdvisor
|cpapracticeadvisor
|cpa-practice-advisor
|@cpapracticeadvisor
|-
|'''Model Context Protocol (MCP)'''
|Cross-system AI integration protocol discussed by Randy
|N/A
|N/A
|N/A
|N/A
|}

=== Suggested Hashtags ===
<nowiki>#</nowiki>AccountingTechnology #AccountingTechnologyLab #AIinAccounting #AdvisoryServices #TrustedAdvisor #AgenticAI #Sage #SageIntacct #AIGovernance #ExplainableAI #Accounting #CPA #FinanceTransformation #Automation #FutureOfAccounting #PartnerChannel #MCP #Cybersecurity #InternalControls #ProfessionalJudgment

=== Newsletter / Website Teaser ===
Can AI finally give accountants enough time to become the advisors clients keep asking for?

In ATL273, Randy Johnston and Brian Tankersley welcome Nancy Sperry, Senior Vice President of U.S. Partner Sales at Sage, for a discussion about trusted AI, agentic workflows, advisory services, and the changing role of accounting technology partners.

The conversation goes well beyond automation. Nancy explains Sage’s “glass box” approach to explainability, auditability, approval, security, and accountability; discusses partner-built AI agents and a future agent marketplace; and explores how AI could enable much deeper industry specialization.

The larger opportunity is straightforward: automate more of the mechanical work so accountants can spend more time interpreting information, looking forward, and helping clients make better decisions.

==== Suggested Promotional Graphic ====
Primary headline: Reinventing Your Practice with Advisory

Secondary line:Trusted AI, Agents, and the New Role of the Accounting Advisor

Guest identification: Nancy Sperry, Senior Vice President, U.S. Partner Sales — Sage

==== Suggested visual callouts: ====
TRUSTED AI • ADVISORY • AGENTS • MICRO-VERTICALS

Best quote overlay:

“Turn the headlights on and see into the future.” — Nancy Sperry

Alternative humorous quote for social graphics:

“When the math’s not mathing, it’s not good for anybody in accounting.” — Brian Tankersley

Visual direction:

Use Nancy prominently with Randy and Brian, with subtle imagery suggesting a transition from transactional accounting/data processing toward forward-looking analytics. A restrained Sage-inspired green accent would reinforce the guest/company connection without allowing vendor branding to overwhelm the ATL identity.

ATL273

2026-09-01T01:23:49Z

Bftcpa606: Created page with "= ATL273 — Reinventing Your Practice with Advisory = '''With Guest Nancy Sperry of Sage''' '''Program:''' Accounting Technology Lab '''Episode:''' ATL273 '''Release date:''' September 4, 2026 '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA '''Guest:''' Nancy Sperry, Senior Vice President of U.S. Partner Sales, Sage '''Approximate runtime:''' 33 minutes '''Primary topic:''' Using trusted AI, agentic automation, and the Sage partner ecosystem to move..."

