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! #  
! #  
! Episode Title  
! Episode Title  
!CPAPA
!YouTube
! Recording Date  
! Recording Date  
! Release Date  
! Release Date  
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|268
|268
|[[ATL268|Scaling New Heights 2026 (Part Two)]]
|[[ATL268|Scaling New Heights 2026 (Part Two)]]
|
|[https://cpate.ch/atl268yt cpate.ch/atl268yt]
|7/2/2026
|7/2/2026
|7/30/2026
|7/30/2026
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|267
|[[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]]
|[[ATL267|AI is the Ultimate Accounting Assistant (Part Two)]]
|
|[https://cpate.ch/atl267yt cpate.ch/atl267yt]
|7/2/2026
|7/2/2026
|7/23/2026
|7/23/2026
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|266
|[[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]]
|[[ATL266|AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io]]
|
|[https://cpate.ch/atl266yt cpate.ch/atl266yt]
|7/2/2026
|7/2/2026
|7/16/2026
|7/16/2026
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|265
|[[ATL265|Scaling New Heights 2026 - "Strange New World"]]
|[[ATL265|Scaling New Heights 2026 - "Strange New World"]]
|
|[https://cpate.ch/atl265yt cpate.ch/atl265yt]
|6/15/2026
|6/15/2026
|7/10/2026
|7/10/2026
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|264
|[[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]
|[[ATL264|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]
|
|<nowiki>https://cpate.ch/atl264yt</nowiki>
|6/15/2026
|6/15/2026
|7/3/2026
|7/3/2026
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|263
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|[[ATL263|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
|
|<nowiki>https://cpate.ch/atl263yt</nowiki>
|6/5/2026
|6/5/2026
|6/20/2026
|6/20/2026
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|262
|[[ATL262|2026 Black Ore AI Tax Summit]]
|[[ATL262|2026 Black Ore AI Tax Summit]]
|
|<nowiki>https://cpate.ch/atl262yt</nowiki>
|6/5/2026
|6/5/2026
|6/13/2026
|6/13/2026
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|261
|[[ATL261|Keyveve]]
|[[ATL261|Keyveve]]
|
|<nowiki>https://cpate.ch/atl261yt</nowiki>
|5/1/2026
|5/1/2026
|6/5/2026
|6/5/2026
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|260
|[[ATL260|Next Generation Document Management]]
|[[ATL260|Next Generation Document Management]]
|
|<nowiki>https://cpate.ch/atl260yt</nowiki>
|5/1/2026
|5/1/2026
|5/29/2026
|5/29/2026
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|259
|[[ATL259|The Dead Pool]]
|[[ATL259|The Dead Pool]]
|
|<nowiki>https://cpate.ch/atl259yt</nowiki>
|5/1/2026
|5/1/2026
|5/22/2026
|5/22/2026
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|258
|[[ATL258|Recruiting the Next Generation]]
|[[ATL258|Recruiting the Next Generation]]
|
|<nowiki>https://cpate.ch/atl258yt</nowiki>
|5/1/2026
|5/1/2026
|5/15/2026
|5/15/2026
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|257
|257
|[[ATL257|Mythos: The AI Strikes Back]]
|[[ATL257|Mythos: The AI Strikes Back]]
|
|<nowiki>https://cpate.ch/atl257yt</nowiki>
|5/1/2026
|5/1/2026
|5/8/2026
|5/8/2026
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|256
|256
|[[ATL256|Suite vs. Best In Breed]]
|[[ATL256|Suite vs. Best In Breed]]
|
|<nowiki>https://cpate.ch/atl256yt</nowiki>
|4/3/2026
|4/3/2026
|5/1/2026
|5/1/2026
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|255
|255
|[[ATL255|Generative AI in (Your) Practice]]
|[[ATL255|Generative AI in (Your) Practice]]
|
|<nowiki>https://cpate.ch/atl255yt</nowiki>
|4/3/2026
|4/3/2026
|4/24/2026
|4/24/2026
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|254
