CPA Tech Wiki - User contributions [en]

Podcast

2026-06-26T21:21:55Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
|-
|265
|[[ATL265|Scaling New Heights 2026 - "Strange New World"]]
|6/15/2026
|7/10/2026
|-
|264
|[[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]
|6/15/2026
|7/3/2026
|-
|263
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|6/5/2026
|6/20/2026
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|-
|187
|Apxium
|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
|-
|6/15/2026
|Thought Leader/40U40 Mashup and AICPA ENGAGE
|1
|5/15/2026
|-
|6/15/2026
|Scaling New Heights 2026
|2
|5/29/2026
|}

== 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]]

ATL265

2026-06-25T20:25:34Z

Bftcpa606: Created page with "{{PodcastPromotionPacket |Episode=ATL265 |Title=Scaling New Heights 2026 - "Strange New World" |Podcast=Accounting Technology Lab |Hosts=Randy Johnston and Brian Tankersley |Source=Transcript from 20260703 Scaling 2026 Part 1 }} = ATL265: Scaling New Heights 2026 - "Strange New World" = == Promotion Packet Overview == '''Episode title:''' ATL265 Scaling New Heights 2026 - "Strange New World" '''Podcast:''' Accounting Technology Lab '''Hosts:''' Randy Johnston and Br..."

{{PodcastPromotionPacket
|Episode=ATL265
|Title=Scaling New Heights 2026 - "Strange New World"
|Podcast=Accounting Technology Lab
|Hosts=Randy Johnston and Brian Tankersley
|Source=Transcript from 20260703 Scaling 2026 Part 1
}}

= ATL265: Scaling New Heights 2026 - "Strange New World" =

== Promotion Packet Overview ==

'''Episode title:''' ATL265 Scaling New Heights 2026 - "Strange New World"

'''Podcast:''' Accounting Technology Lab

'''Hosts:''' Randy Johnston and Brian Tankersley

== Episode Description ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley discuss Scaling New Heights 2026 from Orlando and unpack why this year’s theme, "Strange New World," feels especially relevant for accountants. Randy shares observations from the conference floor, including strong attendance, a large exhibitor presence, sessions on AI, data cleanup, SOPs written with AI, and main stage presentations featuring technology, magic, and thought leadership.

The conversation moves from conference recap to practical implications for the profession. Randy and Brian explore how AI is changing advisory services, why clean data remains essential, and why accountants need to understand the difference between deterministic accounting systems and probabilistic AI systems. They also discuss AI governance, privacy policies, EULAs, subprocessors, Microsoft’s compliance posture, and why professional standards require accountants to be more careful with client data than many other business functions.

This episode is ideal for accounting professionals who want a grounded perspective on AI’s role in the profession, what was being discussed at one of the year’s major accounting technology conferences, and how firm leaders should think about education, governance, and responsible adoption.

== Suggested Headlines ==

* Scaling New Heights 2026: Accounting Enters a Strange New AI World
* AI, Governance, and the Future of Accounting from Scaling New Heights 2026
* What Accountants Need to Know from Scaling New Heights 2026
* The Strange New World of Accounting Technology
* From AI-Powered Ledgers to Data Governance: Lessons from Scaling New Heights 2026

== Key Talking Points ==

* Scaling New Heights 2026 used the theme "Strange New World," reflecting the rapid and sometimes unsettling changes created by AI.
* Randy reported solid attendance of about 2,000 attendees and approximately 133 exhibitors.
* AI-powered general ledgers and AI-enabled accounting workflows were prominent conference topics.
* Clean data remains a prerequisite for useful AI output.
* Sessions emphasized practical AI use, including advisory services, growth strategies, and SOP development.
* Daniel Susskind’s main stage presentation explored work, professions, education, AI, and artificial general intelligence.
* Education and change management are becoming central to AI adoption in accounting firms.
* AI governance is becoming more important than a simple AI policy.
* Privacy policies, EULAs, subprocessors, and data use for model training require careful review.
* Microsoft’s compliance and governance approach was discussed as especially relevant for the accounting profession.
* Accountants must understand that traditional accounting systems are deterministic, while many AI systems are probabilistic.
* Brian used the vending machine vs. slot machine analogy to explain why AI outputs require review and professional judgment.

== Pull Quotes ==

* "There’s just a lot of things that are strange with AI." - Randy Johnston

* "You can’t make filet mignon out of hamburger." - Brian Tankersley

* "Education is the response to AI." - Randy Johnston, discussing themes from Daniel Susskind’s presentation

* "It is very ish." - Brian Tankersley, on the probabilistic nature of AI

* "We have to be grown-ups all the time." - Brian Tankersley, on professional obligations around private client data

* "Last year we said you always start with a policy, but now you’ve got to restrict things with governance." - Randy Johnston

== SEO Metadata ==

'''Suggested SEO title:''' Scaling New Heights 2026: AI, Governance, and Accounting Technology

'''Suggested slug:''' atl265-scaling-new-heights-2026-strange-new-world

'''Meta description:''' Randy Johnston and Brian Tankersley recap Scaling New Heights 2026 and discuss AI-powered ledgers, data cleanup, AI governance, privacy, Microsoft Copilot, and probabilistic AI in accounting.

'''Keywords:'''

* Scaling New Heights 2026
* Accounting Technology Lab
* Randy Johnston
* Brian Tankersley
* accounting technology
* AI in accounting
* AI governance
* Microsoft Copilot
* accounting firm AI policy
* data cleanup
* AI-powered general ledgers
* CAS technology
* accounting workflow
* advisory services
* privacy policies
* EULAs
* subprocessors
* probabilistic AI
* deterministic accounting systems

== Suggested Tags ==

* Accounting Technology
* Artificial Intelligence
* AI Governance
* Scaling New Heights
* Practice Management
* CAS
* Microsoft Copilot
* Data Quality
* Privacy
* Advisory Services

== Guest and Organization Mentions to Verify ==

These names and organizations are mentioned in the transcript or appear to be referenced by the speakers. Verify spelling before public posting.

* Scaling New Heights
* CPA Practice Advisor
* Marriott World Center, Orlando
* Joe Woodard
* Microsoft
* Puzzle
* Sasha Orloff
* Expensify
* David Barrett
* Daniel Susskind
* The Future of the Professions
* McKinsey
* Khan Academy
* Cleveland Clinic
* Ron Baker
* Meta Ray-Ban glasses
* Apple
* Google
* Nvidia
* Claude
* ChatGPT
* Thomson Reuters
* Wolters Kluwer
* Canopy

== Suggested Show Notes ==

* Randy Johnston and Brian Tankersley discuss Scaling New Heights 2026 from Orlando.
* The conference theme, "Strange New World," reflects the rapidly changing AI landscape.
* Randy reports strong attendance and significant vendor participation.
* The hosts discuss sessions focused on AI, data cleanup, SOPs, and advisory services.
* Main stage presentations included technology-focused magic and discussions about AI’s role in the profession.
* Daniel Susskind’s presentation prompted discussion about automation, professional work, education, and AGI.
* The hosts discuss why firmwide AI education and change management are becoming essential.
* AI governance, privacy policies, EULAs, subprocessors, and client data risk are major concerns.
* Microsoft Copilot’s compliance posture is discussed as important for accounting firms.
* The hosts explain why accountants must understand the difference between deterministic systems and probabilistic AI outputs.

== Suggested Episode Intro for Host Read ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley take us inside Scaling New Heights 2026 in Orlando. The conference theme was "Strange New World," and that phrase fits the profession’s current AI moment. Randy and Brian discuss AI-powered ledgers, clean data, advisory services, AI governance, privacy concerns, Microsoft Copilot, and why accountants need to understand the probabilistic nature of many AI systems.

== Suggested Episode Outro for Host Read ==

Thanks for listening to this episode of the Accounting Technology Lab. If your firm is working through AI adoption, governance, privacy, or technology selection, share this episode with your team and continue the conversation about how accounting professionals can use AI responsibly while protecting client data and maintaining professional judgment.

== Internal Production Notes ==

* Verify all speaker, vendor, and company names before final publication.
* Consider whether to include a disclaimer that the episode was recorded onsite during Scaling New Heights 2026.
* If publishing quotes, compare against the final edited audio before release.
* The transcript includes discussion of emerging AI products and technology partnerships; verify any claims that may have changed before publication.
* This packet avoids making independent factual claims beyond the transcript and frames potentially uncertain details as transcript-based discussion points.

== One-Sentence Promo ==

Randy Johnston and Brian Tankersley recap Scaling New Heights 2026 and explain why AI, governance, clean data, privacy, and probabilistic systems are reshaping accounting technology.

== Three-Sentence Promo ==

Scaling New Heights 2026 carried the theme "Strange New World," and the Accounting Technology Lab team found that phrase especially fitting for the profession’s AI moment. Randy Johnston and Brian Tankersley discuss conference highlights, AI-powered ledgers, data cleanup, advisory services, AI governance, privacy issues, Microsoft Copilot, and the risks of treating probabilistic AI like deterministic accounting software. This episode is a practical listen for accounting professionals evaluating AI tools and responsible adoption strategies.

== Medium Promo Paragraph ==

In ATL265 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley report from Scaling New Heights 2026 and explore the accounting profession’s "Strange New World" of AI. They discuss the conference atmosphere, AI-powered accounting tools, data quality, advisory opportunities, SOPs written with AI, major conference presentations, and the increasing importance of governance and privacy review. The conversation also highlights why accountants must understand the difference between deterministic accounting systems and probabilistic AI outputs before incorporating these tools into client service workflows.

== Recommended Calls to Action ==

* Listen to ATL265 if your firm is evaluating AI adoption or governance.
* Share this episode with colleagues responsible for firm technology strategy.
* Use the discussion as a starting point for reviewing AI policies, EULAs, privacy practices, and subprocessors.
* Revisit your firm’s data cleanup strategy before expanding AI use.
* Train staff on the difference between deterministic accounting systems and probabilistic AI tools.

== MediaWiki Category Suggestions ==

[[Category:Accounting Technology Lab]]
[[Category:Podcast Promotion Packets]]
[[Category:Artificial Intelligence]]
[[Category:Accounting Technology]]
[[Category:Scaling New Heights]]
[[Category:AI Governance]]

Podcast

2026-06-25T17:34:43Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
|-
|265
|[[ATL265|Scaling New Heights 2026 - "Strange New World"]]
|6/15/2026
|7/3/2026
|-
|264
|[[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]
|6/15/2026
|6/26/2026
|-
|263
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|6/5/2026
|6/20/2026
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|-
|187
|Apxium
|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
|-
|6/15/2026
|Thought Leader/40U40 Mashup and AICPA ENGAGE
|1
|5/15/2026
|-
|6/15/2026
|Scaling New Heights 2026
|2
|5/29/2026
|}

== 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]]

ATL264

2026-06-23T01:09:00Z

Bftcpa606: /* ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup */

== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup ==
'''Released''': June 26, 2026

'''Recorded''': June 15, 2026

=== Overview ===
ATL264 is a fast-paced, conference-season “news” episode from the Accounting Technology Lab, recapping the AICPA ENGAGE 2026 Tech+ channel and the CPA Practice Advisor Thought Leader/40 Under 40 mashup in Las Vegas.<ref name="ep">{{cite web |title=ATL264 Transcript |publisher=CPA Practice Advisor |year=2026}}</ref> The episode features hosts Randy Johnston and Brian Tankersley sharing key takeaways on AI, the Rise 2040 vision project, associations, private equity, and technology adoption in the accounting profession.<ref name="ep" />

=== Episode Summary (≈200 words) ===
Randy Johnston and Brian Tankersley record on-site in Las Vegas to debrief a packed week around AICPA ENGAGE 2026 and the annual Thought Leader/40 Under 40 mashup. They open with the Rise 2040 vision project, highlighting mega-trends like the profession’s “great identity shift”, AI as a strategic force multiplier, globalization, and the emerging “trust paradox” created by artificial intelligence.<ref name="ep" /> The hosts describe intense roundtable discussions among young tech-enabled CPAs and seasoned thought leaders on associations, evolving business models, and how state societies must reimagine member engagement in a digital, AI-driven world.<ref name="ep" />

The conversation then tackles AI and private equity—“AIPE”—and how late-career partners, unfunded buyouts, and underinvestment in technology are driving firms toward PE ownership and forced modernization.<ref name="ep" /> They explore return-to-office realities, cybersecurity and AI-powered threats, including federal actions around advanced AI models, and the profession’s persistent self-confidence gap with technology.<ref name="ep" /> Randy shares ENGAGE highlights, including his 40th year speaking, a standing-room-only Tech Update and AI prompting session, and a 200‑vendor exhibit hall featuring every major publisher and cloud platform.<ref name="ep" /> They close with reflections on AI’s ubiquity at ENGAGE, main-stage guests such as Ryan Reynolds and Costco’s former CFO, and why networking at these events still moves the profession forward.<ref name="ep" />

=== Quotable Soundbites ===
The following quotations are drawn from the episode and include approximate time locations within the audio.

# “If you don’t adopt the new technology, you’re going to end up where the people that smoke cigarettes with their 10-keys at their desk and have five- and seven-column paper are right now—which is not a good place.” (≈ 3:45–4:10)<ref name="ep" />
# “AI has created this trust paradox; it actually creates the need for more trust instead of less—and we’re in the trust business.” (≈ 3:30–3:55)<ref name="ep" />
# “Everywhere you turn now it’s AI discussion—often gratuitous AI discussion—and I can’t quite put my finger on it, but there’s a frantic response from many people.” (≈ 6:40–7:25)<ref name="ep" />
# “There are a lot of partners who delayed retirement during the pandemic, and now their buyouts are unfundable—so they’re going to private equity for the cash, and PE is saying, ‘Fine, but we’re forcing technology into your firm.’” (≈ 7:45–9:00)<ref name="ep" />
# “You could just see the eyes light up across the room when we showed that a single Copilot could talk to Claude, OpenAI, and Microsoft 365—and keep all that proprietary data out of training.” (≈ 15:20–16:15)<ref name="ep" />
# “Tech is being de‑emphasized in the branding, but it lives everywhere at ENGAGE—and AI was pretty much everywhere this year.” (≈ 18:20–19:10)<ref name="ep" />
# “The rumor that I’m retiring is greatly exaggerated—I at least want to see AI running on quantum computers before I think about stopping.” (≈ 12:10–12:35)<ref name="ep" />

=== Social Media Promotion Ideas ===
The following short promotional texts are intended for use on social media to promote the episode.

# “AI isn’t killing trust in the profession—it’s increasing the demand for it. Hear how ENGAGE 2026 framed AI as a strategic force multiplier in ATL264.”<ref name="ep" />
# “Still clinging to 10-keys and seven-column paper? ATL264 explains why firms that don’t modernize are heading to the same museum as cigarette-smoke-filled write-up rooms.”<ref name="ep" />
# “Rise 2040 is the new long-range vision for the profession—identity shifts, globalization, AI, and the ‘trust paradox’ all in one roadmap. Get the field report from Las Vegas in ATL264.”<ref name="ep" />
# “From Thought Leader Think Tank to 40 Under 40 mashup: we sat in on the cross‑generational debates about AI, PE, and the future of firms. Catch the full debrief in ATL264.”<ref name="ep" />
# “Is ‘AIPE’ the new four-letter word? Randy and Brian unpack how AI and private equity are reshaping firm ownership, culture, and tech adoption in ATL264.”<ref name="ep" />
# “Late‑career partners, unfunded buyouts, and forced tech upgrades: we dig into why so many firms are suddenly flirting with private equity in ATL264.”<ref name="ep" />
# “Associations and state societies are being forced to reimagine member engagement in an AI-first world. Hear what young pros and thought leaders told us in Vegas on ATL264.”<ref name="ep" />
# “Return-to-office isn’t one-size-fits-all: from hybrid ‘middle three days’ to fully virtual, ATL264 shares what firms are actually doing post-pandemic.”<ref name="ep" />
# “Cybersecurity plus AI: we revisit Claude Mythos, fable being classified under ITAR, and why AI-driven threats are accelerating. ATL264 connects the dots.”<ref name="ep" />
# “Standing-room-only Tech Update. 900+ for AI prompting. 200 vendors on the floor. ATL264 walks you through the tech pulse of AICPA ENGAGE 2026.”<ref name="ep" />
# “Many attendees had never seen Copilot wired to multiple LLMs—with indemnification and data protections intact. ATL264 breaks down why that demo changed minds.”<ref name="ep" />
# “ENGAGE 2026 had 6000+ attendees with a goal of 10,000—yet tech is still the quiet backbone of every track. Hear why in ATL264.”<ref name="ep" />
# “From Ryan Reynolds to Costco’s former CFO, the ENGAGE main stage brought star power—but AI, data, and trust were the real headliners. Dive deeper in ATL264.”<ref name="ep" />
# “The profession has a self-confidence problem with technology. ATL264 explores why many CPAs would rather talk about vacations than their tech stack—and how to change that.”<ref name="ep" />
# “Quantum dreams: Randy sets the record straight on ‘retirement rumors’ and explains why he wants to see AI running on quantum before he thinks it’s time to hang it up. Hear it on ATL264.”<ref name="ep" />
# “Thought Leader/40 Under 40 mashup: one room, multiple generations, and a whiteboard full of ideas on AI, trust, and the profession’s identity. ATL264 takes you inside.”<ref name="ep" />
# “From camera kits and green screens to fewer flights, ATL264 shares how content creators in the profession have reinvented their model post‑pandemic.”<ref name="ep" />
# “State societies built on in‑person contact are wrestling with digital-first members and AI-enabled learning. ATL264 surfaces what leaders are actually worried about.”<ref name="ep" />
# “AI frenzy or rational evolution? ATL264 parses the hype from the hard trends coming out of ENGAGE and the Rise 2040 project.”<ref name="ep" />
# “If you missed Las Vegas, ATL264 is your highlight reel for AICPA ENGAGE 2026 and the Thought Leader mashup—complete with tech, talent, and a little ‘Viva Las Vegas.’”<ref name="ep" />

=== Organizations and Companies Mentioned ===
This section lists the products, services, and companies referenced in the episode, along with commonly used social media accounts.

{| class="wikitable"
! Organization / Product !! Description (episode context) !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| AICPA ENGAGE / AICPA & CIMA || Flagship conference and vision projects (Rise 2040, Tech+, town hall, ENGAGE 2026). || @AICPA || [https://www.facebook.com/AICPA facebook.com/AICPA] || [https://www.linkedin.com/company/aicpa linkedin.com/company/aicpa] || @aicpa_ima
|-
| CPA Practice Advisor || Publisher of Accounting Technology Lab and the 40 Under 40 program. || @CPAAdvisor || [https://www.facebook.com/CPAPracticeAdvisor facebook.com/CPAPracticeAdvisor] || [https://www.linkedin.com/company/cpa-practice-advisor linkedin.com/company/cpa-practice-advisor] || @cpapracticeadvisor
|-
| Rightworks || Sponsor of the Thought Leader / 40 Under 40 mashup; owner of CPA Practice Advisor. || @Rightworks || [https://www.facebook.com/Rightworks facebook.com/Rightworks] || [https://www.linkedin.com/company/rightworks linkedin.com/company/rightworks] || @rightworkscloud
|-
| K2 Enterprises (K2) || Technology training and CPE provider associated with the hosts’ engagements. || @K2Enterprises || [https://www.facebook.com/K2Enterprises facebook.com/K2Enterprises] || [https://www.linkedin.com/company/k2-enterprises linkedin.com/company/k2-enterprises] || @k2enterprises
|-
| Microsoft Copilot || Demonstrated as a multi-LLM Copilot for Claude/OpenAI in Microsoft 365 with indemnification and data protections. || @Microsoft365 || [https://www.facebook.com/Microsoft facebook.com/Microsoft] || [https://www.linkedin.com/showcase/microsoft-365 linkedin.com/showcase/microsoft-365] || @microsoft365
|-
| Anthropic / Claude || AI platform referenced via Claude and Claude Code workshops and AI model discussions. || @AnthropicAI || [https://www.facebook.com/AnthropicAI facebook.com/AnthropicAI] || [https://www.linkedin.com/company/anthropic linkedin.com/company/anthropic] || @anthropicai
|-
| Wolters Kluwer || Major tax and accounting publisher exhibiting at ENGAGE. || @Wolters_Kluwer || [https://www.facebook.com/wolterskluwer facebook.com/wolterskluwer] || [https://www.linkedin.com/company/wolters-kluwer linkedin.com/company/wolters-kluwer] || @wolters_kluwer
|-
| Thomson Reuters || Major tax and accounting vendor on the ENGAGE exhibit floor. || @TRTaxAccountng || [https://www.facebook.com/ThomsonReuters facebook.com/ThomsonReuters] || [https://www.linkedin.com/company/thomson-reuters linkedin.com/company/thomson-reuters] || @thomsonreuters
|-
| Intuit || Key accounting technology vendor (e.g., QuickBooks) present at ENGAGE. || @IntuitAcctg || [https://www.facebook.com/Intuit facebook.com/Intuit] || [https://www.linkedin.com/company/intuit linkedin.com/company/intuit] || @intuit
|-
| Xero || Cloud accounting platform exhibiting at ENGAGE. || @Xero || [https://www.facebook.com/Xero.Accounting facebook.com/Xero.Accounting] || [https://www.linkedin.com/company/xero linkedin.com/company/xero] || @xero
|-
| Costco || Referenced via the retired CFO who appeared on the ENGAGE main stage. || @Costco || [https://www.facebook.com/Costco facebook.com/Costco] || [https://www.linkedin.com/company/costco-wholesale linkedin.com/company/costco-wholesale] || @costco
|}

ATL264

2026-06-23T01:08:03Z

Bftcpa606: Created page with "== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup == {{Infobox podcast episode | title = ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup | series = Accounting Technology Lab | episode = ATL264 | release_date = 2026-06-26 | location = Las Vegas, Nevada, USA | hosts = Randy Johnston, Brian F. Tankersley | length =  | venue = AICPA ENGAGE 2026 / Thought Leader & 40 Under 40 M..."

== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup ==

{{Infobox podcast episode
| title = ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup
| series = Accounting Technology Lab
| episode = ATL264
| release_date = 2026-06-26
| location = Las Vegas, Nevada, USA
| hosts = Randy Johnston, Brian F. Tankersley
| length = 
| venue = AICPA ENGAGE 2026 / Thought Leader & 40 Under 40 Mashup
| topics = AICPA ENGAGE 2026, Rise 2040, AI, private equity, associations, cybersecurity
}}

=== Overview ===
ATL264 is a fast-paced, conference-season “news” episode from the Accounting Technology Lab, recapping the AICPA ENGAGE 2026 Tech+ channel and the CPA Practice Advisor Thought Leader/40 Under 40 mashup in Las Vegas.<ref name="ep">{{cite web |title=ATL264 Transcript |publisher=CPA Practice Advisor |year=2026}}</ref> The episode features hosts Randy Johnston and Brian Tankersley sharing key takeaways on AI, the Rise 2040 vision project, associations, private equity, and technology adoption in the accounting profession.<ref name="ep" />

=== Episode Summary (≈200 words) ===
Randy Johnston and Brian Tankersley record on-site in Las Vegas to debrief a packed week around AICPA ENGAGE 2026 and the annual Thought Leader/40 Under 40 mashup. They open with the Rise 2040 vision project, highlighting mega-trends like the profession’s “great identity shift”, AI as a strategic force multiplier, globalization, and the emerging “trust paradox” created by artificial intelligence.<ref name="ep" /> The hosts describe intense roundtable discussions among young tech-enabled CPAs and seasoned thought leaders on associations, evolving business models, and how state societies must reimagine member engagement in a digital, AI-driven world.<ref name="ep" />

The conversation then tackles AI and private equity—“AIPE”—and how late-career partners, unfunded buyouts, and underinvestment in technology are driving firms toward PE ownership and forced modernization.<ref name="ep" /> They explore return-to-office realities, cybersecurity and AI-powered threats, including federal actions around advanced AI models, and the profession’s persistent self-confidence gap with technology.<ref name="ep" /> Randy shares ENGAGE highlights, including his 40th year speaking, a standing-room-only Tech Update and AI prompting session, and a 200‑vendor exhibit hall featuring every major publisher and cloud platform.<ref name="ep" /> They close with reflections on AI’s ubiquity at ENGAGE, main-stage guests such as Ryan Reynolds and Costco’s former CFO, and why networking at these events still moves the profession forward.<ref name="ep" />

=== Quotable Soundbites ===
The following quotations are drawn from the episode and include approximate time locations within the audio.

# “If you don’t adopt the new technology, you’re going to end up where the people that smoke cigarettes with their 10-keys at their desk and have five- and seven-column paper are right now—which is not a good place.” (≈ 3:45–4:10)<ref name="ep" />
# “AI has created this trust paradox; it actually creates the need for more trust instead of less—and we’re in the trust business.” (≈ 3:30–3:55)<ref name="ep" />
# “Everywhere you turn now it’s AI discussion—often gratuitous AI discussion—and I can’t quite put my finger on it, but there’s a frantic response from many people.” (≈ 6:40–7:25)<ref name="ep" />
# “There are a lot of partners who delayed retirement during the pandemic, and now their buyouts are unfundable—so they’re going to private equity for the cash, and PE is saying, ‘Fine, but we’re forcing technology into your firm.’” (≈ 7:45–9:00)<ref name="ep" />
# “You could just see the eyes light up across the room when we showed that a single Copilot could talk to Claude, OpenAI, and Microsoft 365—and keep all that proprietary data out of training.” (≈ 15:20–16:15)<ref name="ep" />
# “Tech is being de‑emphasized in the branding, but it lives everywhere at ENGAGE—and AI was pretty much everywhere this year.” (≈ 18:20–19:10)<ref name="ep" />
# “The rumor that I’m retiring is greatly exaggerated—I at least want to see AI running on quantum computers before I think about stopping.” (≈ 12:10–12:35)<ref name="ep" />

=== Social Media Promotion Ideas ===
The following short promotional texts are intended for use on social media to promote the episode.

# “AI isn’t killing trust in the profession—it’s increasing the demand for it. Hear how ENGAGE 2026 framed AI as a strategic force multiplier in ATL264.”<ref name="ep" />
# “Still clinging to 10-keys and seven-column paper? ATL264 explains why firms that don’t modernize are heading to the same museum as cigarette-smoke-filled write-up rooms.”<ref name="ep" />
# “Rise 2040 is the new long-range vision for the profession—identity shifts, globalization, AI, and the ‘trust paradox’ all in one roadmap. Get the field report from Las Vegas in ATL264.”<ref name="ep" />
# “From Thought Leader Think Tank to 40 Under 40 mashup: we sat in on the cross‑generational debates about AI, PE, and the future of firms. Catch the full debrief in ATL264.”<ref name="ep" />
# “Is ‘AIPE’ the new four-letter word? Randy and Brian unpack how AI and private equity are reshaping firm ownership, culture, and tech adoption in ATL264.”<ref name="ep" />
# “Late‑career partners, unfunded buyouts, and forced tech upgrades: we dig into why so many firms are suddenly flirting with private equity in ATL264.”<ref name="ep" />
# “Associations and state societies are being forced to reimagine member engagement in an AI-first world. Hear what young pros and thought leaders told us in Vegas on ATL264.”<ref name="ep" />
# “Return-to-office isn’t one-size-fits-all: from hybrid ‘middle three days’ to fully virtual, ATL264 shares what firms are actually doing post-pandemic.”<ref name="ep" />
# “Cybersecurity plus AI: we revisit Claude Mythos, fable being classified under ITAR, and why AI-driven threats are accelerating. ATL264 connects the dots.”<ref name="ep" />
# “Standing-room-only Tech Update. 900+ for AI prompting. 200 vendors on the floor. ATL264 walks you through the tech pulse of AICPA ENGAGE 2026.”<ref name="ep" />
# “Many attendees had never seen Copilot wired to multiple LLMs—with indemnification and data protections intact. ATL264 breaks down why that demo changed minds.”<ref name="ep" />
# “ENGAGE 2026 had 6000+ attendees with a goal of 10,000—yet tech is still the quiet backbone of every track. Hear why in ATL264.”<ref name="ep" />
# “From Ryan Reynolds to Costco’s former CFO, the ENGAGE main stage brought star power—but AI, data, and trust were the real headliners. Dive deeper in ATL264.”<ref name="ep" />
# “The profession has a self-confidence problem with technology. ATL264 explores why many CPAs would rather talk about vacations than their tech stack—and how to change that.”<ref name="ep" />
# “Quantum dreams: Randy sets the record straight on ‘retirement rumors’ and explains why he wants to see AI running on quantum before he thinks it’s time to hang it up. Hear it on ATL264.”<ref name="ep" />
# “Thought Leader/40 Under 40 mashup: one room, multiple generations, and a whiteboard full of ideas on AI, trust, and the profession’s identity. ATL264 takes you inside.”<ref name="ep" />
# “From camera kits and green screens to fewer flights, ATL264 shares how content creators in the profession have reinvented their model post‑pandemic.”<ref name="ep" />
# “State societies built on in‑person contact are wrestling with digital-first members and AI-enabled learning. ATL264 surfaces what leaders are actually worried about.”<ref name="ep" />
# “AI frenzy or rational evolution? ATL264 parses the hype from the hard trends coming out of ENGAGE and the Rise 2040 project.”<ref name="ep" />
# “If you missed Las Vegas, ATL264 is your highlight reel for AICPA ENGAGE 2026 and the Thought Leader mashup—complete with tech, talent, and a little ‘Viva Las Vegas.’”<ref name="ep" />

=== Organizations and Companies Mentioned ===
This section lists the products, services, and companies referenced in the episode, along with commonly used social media accounts.

{| class="wikitable"
! Organization / Product !! Description (episode context) !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| AICPA ENGAGE / AICPA & CIMA || Flagship conference and vision projects (Rise 2040, Tech+, town hall, ENGAGE 2026). || @AICPA || [https://www.facebook.com/AICPA facebook.com/AICPA] || [https://www.linkedin.com/company/aicpa linkedin.com/company/aicpa] || @aicpa_ima
|-
| CPA Practice Advisor || Publisher of Accounting Technology Lab and the 40 Under 40 program. || @CPAAdvisor || [https://www.facebook.com/CPAPracticeAdvisor facebook.com/CPAPracticeAdvisor] || [https://www.linkedin.com/company/cpa-practice-advisor linkedin.com/company/cpa-practice-advisor] || @cpapracticeadvisor
|-
| Rightworks || Sponsor of the Thought Leader / 40 Under 40 mashup; owner of CPA Practice Advisor. || @Rightworks || [https://www.facebook.com/Rightworks facebook.com/Rightworks] || [https://www.linkedin.com/company/rightworks linkedin.com/company/rightworks] || @rightworkscloud
|-
| K2 Enterprises (K2) || Technology training and CPE provider associated with the hosts’ engagements. || @K2Enterprises || [https://www.facebook.com/K2Enterprises facebook.com/K2Enterprises] || [https://www.linkedin.com/company/k2-enterprises linkedin.com/company/k2-enterprises] || @k2enterprises
|-
| Microsoft Copilot || Demonstrated as a multi-LLM Copilot for Claude/OpenAI in Microsoft 365 with indemnification and data protections. || @Microsoft365 || [https://www.facebook.com/Microsoft facebook.com/Microsoft] || [https://www.linkedin.com/showcase/microsoft-365 linkedin.com/showcase/microsoft-365] || @microsoft365
|-
| Anthropic / Claude || AI platform referenced via Claude and Claude Code workshops and AI model discussions. || @AnthropicAI || [https://www.facebook.com/AnthropicAI facebook.com/AnthropicAI] || [https://www.linkedin.com/company/anthropic linkedin.com/company/anthropic] || @anthropicai
|-
| Wolters Kluwer || Major tax and accounting publisher exhibiting at ENGAGE. || @Wolters_Kluwer || [https://www.facebook.com/wolterskluwer facebook.com/wolterskluwer] || [https://www.linkedin.com/company/wolters-kluwer linkedin.com/company/wolters-kluwer] || @wolters_kluwer
|-
| Thomson Reuters || Major tax and accounting vendor on the ENGAGE exhibit floor. || @TRTaxAccountng || [https://www.facebook.com/ThomsonReuters facebook.com/ThomsonReuters] || [https://www.linkedin.com/company/thomson-reuters linkedin.com/company/thomson-reuters] || @thomsonreuters
|-
| Intuit || Key accounting technology vendor (e.g., QuickBooks) present at ENGAGE. || @IntuitAcctg || [https://www.facebook.com/Intuit facebook.com/Intuit] || [https://www.linkedin.com/company/intuit linkedin.com/company/intuit] || @intuit
|-
| Xero || Cloud accounting platform exhibiting at ENGAGE. || @Xero || [https://www.facebook.com/Xero.Accounting facebook.com/Xero.Accounting] || [https://www.linkedin.com/company/xero linkedin.com/company/xero] || @xero
|-
| Costco || Referenced via the retired CFO who appeared on the ENGAGE main stage. || @Costco || [https://www.facebook.com/Costco facebook.com/Costco] || [https://www.linkedin.com/company/costco-wholesale linkedin.com/company/costco-wholesale] || @costco
|}

Podcast

2026-06-23T01:06:34Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
|-
|264
|[[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]
|6/15/2026
|6/26/2026
|-
|263
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|6/5/2026
|6/20/2026
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|-
|187
|Apxium
|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
|-
|6/15/2026
|Thought Leader/40U40 Mashup and AICPA ENGAGE
|1
|5/15/2026
|-
|6/15/2026
|Scaling New Heights 2026
|2
|5/29/2026
|}

== 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]]

AI Prompts

2026-06-16T19:49:13Z

Bftcpa606: /* Some Good Prompts for Accounting Professionals */

== Some Good Prompts for Accounting Professionals ==
* [https://cpate.ch/snh26-prompts SNH 2026 Handout: 100 Detailed AI Prompts for Bookkeeping]
* [[Github-acgp|Awesome ChatGPT Prompts]] ([https://github.com/f/awesome-chatgpt-prompts site])([[Github-acgp|local summary]])
* [https://cpate.ch/xl-ai-prompts An Excel-based AI prompt generator]
* [https://cpate.ch/t100prompts Top 100 AI Prompts for Accounting Professionals]
* [https://cpate.ch/audit-prompts1 Audit Prompts for Audits and Leases]

AI Prompts

2026-06-16T19:48:50Z

Bftcpa606: /* Some Good Prompts for Accounting Professionals */

== Some Good Prompts for Accounting Professionals ==
* SNH 2026 Handout: 100 Detailed AI Prompts for Bookkeeping
* [[Github-acgp|Awesome ChatGPT Prompts]] ([https://github.com/f/awesome-chatgpt-prompts site])([[Github-acgp|local summary]])
* [https://cpate.ch/xl-ai-prompts An Excel-based AI prompt generator]
* [https://cpate.ch/t100prompts Top 100 AI Prompts for Accounting Professionals]
* [https://cpate.ch/audit-prompts1 Audit Prompts for Audits and Leases]

Podcast

2026-06-16T19:41:21Z

Bftcpa606: /* Episodes Scheduled or Recorded Not Published */

[[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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|263
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|6/5/2026
|6/20/2026
|
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|6/15/2026
|Thought Leader/40U40 Mashup and AICPA ENGAGE
|1
|5/15/2026
|-
|6/15/2026
|Scaling New Heights 2026
|2
|5/29/2026
|}

== 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]]

Adobe Privacy Policy

2026-06-16T19:37:31Z

Bftcpa606: /* Explicit Third Parties / Subprocessors */

= Adobe Privacy Policy Summary =

; Product Name
Adobe Services and Software (including Creative Cloud, Document Cloud, Adobe Express, Behance, and related Adobe services)

; Publisher/Service Provider
Adobe Inc. (U.S.), Adobe Systems Software Ireland Limited, or Adobe KK, depending on user location

; Policy Document Name
Adobe Privacy Policy (Last Updated October 24, 2025)

== 300-Word Summary of Privacy Policy ==

Adobe collects a broad range of personal information when users create Adobe accounts, purchase products, use Adobe services, interact with customer support, or engage with Adobe websites and applications. Information collected includes identifiers (name, email, address, phone number), payment and transaction data, account information, device and usage data, content stored or processed through Adobe services, demographic information, and, in certain circumstances, sensitive information such as precise geolocation, accessibility information, or biometric data used for optional features.

Adobe uses this information to provide and support its services, process payments, manage subscriptions, verify identities, improve products, personalize experiences, conduct analytics, prevent fraud, comply with legal obligations, and market products and services. Adobe may analyze cloud content and usage patterns using automated technologies and, in some situations, human review. Publicly shared content may also be reviewed for safety, abuse prevention, and intellectual property compliance. Users may have rights to opt out of certain analytics, marketing, and content-analysis activities.

Adobe shares information within the Adobe corporate family and with various third parties including resellers, advertising partners, social media platforms, fraud-prevention providers, payment processors, analytics providers, hosting providers, customer support vendors, artificial intelligence technology providers, and other service providers acting on Adobe’s behalf. Information may also be disclosed to employers when business-domain email addresses are used, to government authorities when legally required, and in connection with mergers, acquisitions, or business transfers.

Adobe stores and processes data globally, including in the United States and India, and relies on legal transfer mechanisms such as the EU-U.S. Data Privacy Framework. Users may access, correct, delete, restrict, port, or object to processing of their personal information, depending on applicable law. Adobe supports Global Privacy Control signals for advertising-cookie opt-outs and provides mechanisms to unsubscribe from marketing communications and manage privacy preferences.

== Key Phrases Regarding Information Sharing with Others ==

* "We disclose personal information to other companies in the Adobe family and with advertising and sales partners consistent with your choices."
* "We will disclose your personal information within the Adobe family of companies."
* "We will also disclose your personal information with other third-party data controllers."
* "The types of third parties your information may be disclosed to include: our resellers and other sales and advertising partners, retailers, advertisers, ad agencies, advertising networks and platforms, information service providers, fraud monitoring and prevention providers, and publishers."
* "We may provide your personal information to that business" when a business-domain email address is used.
* "We will also disclose your personal information to companies that help us run our business by processing personal information on behalf of Adobe."

== Explicit Third Parties / Subprocessors ==

{| class="wikitable sortable"
! Name of Subprocessor / Third Party
! Purpose of Information Sharing
! Kind of Information Shared
! User Opt-Out Available?
! How to Opt Out

|-
| Adobe Family of Companies
| Service delivery, account management, business operations, marketing
| Account data, usage data, transaction data, profile information
| Limited
| Privacy rights request form; applicable legal rights requests

|-
| Resellers
| Product sales and fulfillment
| Contact information, licensing and transaction information
| Generally No
| N/A

|-
| Sales Partners
| Sales and marketing activities
| Contact, account, usage, and marketing-related data
| Yes, for marketing uses
| Adobe privacy preferences and marketing opt-out tools

|-
| Advertising Partners
| Personalized advertising and campaign measurement
| Website/app interaction data, advertising identifiers, usage data
| Yes
| Advertising preferences, cookie controls, Global Privacy Control

|-
| Advertisers
| Marketing and advertising services
| Marketing-related and interaction data
| Yes
| Marketing preferences and cookie settings

|-
| Ad Agencies
| Advertising campaign management
| Advertising and interaction data
| Yes
| Marketing preferences and cookie settings

|-
| Advertising Networks and Platforms
| Targeted advertising and measurement
| Website visits, ad interactions, identifiers
| Yes
| Cookie settings, Global Privacy Control, privacy preferences

|-
| Social Media Platforms
| Social sign-on, advertising measurement, audience targeting
| Profile data, website/app activity, ad interaction information
| Yes
| Social platform settings and Adobe advertising controls

|-
| Information Service Providers
| Business intelligence, company data enrichment
| Professional and business profile information
| Limited
| Privacy rights requests where applicable

|-
| Fraud Monitoring and Prevention Providers
| Fraud detection and security
| Transaction, device, account, and usage data
| No
| Necessary for security purposes

|-
| Payment Processing Services
| Payment processing and fraud prevention
| Billing information, payment details, transaction records
| No
| Necessary for payment processing

|-
| Customer Support Providers
| Customer service operations
| Support communications, account information
| No
| Necessary to provide support

|-
| Analytics Providers
| Website and application analytics
| Usage data, device data, browsing activity
| Often Yes
| Cookie settings and analytics opt-out controls

|-
| Session Replay Providers
| User experience analysis
| Website/app interaction recordings and session data
| Often Yes
| Cookie controls and privacy settings

|-
| AI Technology Providers
| Content and communication analysis, service functionality
| User content, prompts, communications, metadata
| In some cases
| Product-specific settings and content-analysis opt-outs

|-
| Hosting Providers
| Data storage and infrastructure
| Stored account data, content, and service data
| No
| Necessary for service operation

|-
| Employers/Organizations Using Business Domains
| Account migration and enterprise administration
| Account and identity information
| Limited
| Use personal email account where appropriate

|-
| Government Authorities and Law Enforcement
| Legal compliance and investigations
| Information required by law or legal process
| No
| Not applicable

|-
| Prospective Purchasers, Acquirers, and Advisors
| Corporate transactions
| User information as business assets
| No
| Not applicable
|}

== User Opt-Out Rights and Instructions ==

* Update marketing preferences in your Adobe ID profile.
* Use account privacy settings within Adobe applications and services.
* Click unsubscribe links in Adobe marketing emails.
* Submit privacy rights requests through Adobe's Privacy Inquiry Form.
* Use browser cookie controls and Adobe cookie preference tools.
* Enable '''Global Privacy Control (GPC)''' in supported browsers to opt out of advertising cookies.
* Exercise rights to access, correct, delete, restrict, object to processing, or port personal information where applicable by law.