= ATL273 — Reinventing Your Practice with Advisory =
'''With Guest Nancy Sperry of Sage'''
'''Program:''' Accounting Technology Lab
'''Episode:''' ATL273
'''Release date:''' September 4, 2026
'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
'''Guest:''' Nancy Sperry, Senior Vice President of U.S. Partner Sales, Sage
'''Approximate runtime:''' 33 minutes
'''Primary topic:''' Using trusted AI, agentic automation, and the Sage partner ecosystem to move accounting professionals from transaction processing toward higher-value advisory work.
== 200-Word Episode Summary ==
In ATL273, Randy Johnston and Brian Tankersley talk with Nancy Sperry, Senior Vice President of U.S. Partner Sales at Sage, about how AI can help accounting firms and finance professionals reinvent their practices around advisory services. Sperry argues that AI adoption in accounting depends on trust: systems must be explainable, auditable, secure, controllable, and subject to human approval. That “glass box” approach can reduce the time professionals spend validating transactions and manipulating data, freeing them to interpret results, advise clients, and look forward instead of backward. The discussion explores Sage Copilot, finance and close agents, partner-built agents, and a future agent marketplace where solutions created for one client may be reused across the Sage ecosystem. The hosts and Sperry also examine how AI could accelerate micro-vertical specialization in industries such as construction and nonprofit organizations, while integrations and Model Context Protocol connections may reduce dependence on traditional middleware and point solutions. The episode closes with Sage’s broader platform strategy, including Sage Intacct, Sage HCM, and acquired products, and with a clear message for firms: advisory growth will require both AI-enabled productivity and disciplined governance, security, accountability, and human oversight as firms redesign workflows and deepen trusted relationships with clients today.
== Key Takeaways ==
'''Trust is the gating factor for accounting AI.''' Explainability, auditability, approval workflows, security, and accountability matter as much as model capability.
'''Advisory becomes more practical when the mechanical work shrinks.''' Automation can move professionals away from manipulating data and toward interpreting what the numbers mean.
'''Finance will not become autonomous overnight.''' Sperry notes that only a small portion of finance functions are autonomous today; confidence must be earned through reliable results and controls.
'''Agents create a new partner opportunity.''' Sage partners may be able to build agents for specific client problems and then distribute reusable solutions through a broader marketplace.
'''Industry specialization can get much deeper.''' AI and agent builders may allow firms to move beyond broad verticals such as construction into highly specialized micro-vertical workflows.
'''MCP and cross-system agents can change the technology stack.''' Agents that work across systems such as CRM, payroll, and ERP could eliminate some traditional integration layers—but also introduce new security concerns.
'''Advisory becomes forward-looking.''' The opportunity is to spend less time looking through the rearview mirror and more time helping clients see through the windshield.
'''Human oversight remains essential.''' The accountant, CFO, or advisor remains responsible for consequential decisions even when AI performs more of the underlying work.
'''Sage is broadening the platform''' around finance, HR, payroll, expenses, construction, forecasting, practice management, and other adjacent workflows.
'''The strategic opportunity is bigger than efficiency.''' AI can change the relationship between the accounting professional and the client by making interpretation, specialization, and continuous advice economically feasible.
== Catchy Quotes and Video Locations ==
''Times are based on the supplied transcript and may shift slightly if the published video contains a different intro, edit, or advertising insert.''
'''00:55 — Nancy Sperry:''' “AI is the most exciting and really going faster than either of those two kind of major changes.”
'''04:34 — Nancy Sperry:''' “Anything that is explainable and that I can click through and see the result… gives a lot of confidence.”
'''06:48 — Brian Tankersley:''' “When the math’s not mathing, it’s not good for anybody in accounting.”
'''08:24 — Nancy Sperry:''' “I see it being a really big revolution in the relationship.”
'''10:37 — Nancy Sperry:''' “Turn the headlights on and see into the future.”
'''13:36 — Nancy Sperry:''' Partners can “solve real business problems that are really critically important to that client.”
'''15:58 — Randy Johnston:''' Advisory is “looking out the windshield as opposed to looking in the rearview mirror.”
'''20:44 — Nancy Sperry:''' “Partners are the intersection of that for us at Sage.”
'''26:26 — Nancy Sperry:''' Sage’s “glass box approach” is designed to provide confidence, control, oversight, and accountability.
'''31:39 — Nancy Sperry:''' AI creates an opportunity for partners “to just create amazing outcomes.”
== 20 Social Media Posts ==
'''Accounting advisory gets a lot easier when accountants stop spending most of their time manipulating data.''' ATL273 explores how trusted AI could shift the profession toward interpretation, judgment, and forward-looking advice. #AccountingTechnology #Advisory #AIinAccounting
What does trustworthy AI actually mean for an accountant? '''Explainable. Auditable. Approvable. Secure. Accountable.''' Nancy Sperry of Sage joins ATL273 to explain why those controls matter. #AIGovernance #Accounting #Sage
“'''When the math’s not mathing, it’s not good for anybody in accounting.'''” Brian Tankersley sums up one of the profession’s biggest concerns about blindly trusting AI output. #AIinAccounting #CPA #AccountingTech
AI should help accountants spend less time looking in the rearview mirror and more time '''looking through the windshield.''' That is the advisory opportunity explored in ATL273. #AdvisoryServices #FutureOfAccounting
The best accounting AI may not be the model with the flashiest demo. For regulated financial workflows, '''auditability, security, controls, and human approval''' may matter more. #AIGovernance #RiskManagement
What happens when an accounting technology partner builds an AI agent that solves a difficult problem for one client—and can then offer it to hundreds more? ATL273 explores the emerging '''agent marketplace''' opportunity. #AgenticAI #AccountingTechnology
An AI agent does not have to solve every accounting problem. A highly specialized agent that solves '''one expensive recurring problem really well''' may be far more valuable. #Automation #CPA
Construction is not one market. Nonprofits are not one market. AI may allow accounting firms and technology partners to specialize far beyond traditional verticals into '''micro-vertical workflows.''' #Advisory #VerticalMarkets
The future accounting technology stack may contain fewer traditional middleware products. Agents and MCP connections increasingly allow systems to communicate and execute work across platforms. '''That creates opportunity—and new security risks.''' #MCP #Cybersecurity #AI
Advisory is not simply another service line. AI could fundamentally change the client relationship by giving accountants more time to '''interpret what happened, explain why it matters, and recommend what comes next.''' #TrustedAdvisor #Accounting
Nancy Sperry says partners are critical to Sage’s AI strategy because they sit where software meets the messy reality of the customer’s business. That may make partners some of the most important AI innovators in accounting. #Sage #PartnerEcosystem
Imagine building an AI agent for one unusual client workflow, refining it until it works, and then turning that intellectual property into a reusable solution. That is a very different business model for accounting technology consultants. #AgenticAI #Innovation
AI can compress the journey from '''question → analysis → decision.''' But faster decisions only create value when the underlying data, controls, and reasoning can be trusted. #FinanceTransformation #AIGovernance
Sage calls its approach a '''“glass box.”''' Accountants can see how the system reached an outcome instead of being expected to trust an unexplained black-box answer. That distinction matters in regulated workflows. #ExplainableAI #Accounting
If automation handles more transaction processing, reconciliations, extraction, and validation, the accountant’s scarce resource increasingly becomes '''judgment.''' ATL273 examines what that means for advisory practices. #FutureOfWork #CPA
The interesting question is no longer simply, “Can AI automate this?” A better question is: '''“What higher-value work can our people do once it does?”''' #AdvisoryServices #Automation #Accounting
ERP, payroll, CRM, HCM, expense management, forecasting, practice management—the finance stack keeps expanding. Agents may provide a new connective layer across all of it. ATL273 looks at where Sage believes this is heading. #ERP #AgenticAI
Technology partners have spent decades customizing software for clients. Agent builders could turn that same problem-solving expertise into reusable digital workers—and potentially a new source of recurring revenue. #PartnerChannel #AI
Trustworthy AI is not just a technical requirement. It is a '''business-model requirement''' for accountants whose professional relationships depend on clients trusting their numbers and recommendations. #TrustedAdvisor #ProfessionalJudgment
AI will change accounting faster than cloud computing did, according to Nancy Sperry. The firms that benefit most may be the ones that pair aggressive experimentation with equally serious attention to '''security, governance, controls, and human oversight.''' #AccountingTechnology #AIinAccounting #Sage
== Products, Services, Companies, and Social Accounts ==
Product names are grouped under their parent company when a separate official product account is not appropriate. “Not verified” means an official account could not be confirmed confidently enough to publish without guessing.
{| class="wikitable sortable"
! Entity
! Products/services mentioned
! X
! Facebook
! LinkedIn
! Instagram
'''Sage'''
Sage Intacct; Sage Copilot; finance agent; close agent; agent builders; proposed agent marketplace; Sage HCM; Sage 300; Sage Labs; construction and nonprofit solutions; Compass; AutoEntry; Criterion HCM; Fairsail; Brightpearl; Fyle; ForceManager/Sage Sales Management; Corecon; Futrli; GoProposal
@SageNAmerica / @sagegroupplc
Sage
Sage
@sageofficial
-
'''Microsoft'''
Microsoft Copilot; underlying enterprise AI/compliance capabilities discussed by Brian
@Microsoft
Microsoft
microsoft
@microsoft
-
'''OpenAI'''
ChatGPT
@OpenAI
@OpenAI
OpenAI
@openai
-
'''Anthropic'''
Claude
@AnthropicAI
Not verified
anthropicresearch
Not verified
-
'''Google'''
Gemini
@Google
Google
google
@google
-
'''Salesforce'''
Salesforce CRM; example of an MCP-connected business system
@salesforce
Salesforce
salesforce
@salesforce
-
'''ADP'''
ADP Payroll; example of an MCP-connected business system
@ADP
ADP
adp
ADP
-
'''Wolters Kluwer'''
Professional accounting/tax technology; cited as another provider emphasizing trustworthy AI
@Wolters_Kluwer
wolterskluwer
wolters-kluwer
Not verified
-
'''Thomson Reuters'''
Professional accounting/tax technology; cited as another provider emphasizing trustworthy AI
@thomsonreuters
@thomsonreuters
thomson-reuters
@thomsonreuters
-
'''LPGA'''
Sage customer/partner example discussed in connection with specialized financial workflows
@LPGA
LPGA
lpga
@lpga_tour
-
'''ACT Construction'''
Construction customer example as named in the transcript
Not verified
Not verified
Not verified
Not verified
-
'''CPA Practice Advisor'''
Publisher of Accounting Technology Lab
@CPAPracAdvisor
cpapracticeadvisor
cpa-practice-advisor
@cpapracticeadvisor
-
'''Model Context Protocol (MCP)'''
Cross-system AI integration protocol discussed by Randy
N/A
N/A
N/A
N/A
}
== Suggested Hashtags ==
#AccountingTechnology #AccountingTechnologyLab #AIinAccounting #AdvisoryServices #TrustedAdvisor #AgenticAI #Sage #SageIntacct #AIGovernance #ExplainableAI #Accounting #CPA #FinanceTransformation #Automation #FutureOfAccounting #PartnerChannel #MCP #Cybersecurity #InternalControls #ProfessionalJudgment
== Newsletter / Website Teaser ==
'''Can AI finally give accountants enough time to become the advisors clients keep asking for?'''
In ATL273, Randy Johnston and Brian Tankersley welcome Nancy Sperry, Senior Vice President of U.S. Partner Sales at Sage, for a discussion about trusted AI, agentic workflows, advisory services, and the changing role of accounting technology partners.
The conversation goes well beyond automation. Nancy explains Sage’s “glass box” approach to explainability, auditability, approval, security, and accountability; discusses partner-built AI agents and a future agent marketplace; and explores how AI could enable much deeper industry specialization.
The larger opportunity is straightforward: automate more of the mechanical work so accountants can spend more time interpreting information, looking forward, and helping clients make better decisions.
== Suggested Promotional Graphic ==
'''Primary headline:'''
'''Reinventing Your Practice with Advisory'''
'''Secondary line:'''
'''Trusted AI, Agents, and the New Role of the Accounting Advisor'''
'''Guest identification:'''
Nancy Sperry
Senior Vice President, U.S. Partner Sales — Sage
'''Suggested visual callouts:'''
'''TRUSTED AI • ADVISORY • AGENTS • MICRO-VERTICALS'''
'''Best quote overlay:'''
“Turn the headlights on and see into the future.” — Nancy Sperry
'''Alternative humorous quote for social graphics:'''
“When the math’s not mathing, it’s not good for anybody in accounting.” — Brian Tankersley
'''Visual direction:'''
Use Nancy prominently with Randy and Brian, with subtle imagery suggesting a transition from transactional accounting/data processing toward forward-looking analytics. A restrained Sage-inspired green accent would reinforce the guest/company connection without allowing vendor branding to overwhelm the ATL identity.

Podcast

2026-09-01T01:23:01Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|273
|[[ATL273|Reinventing Your Practice with Advisory (Guest: Nancy Sperry, Sage)]]
|atl273pub
|8/7/2026
|8/28/2026
|-
|272
|[[ATL272|The Gathering Storm: Open Source AI]]
|atl272pub
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|atl271pub
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|atl270pub
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

ATL272

2026-08-21T16:49:42Z

Bftcpa606: Created page with "= ATL272 - The Gathering Storm = '''Episode:''' ATL272 '''Title:''' ''The Gathering Storm'' '''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA '''Podcast:''' Accounting Technology Lab, brought to you by CPA Practice Advisor == Promotional Hook == AI is making cyberattacks faster, cheaper, and more scalable at exactly the time many accounting firms are carrying too much technical debt. ATL272 examines what firms should do before that combin..."

= ATL272 - The Gathering Storm =

'''Episode:''' ATL272 
'''Title:''' ''The Gathering Storm'' 
'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA 
'''Podcast:''' Accounting Technology Lab, brought to you by CPA Practice Advisor

== Promotional Hook ==

AI is making cyberattacks faster, cheaper, and more scalable at exactly the time many accounting firms are carrying too much technical debt. ATL272 examines what firms should do before that combination turns into a very expensive problem.

''Quote timestamps come from the supplied SRT transcript and should correspond to the video if the audio and video edits are identical.''

== Episode Summary ==

In ATL272, “The Gathering Storm,” Randy Johnston and Brian Tankersley argue that AI is changing cybersecurity faster than many accounting firms are changing their defenses. The issue is not simply smarter phishing or more malware. AI can automate reconnaissance, vulnerability discovery, exploit development, credential testing, and lateral movement at machine speed, while open-weight models and falling token costs may make those capabilities cheaper and more widely available. That matters especially for CPA firms because they hold an unusually valuable combination of tax data, identity information, client credentials, banking access, payment authority, and long-retained documents.

The hosts also point to a dangerous mismatch: attackers are getting faster while many firms still rely on home-grade routers, unsupported operating systems, aging hardware, and definition-based security tools. Human error remains a major weakness, when convincing phishing messages land during stressful periods.

Their recommendation is practical: harden systems now, eliminate unsupported technology, rehearse incident response, shorten detection-to-containment time, test backup restores, inventory every AI tool and agent in the firm, map where client data goes, inspect audit trails, and maintain control of firm data. The takeaway is caution without panic: this is not “Terminator and Skynet,” but waiting for certainty is not a cybersecurity strategy.