|254
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|[[ATL254|Decision Intelligence with guest Eric Eager of 4ImpactData]]
|
|<nowiki>https://cpate.ch/atl254yt</nowiki>
|4/3/2026
|4/3/2026
|4/17/2026
|4/17/2026
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|253
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|[[ATL253|2026 CPA Practice Advisor Thought Leader Symposium]]
|
|<nowiki>https://cpate.ch/atl253yt</nowiki>
|4/3/2026
|4/3/2026
|4/10/2026
|4/10/2026
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|252
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|[[ATL252|The Future of AI in 2026 Accounting Technology (Joe Woodard, guest)]]
|
|<nowiki>https://cpate.ch/atl252yt</nowiki>
|3/6/2026
|3/6/2026
|4/3/2026
|4/3/2026
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|251
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|[[ATL251|The Real State of Accounting Tech in 2026 (Joe Woodard, guest)]]
|
|<nowiki>https://cpate.ch/atl251yt</nowiki>
|3/6/2026
|3/6/2026
|3/27/2026
|3/27/2026
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|250
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|[[ATL250|AICPA Startup Accelerator - 2026 Cohort]]
|
|<nowiki>https://cpate.ch/atl250yt</nowiki>
|3/6/2026
|3/6/2026
|3/20/2026
|3/20/2026
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|249
|[[ATL249|Zoho Day 2026]]
|[[ATL249|Zoho Day 2026]]
|
|<nowiki>https://cpate.ch/atl249yt</nowiki>
|3/6/2026
|3/6/2026
|3/13/2026
|3/13/2026
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|248
|[[ATL248|Analysis with ChatGPT Pro 5]]
|[[ATL248|Analysis with ChatGPT Pro 5]]
|
|<nowiki>https://cpate.ch/atl248yt</nowiki>
|11/10/2025
|11/10/2025
|3/6/2026
|3/6/2026
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|247
|[[ATL247|Vibe Coding with AI]]
|[[ATL247|Vibe Coding with AI]]
|
|<nowiki>https://cpate.ch/atl247yt</nowiki>
|11/10/2025
|11/10/2025
|2/27/2026
|2/27/2026
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|246
|[[ATL246|Model Context Protocol]]
|[[ATL246|Model Context Protocol]]
|
|<nowiki>https://cpate.ch/atl246yt</nowiki>
|2/6/2026
|2/6/2026
|2/20/2026
|2/20/2026
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|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]  
|[[ATL245|ATL 245 – The Future of AI and Agents in Accounting]]  
[[ATL245|(Stephen Edgington, Dext)]]
[[ATL245|(Stephen Edgington, Dext)]]
|
|<nowiki>https://cpate.ch/atl245yt</nowiki>
|2/6/2026
|2/6/2026
|2/13/2026
|2/13/2026
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|244
|[[ATL244|Acumatica Summit 2026]]
|[[ATL244|Acumatica Summit 2026]]
|
|<nowiki>https://cpate.ch/atl244yt</nowiki>
|2/6/2026
|2/6/2026
|2/6/2026
|2/6/2026
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|243
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|[[ATL243|AI Trends at CES 2026 – Part 3]]
|
|<nowiki>https://cpate.ch/atl243yt</nowiki>
|1/8/2026
|1/8/2026
|1/30/2026
|1/30/2026
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|242
|[[ATL242|More from CES 2026 - Part 2]]
|[[ATL242|More from CES 2026 - Part 2]]
|
|<nowiki>https://cpate.ch/atl242yt</nowiki>
|1/8/2026
|1/8/2026
|1/23/2026
|1/23/2026
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|241
|[[ATL241|CES 2026: Key Trends and Observations]]
|[[ATL241|CES 2026: Key Trends and Observations]]
|
|<nowiki>https://cpate.ch/atl241yt</nowiki>
|1/8/2026
|1/8/2026
|1/16/2026
|1/16/2026
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|240
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|[[ATL240|Nick Chandly, Founder/CEO, Forwardly #ATL240]]