== Source ==

Adobe Privacy Policy (Last Updated October 24, 2025). <ref>Adobe Privacy Policy, October 24, 2025.</ref>

Adobe Privacy Policy

2026-06-16T19:34:22Z

Bftcpa606: Created page with "= Adobe Privacy Policy Summary = ; Product Name Adobe Services and Software (including Creative Cloud, Document Cloud, Adobe Express, Behance, and related Adobe services) ; Publisher/Service Provider Adobe Inc. (U.S.), Adobe Systems Software Ireland Limited, or Adobe KK, depending on user location ; Policy Document Name Adobe Privacy Policy (Last Updated October 24, 2025) == 300-Word Summary of Privacy Policy == Adobe collects a broad range of personal information w..."

= Adobe Privacy Policy Summary =

; Product Name
Adobe Services and Software (including Creative Cloud, Document Cloud, Adobe Express, Behance, and related Adobe services)

; Publisher/Service Provider
Adobe Inc. (U.S.), Adobe Systems Software Ireland Limited, or Adobe KK, depending on user location

; Policy Document Name
Adobe Privacy Policy (Last Updated October 24, 2025)

== 300-Word Summary of Privacy Policy ==

Adobe collects a broad range of personal information when users create Adobe accounts, purchase products, use Adobe services, interact with customer support, or engage with Adobe websites and applications. Information collected includes identifiers (name, email, address, phone number), payment and transaction data, account information, device and usage data, content stored or processed through Adobe services, demographic information, and, in certain circumstances, sensitive information such as precise geolocation, accessibility information, or biometric data used for optional features.

Adobe uses this information to provide and support its services, process payments, manage subscriptions, verify identities, improve products, personalize experiences, conduct analytics, prevent fraud, comply with legal obligations, and market products and services. Adobe may analyze cloud content and usage patterns using automated technologies and, in some situations, human review. Publicly shared content may also be reviewed for safety, abuse prevention, and intellectual property compliance. Users may have rights to opt out of certain analytics, marketing, and content-analysis activities.

Adobe shares information within the Adobe corporate family and with various third parties including resellers, advertising partners, social media platforms, fraud-prevention providers, payment processors, analytics providers, hosting providers, customer support vendors, artificial intelligence technology providers, and other service providers acting on Adobe’s behalf. Information may also be disclosed to employers when business-domain email addresses are used, to government authorities when legally required, and in connection with mergers, acquisitions, or business transfers.

Adobe stores and processes data globally, including in the United States and India, and relies on legal transfer mechanisms such as the EU-U.S. Data Privacy Framework. Users may access, correct, delete, restrict, port, or object to processing of their personal information, depending on applicable law. Adobe supports Global Privacy Control signals for advertising-cookie opt-outs and provides mechanisms to unsubscribe from marketing communications and manage privacy preferences.

== Key Phrases Regarding Information Sharing with Others ==

* "We disclose personal information to other companies in the Adobe family and with advertising and sales partners consistent with your choices."
* "We will disclose your personal information within the Adobe family of companies."
* "We will also disclose your personal information with other third-party data controllers."
* "The types of third parties your information may be disclosed to include: our resellers and other sales and advertising partners, retailers, advertisers, ad agencies, advertising networks and platforms, information service providers, fraud monitoring and prevention providers, and publishers."
* "We may provide your personal information to that business" when a business-domain email address is used.
* "We will also disclose your personal information to companies that help us run our business by processing personal information on behalf of Adobe."

== Explicit Third Parties / Subprocessors ==

{| class="wikitable sortable"
! Name of Subprocessor / Third Party
! Purpose of Information Sharing
! Kind of Information Shared
! User Opt-Out Available?

| ! How to Opt Out |
| -------------------------------------------------------------------- |
| Adobe Family of Companies |
| Service delivery, account management, business operations, marketing |
| Account data, usage data, transaction data, profile information |
| Limited |
| Privacy rights request form; applicable legal rights requests |
| - |
| Resellers |
| Product sales and fulfillment |
| Contact information, licensing and transaction information |
| Generally No |
| N/A |
| - |
| Sales Partners |
| Sales and marketing activities |
| Contact, account, usage, and marketing-related data |
| Yes, for marketing uses |
| Adobe privacy preferences and marketing opt-out tools |
| - |
| Advertising Partners |
| Personalized advertising and campaign measurement |
| Website/app interaction data, advertising identifiers, usage data |
| Yes |
| Advertising preferences, cookie controls, Global Privacy Control |
| - |
| Advertisers |
| Marketing and advertising services |
| Marketing-related and interaction data |
| Yes |
| Marketing preferences and cookie settings |
| - |
| Ad Agencies |
| Advertising campaign management |
| Advertising and interaction data |
| Yes |
| Marketing preferences and cookie settings |
| - |
| Advertising Networks and Platforms |
| Targeted advertising and measurement |
| Website visits, ad interactions, identifiers |
| Yes |
| Cookie settings, Global Privacy Control, privacy preferences |
| - |
| Social Media Platforms |
| Social sign-on, advertising measurement, audience targeting |
| Profile data, website/app activity, ad interaction information |
| Yes |
| Social platform settings and Adobe advertising controls |
| - |
| Information Service Providers |
| Business intelligence, company data enrichment |
| Professional and business profile information |
| Limited |
| Privacy rights requests where applicable |
| - |
| Fraud Monitoring and Prevention Providers |
| Fraud detection and security |
| Transaction, device, account, and usage data |
| No |
| Necessary for security purposes |
| - |
| Payment Processing Services |
| Payment processing and fraud prevention |
| Billing information, payment details, transaction records |
| No |
| Necessary for payment processing |
| - |
| Customer Support Providers |
| Customer service operations |
| Support communications, account information |
| No |
| Necessary to provide support |
| - |
| Analytics Providers |
| Website and application analytics |
| Usage data, device data, browsing activity |
| Often Yes |
| Cookie settings and analytics opt-out controls |
| - |
| Session Replay Providers |
| User experience analysis |
| Website/app interaction recordings and session data |
| Often Yes |
| Cookie controls and privacy settings |
| - |
| AI Technology Providers |
| Content and communication analysis, service functionality |
| User content, prompts, communications, metadata |
| In some cases |
| Product-specific settings and content-analysis opt-outs |
| - |
| Hosting Providers |
| Data storage and infrastructure |
| Stored account data, content, and service data |
| No |
| Necessary for service operation |
| - |
| Employers/Organizations Using Business Domains |
| Account migration and enterprise administration |
| Account and identity information |
| Limited |
| Use personal email account where appropriate |
| - |
| Government Authorities and Law Enforcement |
| Legal compliance and investigations |
| Information required by law or legal process |
| No |
| Not applicable |
| - |
| Prospective Purchasers, Acquirers, and Advisors |
| Corporate transactions |
| User information as business assets |
| No |
| Not applicable |
| } |

== User Opt-Out Rights and Instructions ==

* Update marketing preferences in your Adobe ID profile.
* Use account privacy settings within Adobe applications and services.
* Click unsubscribe links in Adobe marketing emails.
* Submit privacy rights requests through Adobe's Privacy Inquiry Form.
* Use browser cookie controls and Adobe cookie preference tools.
* Enable '''Global Privacy Control (GPC)''' in supported browsers to opt out of advertising cookies.
* Exercise rights to access, correct, delete, restrict, object to processing, or port personal information where applicable by law.

== Source ==

Adobe Privacy Policy (Last Updated October 24, 2025). <ref>Adobe Privacy Policy, October 24, 2025.</ref>

Privacy

2026-06-16T19:33:37Z

Bftcpa606:

This page links to AI-generated privacy policy summaries.

* [[Adobe Privacy Policy|Adobe Systems Privacy Policy (Acrobat)]]
* [[Anthropic (Claude)|Anthropic (Claude]])
* [[OpenAI|Open AI (ChatGPT, Codex)]]

* [[Intuit Privacy]]
* [[QBD and Payroll Privacy]]
* [[QBO Privacy]]
* [[Xero Privacy]]
* [[CustomBooks Privacy]]
* [[Digits|Digits Privacy]]

Podcast

2026-06-14T02:29:04Z

Bftcpa606:

[[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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|263
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|6/5/2026
|6/20/2026
|
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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]]

ATL263

2026-06-14T01:14:52Z

Bftcpa606: Created page with "= ATL263 – Why General AI is Not Suitable for Tax Research = '''Guest:''' Kashif Ali, Founder & CEO, TaxGPT '''Hosts:''' Randy Johnston and Brian Tankersley '''Series:''' Accounting Technology Lab (CPA Practice Advisor) == Episode Summary == In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Kashif Ali, founder of TaxGPT, for a discussion on why general-purpose AI tools such as ChatGPT, Claude, and Gemini are not sufficien..."

= ATL263 – Why General AI is Not Suitable for Tax Research =
'''Guest:''' Kashif Ali, Founder & CEO, TaxGPT

'''Hosts:''' Randy Johnston and Brian Tankersley

'''Series:''' Accounting Technology Lab (CPA Practice Advisor)

== Episode Summary ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Kashif Ali, founder of TaxGPT, for a discussion on why general-purpose AI tools such as ChatGPT, Claude, and Gemini are not sufficient for professional tax research and advisory work. Kashif shares his unconventional journey from journalism to software development and entrepreneurship, ultimately leading to the creation of TaxGPT after experiencing firsthand the difficulty of finding reliable tax information.

The conversation explores the evolution of AI in tax research, beginning with source-cited answers and progressing toward autonomous agent-based workflows. Kashif explains how TaxGPT differs from consumer AI tools by focusing exclusively on tax and accounting use cases, implementing hallucination controls, maintaining vetted tax knowledge bases, and emphasizing security and professional trust.

The discussion also covers agent orchestration, AI operating systems, workflow automation, and the future of accounting firms. Kashif argues that AI should eliminate repetitive compliance work while elevating the value of professional judgment. The panel examines the growing productivity gap between professionals who effectively leverage AI and those who do not. Looking ahead, Kashif predicts firms will increasingly deploy specialized AI agents, reduce reliance on outsourcing, shift toward advisory services, and potentially move away from billable hours toward outcome-based pricing.

== Key Quotes ==

=== Quote #1 ===
<blockquote>
"The general purpose AI, OpenAI, Claude, and Gemini, those tools are created like social media. They want your attention. They want to keep you engaged. They are not made for accountants and tax work."
</blockquote>
'''Timestamp:''' Approximately 19:45

=== Quote #2 ===
<blockquote>
"Trust but verify."
</blockquote>
'''Timestamp:''' Approximately 06:45

=== Quote #3 ===
<blockquote>
"We're creating the super app for accounting, tax, and advisory firms."
</blockquote>
'''Timestamp:''' Approximately 12:20

=== Quote #4 ===
<blockquote>
"AI matches the capability of who is using it."
</blockquote>
'''Timestamp:''' Approximately 21:25

=== Quote #5 ===
<blockquote>
"The future of work is that all the manual and repetitive redundant work is gone."
</blockquote>
'''Timestamp:''' Approximately 25:55

=== Quote #6 ===
<blockquote>
"We don't want your attention. We want to help you get your work done effectively."
</blockquote>
'''Timestamp:''' Approximately 20:35

=== Quote #7 ===
<blockquote>
"A professional tool should be able to tell you when you're wrong."
</blockquote>
'''Timestamp:''' Approximately 20:15 (paraphrased)

== Episode Highlights ==

=== Topics Covered ===

* Why general AI models struggle with tax research
* Hallucinations and trust in AI-generated answers
* TaxGPT's specialized tax knowledge architecture
* Agent orchestration and workflow automation
* AI governance and security considerations
* Model Context Protocols (MCPs)
* AI operating systems for accounting firms
* Future of tax preparation and review workflows
* One-person million-dollar firms
* Outcome-based pricing versus billable hours

=== Major Takeaways ===

* General-purpose AI is optimized for engagement, not professional tax accuracy.
* Specialized tax AI requires curated knowledge, citations, and hallucination controls.
* Agent-based workflows are beginning to automate entire tax processes.
* Human judgment remains critical despite increasing automation.
* Firms that embrace AI are widening the productivity gap over competitors.
* AI will increasingly shift accountants from compliance toward advisory services.

== Social Media Posts ==

# Most AI tools are built to keep your attention. Tax professionals need tools built to deliver accurate answers. That's the difference between consumer AI and professional AI. #Accounting #TaxTech #AI
# "Trust but verify." One of the most important lessons for every accountant using AI today. #AccountingTechnology #TaxResearch
# Can AI replace tax research? Not if it hallucinates tax code that doesn't exist. Learn why specialized tax AI matters. #TaxGPT #AI
# The future isn't one AI agent. It's dozens of specialized agents working together. #AgenticAI #Accounting
# AI productivity gaps are widening rapidly. The professionals who master AI today will have a major advantage tomorrow. #FutureOfWork
# What happens when tax research, client data, and workflow automation are combined into a single AI operating system? Find out in ATL263. #TaxTech
# Uploading client tax returns into public AI tools may create serious security risks. Specialized solutions matter. #Cybersecurity #CPA
# The future of accounting isn't more dashboards. It's intelligent agents performing work on your behalf. #AgenticAI
# Can one accountant run a million-dollar practice with AI agents? Kashif Ali thinks the answer is yes. #AccountingInnovation
# The best AI doesn't replace professional judgment—it amplifies it. #CPA #AI
# TaxGPT began because its founder couldn't find reliable tax information for his own business. Necessity breeds innovation. #Entrepreneurship
# From journalism to Adobe to AI founder: Kashif Ali's journey is anything but conventional. #Leadership
# General AI wants to answer every question. Specialized AI knows when to say, "That's not what I'm designed for." #ArtificialIntelligence
# Agent orchestration may become the next major technology platform for accounting firms. #AccountingTechnology
# What if onboarding, preparation, review, and delivery could all be coordinated by AI agents? #TaxWorkflow
# The conversation around prompting is evolving into a conversation about agents. #AIAgents
# Human expertise becomes more valuable—not less valuable—as AI automates routine work. #FutureOfAccounting
# The next generation of tax technology is focused on execution, not just information retrieval. #TaxTech
# Outcome-based pricing may accelerate as AI dramatically reduces compliance effort. #FirmManagement
# Learn why "sycophant AI" and professional AI serve very different purposes in the accounting profession. #AccountingTechnologyLab

== Companies, Products, and Services Mentioned ==

{| class="wikitable sortable"
! Company / Product
! Type
! X
! LinkedIn
! Facebook
! Instagram
|-
| TaxGPT
| Tax AI Platform
| @taxgptai
| TaxGPT
| TaxGPT
| @taxgpt
|-
| CPA Practice Advisor
| Media
| @CPAPracAdvisor
| CPA Practice Advisor
| CPA Practice Advisor
| @cpapracticeadvisor
|-
| Thomson Reuters Checkpoint CoCounsel
| Tax Research
| @TRTaxAccounting
| Thomson Reuters Tax & Accounting
| Thomson Reuters Tax & Accounting
| Thomson Reuters
|-
| Wolters Kluwer AnswerConnect
| Tax Research
| @Wolters_Kluwer
| Wolters Kluwer Tax & Accounting
| Wolters Kluwer
| @wolterskluwer_global
|-
| Bloomberg Tax
| Tax Research
| @BloombergTax
| Bloomberg Tax
| Bloomberg Tax
| Bloomberg
|-
| ChatGPT
| Generative AI
| @OpenAI
| OpenAI
| OpenAI
| @openai
|-
| Claude
| Generative AI
| @AnthropicAI
| Anthropic
| Anthropic
| @anthropicai
|-
| Gemini
| Generative AI
| @GoogleAI
| Google DeepMind
| Google
| @google
|-
| Microsoft 365 Agents
| Agent Platform
| @Microsoft
| Microsoft
| Microsoft
| @microsoft
|-
| Adobe
| Software
| @Adobe
| Adobe
| Adobe
| @adobe
|}

== Suggested Episode Titles ==

# Why General AI Fails at Tax Research
# TaxGPT Founder Kashif Ali on the Future of AI Agents
# Sycophants vs. Professionals: AI's Tax Research Problem
# Why Tax Professionals Need Specialized AI
# Agentic AI and the Future of Tax Practice
# The AI Operating System for Accounting Firms
# Beyond Prompting: The Rise of Tax Agents
# Building Trustworthy AI for Tax Research

== SEO Keywords ==

TaxGPT, Kashif Ali, AI tax research, accounting AI, tax technology, AI agents, MCP, Model Context Protocol, agent orchestration, tax automation, accounting workflow automation, CPA technology, tax advisory, generative AI, ChatGPT for tax, tax compliance automation, accounting innovation, future of accounting, AI governance, AI security.

== Call to Action ==

Are general-purpose AI tools creating more risk than value for tax professionals?

Join Randy Johnston, Brian Tankersley, and TaxGPT founder Kashif Ali as they explore the difference between consumer AI and purpose-built tax intelligence platforms, the rise of agentic workflows, and how AI is reshaping the future of accounting firms.

'''Listen now to ATL263 of the Accounting Technology Lab.'''

Podcast

2026-06-14T00:51:27Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|263
|[[ATL263|Sycophants vs. Pros: With Guest Kashif Ali - Founder, TaxGPT]]
|6/5/2026
|6/20/2026
|
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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

2026-06-14T00:44:50Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|6/5/2026
|6/13/2026
|
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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

2026-06-14T00:43:56Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|
|
|
|
|
|-
|261
|[[ATL261|Keyveve]]
|5/1/2026
|6/5/2026
|
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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]]

ATL261

2026-06-14T00:42:41Z

Bftcpa606: Created page with "{{Podcast Episode |episode=ATL261 |title=Keyveve |series=Accounting Technology Lab |hosts=Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA |runtime=13 minutes |release_date=2026-06-05 }} = ATL261 – Keyveve = == Episode Summary == In ATL261, Randy Johnston and Brian Tankersley examine '''Keyveve''' (also referred to in the discussion as Kaviv), an emerging accounting technology platform designed to unify client portals, document management, workflow automation, co..."

{{Podcast Episode
|episode=ATL261
|title=Keyveve
|series=Accounting Technology Lab
|hosts=Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA
|runtime=13 minutes
|release_date=2026-06-05
}}

= ATL261 – Keyveve =

== Episode Summary ==

In ATL261, Randy Johnston and Brian Tankersley examine '''Keyveve''' (also referred to in the discussion as Kaviv), an emerging accounting technology platform designed to unify client portals, document management, workflow automation, communications, and AI-powered intelligence into a single environment. The hosts highlight how accounting firms continue to struggle with fragmented systems where documents, client communications, and workflow tools operate in separate silos. Keyveve addresses this challenge by creating a centralized engagement platform that connects staff workflows, client collaboration, document storage, AI classification, and task management.

The discussion explores several standout capabilities, including AI-driven document classification, automatic file naming, threaded communications, document collaboration, workflow tracking, engagement templates, and intelligent search across firm knowledge. The platform also supports modern client interactions by consolidating uploads, messages, and documentation that often arrive through multiple channels such as email, text messages, and portals.

Randy and Brian note that Keyveve appears capable of supporting tax, audit, client accounting services (CAS), and advisory engagements within a single platform. They also discuss the growing importance of AI-assisted document management and suggest that firms seeking alternatives to legacy systems such as FileCabinet CS should evaluate platforms like Keyveve as part of their future technology strategy.

== Key Takeaways ==

* Combines portal, workflow, document management, communications, and AI in one platform.
* Supports tax, audit, CAS, and advisory workflows.
* Uses AI for document classification and automatic naming.
* Enables multi-threaded communications between staff and clients.
* Provides centralized firm knowledge and searchable engagement data.
* Includes workflow ownership, task management, and deadline tracking.
* Offers customizable engagement templates.
* Potential replacement option for firms transitioning away from legacy document management systems.