== Pull Quotes ==

{| class="wikitable"
! Time
! Speaker
! Quote
|-
| 00:01:07
| Randy Johnston
| “We want you to start being proactive now on protecting your businesses.”
|-
| 00:02:32
| Brian Tankersley
| “I think that security is going through a similar transition right now.”
|-
| 00:04:47
| Randy Johnston
| “The time to first attack after a vulnerability is exposed is well below an hour now.”
|-
| 00:07:02
| Brian Tankersley
| “We have pretty much the dream identity theft set of data.”
|-
| 00:11:58
| Randy Johnston
| “We are trying to have you think about how you stand up your defenses and how the attackers are trying to defeat your defenses or guardrails.”
|-
| 00:16:59
| Brian Tankersley
| “You really need to step up your cybersecurity posture now, because we’re going into a very bad neighborhood with very scary things going on.”
|-
| 00:17:35
| Randy Johnston
| “The attackers’ tools are actually dropping in cost very rapidly.”
|-
| 00:18:17
| Brian Tankersley
| “When these things are out, they’re out, and there’s no real coming back.”
|-
| 00:20:17
| Brian Tankersley
| “We have cheaper attacks, we have more targets. We have the machine speed shrinking the response time.”
|-
| 00:21:09
| Randy Johnston
| “It’s not Terminator and Skynet at this point.”
|-
| 00:22:27
| Randy Johnston
| “Get the fundamentals right, including testing the backups.”
|-
| 00:23:33
| Randy Johnston
| “If you’re waiting for things to be certain, that ain’t going to happen.”
|-
| 00:25:12
| Randy Johnston
| “Pollyanna Randy is suggesting that you may well have some really ugly conditions in front of you, and I’m trying to keep you out of the storm.”
|}

=== Suggested Short-Video Clips ===

The strongest clips for Shorts/Reels are '''00:16:59''', '''00:20:17''', '''00:22:27''', and '''00:25:12'''. The final quote is particularly useful because it ties directly to the episode title.

== Social Media Posts ==

# '''AI isn’t just making attackers smarter. It’s making them faster, cheaper, and able to work in parallel.''' ATL272 asks the question every accounting firm should be asking: Is your cybersecurity posture keeping up? #AccountingTech #Cybersecurity #AI
# CPA firms don't just hold data. They hold '''identity information, tax records, bank details, credentials, payment authority, and access to client systems.''' That makes accounting firms unusually attractive cyber targets. ATL272: ''The Gathering Storm.''
# Your incident response plan isn't a compliance document to put on a shelf. '''It's a fire drill. Rehearse it before you need it.''' #CPA #Cybersecurity
# '''Backups don't count until you've tested the restore.''' One of the simplest recommendations in ATL272 may also be one of the most important.
# The cyber response window is shrinking. When attackers operate at machine speed, '''“we'll patch it next week” becomes a business risk.''' ATL272 examines why.
# '''Technical debt is becoming security debt.''' Unsupported operating systems, aging hardware, and consumer-grade network equipment become much bigger liabilities when attacks can be automated.
# Open-weight AI changes the economics of cybersecurity. Powerful capabilities can become '''cheaper, portable, replicable, and difficult to contain once they're released.'''
# Security that works is largely invisible. Security that fails can stop the business. That's why cybersecurity spending is difficult to appreciate—'''right up until the moment you desperately wish you had spent it.'''
# AI may make phishing better, but the human layer hasn't disappeared. A convincing message delivered to a tired, distracted professional can defeat a lot of expensive technology.
# '''Inventory your AI stack.''' Which applications and agents touch client data? Where does the data go? What do your audit trails show? Who controls that information afterward? ATL272 gets into the governance questions behind the AI boom.
# If your cybersecurity strategy begins and ends with traditional antivirus, '''the game has changed.''' ATL272 looks at why accounting firms need more proactive detection, response, and containment.
# Tax season is a terrible time to discover that your router, server, operating system, or other critical infrastructure is unsupported. '''Fix the boring infrastructure before the storm arrives.'''
# “'''We have cheaper attacks, we have more targets. We have the machine speed shrinking the response time.'''” That's the cybersecurity business problem behind ATL272.
# “'''Get the fundamentals right, including testing the backups.'''” Sophisticated AI security tools won't compensate for sloppy cybersecurity basics.
# “'''If you're waiting for things to be certain, that ain't going to happen.'''” Cybersecurity decisions rarely arrive with perfect information. Waiting is still a decision.
# '''Not Skynet. Still serious.''' ATL272 avoids the science-fiction answer and focuses on the operational problem: AI is reducing the cost and increasing the speed of cyberattacks.
# Accounting firms sit at the intersection of '''money movement, identity data, tax records, and client-system credentials.''' That's a high-value target whether we like it or not.
# There's a governance problem hiding inside the cybersecurity problem: '''Which AI vendors can access your client data, what happens to it, and can you prove it?'''
# A cybersecurity policy isn't resilience. '''Rehearsed incident response, tested backups, supported systems, useful audit trails, and controlled data flows are resilience.'''
# ''The Gathering Storm'' is a warning, not a prediction of doom. Use the time you have now to '''harden, patch, rehearse, test, inventory, and govern.''' ATL272 from the Accounting Technology Lab. #CPA #AccountingTechnology #Cybersecurity

== Companies, Products, and Services Mentioned ==

{| class="wikitable sortable"
! Company / Service
! Products or Context Mentioned
! X
! Facebook
! LinkedIn
! Instagram
|-
| CPA Practice Advisor
| Publisher/sponsor of Accounting Technology Lab
| @cpapracadvisor
| CPA Practice Advisor
| CPA Practice Advisor
| Not independently verified
|-
| OpenAI
| ChatGPT; GPT models; GPT 5.2
| @OpenAI; @ChatGPTapp
| @OpenAI
| OpenAI
| @openai; @chatgpt
|-
| Hugging Face
| AI model hosting/community platform
| @huggingface
| Not verified
| Hugging Face
| Not verified
|-
| Anthropic
| Claude; Claude Code; Mythos; Fable; Project Glasswing referenced
| @AnthropicAI; @claudeai
| Not verified
| Anthropic
| Not verified
|-
| Microsoft
| Vulnerability patching; operating systems; security
| @Microsoft
| Microsoft
| Microsoft
| @microsoft
|-
| Ubiquiti
| Networking/infrastructure equipment; rendered as “Ubiquity” in transcript
| @Ubiquiti
| Ubiquiti/UI
| Ubiquiti Inc.
| @ubiquiti
|-
| Cisco
| Networking/infrastructure vendor
| @Cisco
| Cisco
| Cisco
| @cisco
|-
| Google DeepMind
| Frontier AI/model-development discussion
| @GoogleDeepMind
| Google DeepMind
| Google DeepMind
| @googledeepmind
|-
| DeepSeek
| Open-model comparison
| @deepseek_ai
| No official account verified
| No official account verified
| No official account verified
|-
| Z.ai
| GLM models; GLM 5.2
| @Zai_org
| Not verified
| Z.ai
| Not verified
|-
| GitHub
| Distribution/hosting of open-source or open-weight material
| @github
| GitHub
| GitHub
| Not independently verified
|-
| Reddit
| Distribution example for model weights/configurations
| @Reddit
| @reddit
| Reddit, Inc.
| @reddit
|-
| Yandex
| Example of another redistribution location
| @yandexcom
| Not independently verified
| Yandex
| Not independently verified
|-
| BitTorrent
| Peer-to-peer distribution analogy
| @BitTorrent
| Not independently verified
| BitTorrent, Inc.
| Not independently verified
|}

== Other Organizations, Technologies, and Regulatory Concepts Referenced ==

* AICPA
* CPAmerica
* Stanford
* U.S. Department of Defense
* NSA
* GLBA
* Written Information Security Plans (WISPs)
* Model Context Protocol (MCP)
* CVEs
* Open-source/open-weight AI models
* AI agents
* Incident response
* Antivirus and endpoint security
* Backups and disaster recovery
* Routers and networking infrastructure
* Operating systems
* ACH and wire-transfer systems

== Transcript Note ==

One passage discussing an earlier state-linked AI campaign contains the phrase '''“Pageantic coding tool.”''' The supplied transcript does not establish that as a company or product name, so no entity has been inferred or added to the social-media table.

Podcast

2026-08-21T16:35:59Z

Bftcpa606: /* Episode List (2025-Present, episodes 187-) */

[[File:Podcast 1080p.webp|thumb|300x300px|ATL Logo used by CPA Practice Advisor, 20260324]]

= Accounting Technology Lab Podcast =

'''Accounting Technology Lab''' is a weekly podcast hosted by Randy Johnston and Brian F. Tankersley, CPA, focusing on the intersection of accounting, audit, tax, and technology. It is published by '''CPA Practice Advisor''' and covers trends in accounting software, AI/automation, audit innovation, advisory models, and more. The podcast presents interviews, reviews of new tools, case studies, and commentary on how technology is reshaping public accounting.

The podcast is distributed [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ HERE] by CPA Practice Advisor as part of the CPA Practice Advisor's weekly [https://www.cpapracticeadvisor.com/section/technology/ technology] newsletter at the end of each week, and is also published to [https://www.youtube.com/@AccountingTechnologyLab YouTube (@AccountingTechnologyLab]). The new episodes premiere on YouTube at noon ET each Friday.

You can also see a list of Wiki articles for each episode at [[ATL Podcast Episodes by Year|the Episodes by Year page]].

== Episode List (2025-Present, episodes 187-) ==
{| class="wikitable sortable"
|+
! Ep# !! Title !! CPAPA Link !! Record Date !! Publish Date
|-
|272
|[[ATL272|The Gathering Storm: Open Source AI]]
|atl272pub
|8/7/2026
|8/28/2026
|-
|[https://cpate.ch/271 271]
|[[ATL271|Why Your WISP Is Essential in 2026]]
|atl271pub
|8/7/2026
|8/21/2026
|-
|[https://cpate.ch/270 270]
|[[ATL270|Hardware Hullabaloo]]
|atl270pub
|7/2/2026
|8/14/2026
|-
|[https://cpate.ch/269 269]
|[[ATL269|Microsoft Agent 365]]
|[https://cpate.ch/atl269pub atl269pub]
|7/2/2026
|8/7/2026
|-
| [https://cpate.ch/268 268] || [[ATL268|Scaling New Heights 2026 (Part Two)]] || [https://cpate.ch/atl268pub atl268pub] || 7/2/2026 || 7/30/2026
|-
| [https://cpate.ch/267 267] || [[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]] || [https://cpate.ch/atl267pub atl267pub] || 7/2/2026 || 7/23/2026
|-
| [https://cpate.ch/266 266] || [[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]] || [https://cpate.ch/atl266pub atl266pub] || 7/2/2026 || 7/16/2026
|-
| [https://cpate.ch/265 265] || [[ATL265|Scaling New Heights 2026 - "Strange New World"]] || [https://cpate.ch/atl265pub atl265pub] || 6/15/2026 || 7/10/2026
|-
| [https://cpate.ch/264 264] || [[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]] || [https://cpate.ch/atl264pub atl264pub] || 6/15/2026 || 7/3/2026
|-
| [https://cpate.ch/263 263] || [[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]] || [https://cpate.ch/atl263pub atl263pub] || 6/5/2026 || 6/20/2026
|-
| [https://cpate.ch/262 262] || [[ATL262|2026 Black Ore AI Tax Summit]] || [https://cpate.ch/atl262pub atl262pub] || 6/5/2026 || 6/13/2026
|-
| [https://cpate.ch/261 261] || [[ATL261|Keyveve]] || [https://cpate.ch/atl261pub atl261pub] || 5/1/2026 || 6/5/2026
|-
| [https://cpate.ch/260 260] || [[ATL260|Next Generation Document Management]] || [https://cpate.ch/atl260pub atl260pub] || 5/1/2026 || 5/29/2026
|-
| [https://cpate.ch/259 259] || [[ATL259|The Dead Pool]] || [https://cpate.ch/atl259pub atl259pub] || 5/1/2026 || 5/22/2026
|-
| [https://cpate.ch/258 258] || [[ATL258|Recruiting the Next Generation]] || [https://cpate.ch/atl258pub atl258pub] || 5/1/2026 || 5/15/2026
|-
| [https://cpate.ch/257 257] || [[ATL257|Mythos: The AI Strikes Back]] || [https://cpate.ch/atl257pub atl257pub] || 5/1/2026 || 5/8/2026
|-
| [https://cpate.ch/256 256] || [[ATL256|Suite vs. Best In Breed]] || [https://cpate.ch/atl256pub atl256pub] || 4/3/2026 || 5/1/2026
|-
| [https://cpate.ch/255 255] || [[ATL255|Generative AI in (Your) Practice]] || [https://cpate.ch/atl255pub atl255pub] || 4/3/2026 || 4/24/2026
|-
| [https://cpate.ch/254 254] || [[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]] || [https://cpate.ch/atl254pub atl254pub] || 4/3/2026 || 4/17/2026
|-
| [https://cpate.ch/253 253] || [[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]] || [https://cpate.ch/atl253pub atl253pub] || 4/3/2026 || 4/10/2026
|-
| [https://cpate.ch/252 252] || [[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]] || [https://cpate.ch/atl252pub atl252pub] || 3/6/2026 || 4/3/2026
|-
| [https://cpate.ch/251 251] || [[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]] || [https://cpate.ch/atl251pub atl251pub] || 3/6/2026 || 3/27/2026
|-
| [https://cpate.ch/250 250] || [[ATL250|AICPA Startup Accelerator - 2026 Cohort]] || [https://cpate.ch/atl250pub atl250pub] || 3/6/2026 || 3/20/2026
|-
| [https://cpate.ch/249 249] || [[ATL249|Zoho Day 2026]] || [https://cpate.ch/atl249pub atl249pub] || 3/6/2026 || 3/13/2026
|-
| [https://cpate.ch/248 248] || [[ATL248|Analysis with ChatGPT Pro 5]] || [https://cpate.ch/atl248pub atl248pub] || 11/10/2025 || 3/6/2026
|-
| [https://cpate.ch/247 247] || [[ATL247|Vibe Coding with AI]] || [https://cpate.ch/atl247pub atl247pub] || 11/10/2025 || 2/27/2026
|-
| [https://cpate.ch/246 246] || [[ATL246|Model Context Protocol]] || [https://cpate.ch/atl246pub atl246pub] || 2/6/2026 || 2/20/2026
|-
| [https://cpate.ch/245 245] || [[ATL245|ATL 245 – The Future of AI and Agents in Accounting]] || [https://cpate.ch/atl245pub atl245pub] || 2/6/2026 || 2/13/2026
|-
| [https://cpate.ch/244 244] || [[ATL244|Acumatica Summit 2026]] || [https://cpate.ch/atl244pub atl244pub] || 2/6/2026 || 2/6/2026
|-
| [https://cpate.ch/243 243] || [[ATL243|AI Trends at CES 2026 – Part 3]] || [https://cpate.ch/atl243pub atl243pub] || 1/8/2026 || 1/30/2026
|-
| [https://cpate.ch/242 242] || [[ATL242|More from CES 2026 - Part 2]] || [https://cpate.ch/atl242pub atl242pub] || 1/8/2026 || 1/23/2026
|-
| [https://cpate.ch/241 241] || [[ATL241|CES 2026: Key Trends and Observations]] || [https://cpate.ch/atl241pub atl241pub] || 1/8/2026 || 1/16/2026
|-
| [https://cpate.ch/240 240] || [[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]] || [https://cpate.ch/atl240pub atl240pub] || 12/12/2025 || 1/9/2026
|-
| [https://cpate.ch/239 239] || [[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]] || [https://cpate.ch/atl239pub atl239pub] || 12/4/2025 || 1/2/2026
|-
| [https://cpate.ch/238 238] || [[ATL238|Selecting the Right AI Partner with Wiss #ATL238]] || [https://cpate.ch/atl238pub atl238pub] || 12/4/2025 || 12/29/2025
|-
| [https://cpate.ch/237 237] || [[ATL237|Thomson Reuters Synergy Executive Roundtable]] || [https://cpate.ch/atl237pub atl237pub] || 11/7/2025 || 12/19/2025
|-
| [https://cpate.ch/236 236] || [[ATL236|Intuit QBD Pricing, Open AI Relationship]] || [https://cpate.ch/atl236pub atl236pub] || 12/4/2025 || 12/12/2025
|-
| [https://cpate.ch/235 235] || [[ATL235|2025 Thomson Reuters Synergy]] || [https://cpate.ch/atl235pub atl235pub] || 11/10/2025 || 12/5/2025
|-
| [https://cpate.ch/234 234] || [[ATL234|2025 CCH User Conference]] || [https://cpate.ch/atl234pub atl234pub] || 11/10/2025 || 11/28/2025
|-
| [https://cpate.ch/233 233] || [[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]] || [https://cpate.ch/atl233pub atl233pub] || 10/3/2025 || 11/21/2025
|-
| [https://cpate.ch/232 232] || [[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]] || [https://cpate.ch/atl232pub atl232pub] || 10/3/2025 || 11/14/2025
|-
| [https://cpate.ch/231 231] || [[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]] || [https://cpate.ch/atl231pub atl231pub] || 10/3/2025 || 11/7/2025