== Memorable Quotes ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 03:00
| "The real problem is, how do we consolidate all of these phone conversations and different sources of documents?"
|-
| 05:10
| "The platform is one of the ones that I see that can handle tax and client accounting services and audit and advisory work in a single platform."
|-
| 06:05
| "I don't need those three engines all working within separate silos, I need them to work together."
|-
| 07:30
| "This classification thing saves you a bunch of time."
|-
| 08:55
| "What if the AI just did that in the background?"
|-
| 10:30
| "Now you can be in a better position to have your arms around what's going on."
|-
| 11:45
| "We get rid of the chase, and we get more visibility and smarter firm knowledge."
|}

== Suggested Episode Titles ==

# Keyveve: Bringing Workflow, Documents, and AI Together
# The Future of Accounting Firm Platforms
# Beyond the Client Portal: Exploring Keyveve
# AI-Powered Document Management for Modern Firms
# Replacing Silos with Intelligent Firm Workflows
# A Unified Platform for Tax, Audit, CAS, and Advisory
# How Keyveve Reimagines Accounting Firm Operations

== Social Media Posts ==

=== LinkedIn / Facebook ===

==== Post 1 ====

What happens when client portals, document management, workflow automation, and AI all live in one platform? In ATL261, Randy Johnston and Brian Tankersley explore Keyveve and its vision for modern accounting firms.

#AccountingTechnology #AI #CPAFirm

==== Post 2 ====

Accounting firms are drowning in disconnected systems. ATL261 explores how Keyveve combines communications, workflows, document management, and AI into a unified experience.

#FirmManagement #AccountingInnovation

==== Post 3 ====

AI-powered document classification, automatic file naming, workflow tracking, and client collaboration—all in one platform. Learn why Keyveve caught Randy and Brian's attention.

#DocumentManagement #AccountingTech

=== X / Threads ===

* "I don't need those three engines all working within separate silos, I need them to work together." ATL261 explores a platform built around that idea. #AccountingTech
* Could AI finally solve document organization in accounting firms? ATL261 looks at Keyveve's approach. #AI
* Tax. Audit. CAS. Advisory. One platform? Randy and Brian discuss Keyveve in ATL261. #CPA
* Automatic document classification may be the future of firm operations. #AccountingTechnology
* What if AI organized client files for you automatically? ATL261 explores that possibility.

== Discussion Questions ==

# How much time does your firm spend managing documents across multiple systems?
# Could a unified platform reduce administrative overhead in your practice?
# What role should AI play in document management?
# Are legacy document management systems meeting modern firm needs?
# How important is workflow visibility across departments?

== Products, Services, and Companies Mentioned ==

{| class="wikitable sortable"
! Product / Company
! Category
! X
! Facebook
! LinkedIn
! Instagram
|-
| Keyveve (Kaviv)
| Accounting Firm Platform
| N/A
| N/A
| Keyveve
| N/A
|-
| CPA Practice Advisor
| Media / Publications
| @CPAPracticeAdv
| CPA Practice Advisor
| CPA Practice Advisor
| @cpapracticeadvisor
|-
| Microsoft 365
| Productivity Platform
| @Microsoft365
| Microsoft
| Microsoft
| @microsoft365
|-
| OpenOffice
| Office Suite
| N/A
| Apache OpenOffice
| Apache Software Foundation
| N/A
|-
| NetDocuments
| Document Management
| @NetDocuments
| NetDocuments
| NetDocuments
| @netdocuments
|-
| FileCabinet CS
| Document Management
| N/A
| Thomson Reuters Tax & Accounting
| Thomson Reuters Tax & Accounting
| N/A
|-
| Paperless-ngx / Paperless
| Open Source Document Management
| N/A
| Community Managed
| Paperless-ngx
| N/A
|-
| Docket
| Document Management
| N/A
| N/A
| N/A
| N/A
|}

== Promotional Blurb ==

Are accounting firms finally moving beyond disconnected portals, workflow systems, and document repositories? In ATL261, Randy Johnston and Brian Tankersley examine Keyveve, an emerging platform that combines client collaboration, workflow automation, document management, and AI-powered intelligence into a unified environment. Learn how AI classification, automated document organization, and centralized engagement management could help firms improve efficiency while reducing administrative burden. Whether you're evaluating alternatives to legacy document management systems or searching for a more integrated technology stack, this episode offers valuable insights into the next generation of accounting firm platforms.

== Hashtags ==

<nowiki>
#AccountingTechnology
#AccountingFirm
#CPA
#DocumentManagement
#WorkflowAutomation
#ArtificialIntelligence
#TaxTechnology
#AuditTechnology
#CAS
#AdvisoryServices
#PracticeManagement
#CPAFirm
#AccountingInnovation
#DigitalTransformation
#AccountingPodcast
#TechnologyLab
#CPAPracticeAdvisor
#Keyveve
#FirmEfficiency
#FutureOfAccounting
</nowiki>

[[Category:Accounting Technology Lab]]
[[Category:Podcast Episodes]]
[[Category:Document Management]]
[[Category:Artificial Intelligence]]
[[Category:Practice Management]]
[[Category:Accounting Technology]]
[[Category:2026 Podcasts]]

ATL262

2026-06-14T00:40:46Z

Bftcpa606: Created page with "{{Podcast Episode | episode = ATL262 | title = 2026 Black Ore AI Tax Summit | podcast = Accounting Technology Lab | hosts = Randy Johnston, Brian Tankersley | release_year = 2026 | category = AI, Tax Technology, Accounting Innovation }} = ATL262 – 2026 Black Ore AI Tax Summit = == Episode Summary == In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley provide an in-depth recap of the 2026 Black Ore AI Tax Summit held at Nasdaq Tower..."

{{Podcast Episode
| episode = ATL262
| title = 2026 Black Ore AI Tax Summit
| podcast = Accounting Technology Lab
| hosts = Randy Johnston, Brian Tankersley
| release_year = 2026
| category = AI, Tax Technology, Accounting Innovation
}}

= ATL262 – 2026 Black Ore AI Tax Summit =

== Episode Summary ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley provide an in-depth recap of the 2026 Black Ore AI Tax Summit held at Nasdaq Tower in New York City. The event brought together many of the accounting profession’s most influential leaders, technology innovators, managing partners, and AI experts to discuss the rapidly evolving future of AI-powered tax preparation and advisory services.

The hosts review Black Ore's launch of Tax Autopilot and discuss industry predictions that fully autonomous individual tax preparation may arrive by 2027, with autonomous entity tax preparation following shortly thereafter. They explore the profession’s growing labor shortage, the role of AI in addressing staffing challenges, and the importance of high-quality, structured data as the foundation for successful AI implementations.

The episode also highlights presentations from leaders at Ramp, EisnerAmper, Deloitte, KPMG, PwC, BDO, and other major firms. Key themes included AI-native accounting firms, the transition from compliance work to advisory services, enterprise AI adoption, data governance, process redesign, and the growing influence of private equity in the accounting profession.

Ultimately, the discussion paints a picture of a profession entering a transformational era where AI will automate routine work and create new opportunities for firms to deliver higher-value advisory services.

== Key Takeaways ==

* AI-powered tax preparation is rapidly maturing.
* Black Ore predicts fully autonomous tax preparation by 2027.
* Labor shortages are accelerating adoption of AI solutions.
* Data quality remains the largest barrier to successful AI implementation.
* Firms are increasingly shifting talent from compliance work toward advisory services.
* AI-native accounting platforms may require a complete redesign of accounting workflows.
* Private equity continues to reshape the accounting profession.

== Notable Quotes ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 02:28
| "By the end of 2027 we would have fully autonomous tax prep."
|-
| 03:07
| "They wanted to produce a 100% optimal AI with 99% accuracy."
|-
| 08:24
| "ROI should not matter at first."
|-
| 08:39
| "You have to let chaos reign, and then rein in the chaos."
|-
| 13:20
| "Getting the data quality up was the most significant impediment to their use of AI."
|-
| 15:51
| "I'm not sure we're not going to have to have another level of revolution in the accounting space."
|-
| 19:34
| "If we have the less mundane compliance work done for us automatically, can we use our talent to turn it over to advisory?"
|-
| 21:22
| "Advisory requires us to become more comfortable with managing risk and not eliminating it."
|-
| 27:05
| "It was probably the best event that I've been to in 10 or 15 years."
|-
| 27:28
| "It was kind of like the accounting and tax equivalent of the Met Gala."
|}

== Social Media Promotion Posts ==

# The future of tax preparation is arriving faster than most firms realize. Black Ore predicts fully autonomous tax prep by 2027. Are firms ready? #AI #TaxTech #Accounting
# The accounting profession faces a projected 600 million-hour labor shortfall by 2030. AI may not be optional—it may be essential. #AccountingProfession #AI
# "ROI should not matter at first." One of the most thought-provoking lessons from the Black Ore AI Tax Summit. Innovation requires experimentation. #Leadership #AI
# Data quality remains the biggest barrier to AI success in accounting. Garbage in. Garbage out. #DataGovernance #AccountingTechnology
# AI isn't replacing accountants. It's creating opportunities for accountants to move into higher-value advisory roles. #AdvisoryServices #CPA
# The Black Ore AI Tax Summit brought together leaders from PwC, KPMG, BDO, EisnerAmper, Deloitte, Ramp, and more. #AccountingLeadership
# Could tax returns really be prepared in under five minutes? Early adopters are already seeing dramatic results. #TaxAutomation
# The future belongs to AI-native firms built around intelligent workflows and clean data. #AINative #AccountingInnovation
# Ramp's AI journey offers a powerful lesson: let chaos reign, then rein in the chaos. #DigitalTransformation
# The discussion at the Black Ore Summit made one thing clear: advisory is the future growth engine for firms. #CAS #Advisory
# Accounting firms must rethink processes, not simply automate old ones. #ProcessImprovement #AI
# The biggest challenge for enterprise AI? Consistent, structured, usable data. #DataStrategy
# Private equity continues reshaping the accounting profession. Are firms prepared for the next wave of consolidation? #PrivateEquity
# AI-powered tax preparation is moving from concept to reality. The timeline may surprise you. #FutureOfTax
# Accounting leaders are increasingly focused on scaling expertise rather than scaling headcount. #FirmManagement
# Could AI allow firms to double revenue without doubling staff? Industry leaders think so. #GrowthStrategy
# The accounting profession is entering one of the most significant technology transitions in its history. #AccountingTech
# AI-first accounting platforms may become as disruptive as cloud accounting was a decade ago. #Innovation
# One recurring theme from every panel: data quality drives AI outcomes. #DataQuality
# The 2026 Black Ore AI Tax Summit demonstrated that the future of tax is no longer theoretical—it's operational. #TaxTechnology

== Products, Services, and Organizations Mentioned ==

{| class="wikitable sortable"
! Company / Product
! Description
|-
| Black Ore
| AI-powered tax automation platform
|-
| Tax Autopilot
| Black Ore's autonomous tax preparation platform
|-
| Filed
| AI tax preparation competitor
|-
| Magnetic
| AI tax preparation competitor
|-
| Solomon
| AI tax preparation competitor
|-
| Additive
| K-1 automation platform
|-
| Abacus
| K-1 automation platform
|-
| Ramp
| AI-powered expense management and AP platform
|-
| Concur
| Expense management platform
|-
| SAP
| Enterprise software company
|-
| Meta
| Technology company
|-
| Goldman Sachs
| Financial services company
|-
| Advent International
| Private equity firm
|-
| EisnerAmper
| Accounting and advisory firm
|-
| KPMG
| Global accounting firm
|-
| PwC
| Global accounting firm
|-
| BDO
| Global accounting firm
|-
| Deloitte
| Global accounting firm
|-
| Withum
| National accounting firm
|-
| Elevate the CPA Group
| Advisory-focused accounting organization
|-
| AI Native Foundation
| AI-focused accounting nonprofit
|-
| Andreessen Horowitz (A16Z)
| Venture capital firm
|-
| Saks
| Enterprise organization represented on panel
|-
| Citron Cooperman
| National accounting firm
|-
| CPA Practice Advisor
| Accounting technology publication
|-
| Accounting Today
| Accounting industry publication
|-
| Earmark
| Accounting education platform
|}

== Social Media Accounts ==

{| class="wikitable sortable"
! Company/Product
! X
! LinkedIn
! Facebook
! Instagram
|-
| Black Ore
| @BlackOreAI
| Black Ore
| N/A
| @blackoreai
|-
| Ramp
| @Ramp
| Ramp
| Ramp
| @rampbusiness
|-
| EisnerAmper
| @EisnerAmper
| EisnerAmper
| EisnerAmper
| @eisneramper
|-
| KPMG
| @KPMG
| KPMG
| KPMG
| @kpmg
|-
| PwC
| @PwC
| PwC
| PwC
| @pwc
|-
| Deloitte
| @Deloitte
| Deloitte
| Deloitte
| @deloitte
|-
| BDO USA
| @BDO_USA
| BDO USA
| BDO USA
| @bdousa
|-
| Withum
| @WithumCPA
| Withum
| Withum
| @withumcpa
|-
| CPA Practice Advisor
| @CPAPracticeAdv
| CPA Practice Advisor
| CPA Practice Advisor
| N/A
|-
| Accounting Today
| @AccountingToday
| Accounting Today
| Accounting Today
| @accountingtoday
|-
| Earmark
| @EarmarkCPE
| Earmark CPE
| Earmark CPE
| @earmarkcpe
|-
| SAP Concur
| @SAPConcur
| SAP Concur
| SAP Concur
| @sapconcur
|}

== Suggested Episode Headlines ==

* AI Tax Preparation Reaches a Tipping Point
* Inside the 2026 Black Ore AI Tax Summit
* Fully Autonomous Tax Prep by 2027?
* The Future of Tax Firms Is AI Native
* Why Data Quality Determines AI Success
* From Compliance to Advisory: The Next Evolution of Accounting
* Private Equity, AI, and the Future of CPA Firms
* Tax Autopilot and the Race to Autonomous Returns
* The Accounting Profession's AI Transformation
* What Accounting Leaders Learned at the Black Ore Summit

== Suggested Hashtags ==

<code>
#AccountingTechnology
#TaxTechnology
#ArtificialIntelligence
#GenerativeAI
#CPA
#TaxPreparation
#AdvisoryServices
#AccountingFirms
#DigitalTransformation
#BlackOre
#TaxAutopilot
#FutureOfAccounting
#AccountingInnovation
#AITax
#AccountingLeadership
</code>

== Episode Metadata ==

* Podcast: Accounting Technology Lab
* Episode Number: ATL262
* Episode Title: 2026 Black Ore AI Tax Summit
* Hosts: Randy Johnston and Brian Tankersley
* Topics: Artificial Intelligence, Tax Automation, Advisory Services, Accounting Technology, Private Equity, Data Governance
* Featured Organizations: Black Ore, Ramp, EisnerAmper, Deloitte, KPMG, PwC, BDO, Withum, AI Native Foundation

ATL196

2026-06-04T17:43:58Z

Bftcpa606: Created page with "{{Infobox podcast episode | title = ATL196 – End User Tech 1H 2025 | podcast = Accounting Technology Lab | hosts = Randy Johnston, Brian Tankersley | release_date = March 2025 | episode = 196 | subject = End-user technology purchasing recommendations for 2025 }} = Episode Summary = In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley tackle one of the most common questions they have received in early 2025:..."

{{Infobox podcast episode
| title = ATL196 – End User Tech 1H 2025
| podcast = Accounting Technology Lab
| hosts = Randy Johnston, Brian Tankersley
| release_date = March 2025
| episode = 196
| subject = End-user technology purchasing recommendations for 2025
}}

= Episode Summary =

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley tackle one of the most common questions they have received in early 2025: “What technology should I buy?” The discussion focuses on practical recommendations for accountants and business professionals purchasing new computers, monitors, and smartphones in preparation for the Windows 10 end-of-life deadline and the growing importance of AI-enabled hardware.

The hosts explain why Intel Core Ultra processors, AMD Ryzen 7 and Ryzen 9 chips with neural processing units, and Apple’s M4 family have become the baseline for professional users. They stress that cloud computing does not eliminate the need for powerful local hardware, especially for Excel, AI applications, tax software, audit platforms, and multitasking.

The conversation expands to monitors, ergonomic keyboards, and mobile devices, including the iPhone 16 lineup, Google Pixel 9, Samsung Galaxy S25, and foldable devices. The hosts also discuss satellite-based emergency communications, Linux desktop alternatives, and why investing in quality technology improves productivity, employee satisfaction, and long-term value.

= Key Takeaways =

* Windows 10 support ends October 14, 2025.
* Intel Core Ultra and AMD Ryzen 7/9 processors are recommended.
* 64GB RAM is becoming the preferred standard.
* Integrated GPUs are sufficient for most users.
* PCIe Gen 4 SSDs remain the recommended storage option.
* Multiple monitors improve productivity.
* Ergonomic peripherals matter.
* Premium smartphones rival traditional computers.
* Satellite connectivity is becoming mainstream.
* Linux desktop options continue to mature.

= Memorable Quotes =

{| class="wikitable"
! Quote
! Timestamp
|-
| "If you're in the cloud, you don't need local processing capability—and that is just so incorrect."
| 02:20
|-
| "Why are you going to save $300 buying just enough machine instead of buying them the machine they want?"
| 05:20
|-
| "Core i3 and i5 are dead to you."
| 07:29
|-
| "When you give somebody a cheap machine, they don't feel valued."
| 05:50
|-
| "Technology is working when you don't think about it."
| 29:40
|}

= Social Media Posts =

# Windows 10 reaches end-of-life on October 14, 2025. Is your firm ready?
# “Core i3 and i5 are dead to you.” Hear why in ATL196.
# Cloud computing doesn't eliminate the need for powerful hardware.
# 64GB RAM is becoming the new recommendation for accounting professionals.
# Intel Core Ultra, AMD Ryzen 7/9, and Apple M4 lead the way.
# Premium smartphones now cost as much as laptops.
# Multiple monitors improve productivity.
# Integrated GPUs are now sufficient for most users.
# Should you buy an iPhone 16, Pixel 9, or Galaxy S25?
# Satellite communications are changing mobile technology.
# Thunderbolt 5 and USB-C are reshaping desktop setups.
# Cheap computers often cost more in lost productivity.
# PCIe Gen 4 SSDs remain the standard.
# Zorin OS demonstrates Linux's continued growth.
# Better technology sends a positive message to employees.
# AI is driving new hardware requirements.
# Smartphones now rival PCs in computing power.
# Quality keyboards and mice improve daily comfort.
# Dell's new naming conventions have created buyer confusion.
# Technology should disappear into the background.

= Products and Companies Mentioned =

{| class="wikitable"
! Product/Company
! X
! Facebook
! LinkedIn
! Instagram
|-
| Dell || @Dell || Dell || Dell Technologies || @dell
|-
| Intel || @intel || Intel || Intel Corporation || @intel
|-
| AMD || @AMD || AMD || AMD || @amd
|-
| Apple || @Apple || Apple || Apple || @apple
|-
| Microsoft || @Microsoft || Microsoft || Microsoft || @microsoft
|-
| HP || @HP || HP || HP || @hp
|-
| Lenovo || @Lenovo || Lenovo || Lenovo || @lenovo
|-
| LG Electronics || @LGUS || LG USA || LG Electronics || @lgusa
|-
| Matias || @MatiasCA || Matias Corporation || Matias Corporation || N/A
|-
| Google Pixel || @Google || Google || Google || @google
|-
| Samsung || @SamsungMobile || Samsung || Samsung Electronics || @samsungmobile
|-
| T-Mobile || @TMobile || T-Mobile || T-Mobile || @tmobile
|}

ATL260

2026-06-02T01:09:34Z

Bftcpa606:

= ATL260A – Next Generation Document Management =
== Accounting Technology Lab with Randy Johnston and Brian Tankersley ==
(Note - a previous version of this episode had a gap in the audio, so we re-rendered the audio and have reposted the episode.)

== Episode Summary ==

The accounting profession is on the verge of a major transformation in document management. In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley examine how artificial intelligence is reshaping the way firms capture, organize, search, and process documents.

Traditional document management systems have long relied on manual naming conventions, rigid folder structures, OCR limitations, and labor-intensive filing processes. The hosts explain why these legacy approaches are becoming inadequate as firms seek greater efficiency, mobility, and automation.