|-
| [https://cpate.ch/230 230] || [[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]] || [https://cpate.ch/atl230pub atl230pub] || 10/3/2025 || 10/31/2025
|-
| [https://cpate.ch/229 229] || [[ATL229|AuditSight]] || [https://cpate.ch/atl229pub atl229pub] || 10/3/2025 || 10/24/2025
|-
| [https://cpate.ch/228 228] || [[ATL228|2025 AICPA Blockchain Symposium]] || [https://cpate.ch/atl228pub atl228pub] || 9/12/2025 || 10/17/2025
|-
| [https://cpate.ch/227 227] || [[ATL227|What is Advisory?]] || [https://cpate.ch/atl227pub atl227pub] || 10/3/2025 || 10/10/2025
|-
| [https://cpate.ch/226 226] || [[ATL226|Audit Automation Solutions]] || [https://cpate.ch/atl226pub atl226pub] || 9/12/2025 || 10/3/2025
|-
| [https://cpate.ch/225 225] || [[ATL225|Zoho - SMX and Balance]] || [https://cpate.ch/atl225pub atl225pub] || 9/12/2025 || 9/26/2025
|-
| [https://cpate.ch/224 224] || [[ATL224|Agentic AI Developments, Summer 2025]] || [https://cpate.ch/atl224pub atl224pub] || 8/7/2025 || 9/19/2025
|-
| [https://cpate.ch/223 223] || [[ATL223|BlueJ]] || [https://cpate.ch/atl223pub atl223pub] || 8/7/2025 || 9/12/2025
|-
| [https://cpate.ch/222 222] || [[ATL222|Ricoh ScanSnap iX2500]] || [https://cpate.ch/atl222pub atl222pub] || 8/7/2025 || 9/5/2025
|-
| [https://cpate.ch/221 221] || [[ATL221|AI Regulation Update]] || [https://cpate.ch/atl221pub atl221pub] || 8/7/2025 || 8/30/2025
|-
| [https://cpate.ch/220 220] || [[ATL220|Small Business Accounting Innovations 1H 2025]] || [https://cpate.ch/atl220pub atl220pub] || 7/11/2025 || 8/22/2025
|-
| [https://cpate.ch/219 219] || [[ATL219|AI Tax Developments 1H 2025]] || [https://cpate.ch/atl219pub atl219pub] || 7/11/2025 || 8/15/2025
|-
| [https://cpate.ch/218 218] || [[ATL218|AI Auditing Innovations 1H 2025]] || [https://cpate.ch/atl218pub atl218pub] || 7/11/2025 || 8/8/2025
|-
| [https://cpate.ch/217 217] || [[ATL217|Talent Shortage]] || [https://cpate.ch/atl217pub atl217pub] || 6/24/2025 || 8/2/2025
|-
| [https://cpate.ch/216 216] || [[ATL216|Scaling New Heights 2025 - AI Observations]] || [https://cpate.ch/atl216pub atl216pub] || 6/24/2025 || 7/28/2025
|-
| [https://cpate.ch/215 215] || [[ATL215|Scaling New Heights Show Floor]] || [https://cpate.ch/atl215pub atl215pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/214 214] || [[ATL214|Scaling New Heights 2025 Overview]] || [https://cpate.ch/atl214pub atl214pub] || 6/24/2025 || 7/21/2025
|-
| [https://cpate.ch/213 213] || [[ATL213|Key OBBBA Tax Changes]] || [https://cpate.ch/atl213pub atl213pub] || 7/11/2025 || 7/14/2025
|-
| [https://cpate.ch/212 212] || [[ATL212|AICPA ENGAGE 2025 Show Floor]] || [https://cpate.ch/atl212pub atl212pub] || 6/24/2025 || 7/11/2025
|-
| [https://cpate.ch/211 211] || [[ATL211|Accounting Leaders Think Tank Symposium 2025]] || [https://cpate.ch/atl211pub atl211pub] || 6/24/2025 || 7/3/2025
|-
| [https://cpate.ch/210 210] || [[ATL210|Microsoft Bookings]] || [https://cpate.ch/atl210pub atl210pub] || 5/13/2025 || 6/27/2025
|-
| [https://cpate.ch/209 209] || [[ATL209|AICPA ENGAGE 2025]] || [https://cpate.ch/atl209pub atl209pub] || 6/24/2025 || 6/20/2025
|-
| [https://cpate.ch/208 208] || [[ATL208|Microsoft Forms]] || [https://cpate.ch/atl208pub atl208pub] || 5/13/2025 || 6/12/2025
|-
| [https://cpate.ch/207 207] || [[ATL207|Power Automate]] || [https://cpate.ch/atl207pub atl207pub] || 5/13/2025 || 6/5/2025
|-
| [https://cpate.ch/206 206] || [[ATL206|CPAPA Readers Choice Awards]] || [https://cpate.ch/atl206pub atl206pub] || 5/13/2025 || 5/30/2025
|-
| [https://cpate.ch/205 205] || [[ATL205|Excel 40th Anniversary]] || [https://cpate.ch/atl205pub atl205pub] || 4/8/2025 || 5/16/2025
|-
| [https://cpate.ch/204 204] || [[ATL204|AICPA/CPA.com Startup Accelerator 2025]] || [https://cpate.ch/atl204pub atl204pub] || 4/8/2025 || 5/9/2025
|-
| [https://cpate.ch/203 203] || [[ATL203|AICPA/CPA.com AI Symposium]] || [https://cpate.ch/atl203pub atl203pub] || 4/8/2025 || 5/2/2025
|-
| [https://cpate.ch/202 202] || [[ATL202|Elizabeth Beastrom - TR]] || [https://cpate.ch/atl202pub atl202pub] || 3/7/2025 || 4/25/2025
|-
| [https://cpate.ch/201 201] || [[ATL201|Microsoft 50th Anniversary]] || [https://cpate.ch/atl201pub atl201pub] || 4/8/2025 || 4/18/2025
|-
| [https://cpate.ch/200 200] || [[ATL200|Safesend]] || [https://cpate.ch/atl200pub atl200pub] || 3/7/2025 || 4/11/2025
|-
| [https://cpate.ch/199 199] || [[ATL199|Brian Weiner - Family Office Resource Group]] || [https://cpate.ch/atl199pub atl199pub] || 3/7/2025 || 4/4/2025
|-
| [https://cpate.ch/198 198] || [[ATL198|Family Office Fundamentals]] || [https://cpate.ch/atl198pub atl198pub] || 3/7/2025 || 3/28/2025
|-
| [https://cpate.ch/197 197] || [[ATL197|CryptoCurrency Reserve]] || [https://cpate.ch/atl197pub atl197pub] || 3/7/2025 || 3/21/2025
|-
| [https://cpate.ch/196 196] || [[ATL196|End User Tech 1Q 2025]] || [https://cpate.ch/atl196pub atl196pub] || 2/7/2025 || 3/14/2025
|-
| [https://cpate.ch/195 195] || [[ATL195|Zoho For Firms: Practice, Payroll, Books, and Invoice]] || [https://cpate.ch/atl195pub atl195pub] || 2/7/2025 || 3/7/2025
|-
| [https://cpate.ch/194 194] || [[ATL194|Zoho's Platform for Finance and Operations]] || [https://cpate.ch/atl194pub atl194pub] || 2/7/2025 || 2/28/2025
|-
| [https://cpate.ch/193 193] || [[ATL193|AI in Practice: Zoho One]] || [https://cpate.ch/atl193pub atl193pub] || 2/7/2025 || 2/21/2025
|-
| [https://cpate.ch/192 192] || [[ATL192|AI in Practice: Acumatica ERP]] || [https://cpate.ch/atl192pub atl192pub] || 2/7/2025 || 2/14/2025
|-
| [https://cpate.ch/191 191] || [[ATL191|Payroll Solutions]] || [https://cpate.ch/atl191pub atl191pub] || 1/10/2025 || 2/7/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: Startups]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/31/2025
|-
| [https://cpate.ch/190 190] || [[ATL190|CES 2025: ShowStoppers/Pepcom]] || [https://cpate.ch/atl190pub atl190pub] || 1/10/2025 || 1/24/2025
|-
| [https://cpate.ch/189 189] || [[ATL189|CES 2025: Award Winners]] || [https://cpate.ch/atl189pub atl189pub] || 1/10/2025 || 1/17/2025
|-
| [https://cpate.ch/188 188] || [[ATL188|Intuit Enterprise Suite]] || [https://cpate.ch/atl188pub atl188pub] || 12/5/2024 || 1/10/2025
|-
| [https://cpate.ch/187 187] || [[ATL187|Apxium]] || [https://cpate.ch/atl187pub atl187pub] || 12/5/2024 || 1/3/2025
|}

== Historical Episodes (2021-2024, ep #1-186) ==
{| class="wikitable sortable mw-collapsible mw-collapsed"
|'''Ep#'''
|'''Topic'''
|'''Record'''
'''Date'''
|'''Publish'''
'''Date'''
|-
|186
|2025 Predictions
|12/5/2024
|12/27/2024
|-
|185
|Intuit QuickBooks Connect
|12/5/2024
|12/20/2024
|-
|184
|Thomson Reuters Synergy 2024
|12/5/2024
|12/13/2024
|-
|183
|CCH Connections
|12/5/2024
|12/6/2024
|-
|182
|blue J
|10/4/2024
|11/30/2024
|-
|181
|Hubsync
|10/4/2024
|11/23/2024
|-
|180
|Soraban (PBC Tax Product)
|10/4/2024
|11/16/2024
|-
|179
|Tax GPT
|10/4/2024
|11/9/2024
|-
|178
|Liscio
|10/4/2024
|11/2/2024
|-
|177
|Syft Analytics
|9/6/2024
|10/25/2024
|-
|176
|Time Credit
|9/6/2024
|10/18/2024
|-
|175
|AI Privacy Laws and Regulations
|9/6/2024
|10/11/2024
|-
|174
|Software licensing and privacy
|9/6/2024
|10/4/2024
|-
|173
|2024 Tax & Accounting Awards
|9/6/2024
|9/27/2024
|-
|172
|Supervizor
|8/7/2024
|9/20/2024
|-
|171
|Aider
|8/7/2024
|9/13/2024
|-
|170
|Thomson Reuters Edge CoCounsel
|8/7/2024
|9/5/2024
|-
|169
|Wolters Kluwer T&A AnswerConnect
|8/7/2024
|8/30/2024
|-
|168
|ChatGPT and Copilot Prompting
|7/3/2024
|8/17/2024
|-
|167
|CYMA and CYMA Payroll
|7/3/2024
|8/10/2024
|-
|166
|SuiteFiles
|7/3/2024
|8/3/2024
|-
|165
|Canopy
|7/3/2024
|7/26/2024
|-
|164
|BQE Core
|7/3/2024
|7/19/2024
|-
|163
|Knuula and QuickFee
|6/12/2024
|7/12/2024
|-
|162
|CPA Practice Advisor Mashup
|6/12/2024
|7/5/2024
|-
|161
|Quickbooks Price Increases
|6/12/2024
|6/28/2024
|-
|160
|Artificial IntelligenceCPA ENGAGE 2024
|6/12/2024
|6/21/2024
|-
|159
|Laurel
|5/10/2024
|6/14/2024
|-
|158
|Black Ore Tax Autopilot
|5/10/2024
|6/7/2024
|-
|157
|SayAnchor - Tal
|5/10/2024
|5/31/2024
|-
|156
|Artificial IntelligenceGENCY / LLM's Passing the CPA Exam
|5/10/2024
|5/24/2024
|-
|155
|MakersHub.ai
|4/5/2024
|5/17/2024
|-
|154
|Digilence
|4/5/2024
|5/10/2024
|-
|153
|Datamatics
|4/5/2024
|5/3/2024
|-
|152
|AssurancePrep
|4/5/2024
|4/26/2024
|-
|151
|Aiwyn
|4/5/2024
|4/19/2024
|-
|150
|Rahul Mahna, Outsourced IT, Eisner Advisory
|4/5/2024
|4/12/2024
|-
|149
|CPAccounts PayableA TLS 2024
|3/1/2024
|4/5/2024
|-
|148
|SOBusiness Intelligence Analytics
|3/1/2024
|3/29/2024
|-
|147
|FedNow
|3/1/2024
|3/22/2024
|-
|146
|What is the Future of Desktop Accounting?
|3/1/2024
|3/15/2024
|-
|145
|Microsoft 365 Plans and Options
|3/1/2024
|3/15/2024
|-
|144
|StanfordTax
|2/9/2024
|3/8/2024
|-
|143
|QuickBooks Desktop Discontinuance
|2/9/2024
|3/1/2024
|-
|142
|Zoho Analyst Day 2024
|2/9/2024
|2/23/2024
|-
|141
|Oracle NetSuite Influencer Event 2024
|2/9/2024
|2/15/2024
|-
|140
|Acumatica Summit 2024
|2/9/2024
|2/9/2024
|-
|139
|CES 2024: Personal Tech
|1/12/2024
|2/5/2024
|-
|138
|CES 2024: Innovation Awards
|1/12/2024
|1/26/2024
|-
|137
|[https://youtu.be/dwi3Z5NNLpU?si=YovB9hkWuLh33qV9 CES 2024: Best Tech for Accountants]
|1/12/2024
|1/19/2024
|-
|136
|Thomson Reuters Synergy 2023
|12/5/2023
|1/12/2024
|-
|135
|Zoho Practice
|12/5/2023
|1/5/2024
|-
|134
|Tech Predictions for 2024
|12/5/2023
|12/29/2023
|-
|133
|Intuit QuickBooks Connect
|12/5/2023
|12/20/2023
|-
|132
|CCH Connections Conference
|11/8/2023
|12/15/2023
|-
|131
|Beneficial Ownership Information Reporting
|11/8/2023
|12/8/2023
|-
|130
|TeamMate Document Linker
|10/10/2023
|12/1/2023
|-
|129
|RAMP
|10/10/2023
|11/22/2023
|-
|128
|Clockwork AI
|10/10/2023
|11/16/2023
|-
|127
|Smartvault and Docdown
|10/10/2023
|11/10/2023
|-
|126
|Discerning Valid Content on AI
|9/8/2023
|11/3/2023
|-
|125
|Should You Upgrade Your Firm?
|9/8/2023
|10/25/2023
|-
|124
|Quantum Tech in Accounting
|9/8/2023
|10/18/2023
|-
|123
|Practice Management Trends
|6/9/2023
|10/6/2023
|-
|122
|Discussion of Rapid Close Tools
|8/4/2023
|9/28/2023
|-
|121
|Keeping Up With Technology
|8/4/2023
|9/14/2023
|-
|120
|Audit Sight
|8/4/2023
|9/12/2023
|-
|119
|Security Risks in New World
|5/12/2023
|9/7/2023
|-
|118
|Microsoft CoPilot
|5/12/2023
|8/31/2023
|-
|117
|Bookkeep / Jason Richelson
|7/7/2023
|8/23/2023
|-
|116
|FTC Safeguards Rule/IRS 4557
|8/4/2023
|8/16/2023
|-
|115
|AFOT Survey
|8/4/2023
|8/11/2023
|-
|114
|Audit Technology/Jeff Gramlich
|7/7/2023
|8/4/2023
|-
|113
|Verizon Data Breach Report
|7/7/2023
|7/28/2023
|-
|112
|Scaling New Heights 2023 Recap
|7/7/2023
|7/18/2023
|-
|111
|Outsourcing for Tax & Accounting Firms
|5/12/2023
|7/12/2023
|-
|110
|Tech Governance
|6/9/2023
|7/6/2023
|-
|109
|Audit Tech Trends
|6/9/2023
|6/29/2023
|-
|108
|AICPA ENGAGE 2023
|6/9/2023
|6/21/2023
|-
|107
|Data Snipper
|5/12/2023
|6/13/2023
|-
|106
|Large Language Models
|4/7/2023
|6/8/2023
|-
|105
|AI Results: Truthiness/Hallucinations
|4/7/2023
|5/30/2023
|-
|104
|Dall-E, MS Designer (Brian Livingston Competitors)
|4/7/2023
|5/23/2023
|-
|103
|MS AI: Bing, MS365 CoPilot, MS Designer
|4/7/2023
|5/17/2023
|-
|102
|ChatGPT and Accounting Firms
|4/7/2023
|5/11/2023
|-
|101
|Data Wrangling
|3/3/2023
|4/25/2023
|-
|100
|Recap of 2023 TLS
|3/3/2023
|4/11/2023
|-
|99
|MS Power Query
|3/3/2023
|4/11/2023
|-
|98
|Zoho Data Prep
|3/3/2023
|4/7/2023
|-
|97
|FloQast
|2/3/2023
|3/30/2023
|-
|96
|Acumatica
|2/3/2023
|3/23/2023
|-
|95
|Valid8
|2/3/2023
|3/16/2023
|-
|94
|CES 2023: Evolving Tech
|1/16/2023
|3/9/2023
|-
|93
|CES 2023: Firm Tech (Four Episodes)
|1/16/2023
|3/9/2023
|-
|92
|CES 2023: Industrial Tech
|1/16/2023
|3/8/2023
|-
|91
|CES 2023: New Standards
|1/16/2023
|3/7/2023
|-
|90
|CES 2023: Meeting Tech
|1/16/2023
|3/5/2023
|-
|89
|FreshBooks
|2/22/2023
|3/1/2023
|-
|88
|Zapier
|10/7/2022
|2/22/2023
|-
|87
|Validis
|10/7/2022
|2/14/2023
|-
|86
|LEO Satellites
|12/2/2022
|2/9/2023
|-
|85
|Hubdoc
|12/2/2022
|2/2/2023
|-
|84
|FileThis
|12/2/2022
|1/25/2023
|-
|83
|Booxkeeping/Max Emma
|10/7/2022
|1/19/2023
|-
|82
|Bill
|10/7/2022
|1/12/2023
|-
|81
|Conferences 2022 (CCH/TR)
|12/2/2022
|1/6/2023
|-
|80
|CData
|11/4/2022
|12/7/2022
|-
|79
|Backup Strategies for SOHO
|11/4/2022
|12/1/2022
|-
|78
|Zoho Invoice
|11/4/2022
|11/23/2022
|-
|77
|SmartVault
|9/9/2022
|11/17/2022
|-
|76
|Knuula
|11/4/2022
|11/9/2022
|-
|75
|e-Courier
|9/9/2022
|11/3/2022
|-
|74
|Doc-IT by IRIS
|9/9/2022
|10/19/2022
|-
|73
|Dext
|9/9/2022
|10/19/2022
|-
|72
|PlanGuru
|8/5/2022
|10/5/2022
|-
|71
|WeIntegrate
|8/5/2022
|10/5/2022
|-
|70
|DoMore CRM
|7/15/2022
|9/26/2022
|-
|69
|Desktime
|7/15/2022
|9/21/2022
|-
|68
|Xenett Autoreview
|8/5/2022
|9/13/2022
|-
|67
|Tallyfor
|8/5/2022
|9/5/2022
|-
|66
|nettTracker
|8/5/2022
|8/25/2022
|-
|65
|QuickBooks Desktop
|7/15/2022
|8/24/2022
|-
|64
|Zenwork/Tax1099
|7/15/2022
|8/18/2022
|-
|63
|BacoTech/Once Accounting
|4/14/2022
|8/6/2022
|-
|62
|Gilded
|4/14/2022
|8/6/2022
|-
|61
|Fieldguide
|4/14/2022
|7/28/2022
|-
|60
|Auvenir
|7/15/2022
|7/22/2022
|-
|59
|Zoho Expense
|6/17/2022
|7/10/2022
|-
|58
|Uncat
|6/17/2022
|7/8/2022
|-
|57
|Rewind
|6/17/2022
|6/29/2022
|-
|56
|Audit Miner
|6/17/2022
|6/24/2022
|-
|55
|CPA Firm Tech 2022
|5/16/2022
|6/2/2022
|-
|54
|CPA Firm Software Tech 2022
|5/16/2022
|6/2/2022
|-
|53
|Calendly Meeting Scheduler
|5/16/2022
|5/26/2022
|-
|52
|BizEKG from 4Impact Data
|5/16/2022
|5/20/2022
|-
|51
|Liscio
|2/4/2022
|5/12/2022
|-
|50
|Avalara
|2/4/2022
|5/5/2022
|-
|49
|Inflo (Inflo Workpapers)
|2/4/2022
|4/28/2022
|-
|48
|Suralink
|2/4/2022
|4/22/2022
|-
|47
|Pascal Workflow
|3/11/2022
|4/12/2022
|-
|46
|Thought Leadership Part 2
|3/11/2022
|3/29/2022
|-
|45
|Thought Leadership Part 1
|3/11/2022
|3/29/2022
|-
|44
|LivePlan (Palo Alto)
|1/11/2022
|3/23/2022
|-
|43
|IRIS/AccountantsWorld Part 2
|1/11/2022
|3/11/2022
|-
|42
|IRIS/AccountantsWorld Part 1
|1/11/2022
|3/11/2022
|-
|41
|Computer Hardware/CES
|1/11/2022
|3/4/2022
|-
|40
|Thomson Reuters AdvanceFlow
|11/5/2021
|2/10/2022
|-
|39
|Dynamics 365 Business Central
|11/5/2021
|2/8/2022
|-
|38
|Caseware Working Papers
|11/5/2021
|2/8/2022
|-
|37
|Paychex
|8/20/2021
|2/4/2022
|-
|36
|Gusto
|8/20/2021
|1/26/2022
|-
|35
|Intuit Payroll
|8/20/2021
|1/18/2022
|-
|34
|OnPay
|8/20/2021
|1/13/2022
|-
|33
|Corpay One
|10/1/2021
|1/7/2022
|-
|32
|Lucion FileCenter
|6/21/2021
|12/5/2021
|-
|31
|Rippling Payroll
|8/20/2021
|12/5/2021
|-
|30
|AccountantsWorld Accounting Power
|5/28/2021
|12/2/2021
|-
|29
|Spire
|10/1/2021
|11/22/2021
|-
|28
|Automatic Data Processing (ADP)
|8/20/2021
|11/15/2021
|-
|27
|NetSuite
|10/1/2021
|11/11/2021
|-
|26
|AccountantsWorld Cloud Cabinet
|5/28/2021
|11/5/2021
|-
|25
|Simplex Financials/PATH
|10/1/2021
|10/29/2021
|-
|24
|AccountantsWorld Payroll Relief
|5/28/2021
|10/20/2021
|-
|23
|eFileCabinet
|5/28/2021
|10/15/2021
|-
|22
|IRIS STAR Practice Management
|6/21/2021
|10/1/2021
|-
|21
|Ledgible Tax Pro
|6/21/2021
|9/24/2021
|-
|20
|Drake Tax
|7/23/2021
|9/1/2021
|-
|19
|Corvee
|6/21/2021
|8/31/2021
|-
|18
|ProConnect Tax
|7/23/2021
|8/23/2021
|-
|17
|TPS
|4/2/2021
|8/6/2021
|-
|16
|Clarity Practice Management
|4/2/2021
|7/29/2021
|-
|15
|CCH Axcess Document
|5/1/2021
|7/22/2021
|-
|14
|ONVIO Firm Management/Documents
|5/1/2021
|7/16/2021
|-
|13
|AccountantsWorld Practice Relief
|1/0/1900
|7/7/2021
|-
|12
|OfficeTools
|4/2/2021
|6/30/2021
|-
|11
|Karbon
|4/2/2021
|6/23/2021
|-
|10
|Jirav
|3/12/2021
|6/17/2021
|-
|9
|Canopy Practice Management
|4/2/2021
|6/9/2021
|-
|8
|Aero Workflow
|4/2/2021
|6/3/2021
|-
|7
|Abrigo ProfitCents
|3/12/2021
|5/27/2021
|-
|6
|Spotlight Reporting
|2/23/2021
|5/17/2021
|-
|5
|Qvinci
|3/12/2021
|5/14/2021
|-
|4
|Fathom
|2/23/2021
|4/29/2021
|-
|3
|Sage Intacct
|2/12/2021
|4/23/2021
|-
|2
|Xero
|2/9/2021
|4/15/2021
|-
|1
|QuickBooks Online
|2/12/2021
|4/2/2021
|}