The discussion highlights how modern AI-powered document management platforms can automatically identify document types, extract data from invoices and forms, create meaningful file names, classify records, and route documents through workflows with minimal human intervention. Microsoft 365 technologies—including Teams, SharePoint, OneDrive, Power Automate, and Copilot—are emerging as foundational components of these next-generation solutions.

The episode also explores the convergence of document management, workflow automation, portals, e-signatures, and practice management into unified ecosystems designed to reduce administrative burden and improve client service.

For accounting professionals evaluating technology strategy, this episode provides a timely look at the future of document management and offers a compelling case for moving beyond traditional filing systems toward intelligent, AI-driven platforms.

== Key Quotes from the Episode ==

{| class="wikitable"
! Time
! Quote
|-
| 1:20
| "If an accountant is keying data, you've got a broken process."
|-
| 2:53
| "You can't really put enough AI in the legacy platforms to make them do what they need to do."
|-
| 5:18
| "If you can dream it, you can build it today."
|-
| 6:08
| "Done is better than perfect."
|-
| 10:28
| "What if the file knew how to name itself?"
|-
| 11:04
| "This is the most radical shift that I've seen in 30 years."
|-
| 13:02
| "If you could search everything, not just the titles..."
|-
| 17:30
| "Many of us are still cranking Model Ts. That's what a lot of our document management systems are."
|}

== Key Topics Covered ==

* AI-powered document management
* Automated document classification
* Intelligent document naming
* OCR and content extraction
* Workflow automation
* Client portals
* Microsoft Teams
* Microsoft SharePoint
* OneDrive synchronization
* Microsoft Copilot
* Power Automate
* E-signature integration
* Practice management integration
* Legacy system replacement
* Future technology trends in accounting firms

{| class="wikitable sortable"
! Product / Company
! X
! Facebook
! LinkedIn
! Instagram
|-
| Microsoft 365
| @Microsoft365
| Microsoft
| microsoft
| @microsoft
|-
| Microsoft Teams
| @MicrosoftTeams
| Microsoft
| microsoft
| @microsoft
|-
| SharePoint
| @Microsoft365
| Microsoft
| microsoft
| @microsoft
|-
| OneDrive
| @Microsoft365
| Microsoft
| microsoft
| @microsoft
|-
| Power Automate
| @MSPowerAutomate
| Microsoft
| microsoft
| @microsoft
|-
| Microsoft Copilot
| @MSFTCopilot
| Microsoft
| microsoft
| @microsoft
|-
| SmartVault
| @SmartVault
| SmartVault
| smartvault
| @smartvault
|-
| Carbon
| @CarbonHQ
| Carbon
| carbon-accounting
| @carbonhq
|-
| NetDocuments
| @NetDocuments
| NetDocuments
| netdocuments
| @netdocuments
|-
| iManage
| @iManageInc
| iManage
| imanage
| @imanageinc
|-
| DocuSign
| @DocuSign
| DocuSign
| docusign
| @docusign
|-
| Adobe
| @Adobe
| Adobe
| adobe
| @adobe
|-
| Thomson Reuters
| @TRTaxPro
| Thomson Reuters Tax & Accounting
| thomson-reuters
| @thomsonreuters
|-
| CCH / Wolters Kluwer
| @CCHSoftware
| Wolters Kluwer Tax & Accounting
| wolters-kluwer-tax-accounting-us
| @wolterskluwer
|-
| ShareFile
| @ShareFile
| ShareFile
| sharefile
| @sharefile
|-
| TaxDome
| @TaxDome
| TaxDome
| taxdome
| @taxdome
|-
| Firm360
| @Firm360
| Firm360
| firm360
| @firm360
|-
| Canopy
| @CanopyTax
| Canopy
| canopytax
| @canopytax
|}

== Suggested Hashtags ==

=== Primary Hashtags ===

* #AccountingTechnologyLab
* #AccountingTechnology
* #DocumentManagement
* #ArtificialIntelligence
* #CPAFirm
* #AccountingInnovation
* #Microsoft365
* #WorkflowAutomation
* #DigitalTransformation
* #FirmManagement

=== Secondary Hashtags ===

* #Copilot
* #SharePoint
* #Teams
* #PracticeManagement
* #TaxTechnology
* #FutureOfWork
* #AccountingProfession
* #CloudTechnology
* #Automation
* #CPA

[[Category:Accounting Technology Lab]]
[[Category:Document Management]]
[[Category:Artificial Intelligence]]
[[Category:Microsoft 365]]
[[Category:Workflow Automation]]
[[Category:Accounting Technology]]
[[Category:CPA Practice Advisor]]
[[Category:Podcast Episodes]]

Anthropic (Claude)

2026-05-28T23:11:54Z

Bftcpa606:

= Anthropic Claude Terms of Service Summaries =

== Anthropic Claude Consumer Terms of Service Summary ==

'''Product Name:''' Claude.ai / Claude Pro (Consumer Services)

'''Publisher/Service Provider:''' Anthropic, PBC

'''Policy Document Name:''' Anthropic Consumer Terms of Service (Effective October 8, 2025)

=== 300-Word Summary ===

Anthropic’s Consumer Terms of Service govern individual use of Claude.ai, Claude Pro, and related consumer-facing services. Users must be at least 18 years old (or the minimum age of consent in their jurisdiction) and are responsible for maintaining account security and all activity conducted under their accounts. Anthropic may associate accounts using organizational email domains with enterprise accounts, potentially allowing employers or organizations to monitor user activity and content.

The agreement imposes extensive restrictions on prohibited uses, including reverse engineering, scraping, training competing AI systems, unauthorized automation, securities-related advice, unlawful conduct, or attempts to circumvent system protections. Users retain ownership rights in their Inputs, while Anthropic assigns any rights it may have in generated Outputs back to the user. However, Anthropic reserves broad rights to use user Inputs and Outputs (“Materials”) to operate, improve, and train models unless the user opts out through account settings. Even after opting out, Anthropic may still use materials for feedback analysis and safety review purposes.

The Terms emphasize that Outputs and automated Actions may be inaccurate, incomplete, misleading, or inconsistent with Anthropic’s views, and users are warned not to rely on them without independent verification. Subscription terms govern recurring billing, cancellations, refunds, and country-specific cancellation rights. Anthropic reserves broad authority to suspend or terminate accounts, modify services or pricing, and remove third-party content that violates policies or laws.

Liability protections strongly favor Anthropic. Services are provided “as is,” with broad disclaimers of warranties and strict limits on damages. Users indemnify Anthropic against claims arising from misuse of services, legal violations, or products built using Claude. Disputes are governed by California law and resolved in California courts.

=== Key Phrases Regarding Information Sharing ===

* “We may use Materials to provide, maintain, and improve the Services and to develop other products and services, including training our models, unless you opt out of training through your account settings.”
* “Your Account may be linked to the organization’s Anthropic enterprise account, and the organization’s administrator may be able to monitor and control the Account, including having access to Materials.”
* “We reserve the right…to report information from or about you, including Inputs, Outputs, or Actions to law enforcement.”

=== Explicit Third Parties / Subprocessors Mentioned ===
{| class="wikitable"
! Name of Third Party
! Purpose of Information Sharing
! Kind of Information Shared
! User Opt-Out Available?
! Opt-Out Method
|-
| App Distributors (e.g., app stores)
| Subscription billing and payment processing
| Billing and payment data
| No specific opt-out
| Governed by app distributor settings
|-
| Employer/Organization Enterprise Account Administrators
| Enterprise account monitoring and administration
| Inputs, Outputs, account activity, Materials
| Limited
| Use personal rather than organizational account/email
|-
| Third-Party Integrations and Services
| Enable integrations and requested actions
| Inputs, Outputs, and operational data necessary for integrations
| Depends on integration
| Avoid enabling integrations
|-
| Law Enforcement / Government Authorities
| Legal compliance and investigations
| Inputs, Outputs, Actions, account information
| No
| None specified
|-
| Payment Processors
| Process subscription fees
| Billing and payment information
| No
| None specified
|}

== Anthropic Claude Commercial Terms of Service Summary ==

'''Product Name:''' Anthropic API / Commercial Services

'''Publisher/Service Provider:''' Anthropic Ireland Limited or Anthropic, PBC

'''Policy Document Name:''' Anthropic Commercial Terms of Service (Effective June 17, 2025)

=== 300-Word Summary ===

Anthropic’s Commercial Terms of Service govern business and organizational use of Anthropic APIs and commercial offerings. Unlike the consumer terms, these terms are specifically designed for enterprise and developer customers integrating Claude into products and services. Customers must have authority to bind their organizations and are responsible for ensuring users comply with applicable laws and Anthropic policies.

A key distinction is Anthropic’s commitment not to train models on customer content submitted through commercial services. Customers retain ownership of Inputs and Outputs, and Anthropic disclaims ownership rights in customer content. Data handling is governed through a separate Data Processing Addendum (DPA), which is incorporated into the agreement.

The terms include strong confidentiality obligations, defining customer content as confidential information and restricting disclosure except where legally required. Customers may use Anthropic services to power their own applications and end-user services, subject to usage restrictions that prohibit competing AI development, reverse engineering, or misuse. Customers are responsible for validating outputs and notifying end users that outputs may be inaccurate or misleading.

Commercial customers are subject to payment obligations based on Anthropic’s pricing schedule, including potential prepaid credits and tax gross-up requirements. Anthropic may suspend or terminate services for policy violations, legal compliance concerns, security risks, or nonpayment.

The agreement contains detailed indemnification provisions. Anthropic agrees to defend customers against certain third-party intellectual property claims arising from authorized paid use of services, while customers indemnify Anthropic for claims arising from their inputs or misuse. Disputes are resolved through binding arbitration rather than court litigation, with venue rules depending on customer geography. Liability limitations cap damages to fees paid in the prior 12 months.

=== Key Phrases Regarding Information Sharing ===

* “Anthropic may not train models on Customer Content from Services.”
* “Data submitted through the Services will be processed in accordance with the Anthropic Data Processing Addendum (‘DPA’).”
* “Customer Content is Customer’s Confidential Information.”

=== Explicit Third Parties / Subprocessors Mentioned ===
{| class="wikitable"
! Name of Third Party
! Purpose of Information Sharing
! Kind of Information Shared
! User Opt-Out Available?
! Opt-Out Method
|-
| Third Party Features Providers
| Optional third-party integrations and services
| Customer Inputs and related operational data
| Yes
| Do not enable Third Party Features
|-
| Vendors/Subprocessors supporting Anthropic services
| Infrastructure and operational support
| Service-related customer data
| Not specified
| None specified
|-
| Arbitration Providers (JAMS / UNCITRAL arbitration bodies)
| Dispute resolution
| Dispute-related records and legal materials
| No
| None specified
|-
| Government Authorities / Courts
| Legal compliance obligations
| Confidential information where legally required
| No
| None specified
|}

== Major Differences Between the Consumer and Commercial Terms ==

{| class="wikitable"
! Topic
! Consumer Terms
! Commercial Terms
|-
| Intended Audience
| Individual consumers using Claude.ai and Claude Pro
| Businesses, developers, and organizations using APIs/services
|-
| Training on User Data
| Anthropic may train on Inputs/Outputs unless user opts out
| Anthropic explicitly states it does not train on customer content
|-
| Data Governance
| References general Privacy Policy
| Incorporates a formal Data Processing Addendum (DPA)
|-
| Confidentiality Protections
| Minimal confidentiality language
| Extensive confidentiality obligations
|-
| Ownership of Outputs
| Anthropic assigns rights in Outputs to users
| Customer owns Outputs and Inputs
|-
| Account Monitoring
| Enterprise admins may access employee-linked accounts
| Organization itself manages users and accounts
|-
| Dispute Resolution
| California courts
| Mandatory arbitration
|-
| Indemnification
| User broadly indemnifies Anthropic
| Mutual indemnification provisions
|-
| Liability Cap
| Greater of $100 or fees paid in previous 6 months
| Fees paid in previous 12 months
|-
| Subscription Model
| Consumer subscriptions (Claude Pro)
| API usage and enterprise billing
|-
| AI Training Opt-Out
| Available through account settings
| Not needed because no training on customer content
|-
| Third-Party Features
| General integrations
| Formal "Third Party Features" framework
|-
| Marketing Rights
| No express customer publicity rights
| Anthropic may publicly identify customer unless customer opts out
|-
| Geographic Legal Structure
| Anthropic PBC
| Anthropic Ireland Ltd. for EEA/UK/Switzerland customers
|-
| User Obligations
| Personal-use restrictions
| Enterprise compliance and user management obligations
|}

== Anthropic Claude Privacy Policy Summary ==
* '''Product Name:''' Claude / Anthropic Services
* '''Publisher / Service Provider:''' Anthropic PBC (and Anthropic Ireland, Limited for EEA/UK users)
* '''Policy Document Name:''' Anthropic Privacy Policy (Effective January 12, 2026) <ref>Anthropic Privacy Policy Effective January 12, 2026.</ref>

=== 300-Word Summary ===

Anthropic’s Privacy Policy explains how the company collects, uses, stores, shares, and processes personal data when individuals use Claude and related Anthropic services. The policy applies to consumer-facing services and some commercial offerings where Anthropic acts as a data controller. It does not apply where Anthropic processes data solely on behalf of enterprise customers.<ref>Anthropic Privacy Policy Effective January 12, 2026.</ref>

Anthropic collects several categories of personal information, including account details (name, email, phone number), payment data, prompts and outputs, feedback, communications, and technical/device information such as IP addresses, browser type, usage activity, and cookies. The company also obtains data from publicly available internet sources, commercial datasets, crowd workers, user submissions, and internally generated data to train AI models.<ref>Anthropic Privacy Policy Effective January 12, 2026.</ref>

The company uses personal data to provide services, administer accounts, process payments, improve products, conduct AI research and model training, investigate fraud and abuse, maintain security, and comply with legal obligations. Anthropic states that prompts and outputs may be used for model training unless users opt out through account settings. However, flagged safety-related conversations and voluntarily submitted feedback may still be used for safety research and model improvement even after opt-out.<ref>Anthropic Privacy Policy Effective January 12, 2026.</ref>

Anthropic shares information with affiliates, service providers, business partners, legal authorities, and third-party integrations. The company states that it does not “sell” personal information under applicable privacy laws, though it may use data for targeted advertising unless users opt out.<ref>Anthropic Privacy Policy Effective January 12, 2026.</ref>

Users may exercise privacy rights including access, deletion, correction, restriction, objection, portability, withdrawal of consent, and opt-out rights by contacting privacy@anthropic.com. Anthropic also provides privacy settings and honors global privacy controls for targeted advertising opt-outs.<ref>Anthropic Privacy Policy Effective January 12, 2026.</ref>

=== Key Phrases Regarding Information Sharing ===

* “Anthropic may disclose the categories of personal data described above with service providers and business partners…”
* “We may disclose personal data to governmental regulatory authorities as required by law…”
* “Third-party services will be able to collect personal data about you…”
* “We may use your Inputs and Outputs to train our models and improve our Services, unless you opt out through your account settings.”
* “Anthropic does not ‘sell’ your personal data as that term is defined by applicable laws and regulations.”
* “You can opt-out of sharing your personal data for targeted advertising…”

=== Explicit Third Parties / Subprocessors ===

{| class="wikitable"
! Name of Third Party / Subprocessor
! Purpose of Information Sharing
! Kind of Information Shared
! What Users Can Opt Out Of
! Directions / Links for Opt-Out
|-
| Affiliates and related entities
| Internal operations and service delivery
| Identity, payment, prompts, outputs, technical information
| Some marketing and training uses
| Privacy settings and privacy@anthropic.com
|-
| Service providers
| Hosting, auditing, research, compliance, data processing
| Account data, technical data, prompts/outputs
| Targeted advertising and some model training
| Privacy settings; cookie controls
|-
| Business partners
| Service integration and operational support
| User activity and account-related data
| Some marketing uses
| Privacy settings
|-
| Government and regulatory authorities
| Legal compliance and investigations
| Any relevant personal data
| Generally no opt-out where legally required
| N/A
|-
| Third-party integrations/websites/apps
| User-requested integrations and linked services
| Data voluntarily shared through integrations
| Users can avoid using integrations
| Governed by third-party privacy policies
|-
| Crowd workers / research contributors
| AI training and evaluation
| Inputs, outputs, feedback
| Model-training opt-out available in some cases
| Account privacy settings
|-
| Bae, Kim & Lee LLC (Korea representative)
| Korean privacy compliance support
| Name, ID, phone, email, address
| No specific opt-out stated
| Contact anthropicprivacy@bkl.co.kr
|-
| Commercial dataset providers
| AI model training
| Commercially licensed datasets
| No direct opt-out described
| Not specified
|}

Anthropic (Claude)

2026-05-28T23:05:52Z

Bftcpa606: Created page with "= Anthropic Claude Terms of Service Summaries = == Anthropic Claude Consumer Terms of Service Summary == '''Product Name:''' Claude.ai / Claude Pro (Consumer Services) '''Publisher/Service Provider:''' Anthropic, PBC '''Policy Document Name:''' Anthropic Consumer Terms of Service (Effective October 8, 2025) === 300-Word Summary === Anthropic’s Consumer Terms of Service govern individual use of Claude.ai, Claude Pro, and related consumer-facing services. Users mus..."

Privacy

2026-05-28T22:49:32Z

Bftcpa606:

This page links to AI-generated privacy policy summaries.

* [[Anthropic (Claude)|Anthropic (Claude]])
* [[OpenAI|Open AI (ChatGPT, Codex)]]

* [[Intuit Privacy]]
* [[QBD and Payroll Privacy]]
* [[QBO Privacy]]
* [[Xero Privacy]]
* [[CustomBooks Privacy]]
* [[Digits|Digits Privacy]]

OpenAI

2026-05-28T22:39:33Z

Bftcpa606:

= OpenAI Terms of Use and Privacy Policy Summary =

* '''Product Name:''' ChatGPT / OpenAI Services
* '''Publisher/service provider name:''' OpenAI OpCo, LLC (U.S.) / OpenAI Ireland Limited (EEA/UK/Switzerland)
* '''Policy document name:''' OpenAI Terms of Use (1/1/2026) and US Privacy Policy (5/18/2026)

== 300-word Summary of Privacy Policy/Terms of Use ==

OpenAI’s Terms of Use and Privacy Policy govern the use of ChatGPT, DALL·E, Sora, and related OpenAI consumer services. Users must generally be at least 13 years old and comply with OpenAI’s usage rules and applicable laws. Users retain ownership of their input and generally own the generated output, although outputs may not be unique. OpenAI reserves the right to suspend or terminate accounts for policy violations, misuse, legal compliance, or inactivity.

The privacy policy explains that OpenAI collects a broad range of personal information, including account details, payment information, prompts and uploaded content, communications, device and usage data, cookies, location information, and information from connected services or third parties. OpenAI also collects publicly available internet data and partner-provided data to develop and improve its AI models.

OpenAI uses collected data to operate, secure, personalize, and improve services, train AI models, provide advertising for Free and Go users, conduct analytics and research, and comply with legal obligations. Users may opt out of their content being used for model training, although this may reduce service personalization or effectiveness.

OpenAI shares information with vendors, cloud providers, affiliates, business account administrators, government authorities, marketing partners, and third-party integrations. Shared information may include account data, usage information, uploaded content, and transactional data depending on the service interaction. OpenAI states that it does not “sell” personal data but may engage in targeted advertising or cross-context behavioral advertising for Free and Go users.

Users are provided several privacy controls, including chat deletion, export tools, temporary chats, cookie and advertising controls, model-training opt-outs, and rights requests through OpenAI’s privacy portal. Data retention varies depending on legal, operational, and safety requirements.

== Key Phrases Regarding Information Sharing with Others ==

* “We disclose Personal Data to vendors, service providers, and marketing partners…”
* “We may share your Personal Data… with government authorities, industry peers, or other third parties in compliance with the law…”
* “We disclose Personal Data to our affiliates…”
* “Business account administrators… may access and control your OpenAI account, including being able to access your Content.”
* “We may share limited data with select marketing partners for purposes of promoting our products and services…”
* “You can share information with third-party search and shopping partners.”

== Explicit Third Parties / Subprocessors ==

{| class="wikitable"
! Name of subprocessor / third party
! Purpose of information sharing
! Kind of information shared
! What information users can opt out of sharing
! Directions and/or links for how to opt out
|-
| Vendors and service providers
| Hosting, cloud services, analytics, payment processing, customer support, safety monitoring, IT services
| Account information, usage data, content, transaction data, device data
| Model training usage, some cookies, some analytics/marketing sharing
| Privacy controls in account settings and privacy.openai.com
|-
| Marketing partners
| Advertising and measuring ad effectiveness
| Limited identifiers, cookies, usage data, purchase data from advertisers
| Targeted advertising and cross-context behavioral advertising
| Settings > Data Controls or “Your Privacy Choices” link
|-
| Government authorities
| Legal compliance, fraud prevention, safety, law enforcement requests
| Any relevant personal data or content required by law
| Generally no opt-out where legally required
| Rights requests via privacy.openai.com or dsar@openai.com
|-
| Affiliates of OpenAI
| Internal operations and service delivery
| Personal data consistent with the privacy policy
| No explicit opt-out stated
| Account privacy controls
|-
| Business account administrators
| Enterprise/business account management
| Account details and user content
| Limited if using organizational email/business accounts
| Avoid using organization-managed account
|-
| Third-party search and shopping partners
| User-requested integrations and sharing
| Shared conversations, searches, shopping requests, uploaded content
| Users control whether to share with integrations
| User-controlled through feature settings
|-
| Advertisers and data partners
| Ad measurement and personalization
| Purchase/activity data and identifiers
| Personalized advertising
| Advertising controls in account settings
|-
| Connected services providers
| Importing connected-service data into ChatGPT
| Connected-service data and uploaded files
| Users may disconnect integrations
| Manage integrations/settings in account
|-
| Parents/guardians of teen users
| Safety monitoring and linked accounts
| Account settings and safety alerts
| Linked accounts can be disconnected
| Account linking settings
|}

OpenAI

2026-05-28T22:37:33Z

Bftcpa606: Created page with "= OpenAI Terms of Use and Privacy Policy Summary = * '''Product Name:''' ChatGPT / OpenAI Services * '''Publisher/service provider name:''' OpenAI OpCo, LLC (U.S.) / OpenAI Ireland Limited (EEA/UK/Switzerland) * '''Policy document name:''' OpenAI Terms of Use and US Privacy Policy (Effective January 1, 2026) == 300-word Summary of Privacy Policy == OpenAI’s Terms of Use and Privacy Policy govern the use of ChatGPT, DALL·E, Sora, and related OpenAI consumer services..."

= OpenAI Terms of Use and Privacy Policy Summary =

* '''Product Name:''' ChatGPT / OpenAI Services
* '''Publisher/service provider name:''' OpenAI OpCo, LLC (U.S.) / OpenAI Ireland Limited (EEA/UK/Switzerland)
* '''Policy document name:''' OpenAI Terms of Use and US Privacy Policy (Effective January 1, 2026)

== 300-word Summary of Privacy Policy ==

OpenAI’s Terms of Use and Privacy Policy govern the use of ChatGPT, DALL·E, Sora, and related OpenAI consumer services. Users must generally be at least 13 years old and comply with OpenAI’s usage rules and applicable laws. Users retain ownership of their input and generally own the generated output, although outputs may not be unique. OpenAI reserves the right to suspend or terminate accounts for policy violations, misuse, legal compliance, or inactivity.

The privacy policy explains that OpenAI collects a broad range of personal information, including account details, payment information, prompts and uploaded content, communications, device and usage data, cookies, location information, and information from connected services or third parties. OpenAI also collects publicly available internet data and partner-provided data to develop and improve its AI models.

OpenAI uses collected data to operate, secure, personalize, and improve services, train AI models, provide advertising for Free and Go users, conduct analytics and research, and comply with legal obligations. Users may opt out of their content being used for model training, although this may reduce service personalization or effectiveness.

OpenAI shares information with vendors, cloud providers, affiliates, business account administrators, government authorities, marketing partners, and third-party integrations. Shared information may include account data, usage information, uploaded content, and transactional data depending on the service interaction. OpenAI states that it does not “sell” personal data but may engage in targeted advertising or cross-context behavioral advertising for Free and Go users.

Users are provided several privacy controls, including chat deletion, export tools, temporary chats, cookie and advertising controls, model-training opt-outs, and rights requests through OpenAI’s privacy portal. Data retention varies depending on legal, operational, and safety requirements.

== Key Phrases Regarding Information Sharing with Others ==

* “We disclose Personal Data to vendors, service providers, and marketing partners…”
* “We may share your Personal Data… with government authorities, industry peers, or other third parties in compliance with the law…”
* “We disclose Personal Data to our affiliates…”
* “Business account administrators… may access and control your OpenAI account, including being able to access your Content.”
* “We may share limited data with select marketing partners for purposes of promoting our products and services…”
* “You can share information with third-party search and shopping partners.”

== Explicit Third Parties / Subprocessors ==

{| class="wikitable"
! Name of subprocessor / third party
! Purpose of information sharing
! Kind of information shared
! What information users can opt out of sharing
! Directions and/or links for how to opt out
|-
| Vendors and service providers
| Hosting, cloud services, analytics, payment processing, customer support, safety monitoring, IT services
| Account information, usage data, content, transaction data, device data
| Model training usage, some cookies, some analytics/marketing sharing
| Privacy controls in account settings and privacy.openai.com
|-
| Marketing partners
| Advertising and measuring ad effectiveness
| Limited identifiers, cookies, usage data, purchase data from advertisers
| Targeted advertising and cross-context behavioral advertising
| Settings > Data Controls or “Your Privacy Choices” link
|-
| Government authorities
| Legal compliance, fraud prevention, safety, law enforcement requests
| Any relevant personal data or content required by law
| Generally no opt-out where legally required
| Rights requests via privacy.openai.com or dsar@openai.com
|-
| Affiliates of OpenAI
| Internal operations and service delivery
| Personal data consistent with the privacy policy
| No explicit opt-out stated
| Account privacy controls
|-
| Business account administrators
| Enterprise/business account management
| Account details and user content
| Limited if using organizational email/business accounts
| Avoid using organization-managed account
|-
| Third-party search and shopping partners
| User-requested integrations and sharing
| Shared conversations, searches, shopping requests, uploaded content
| Users control whether to share with integrations
| User-controlled through feature settings
|-
| Advertisers and data partners
| Ad measurement and personalization
| Purchase/activity data and identifiers
| Personalized advertising
| Advertising controls in account settings
|-
| Connected services providers
| Importing connected-service data into ChatGPT
| Connected-service data and uploaded files
| Users may disconnect integrations
| Manage integrations/settings in account
|-
| Parents/guardians of teen users
| Safety monitoring and linked accounts
| Account settings and safety alerts
| Linked accounts can be disconnected
| Account linking settings
|}

Privacy

2026-05-28T22:36:48Z

Bftcpa606:

This page links to AI-generated privacy policy summaries.

* [[OpenAI|Open AI (ChatGPT, Codex)]]

* [[Intuit Privacy]]
* [[QBD and Payroll Privacy]]
* [[QBO Privacy]]
* [[Xero Privacy]]
* [[CustomBooks Privacy]]
* [[Digits|Digits Privacy]]

Main Page

2026-05-28T22:35:55Z

Bftcpa606:

<strong>Welcome to the CPA Tech Wiki </strong>

This website exists to document information, lessons learned, and other data about accounting firm tech.

== Resources here include: ==

* '''[[AI_Prompts]]'''<nowiki /> '''and resources'''
* [[Privacy|'''Privacy Po''']]<nowiki/>[[Privacy|'''licy Summaries''']]
* '''[[Podcast|Podcast episode list and episode summaries]] for [https://www.cpapracticeadvisor.com/series/accounting-technology-lab-podcast/ Accounting Technology Lab]'''
** This is a work in process
* '''Lists/M&A for largest US accounting firms'''
** [[Lists/M&A|Firms 1-50 M&A]]
** [[Lists/Top50|Firms 1-50 Descriptions]]
* '''[[Software]] Product Information'''
** [[Reviews]]
** [[Privacy]]
* '''[[Service]] Information'''

* [[Common Links|'''Common Links''']]

If you would like to discuss anything here, please contact Brian Tankersley [mailto:brian@tankersley.cpa?subject=CPA%20Tech%20Wiki%20Inquiry email]
or call +1(865)684-4707

ATL260

2026-05-20T20:34:32Z

Bftcpa606:

[[File:ATL260- Next Generation Document Management.jpg|thumb|ATL260: Next Generation Document Management]]
= ATL260 – Next Generation Document Management =
== Episode Overview ==
The Accounting Technology Lab team explores how artificial intelligence is transforming document management for accounting firms and why legacy systems are rapidly becoming obsolete. Randy Johnston and Brian Tankersley explain how traditional document storage methods — built around folders, naming conventions, manual indexing, and disconnected workflows — are failing modern firms.

The discussion highlights the emergence of AI-powered document management systems that can automatically extract data from invoices and forms, improve search capabilities, reduce manual data entry, and integrate directly with Microsoft 365 and Google Workspace. The hosts explain that next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

The episode also discusses the pending retirement of several legacy platforms and why accounting firms should start planning migrations now. Randy and Brian compare the shift in document management technology to the move from gas-powered vehicles to electric vehicles — a fundamental redesign rather than a simple enhancement.

Listeners will learn why workflow, portals, collaboration, OCR, AI indexing, and integrated cloud ecosystems are becoming the foundation of modern accounting operations. The episode provides practical insights for firms evaluating future-ready document management strategies.

----

== Key Discussion Topics ==

* Why traditional document management systems are failing
* The role of AI in document indexing and extraction
* Eliminating manual data entry and naming conventions
* Modern search-driven document retrieval
* Microsoft 365 and Google Workspace integration
* Workflow and portal convergence
* The future of accounting firm document infrastructure
* Legacy platform sunset risks and migration planning

----

== Catchy Quotes & Video Clip Moments ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 00:00:15 – 00:00:23
| “Next generation document management is breaking through, and this is a big deal.”
|-
| 00:00:41 – 00:00:55
| “Our old filing systems are failing because we have manual naming conventions, misfilings, and poor indexing.”
|-
| 00:01:13 – 00:01:29
| “AI is being applied to these new document management workflow and portal systems.”
|-
| 00:01:32 – 00:01:41
| “You don’t waste valuable time on data entry.”
|-
| 00:02:23 – 00:02:40
| “You can’t really put enough AI in the legacy platforms to make them do what they need to do.”
|-
| 00:02:40 – 00:02:54
| “It’s not like turning a car into a hybrid — it’s more like comparing an electric car versus a gas car.”
|-
| 00:03:45 – 00:04:10
| “We don’t have to worry about folder structures and naming conventions anymore — we just search for it and find it.”
|-
| 00:04:18 – 00:04:33
| “We have to change out the power train underneath this car that is the document handling systems of the accounting firm.”
|}

----

== Products, Services, and Companies Mentioned ==

{| class="wikitable"
! Product / Company
! Description
! X
! LinkedIn
! Facebook
! Instagram
|-
| CPA Practice Advisor
| Accounting technology publication
| @CPAPracticeAdv
| linkedin.com/company/cpa-practice-advisor
| facebook.com/CPAPracticeAdvisor
| instagram.com/cpapracticeadvisor
|-
| Microsoft 365
| Cloud productivity platform
| @Microsoft365
| linkedin.com/company/microsoft
| facebook.com/Microsoft
| instagram.com/microsoft
|-
| Google Workspace
| Cloud collaboration suite
| @GoogleWorkspace
| linkedin.com/showcase/googleworkspace
| facebook.com/googleworkspace
| instagram.com/google
|-
| SharePoint
| Microsoft collaboration/document platform
| @SharePoint
| linkedin.com/company/microsoft
| facebook.com/Microsoft
| instagram.com/microsoft
|-
| SmartVault
| Document management solution
| @smartvault
| linkedin.com/company/smartvault
| facebook.com/smartvault
| instagram.com/smartvault
|-
| Thomson Reuters
| Accounting technology provider
| @thomsonreuters
| linkedin.com/company/thomson-reuters
| facebook.com/thomsonreuters
| instagram.com/thomsonreuters
|-
| CCH
| Wolters Kluwer accounting platform
| @Wolters_Kluwer
| linkedin.com/company/wolters-kluwer
| facebook.com/wolterskluwer
| instagram.com/wolterskluwer
|-
| Karbon
| Workflow and practice management platform
| @KarbonHQ
| linkedin.com/company/karbonhq
| facebook.com/karbonhq
| instagram.com/karbonhq
|-
| Docket
| Workflow/document management solution
| @docketapp
| linkedin.com/company/docket
| facebook.com/docketapp
| instagram.com/docketapp
|-
| GoFileRoom
| Thomson Reuters document management system
| @thomsonreuters
| linkedin.com/company/thomson-reuters
| facebook.com/thomsonreuters
| instagram.com/thomsonreuters
|}

----
== Suggested Hashtags ==

#Accounting #AccountingTechnology #DocumentManagement #AI #Automation #CPA #CloudAccounting #AccountingFirm #WorkflowAutomation #Microsoft365 #GoogleWorkspace #DigitalTransformation #AccountingTechLab

----

== Short Promotional Blurb ==

In ATL260 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley discuss how AI-powered document management is transforming accounting firms. From intelligent search and automated data extraction to workflow integration and cloud collaboration, the hosts explain why legacy systems are rapidly becoming outdated — and what firms should do next to prepare for the future.

----

== YouTube Description ==

Traditional document management systems are rapidly becoming obsolete.

In ATL260 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley explain how AI-powered document management systems are transforming accounting firms through automated indexing, intelligent search, workflow integration, OCR, and cloud collaboration.

The hosts discuss why legacy systems are struggling to adapt, why modern platforms are being rebuilt from the ground up, and how firms can prepare for the future of accounting operations.

Topics include:

* AI-powered document extraction
* Workflow integration
* Microsoft 365 and Google Workspace
* Search-first document management
* Legacy system migration risks
* Modern accounting firm infrastructure

#Accounting #AI #DocumentManagement #AccountingTechnology #CPA

ATL260

2026-05-20T19:26:37Z

Bftcpa606: added episode image

[[File:ATL260- Next Generation Document Management.jpg|thumb|ATL260: Next Generation Document Management]]

File:ATL260- Next Generation Document Management.jpg

2026-05-20T19:26:12Z

Bftcpa606:

ATL260: Next Generation Document Management

ATL259

2026-05-20T18:49:25Z

Bftcpa606:

[[File:ATL259- The Dead Pool.jpg|thumb|ATL259: The Dead Pool]]

= ATL259 – The Dead Pool =

== Episode Summary ==

In this memorable and surprisingly emotional episode of the ''Accounting Technology Lab'', Randy Johnston and Brian Tankersley reflect on the “dead pool” of accounting and business software — products that have already disappeared or are approaching end-of-life support. The conversation blends humor, nostalgia, and serious operational warnings for accounting firms still relying on aging technology.

The hosts honor legacy products such as Microsoft Office Accounting, Creative Solutions Accounting, Great Plains, QuickBooks Point of Sale, Peachtree for DOS, and many others that shaped the accounting profession over decades. They also discuss looming deadlines for products including Microsoft Publisher, Office 2021, Windows 10, and File Cabinet CS from Thomson Reuters.

A major focus of the episode is the hidden danger of delayed software migrations. Brian explains the enormous complexity firms may face when converting legacy document management systems, especially File Cabinet CS, where documents are stored page-by-page as images requiring reconstruction and re-indexing.

The hosts warn that firms are “burning daylight” if they wait too long to begin planning these migrations.

The episode ultimately serves as both a tribute to past innovations and a practical wake-up call for firms needing to modernize before support deadlines create operational disasters.

== Catchy Quotes ==

{| class="wikitable"
! Time
! Quote
|-
| 00:00
| “This is a sad day. We're here to celebrate the dead pool.”
|-
| 03:52
| “Being right and accurate isn’t always enough.”
|-
| 06:31
| “Microsoft Publisher files will not be readable by the surviving products.”
|-
| 11:46
| “You’re running out of daylight.”
|-
| 12:20
| “I lost half my bee colonies this winter because I didn’t get the chores done.”
|-
| 13:34
| “This is not an asset that you want to gamble with.”
|-
| 16:12
| “This is an IED that can blow up your entire season next year.”
|-
| 17:32
| “You’re burning daylight if you’re not looking at this right now.”
|-
| 18:05
| “The cost of using AI to do these conversions is high.”
|-
| 18:42
| “We have learned from many and stood on the shoulders of giants.”
|}

== Products, Services, and Companies Mentioned ==

{| class="wikitable"
! Product / Company
! X
! Facebook
! LinkedIn
! Instagram
|-
| CPA Practice Advisor
| @CPAPracticeAdv
| facebook.com/cpapracticeadvisor
| linkedin.com/company/cpa-practice-advisor
| @cpapracticeadvisor
|-
| Thomson Reuters
| @ThomsonReuters
| facebook.com/thomsonreuters
| linkedin.com/company/thomson-reuters
| @thomsonreuters
|-
| Microsoft
| @Microsoft
| facebook.com/Microsoft
| linkedin.com/company/microsoft
| @microsoft
|-
| Intuit
| @Intuit
| facebook.com/Intuit
| linkedin.com/company/intuit
| @intuit
|-
| QuickBooks
| @QuickBooks
| facebook.com/QuickBooks
| linkedin.com/showcase/quickbooks
| @quickbooks
|-
| Quicken
| @Quicken
| facebook.com/Quicken
| linkedin.com/company/quicken
| @quickenloans
|-
| SAP
| @SAP
| facebook.com/SAP
| linkedin.com/company/sap
| @sap
|-
| Dynamics 365
| @MSDynamics365
| facebook.com/MicrosoftDynamics365
| linkedin.com/showcase/microsoft-dynamics-365
| @microsoft
|-
| Lisio
| @LiscioApp
| facebook.com/liscioapp
| linkedin.com/company/liscio
| @liscioapp
|-
| Teams
| @MicrosoftTeams
| facebook.com/MicrosoftTeams
| linkedin.com/showcase/microsoft-teams
| @microsoft365
|-
| SharePoint
| @SharePoint
| facebook.com/Microsoft365
| linkedin.com/showcase/microsoft-sharepoint
| @microsoft365
|-
| Claude
| @AnthropicAI
| facebook.com/AnthropicAI
| linkedin.com/company/anthropicresearch
| @anthropicai
|-
| ChatGPT / OpenAI
| @OpenAI
| facebook.com/OpenAI
| linkedin.com/company/openai
| @openai
|}

== Suggested Hashtags ==

#AccountingTechnology
#CPA
#TaxTechnology
#DocumentManagement
#AccountingFirms
#Cybersecurity
#Windows10
#Microsoft
#QuickBooks
#FileCabinetCS
#AI
#AccountingAI
#FirmManagement
#TechnologyLeadership
#CPAPracticeAdvisor

File:ATL259- The Dead Pool.jpg

2026-05-20T18:48:42Z

Bftcpa606:

ATL259: The Dead Pool

ATL259

2026-05-20T18:47:35Z

Bftcpa606: Created page with "= ATL259 – The Dead Pool = == Episode Summary == In this memorable and surprisingly emotional episode of the ''Accounting Technology Lab'', Randy Johnston and Brian Tankersley reflect on the “dead pool” of accounting and business software — products that have already disappeared or are approaching end-of-life support. The conversation blends humor, nostalgia, and serious operational warnings for accounting firms still relying on aging technology. The hosts hon..."

= ATL259 – The Dead Pool =

== Episode Summary ==

In this memorable and surprisingly emotional episode of the ''Accounting Technology Lab'', Randy Johnston and Brian Tankersley reflect on the “dead pool” of accounting and business software — products that have already disappeared or are approaching end-of-life support. The conversation blends humor, nostalgia, and serious operational warnings for accounting firms still relying on aging technology.

The hosts honor legacy products such as Microsoft Office Accounting, Creative Solutions Accounting, Great Plains, QuickBooks Point of Sale, Peachtree for DOS, and many others that shaped the accounting profession over decades. They also discuss looming deadlines for products including Microsoft Publisher, Office 2021, Windows 10, and File Cabinet CS from Thomson Reuters.

A major focus of the episode is the hidden danger of delayed software migrations. Brian explains the enormous complexity firms may face when converting legacy document management systems, especially File Cabinet CS, where documents are stored page-by-page as images requiring reconstruction and re-indexing.

The hosts warn that firms are “burning daylight” if they wait too long to begin planning these migrations.

The episode ultimately serves as both a tribute to past innovations and a practical wake-up call for firms needing to modernize before support deadlines create operational disasters.