== Episodes Scheduled or Recorded Not Published ==
{| class="wikitable sortable mw-collapsible"
!Recording Date
!Topic
!Seq
!Expected
Publication
|-
|4/3/2026
|Usinig Generative AI Projects
|997
|Evergreen
|-
|7/2/2026
|Hardware Hullabaloo
|4
|8/14/2026
|}

== External Links ==
* [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Official Podcast Page on CPA Practice Advisor]
* [https://www.cpapracticeadvisor.com/ CPA Practice Advisor Home]

== See Also ==
* [[Randy Johnston]]
* [[Brian F. Tankersley]]
* [[CPA Practice Advisor]]

== Categories ==
[[Category:Accounting podcasts]]
[[Category:Technology podcasts]]
[[Category:CPA Practice Advisor]]
[[Category:2020s podcasts]]

CPA Tech Wiki:About

2026-08-21T14:24:57Z

Bftcpa606:

[[File:CPAtechbloglogo.png|thumb]]
CPA Tech Wiki is a passion project - my intent here is to share some of the research I've done with the world so that we can all do better work. (I started down this road in 2004, when I began [https://www.cpatechblog.com CPATechBlog.com].) Since my Podcast is called Accounting Technology Lab, welcome to my somewhat public workbench.
The site includes:
* AI Prompts
* Episode Tracking for Accounting Technology Lab, including detailed show notes
* CPA firm and association profiles
* Links to other resources.

Thanks for visiting, and I look forward to meeting you sometime in the future.
[[File:BFT.jpg|thumb]]
Brian Tankersley
August 21, 2026

CPA Tech Wiki:About

2026-08-21T14:24:29Z

Bftcpa606: Created page with "thumb CPA Tech Wiki is a passion project - my intent here is to share some of the research I've done with the world so that we can all do better work. (I started down this road in 2004, when I began [https://www.cpatechblog.com CPATechBlog.com]. Since my Podcast is called Accounting Technology Lab, welcome to my somewhat public workbench. The site includes: * AI Prompts * Episode Tracking for Accounting Technology Lab, including detailed..."

[[File:CPAtechbloglogo.png|thumb]]
CPA Tech Wiki is a passion project - my intent here is to share some of the research I've done with the world so that we can all do better work. (I started down this road in 2004, when I began [https://www.cpatechblog.com CPATechBlog.com]. Since my Podcast is called Accounting Technology Lab, welcome to my somewhat public workbench.
The site includes:
* AI Prompts
* Episode Tracking for Accounting Technology Lab, including detailed show notes
* CPA firm and association profiles
* Links to other resources.

Thanks for visiting, and I look forward to meeting you sometime in the future.
[[File:BFT.jpg|thumb]]
Brian Tankersley
August 21, 2026

ATL271

2026-08-18T23:12:49Z

Bftcpa606:

[[File:ATL271.jpg|thumb|ATL271: Why Your WISP Is Essential in 2026]]

= ATL271 - Why Your WISP Is Essential in 2026 =

'''Accounting Technology Lab''' 
'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA 
'''Presented by:''' CPA Practice Advisor 
'''Episode length:''' Approximately 25 minutes

== Episode Summary ==

In ATL271, “Why Your WISP Is Essential in 2026,” Randy Johnston and Brian Tankersley explain why a written information security plan is no longer a compliance document that can sit on a shelf. Accounting firms hold concentrated stores of tax, financial, identity, and sometimes health information, making them attractive targets for phishing, credential theft, ransomware, fraudulent wire instructions, and AI-enhanced attacks. The hosts walk through the overlapping expectations of the IRS, FTC Safeguards Rule, and HIPAA, including written policies, multi-factor authentication, encryption, logging, incident response, training, governance, vendor oversight, and regular risk assessment. They emphasize that penalties can be severe, but the larger business risk may be client loss, reputational damage, litigation, and disruption during tax season. The episode also highlights practical governance: assign accountability, review the WISP regularly, connect security spending to risk, and report results to leadership. Randy and Brian close with five high-impact controls—MFA, full-disk encryption, tested backups, a written incident response plan, and vendor security questionnaires—plus a recurring calendar for log reviews, backup restores, phishing simulations, vulnerability scans, training, patching, and annual WISP updates. Their message: security is an operating discipline, not paperwork. For firms of every size, preparation now is cheaper than recovery.