== Catchy Quotes ==

{| class="wikitable"
! Time
! Quote
|-
| 00:00
| “This is a sad day. We're here to celebrate the dead pool.”
|-
| 03:52
| “Being right and accurate isn’t always enough.”
|-
| 06:31
| “Microsoft Publisher files will not be readable by the surviving products.”
|-
| 11:46
| “You’re running out of daylight.”
|-
| 12:20
| “I lost half my bee colonies this winter because I didn’t get the chores done.”
|-
| 13:34
| “This is not an asset that you want to gamble with.”
|-
| 16:12
| “This is an IED that can blow up your entire season next year.”
|-
| 17:32
| “You’re burning daylight if you’re not looking at this right now.”
|-
| 18:05
| “The cost of using AI to do these conversions is high.”
|-
| 18:42
| “We have learned from many and stood on the shoulders of giants.”
|}

== Products, Services, and Companies Mentioned ==

{| class="wikitable"
! Product / Company
! X
! Facebook
! LinkedIn
! Instagram
|-
| CPA Practice Advisor
| @CPAPracticeAdv
| facebook.com/cpapracticeadvisor
| linkedin.com/company/cpa-practice-advisor
| @cpapracticeadvisor
|-
| Thomson Reuters
| @ThomsonReuters
| facebook.com/thomsonreuters
| linkedin.com/company/thomson-reuters
| @thomsonreuters
|-
| Microsoft
| @Microsoft
| facebook.com/Microsoft
| linkedin.com/company/microsoft
| @microsoft
|-
| Intuit
| @Intuit
| facebook.com/Intuit
| linkedin.com/company/intuit
| @intuit
|-
| QuickBooks
| @QuickBooks
| facebook.com/QuickBooks
| linkedin.com/showcase/quickbooks
| @quickbooks
|-
| Quicken
| @Quicken
| facebook.com/Quicken
| linkedin.com/company/quicken
| @quickenloans
|-
| SAP
| @SAP
| facebook.com/SAP
| linkedin.com/company/sap
| @sap
|-
| Dynamics 365
| @MSDynamics365
| facebook.com/MicrosoftDynamics365
| linkedin.com/showcase/microsoft-dynamics-365
| @microsoft
|-
| Lisio
| @LiscioApp
| facebook.com/liscioapp
| linkedin.com/company/liscio
| @liscioapp
|-
| Teams
| @MicrosoftTeams
| facebook.com/MicrosoftTeams
| linkedin.com/showcase/microsoft-teams
| @microsoft365
|-
| SharePoint
| @SharePoint
| facebook.com/Microsoft365
| linkedin.com/showcase/microsoft-sharepoint
| @microsoft365
|-
| Claude
| @AnthropicAI
| facebook.com/AnthropicAI
| linkedin.com/company/anthropicresearch
| @anthropicai
|-
| ChatGPT / OpenAI
| @OpenAI
| facebook.com/OpenAI
| linkedin.com/company/openai
| @openai
|}

== Suggested Hashtags ==

#AccountingTechnology
#CPA
#TaxTechnology
#DocumentManagement
#AccountingFirms
#Cybersecurity
#Windows10
#Microsoft
#QuickBooks
#FileCabinetCS
#AI
#AccountingAI
#FirmManagement
#TechnologyLeadership
#CPAPracticeAdvisor

Podcast

2026-05-20T18:40:32Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|260
|[[ATL260|Next Generation Document Management]]
|5/1/2026
|5/29/2026
|
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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

2026-05-20T18:39:04Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|259
|[[ATL259|The Dead Pool]]
|5/1/2026
|5/22/2026
|
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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]]

ATL257000.

2026-05-11T15:06:14Z

Bftcpa606: Created page with "= Podcast Promotion Package = == ATL257 – Mythos: The AI Strikes Back == Source Transcript: <ref>Uploaded transcript file: ATL257 Mythos (Audio)_otter_ai_transcript.txt</ref> == Episode Summary == In this episode of the Accounting Technology Lab, hosts Randy Johnston and Brian Tankersley explore the alarming implications of Anthropic’s experimental AI security model known as “Mythos.” The discussion centers on how advanced AI systems are dramatically accelerat..."

= Podcast Promotion Package =
== ATL257 – Mythos: The AI Strikes Back ==

Source Transcript: <ref>Uploaded transcript file: ATL257 Mythos (Audio)_otter_ai_transcript.txt</ref>

== Episode Summary ==

In this episode of the Accounting Technology Lab, hosts Randy Johnston and Brian Tankersley explore the alarming implications of Anthropic’s experimental AI security model known as “Mythos.” The discussion centers on how advanced AI systems are dramatically accelerating cyberattack capabilities, vulnerability discovery, exploit chaining, and zero-day attacks. The hosts compare Mythos to a “cybersecurity nuclear bomb,” referencing reports that the model identified vulnerabilities at exponentially higher success rates than prior AI systems.

The episode examines how AI-driven exploit development reduces the cost and time required for attackers to compromise systems, potentially threatening banks, corporations, governments, and critical infrastructure. The hosts discuss the rise of AI-generated malware, automated penetration testing, and the need for immediate patching strategies, stronger monitoring tools, and more aggressive cybersecurity practices.

The conversation also highlights Anthropic’s cautious rollout strategy through “Project Glasswing,” involving major technology and security firms like Apple, Microsoft, Cisco, CrowdStrike, and JP Morgan. Beyond cybersecurity, the hosts warn of broader implications involving biosecurity, espionage, AI token economies, and the future of autonomous AI agents. Ultimately, the episode serves as both a warning and a call for organizations to modernize their cybersecurity posture before AI-powered attacks become mainstream.

== Catchy Quotes From the Episode ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 2:40
| “One man’s pen test is another man’s hacking.”
|-
| 5:19
| “This new Mythos product is reported to have a 72.4% success rate.”
|-
| 8:58
| “The concept of dumping thousands of high severity zero days onto the market all at once is really the cyber equivalent of nuclear war.”
|-
| 16:57
| “The arguments you’re having about two-factor authentication… that party’s over.”
|-
| 19:21
| “Instead of it taking days to do this, it’s now becoming hours.”
|-
| 20:25
| “Who’s going to work Christmas to watch the vulnerabilities?”
|-
| 24:03
| “This use of AI is changing software and technology in ways we didn’t see coming.”
|-
| 27:33
| “A bad plan today is much better than a perfect plan tomorrow.”
|}

== Social Media Posts ==

# AI isn’t just transforming business. It’s transforming cyber warfare. ATL257 explores why Anthropic’s Mythos model could redefine cybersecurity forever. #AI #CyberSecurity #AccountingTechnology
# “Thousands of high severity zero days all at once.” That’s not science fiction anymore. Listen to ATL257. #Infosec #AI
# Patch cycles measured in weeks may soon become measured in HOURS. Are your systems ready? #CyberSecurity #ZeroDay
# Anthropic reportedly held Mythos back from public release because of its power. That should get everyone’s attention. #AI
# “One man’s pen test is another man’s hacking.” The line between defense and offense is disappearing. #CyberSecurity
# Could AI compromise global banking systems faster than humans can respond? ATL257 explores the risks. #Banking #CyberRisk
# AI-generated malware is evolving fast — and defenders must evolve faster. #Technology #Security
# The future of cybersecurity may depend less on people… and more on autonomous AI agents. #AIagents
# Immediate patching is no longer optional. AI attackers move too quickly. #ITSecurity
# Anthropic’s Project Glasswing may become one of the most important cybersecurity collaborations of the decade. #AI #Security
# “We’re entering a period where elite exploit development becomes far more accessible.” ATL257 dives into the implications. #CyberAttack
# If your organization still debates MFA adoption, you’re already behind. #MFA #CyberSecurity
# AI token economics are changing software development, security testing, and enterprise strategy. #AIeconomy
# The hosts compare AI-driven cyber threats to nuclear escalation. Hyperbole? Maybe not. #Cyberwarfare
# Could future AI systems discover vulnerabilities humans missed for 27 years? Apparently yes. #OpenBSD #AI
# Cybersecurity is becoming an engineering speed contest. Faster response wins. #InfoSec
# The next generation of AI may not need chat interfaces — just autonomous agents consuming tokens. #AIagents
# Friday before a holiday weekend: the favorite time for attackers. ATL257 explains why. #CyberRisk
# AI isn’t replacing cybersecurity professionals. It’s forcing them to level up. #SecurityLeadership
# The cybersecurity landscape just changed permanently. ATL257 explains what accounting firms and businesses must do next. #CPA #Technology

== Products, Services, and Companies Mentioned ==

{| class="wikitable"
! Company / Product
! Website
! X
! Facebook
! LinkedIn
! Instagram
|-
| Anthropic
| https://www.anthropic.com
| @AnthropicAI
| AnthropicAI
| anthropic
| @anthropicai
|-
| Claude AI
| https://claude.ai
| @AnthropicAI
| AnthropicAI
| anthropic
| @anthropicai
|-
| OpenAI
| https://openai.com
| @OpenAI
| OpenAI
| openai
| @openai
|-
| Google Gemini
| https://gemini.google.com
| @Google
| Google
| google
| @google
|-
| Meta AI
| https://ai.meta.com
| @Meta
| Meta
| meta
| @meta
|-
| Grok by xAI
| https://x.ai
| @xai
| xAI
| xai
| @xai
|-
| DeepSeek
| https://www.deepseek.com
| @deepseek_ai
| N/A
| deepseek-ai
| N/A
|-
| CrowdStrike
| https://www.crowdstrike.com
| @CrowdStrike
| CrowdStrike
| crowdstrike
| @crowdstrike
|-
| Cisco
| https://www.cisco.com
| @Cisco
| Cisco
| cisco
| @cisco
|-
| Palo Alto Networks
| https://www.paloaltonetworks.com
| @PaloAltoNtwk
| Palo Alto Networks
| palo-alto-networks
| @paloaltonetworks
|-
| Microsoft
| https://www.microsoft.com
| @Microsoft
| Microsoft
| microsoft
| @microsoft
|-
| NVIDIA
| https://www.nvidia.com
| @nvidia
| NVIDIA
| nvidia
| @nvidia
|-
| Apple
| https://www.apple.com
| @Apple
| Apple
| apple
| @apple
|-
| JP Morgan Chase
| https://www.jpmorganchase.com
| @jpmorgan
| JPMorganChase
| jpmorganchase
| @jpmorgan
|-
| Perplexity AI
| https://www.perplexity.ai
| @perplexity_ai
| N/A
| perplexity-ai
| @perplexity.ai
|-
| OpenRouter
| https://openrouter.ai
| @OpenRouterAI
| N/A
| openrouter
| N/A
|-
| CPA Practice Advisor
| https://www.cpapracticeadvisor.com
| @cpapracadvisor
| CPA Practice Advisor
| cpa-practice-advisor
| @cpapracticeadvisor
|}

== References ==

<references />

ATL258

2026-05-06T22:42:32Z

Bftcpa606:

= Recruiting the Next Generation with Donny Shimamoto and Arpan Grewal — #ATL258 =
[[File:ATL258 - Recruiting the Next Generation.jpg|thumb|ATL258 - Recruiting the Next Generation]]

== Episode Summary ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Donny Shimamoto of the Center for Accounting Transformation and high school student Arpan Grewal to discuss one of the accounting profession’s most urgent challenges: recruiting the next generation of talent.

The conversation explores how outdated perceptions of accounting continue to discourage students from entering the profession. Arpan shares her candid perspective as a student who originally viewed accounting as “boring” and restrictive before discovering its broader opportunities through the Center for Accounting Transformation. Through mentorship, podcasting, and exposure to professionals in the industry, she realized accounting can serve as a launchpad into entrepreneurship, advocacy, leadership, finance, and innovation.

Donny explains how the profession must shift from promoting compliance-focused work to highlighting advisory, technology, and purpose-driven careers. The discussion also emphasizes how AI and automation are empowering accountants rather than replacing them, allowing younger professionals to contribute strategically much earlier in their careers.

The episode introduces the Student Ambassador Program, a peer-driven initiative designed to connect students with accounting professionals and modernize the profession’s image. Together, the guests deliver a compelling message: accounting offers purpose, flexibility, stability, and the opportunity to make a meaningful difference in business and society.

== Catchy Quotes from the Episode ==

{| class="wikitable"
! Quote
! Approx. Timestamp
|-
| “Accountants are the interstitium of business. They connect business together.”
| 2:05
|-
| “What we’re really trying to do is help people be successful.” — Donny Shimamoto
| 4:20
|-
| “Accounting is not what it looks like.” — Arpan Grewal
| 7:35
|-
| “Accounting truly is a huge launchpad career.” — Arpan Grewal
| 8:10
|-
| “AI is not taking our jobs. It’s actually upgrading us accountants.” — Arpan Grewal
| 12:05
|-
| “It’s okay if you don’t stay in accounting for the rest of your life.” — Arpan Grewal
| 13:20
|-
| “Students trust other students more than they trust adult-run programs.” — Arpan Grewal
| 21:05
|-
| “We’re creating entry points instead of barriers into the profession.” — Arpan Grewal
| 21:35
|-
| “The accounting profession can actually be so much more rewarding.” — Randy Johnston
| 24:25
|-
| “Invest in students now before we lose them to other professions.” — Arpan Grewal
| 23:40
|}

🎙️ #ATL258

== Products, Services, Organizations & Social Media Directory ==

{| class="wikitable"
! Organization / Product
! Description
! X
! LinkedIn
! Facebook
! Instagram
|-
| Center for Accounting Transformation
| Accounting transformation and innovation organization
| @ImproveWorldNow
| Center for Accounting Transformation
| Center for Accounting Transformation
| @improvetheworldnow
|-
| CPA Practice Advisor
| Accounting profession publication
| @cpapracadvisor
| CPA Practice Advisor
| CPA Practice Advisor
| @cpapracadvisor
|-
| Accounting Technology Lab
| Podcast / technology series
| N/A
| N/A
| N/A
| N/A
|-
| Forbes 30 Under 30
| Recognition program mentioned in discussion
| @Forbes
| Forbes
| Forbes
| @forbes
|-
| LinkedIn
| Professional networking platform
| @LinkedIn
| LinkedIn
| LinkedIn
| @linkedin
|-
| TikTok
| Social media platform mentioned
| @TikTok
| TikTok
| TikTok
| @tiktok
|-
| AICPA
| American Institute of CPAs
| @AICPA
| AICPA
| AICPA
| @theaicpa
|-
| Student Ambassador Program
| Recruiting initiative discussed in episode
| N/A
| Via Center for Accounting Transformation
| Via Center for Accounting Transformation
| Via Center for Accounting Transformation
|}

== Suggested Episode Title Variations ==

* Recruiting the Next Generation of Accountants
* Why Students Are Reconsidering Accounting
* How AI Is Reshaping the Future of Accounting Careers
* The Accounting Profession Through Gen Z’s Eyes
* Purpose, AI, and the New Accounting Pipeline

== Suggested Hashtags ==

#Accounting #CPA #AccountingTechnology #FutureOfAccounting #GenZ #AI #Advisory #CAS #AccountingProfession #Leadership #Recruiting #TalentPipeline #FutureOfWork #ATL258
```

File:ATL258 - Recruiting the Next Generation.jpg

2026-05-06T22:42:17Z

Bftcpa606:

ATL258 - Recruiting the Next Generation

ATL258

2026-05-06T22:40:35Z

Bftcpa606: Created page with "```mediawiki = Recruiting the Next Generation with Donny Shimamoto and Arpan Grewal — #ATL258 = Source Transcript: <ref>Transcript file: ATL258 Recruiting the Next Generation</ref> == Episode Summary == In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Donny Shimamoto of the Center for Accounting Transformation and high school student Arpan Grewal to discuss one of the accounting profession’s most urgent challenges: recr..."

```mediawiki
= Recruiting the Next Generation with Donny Shimamoto and Arpan Grewal — #ATL258 =

Source Transcript: <ref>Transcript file: ATL258 Recruiting the Next Generation</ref>

== Episode Summary ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Donny Shimamoto of the Center for Accounting Transformation and high school student Arpan Grewal to discuss one of the accounting profession’s most urgent challenges: recruiting the next generation of talent.

The conversation explores how outdated perceptions of accounting continue to discourage students from entering the profession. Arpan shares her candid perspective as a student who originally viewed accounting as “boring” and restrictive before discovering its broader opportunities through the Center for Accounting Transformation. Through mentorship, podcasting, and exposure to professionals in the industry, she realized accounting can serve as a launchpad into entrepreneurship, advocacy, leadership, finance, and innovation.

Donny explains how the profession must shift from promoting compliance-focused work to highlighting advisory, technology, and purpose-driven careers. The discussion also emphasizes how AI and automation are empowering accountants rather than replacing them, allowing younger professionals to contribute strategically much earlier in their careers.

The episode introduces the Student Ambassador Program, a peer-driven initiative designed to connect students with accounting professionals and modernize the profession’s image. Together, the guests deliver a compelling message: accounting offers purpose, flexibility, stability, and the opportunity to make a meaningful difference in business and society.

== Catchy Quotes from the Episode ==

{| class="wikitable"
! Quote
! Approx. Timestamp
|-
| “Accountants are the interstitium of business. They connect business together.”
| 2:05
|-
| “What we’re really trying to do is help people be successful.” — Donny Shimamoto
| 4:20
|-
| “Accounting is not what it looks like.” — Arpan Grewal
| 7:35
|-
| “Accounting truly is a huge launchpad career.” — Arpan Grewal
| 8:10
|-
| “AI is not taking our jobs. It’s actually upgrading us accountants.” — Arpan Grewal
| 12:05
|-
| “It’s okay if you don’t stay in accounting for the rest of your life.” — Arpan Grewal
| 13:20
|-
| “Students trust other students more than they trust adult-run programs.” — Arpan Grewal
| 21:05
|-
| “We’re creating entry points instead of barriers into the profession.” — Arpan Grewal
| 21:35
|-
| “The accounting profession can actually be so much more rewarding.” — Randy Johnston
| 24:25
|-
| “Invest in students now before we lose them to other professions.” — Arpan Grewal
| 23:40
|}

🎙️ #ATL258

== Products, Services, Organizations & Social Media Directory ==

{| class="wikitable"
! Organization / Product
! Description
! X
! LinkedIn
! Facebook
! Instagram
|-
| Center for Accounting Transformation
| Accounting transformation and innovation organization
| @ImproveWorldNow
| Center for Accounting Transformation
| Center for Accounting Transformation
| @improvetheworldnow
|-
| CPA Practice Advisor
| Accounting profession publication
| @cpapracadvisor
| CPA Practice Advisor
| CPA Practice Advisor
| @cpapracadvisor
|-
| Accounting Technology Lab
| Podcast / technology series
| N/A
| N/A
| N/A
| N/A
|-
| Forbes 30 Under 30
| Recognition program mentioned in discussion
| @Forbes
| Forbes
| Forbes
| @forbes
|-
| LinkedIn
| Professional networking platform
| @LinkedIn
| LinkedIn
| LinkedIn
| @linkedin
|-
| TikTok
| Social media platform mentioned
| @TikTok
| TikTok
| TikTok
| @tiktok
|-
| AICPA
| American Institute of CPAs
| @AICPA
| AICPA
| AICPA
| @theaicpa
|-
| Student Ambassador Program
| Recruiting initiative discussed in episode
| N/A
| Via Center for Accounting Transformation
| Via Center for Accounting Transformation
| Via Center for Accounting Transformation
|}

== Suggested Episode Title Variations ==

* Recruiting the Next Generation of Accountants
* Why Students Are Reconsidering Accounting
* How AI Is Reshaping the Future of Accounting Careers
* The Accounting Profession Through Gen Z’s Eyes
* Purpose, AI, and the New Accounting Pipeline

== Suggested Hashtags ==

#Accounting #CPA #AccountingTechnology #FutureOfAccounting #GenZ #AI #Advisory #CAS #AccountingProfession #Leadership #Recruiting #TalentPipeline #FutureOfWork #ATL258
```

Podcast

2026-05-06T22:39:28Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|258
|[[ATL258|Recruiting the Next Generation]]
|5/1/2026
|5/15/2026
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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

2026-05-06T21:26:06Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|
|
|
|
|
|-
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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

2026-05-06T21:25:18Z

Bftcpa606:

[[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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|
|
|
|
|
|-
|257
|Mythos: The AI Strikes Back
|5/1/2026
|5/8/2026
|
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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]]

ATL257

2026-05-06T21:23:54Z

Bftcpa606: Created page with "= ATL257 – Mythos: The AI Strikes Back = ATL257 - Mythos: The AI Strikes Back == Episode Summary == In this episode of the Accounting Technology Lab, hosts Randy Johnston and Brian Tankersley explore the alarming implications of Anthropic’s experimental AI security model known as “Mythos.” The discussion centers on how advanced AI systems are dramatically accelerating cyberattack capabilities, vulnerabilit..."

= ATL257 – Mythos: The AI Strikes Back =
[[File:ATL257 - Mythos- The AI Strikes Back.jpg|thumb|ATL257 - Mythos: The AI Strikes Back]]

== Episode Summary ==

In this episode of the Accounting Technology Lab, hosts Randy Johnston and Brian Tankersley explore the alarming implications of Anthropic’s experimental AI security model known as “Mythos.” The discussion centers on how advanced AI systems are dramatically accelerating cyberattack capabilities, vulnerability discovery, exploit chaining, and zero-day attacks. The hosts compare Mythos to a “cybersecurity nuclear bomb,” referencing reports that the model identified vulnerabilities at exponentially higher success rates than prior AI systems.

The episode examines how AI-driven exploit development reduces the cost and time required for attackers to compromise systems, potentially threatening banks, corporations, governments, and critical infrastructure. The hosts discuss the rise of AI-generated malware, automated penetration testing, and the need for immediate patching strategies, stronger monitoring tools, and more aggressive cybersecurity practices.

The conversation also highlights Anthropic’s cautious rollout strategy through “Project Glasswing,” involving major technology and security firms like Apple, Microsoft, Cisco, CrowdStrike, and JP Morgan. Beyond cybersecurity, the hosts warn of broader implications involving biosecurity, espionage, AI token economies, and the future of autonomous AI agents. Ultimately, the episode serves as both a warning and a call for organizations to modernize their cybersecurity posture before AI-powered attacks become mainstream.

== Catchy Quotes From the Episode ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 2:40
| “One man’s pen test is another man’s hacking.”
|-
| 5:19
| “This new Mythos product is reported to have a 72.4% success rate.”
|-
| 8:58
| “The concept of dumping thousands of high severity zero days onto the market all at once is really the cyber equivalent of nuclear war.”
|-
| 16:57
| “The arguments you’re having about two-factor authentication… that party’s over.”
|-
| 19:21
| “Instead of it taking days to do this, it’s now becoming hours.”
|-
| 20:25
| “Who’s going to work Christmas to watch the vulnerabilities?”
|-
| 24:03
| “This use of AI is changing software and technology in ways we didn’t see coming.”
|-
| 27:33
| “A bad plan today is much better than a perfect plan tomorrow.”
|}

== Products, Services, and Companies Mentioned ==

{| class="wikitable"
! Company / Product
! Website
! X
! Facebook
! LinkedIn
! Instagram
|-
| Anthropic
| https://www.anthropic.com
| @AnthropicAI
| AnthropicAI
| anthropic
| @anthropicai
|-
| Claude AI
| https://claude.ai
| @AnthropicAI
| AnthropicAI
| anthropic
| @anthropicai
|-
| OpenAI
| https://openai.com
| @OpenAI
| OpenAI
| openai
| @openai
|-
| Google Gemini
| https://gemini.google.com
| @Google
| Google
| google
| @google
|-
| Meta AI
| https://ai.meta.com
| @Meta
| Meta
| meta
| @meta
|-
| Grok by xAI
| https://x.ai
| @xai
| xAI
| xai
| @xai
|-
| DeepSeek
| https://www.deepseek.com
| @deepseek_ai
| N/A
| deepseek-ai
| N/A
|-
| CrowdStrike
| https://www.crowdstrike.com
| @CrowdStrike
| CrowdStrike
| crowdstrike
| @crowdstrike
|-
| Cisco
| https://www.cisco.com
| @Cisco
| Cisco
| cisco
| @cisco
|-
| Palo Alto Networks
| https://www.paloaltonetworks.com
| @PaloAltoNtwk
| Palo Alto Networks
| palo-alto-networks
| @paloaltonetworks
|-
| Microsoft
| https://www.microsoft.com
| @Microsoft
| Microsoft
| microsoft
| @microsoft
|-
| NVIDIA
| https://www.nvidia.com
| @nvidia
| NVIDIA
| nvidia
| @nvidia
|-
| Apple
| https://www.apple.com
| @Apple
| Apple
| apple
| @apple
|-
| JP Morgan Chase
| https://www.jpmorganchase.com
| @jpmorgan
| JPMorganChase
| jpmorganchase
| @jpmorgan
|-
| Perplexity AI
| https://www.perplexity.ai
| @perplexity_ai
| N/A
| perplexity-ai
| @perplexity.ai
|-
| OpenRouter
| https://openrouter.ai
| @OpenRouterAI
| N/A
| openrouter
| N/A
|-
| CPA Practice Advisor
| https://www.cpapracticeadvisor.com
| @cpapracadvisor
| CPA Practice Advisor
| cpa-practice-advisor
| @cpapracticeadvisor
|}

== References ==

<references />
```

File:ATL257 - Mythos- The AI Strikes Back.jpg

2026-05-06T21:23:23Z

Bftcpa606:

ATL257 - Mythos: The AI Strikes Back

Podcast

2026-05-06T19:49:42Z

Bftcpa606: /* Episodes Scheduled or Recorded Not Published */

[[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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|5/1/2026
|The Dead Pool
|1
|5/22/2026
|-
|5/1/2026
|Mythos: The AI Strikes Back
|2
|5/8/2026
|-
|5/1/2026
|Keyveve
|3
|6/5/2026
|-
|5/1/2026
|Recruiting the Next Generation
|4
|5/15/2026
|-
|5/1/2026
|Next Generation Document Management
|5
|5/29/2026
|}

== 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]]

ATL256

2026-04-27T21:53:23Z

Bftcpa606:

= ATL256: Suite Versus Best in Breed =
[[File:ATL256.jpg|thumb|Suite vs Best in Breed]]

== Episode Summary ==
In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley tackle a critical strategic decision for accounting firms: whether to adopt an all-in-one software suite or build a best-of-breed technology stack. They explore how suites from providers like Thomson Reuters and Wolters Kluwer offer convenience through integrated workflows, unified interfaces, and simplified vendor management. However, these benefits often come with tradeoffs, including limited flexibility, higher switching costs, and potential vendor lock-in.

On the other hand, best-of-breed solutions allow firms to select specialized tools tailored to their exact needs, particularly for advisory services and niche workflows. While integration tools like Zapier and Power Automate have made connecting systems easier, maintaining these integrations still requires effort and technical oversight.

The hosts also highlight real-world considerations such as app overload, data governance, pricing pressures, cloud cost management, and the growing importance of AI-enabled tools. They emphasize the need to define a “system of record,” reduce duplicate data entry, and evaluate true ROI beyond licensing costs.

Ultimately, the episode encourages firms to take a thoughtful, strategic approach—balancing efficiency, flexibility, and long-term scalability when designing their technology stack for 2026 and beyond.

== Key Quotes ==
* “You have one throat to choke for making all this stuff work together.” (02:00)
* “The cost of a divorce grows geometrically as you have more and more stuff on a platform.” (05:20)
* “Best of breed is like building a race car—you get exactly what you want, but it takes work.” (06:30)
* “It’s getting easier—but we didn’t say easy.” (08:05)
* “Stop typing the same data twice.” (13:00)
* “Pick one—ditch the other. Less applications is better.” (10:20)
* “If you’re giving Gen Z tools from 1979, they’re not going to stay.” (25:00)

== Products, Services, and Companies Mentioned ==
{| class="wikitable"
! Product/Company !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| Thomson Reuters || @thomsonreuters || ThomsonReuters || Thomson Reuters || @thomsonreuters
|-
| Wolters Kluwer (CCH) || @Wolters_Kluwer || WoltersKluwer || Wolters Kluwer || @wolterskluwer
|-
| IRIS Software Group || @irissoftwaregrp || IRIS Software Group || IRIS Software Group || N/A
|-
| Intuit || @Intuit || Intuit || Intuit || @intuit
|-
| Microsoft || @Microsoft || Microsoft || Microsoft || @microsoft
|-
| Zapier || @zapier || Zapier || Zapier || @zapier
|-
| Zoho || @Zoho || Zoho || Zoho || @zoho
|-
| Okta || @okta || Okta || Okta || @okta
|-
| QuickBooks || @QuickBooks || QuickBooks || Intuit QuickBooks || @quickbooks
|-
| Bill.com || @billcom || Bill.com || BILL || @billcom
|-
| Adobe || @Adobe || Adobe || Adobe || @adobe
|-
| Slack || @SlackHQ || Slack || Slack || @slackhq
|-
| Power Automate || @Microsoft || Microsoft || Microsoft || @microsoft
|}

== Source ==
Transcript: ''20260501 Suite v Best-In-Breed ATL256 (Audio Only)'' <ref>Uploaded transcript file</ref>

ATL256

2026-04-27T21:52:50Z

Bftcpa606: Created page with "= ATL256: Suite Versus Best in Breed = Suite vs Best in Breed == Episode Summary == In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley tackle a critical strategic decision for accounting firms: whether to adopt an all-in-one software suite or build a best-of-breed technology stack. They explore how suites from providers like Thomson Reuters and Wolters Kluwer offer convenience through integrated workflows, un..."

= ATL256: Suite Versus Best in Breed =
[[File:ATL256.jpg|thumb|Suite vs Best in Breed]]

== Episode Summary ==
In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley tackle a critical strategic decision for accounting firms: whether to adopt an all-in-one software suite or build a best-of-breed technology stack. They explore how suites from providers like Thomson Reuters and Wolters Kluwer offer convenience through integrated workflows, unified interfaces, and simplified vendor management. However, these benefits often come with tradeoffs, including limited flexibility, higher switching costs, and potential vendor lock-in.

On the other hand, best-of-breed solutions allow firms to select specialized tools tailored to their exact needs, particularly for advisory services and niche workflows. While integration tools like Zapier and Power Automate have made connecting systems easier, maintaining these integrations still requires effort and technical oversight.

The hosts also highlight real-world considerations such as app overload, data governance, pricing pressures, cloud cost management, and the growing importance of AI-enabled tools. They emphasize the need to define a “system of record,” reduce duplicate data entry, and evaluate true ROI beyond licensing costs.

Ultimately, the episode encourages firms to take a thoughtful, strategic approach—balancing efficiency, flexibility, and long-term scalability when designing their technology stack for 2026 and beyond.

== Key Quotes ==
* “You have one throat to choke for making all this stuff work together.” (02:00)
* “The cost of a divorce grows geometrically as you have more and more stuff on a platform.” (05:20)
* “Best of breed is like building a race car—you get exactly what you want, but it takes work.” (06:30)
* “It’s getting easier—but we didn’t say easy.” (08:05)
* “Stop typing the same data twice.” (13:00)
* “Pick one—ditch the other. Less applications is better.” (10:20)
* “If you’re giving Gen Z tools from 1979, they’re not going to stay.” (25:00)

== Social Media Posts ==
# Suite or Best-of-Breed? 🤔 Your tech stack decision could define your firm’s future. #AccountingTech #ATL256
# “One throat to choke” vs. total flexibility—what’s your strategy? #CPAfirm
# Best-of-breed = power. Suite = simplicity. Which wins in 2026?
# Integration tools are better than ever… but still not EASY.
# App overload is real. Reduce clutter. Increase productivity.
# Stop entering the same data twice—seriously.
# Vendor lock-in is getting more expensive every year.
# Your tech stack should grow WITH your advisory services.
# Suites simplify—but can they innovate fast enough?
# Building your own stack? Make sure you can maintain it.
# Data flow matters more than features.
# Cloud costs are rising—are you managing them?
# Your “system of record” is more important than ever.
# AI is changing the stack—are your vendors ready?
# Integration tax is real—watch those hidden costs.
# Good enough tools > too many “perfect” tools.
# Don’t let your tech stack slow your team down.
# Switching costs can be brutal—plan ahead.
# Advisory services demand better data pipelines.
# Smart firms don’t chase trends—they build strategy.

== Products, Services, and Companies Mentioned ==
{| class="wikitable"
! Product/Company !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| Thomson Reuters || @thomsonreuters || ThomsonReuters || Thomson Reuters || @thomsonreuters
|-
| Wolters Kluwer (CCH) || @Wolters_Kluwer || WoltersKluwer || Wolters Kluwer || @wolterskluwer
|-
| IRIS Software Group || @irissoftwaregrp || IRIS Software Group || IRIS Software Group || N/A
|-
| Intuit || @Intuit || Intuit || Intuit || @intuit
|-
| Microsoft || @Microsoft || Microsoft || Microsoft || @microsoft
|-
| Zapier || @zapier || Zapier || Zapier || @zapier
|-
| Zoho || @Zoho || Zoho || Zoho || @zoho
|-
| Okta || @okta || Okta || Okta || @okta
|-
| QuickBooks || @QuickBooks || QuickBooks || Intuit QuickBooks || @quickbooks
|-
| Bill.com || @billcom || Bill.com || BILL || @billcom
|-
| Adobe || @Adobe || Adobe || Adobe || @adobe
|-
| Slack || @SlackHQ || Slack || Slack || @slackhq
|-
| Power Automate || @Microsoft || Microsoft || Microsoft || @microsoft
|}

== Source ==
Transcript: ''20260501 Suite v Best-In-Breed ATL256 (Audio Only)'' <ref>Uploaded transcript file</ref>

File:ATL256.jpg

2026-04-27T21:52:11Z

Bftcpa606:

ATL256 - Suite vs. Best in Breed (2026)

Podcast

2026-04-27T21:50:50Z

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 mw-collapsible"
! #
! Episode Title
! Recording Date
! Release Date
!YouTube
|-
|256
|[[ATL256|Suite vs. Best In Breed]]
|4/3/2026
|5/1/2026
|
|-
|255
|[[ATL255|Generative AI in (Your) Practice]]
|4/3/2026
|4/24/2026
|
|-
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|4/3/2026
|4/17/2026
|
|-
|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|4/3/2026
|4/10/2026
|[https://cpate.ch/atl253e atl253e]
|-
|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|3/6/2026
|4/3/2026
|
|-
|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|3/6/2026
|3/27/2026
|
|-
|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|3/6/2026
|3/20/2026
|
|-
|249
|[[ATL249|Zoho Day 2026]]
|3/6/2026
|3/13/2026
|
|-
|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|11/10/2025
|3/6/2026
|
|-
|247
|[[ATL247|Vibe Coding with AI]]
|11/10/2025
|2/27/2026
|
|-
|246
|[[ATL246|Model Context Protocol]]
|2/6/2026
|2/20/2026
|
|-
|245
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]
[[ATL245|(Stephen Edgington, Dext)]]
|2/6/2026
|2/13/2026
|
|-
|244
|[[ATL244|Acumatica Summit 2026]]
|2/6/2026
|2/6/2026
|
|-
|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|1/8/2026
|1/30/2026
|
|-
|242
|[[ATL242|More from CES 2026 - Part 2]]
|1/8/2026
|1/23/2026
|
|-
|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|1/8/2026
|1/16/2026
|
|-
|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|12/12/2025
|1/9/2026
|
|-
|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|12/4/2025
|1/2/2026
|
|-
|238
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|12/4/2025
|12/29/2025
|
|-
|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|11/7/2025
|12/19/2025
|
|-
|236
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|12/4/2025
|12/12/2025
|
|-
|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|11/10/2025
|12/5/2025
|
|-
|234
|[[ATL234|2025 CCH User Conference]]
|11/10/2025
|11/28/2025
|
|-
|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|10/3/2025
|11/21/2025
|
|-
|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|10/3/2025
|11/14/2025
|
|-
|231
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|10/3/2025
|11/7/2025
|
|-
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|10/3/2025
|10/31/2025
|
|-
|229
|[[ATL229|AuditSight]]
|10/3/2025
|10/24/2025
|
|-
|228
|[[ATL228|2025 AICPA Blockchain Symposium]]
|9/12/2025
|10/17/2025
|
|-
|227
|[[ATL227| What is Advisory?]]
|10/3/2025
|10/10/2025
|
|-
|226
|[[ATL226|Audit Automation Solutions]]
|9/12/2025
|10/3/2025
|
|-
|225
|[[ATL225| Zoho - SMX and Balance]]
|9/12/2025
|9/26/2025
|
|-
|224
|[[ATL224| Agentic AI Developments, Summer 2025]]
|8/7/2025
|9/19/2025
|
|-
|223
|[[ATL223| BlueJ]]
|8/7/2025
|9/12/2025
|
|-
|222
|[[ATL222| Ricoh ScanSnap iX2500]]
|8/7/2025
|9/5/2025
|
|-
|221
|[[ATL221| AI Regulation Update]]
|8/7/2025
|8/30/2025
|
|-
|220
|[[ATL220| Small Business Accounting Innovations 1H 2025]]
|7/11/2025
|8/22/2025
|
|-
|219
|[[ATL219| AI Tax Developments 1H 2025]]
|7/11/2025
|8/15/2025
|
|-
|218
|[[ATL218|AI Auditing Innovations 1H 2025]]
|7/11/2025
|8/8/2025
|
|-
|217
|[[ATL218|Talent Shortage]]
|6/24/2025
|8/2/2025
|
|-
|216
|Scaling New Heights 2025 - AI Observations
|6/24/2025
|7/28/2025
|
|-
|215
|Scaling New Heights Show Floor
|6/24/2025
|7/21/2025
|
|-
|214
|Scaling New Heights 2025 Overview
|6/24/2025
|7/21/2025
|
|-
|213
|Key OBBBA Tax Changes
|7/11/2025
|7/14/2025
|
|-
|212
|AICPA ENGAGE 2025 Show Floor
|6/24/2025
|7/11/2025
|
|-
|211
|Accounting Leaders Think Tank Symposium 2025
|6/24/2025
|7/3/2025
|
|-
|210
|Microsoft Bookings
|5/13/2025
|6/27/2025
|
|-
|209
|AICPA ENGAGE 2025
|6/24/2025
|6/20/2025
|
|-
|208
|Microsoft Forms
|5/13/2025
|6/12/2025
|
|-
|207
|Power Automate
|5/13/2025
|6/5/2025
|
|-
|206
|CPAPA Readers Choice Awards
|5/13/2025
|5/30/2025
|
|-
|205
|Excel 40th Anniversary
|4/8/2025
|5/16/2025
|
|-
|204
|AICPA/CPA.com Startup Accelerator 2025
|4/8/2025
|5/9/2025
|
|-
|203
|AICPA/CPA.com AI Symposium
|4/8/2025
|5/2/2025
|
|-
|202
|Elizabeth Beastrom - TR
|3/7/2025
|4/25/2025
|
|-
|201
|Microsoft 50th Anniversary
|4/8/2025
|4/18/2025
|
|-
|200
|Safesend
|3/7/2025
|4/11/2025
|
|-
|199
|Brian Weiner - Family Office Resource Group
|3/7/2025
|4/4/2025
|
|-
|198
|Family Office Fundamentals
|3/7/2025
|3/28/2025
|
|-
|197
|CryptoCurrency Reserve
|3/7/2025
|3/21/2025
|
|-
|196
|End User Tech 1Q 2025
|2/7/2025
|3/14/2025
|
|-
|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|2/7/2025
|3/7/2025
|
|-
|194
|Zoho's Platform for Finance and Operations
|2/7/2025
|2/28/2025
|
|-
|193
|AI in Practice: Zoho One
|2/7/2025
|2/21/2025
|
|-
|192
|AI in Practice: Acumatica ERP
|2/7/2025
|2/14/2025
|
|-
|191
|Payroll Solutions
|1/10/2025
|2/7/2025
|
|-
|190
|CES 2025: Startups
|1/10/2025
|1/31/2025
|
|-
|190
|CES 2025: ShowStoppers/Pepcom
|1/10/2025
|1/24/2025
|
|-
|189
|CES 2025: Award Winners
|1/10/2025
|1/17/2025
|
|-
|188
|Intuit Enterprise Suite
|12/5/2024
|1/10/2025
|
|-
|187
|Apxium
|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
|-
|12/4/2025
|AI-Enhanced CAS Platforms
|997
|Evergreen
|-
|3/6/2026
|Joe Woodard Ep1 - State of Accounting Tech in 2026
|1
|3/27/2026
|-
|3/6/2026
|Joe Woodard Ep2 - State of AI in Accounting Tech 2026
|2
|4/3/2026
|}

== 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]]