== Key Takeaways ==

* '''A WISP should be an operating system for security—not shelfware.''' It needs ownership, periodic review, documented changes, and executive oversight.
* '''Accounting firms are unusually attractive targets''' because they aggregate tax, financial, identity, payroll, and other confidential information.
* '''Credential theft and phishing remain central risks,''' while AI is making fraudulent messages and attacks more convincing.
* '''Vendor management belongs inside the security program.''' Cloud applications, hosting companies, MSPs, AI services, and other third parties expand the firm's attack surface.
* '''Incident response must be planned before the incident.''' Firms should understand regulatory notification obligations, internal responsibilities, legal resources, and PR response.
* '''Security has a recurring calendar.''' Log reviews, backup restores, phishing tests, vulnerability scanning, access reviews, training, patching, and WISP updates need assigned frequencies and owners.

== Catchy Quotes ==

{| class="wikitable"
! Approx. Time
! Speaker
! Quote
|-
| 02:04
| Brian Tankersley
| “The firms get hit because you and I are the Fort Knox of confidential data.”
|-
| 03:33
| Brian Tankersley
| “The bad guys are getting better faster than the good guys are getting better.”
|-
| 07:40
| Brian Tankersley
| “Anything that touches client data is a death sentence for a hard drive in my office.”
|-
| 12:10
| Brian Tankersley
| “If you don't have an adequate WISP, you're in violation of the FTC safeguards rule.”
|-
| 18:20
| Randy Johnston
| “You've got risk on any provider.”
|-
| 18:42
| Brian Tankersley
| “As soon as you know something's happened, the clock is ticking.”
|-
| 23:11
| Brian Tankersley
| “Multi-factor authentication, full disk encryption, tested backup strategies, written incident response plans, vendor security questionnaires.”
|-
| 24:55
| Randy Johnston
| “Make sure that you've got your WISP … pulled out, dusted off, and updated for this year's regulations.”
|}

''Note: Timestamps are approximate where the quote occurs inside a longer timestamped speaker segment in the transcript.''

== Social Media Posts ==

# Your WISP isn't supposed to be the PDF nobody has opened since last year. In ATL271, Randy Johnston and Brian Tankersley explain why cybersecurity governance has become an operating requirement for accounting firms. #WISP #Cybersecurity #AccountingTechnology
# Accounting firms may not look like Fort Knox—but they often hold Fort Knox quantities of confidential data. Tax records. Payroll. Bank information. Identity data. That's exactly why attackers care. ATL271 tackles the risk. #CPA #Cybersecurity
# Phishing emails aren't getting worse. They're getting '''better'''—and AI is helping the bad guys improve faster. ATL271 looks at what CPA firms should be doing about it now. #AI #Phishing #InfoSec
# A written information security plan isn't just a compliance exercise. It's the playbook your firm needs when somebody clicks the wrong link at 4:45 Friday afternoon. Listen to ATL271. #WISP #IncidentResponse
# MFA. Encryption. Tested backups. Incident response. Vendor questionnaires. Five controls that can materially improve an accounting firm's security posture—and they're all discussed in ATL271. #Cybersecurity #CPAfirm
# Your firm's security perimeter doesn't stop at the office door. It includes every SaaS vendor, MSP, cloud provider, AI platform, remote employee, and third party touching client information. ATL271 digs into vendor risk. #VendorRisk #AccountingTech
# Buying a WISP template isn't the same thing as managing information security. Randy Johnston and Brian Tankersley explain why governance, accountability, testing, and periodic updates matter in ATL271. #Governance #WISP
# Who owns cybersecurity at your firm? Who approves changes? Who reviews the logs? Who reports problems to leadership? If the answer is “I'm not sure,” ATL271 belongs on your playlist. #CyberGovernance #CPA
# A backup isn't really a backup until you've restored it. ATL271 recommends making backup restoration testing part of your recurring security calendar. That's boring—right up until the day it saves the firm. #Backup #Ransomware
# Cybersecurity isn't an annual checkbox. Access logs, terminated users, phishing tests, vulnerability scans, MFA coverage, patching, training, and backups all operate on different schedules. ATL271 explains the cadence. #InfoSec
# The uncomfortable truth about a breach isn't just the remediation bill. It's clients asking, “Why should I still trust you?” ATL271 examines the compliance '''and reputational''' stakes of information security. #RiskManagement #CPAfirm
# What happens after an incident can be every bit as important as what happened before it. Legal counsel, regulatory notification, communications, documentation, and PR belong in the response plan. ATL271 explains why. #IncidentResponse
# The shiny new accounting app may solve a workflow problem—and create a vendor-risk problem. ATL271 makes the case for asking security questions before sensitive client data goes into somebody else's system. #AccountingTech #VendorManagement
# Your terminated employee shouldn't still be able to log in six months later. ATL271 recommends regularly confirming that departed users actually lost access. Simple control. Serious consequences if you skip it. #AccessControl #Cybersecurity
# Security awareness training on Day One isn't bureaucracy. It's part of onboarding someone who is about to receive access to some of your clients' most sensitive information. ATL271 explains the governance behind the practice. #SecurityAwareness
# Accounting firms have spent years adopting cloud systems. The next maturity step is managing the '''governance''' around those systems: access, logging, vendors, policies, responsibilities, and incident response. ATL271 tackles the issue. #CloudSecurity #CPA
# “We've never had a breach” is not a cybersecurity strategy. Neither is “our IT guy handles that.” ATL271 explains why firm leadership has a role in WISP governance and security oversight. #CyberRisk #Leadership
# AI is changing both sides of cybersecurity. Firms can use better tools—but attackers also get better tools. ATL271 looks at why yesterday's WISP may not adequately address today's threat environment. #AIsecurity #WISP
# Before you recycle an old laptop, copier, scanner, drive, or network device, ask a better question: '''What client data touched this device?''' ATL271 discusses secure disposal as part of the security lifecycle. #DataSecurity #Privacy
# Pull out the WISP. Dust it off. Read it. Test it. Assign owners. Update it. Then make sure what the document says is what the firm actually does. That's the central message of ATL271: ''Why Your WISP Is Essential in 2026.'' #AccountingTechnologyLab #Cybersecurity

== Products, Services, Companies, and Organizations Mentioned ==

{| class="wikitable sortable"
! Company / Organization
! Product or Service Mentioned
! X
! Facebook
! LinkedIn
! Instagram
|-
| CPA Practice Advisor
| Accounting Technology Lab / media
| @cpapracadvisor
| CPA Practice Advisor
| CPA Practice Advisor
| Not independently verified
|-
| YHB {{!}} CPAs & Consultants
| Firm security/vendor due-diligence example
| Not independently verified
| YHB {{!}} CPAs & Consultants
| YHB {{!}} CPAs & Consultants
| YHB {{!}} CPAs & Consultants
|-
| Mandiant / Google Cloud
| Cybersecurity / incident response
| @Mandiant
| Mandiant
| Mandiant (part of Google Cloud)
| Not independently verified
|-
| Data Center Inc. (DCI)
| Bank core processing / technology
| Not independently verified
| Not independently verified
| DCI / datacenterinc
| Not independently verified
|-
| Jack Henry
| Bank technology and processing
| @JH_Fintech
| JackHenryAssociates
| Jack Henry
| @jackhenry_fintech
|-
| Ubiquiti
| UniFi / Dream Machine networking and VPN hardware
| @Ubiquiti
| UIeverywhere
| Ubiquiti Inc.
| @ubiquiti*
|-
| Microsoft
| BitLocker, Microsoft VPN, Copilot
| @Microsoft
| Microsoft
| Microsoft
| @microsoft*
|-
| Apple
| Device/full-disk encryption
| @Apple
| Apple
| Apple
| @apple*
|-
| Wolters Kluwer
| Professional tax/accounting technology provider
| Not listed in current corporate directory
| Wolters Kluwer
| Wolters Kluwer
| Wolters Kluwer
|-
| Thomson Reuters
| Professional tax/accounting technology provider
| Thomson Reuters
| thomsonreuters
| Thomson Reuters
| thomsonreuters
|-
| AICPA / AICPA & CIMA
| Professional association / §7216 discussions
| @AICPA
| AICPA
| AICPA
| Not independently verified
|}

*Apparent account shown for identification; it was not verified to the same first-party standard during this research pass.

== Regulatory and Technical References Mentioned ==

* Written Information Security Plan (WISP)
* IRS
* FTC
* HHS
* FTC Safeguards Rule
* Gramm-Leach-Bliley Act (GLBA)
* HIPAA
* IRC §7216
* IRS Publication 4557
* IRS Publication 5708
* IRS “Security Six”
* Multi-factor authentication (MFA)
* Encryption
* Firewalls
* VPNs
* Password managers
* Backup and restoration testing
* Vulnerability scanning
* Phishing simulation
* Incident response plans
* Business associate agreements (BAAs)
* Vendor security questionnaires
* Access logging and monitoring
* Secure equipment disposal
* Patch management
* Security awareness training

== Suggested Hashtags ==

#AccountingTechnologyLab #ATL271 #WISP #Cybersecurity #CPA #AccountingTechnology #DataSecurity #InfoSec #RiskManagement #VendorRisk #MFA #IncidentResponse #Ransomware #CyberGovernance