|
|<nowiki>https://cpate.ch/atl240yt</nowiki>
|12/12/2025
|12/12/2025
|1/9/2026
|1/9/2026
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|239
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|[[ATL239|Jeff Seibert, Founder/CEO, Digits #ATL239]]
|
|<nowiki>https://cpate.ch/atl239yt</nowiki>
|12/4/2025
|12/4/2025
|1/2/2026
|1/2/2026
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|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
|[[ATL238|Selecting the Right AI Partner with Wiss #ATL238]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
[[ATL238|Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss]]
|
|<nowiki>https://cpate.ch/atl238yt</nowiki>
|12/4/2025
|12/4/2025
|12/29/2025
|12/29/2025
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|237
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|[[ATL237|Thomson Reuters Synergy Executive Roundtable]]
|
|<nowiki>https://cpate.ch/atl237yt</nowiki>
|11/7/2025
|11/7/2025
|12/19/2025
|12/19/2025
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|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|[[ATL236|Intuit QBD Pricing, Open AI Relationship]]
|
|<nowiki>https://cpate.ch/atl236yt</nowiki>
|12/4/2025
|12/4/2025
|12/12/2025
|12/12/2025
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|235
|[[ATL235|2025 Thomson Reuters Synergy]]
|[[ATL235|2025 Thomson Reuters Synergy]]
|
|<nowiki>https://cpate.ch/atl235yt</nowiki>
|11/10/2025
|11/10/2025
|12/5/2025
|12/5/2025
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|234
|[[ATL234|2025 CCH User Conference]]
|[[ATL234|2025 CCH User Conference]]
|
|<nowiki>https://cpate.ch/atl234yt</nowiki>
|11/10/2025
|11/10/2025
|11/28/2025
|11/28/2025
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|233
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|[[ATL233|2025 CPAPA Tech Innovation Awards (Part 2/2)]]
|
|<nowiki>https://cpate.ch/atl233yt</nowiki>
|10/3/2025
|10/3/2025
|11/21/2025
|11/21/2025
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|232
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|[[ATL232|2025 CPAPA Tech Innovation Awards (Part 1/2)]]
|
|<nowiki>https://cpate.ch/atl232yt</nowiki>
|10/3/2025
|10/3/2025
|11/14/2025
|11/14/2025
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|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|[[ATL231|Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2)]]
|
|<nowiki>https://cpate.ch/atl231yt</nowiki>
|10/3/2025
|10/3/2025
|11/7/2025
|11/7/2025
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|230
|230
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|[[ATL230|Interview with Mary Delaney, CEO, Karbon (Part 1/2)]]
|
|<nowiki>https://cpate.ch/atl230yt</nowiki>
|10/3/2025
|10/3/2025
|10/31/2025
|10/31/2025
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|229
|[[ATL229|AuditSight]]
|[[ATL229|AuditSight]]
|
|<nowiki>https://cpate.ch/atl229yt</nowiki>
|10/3/2025
|10/3/2025
|10/24/2025
|10/24/2025
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|[[ATL228|2025 AICPA Blockchain Symposium]]
|[[ATL228|2025 AICPA Blockchain Symposium]]
|
|<nowiki>https://cpate.ch/atl228yt</nowiki>
|9/12/2025
|9/12/2025
|10/17/2025
|10/17/2025
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|227
|[[ATL227| What is Advisory?]]
|[[ATL227| What is Advisory?]]
|
|<nowiki>https://cpate.ch/atl227yt</nowiki>
|10/3/2025
|10/3/2025
|10/10/2025
|10/10/2025
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|[[ATL226|Audit Automation Solutions]]
|[[ATL226|Audit Automation Solutions]]
|
|<nowiki>https://cpate.ch/atl226yt</nowiki>
|9/12/2025
|9/12/2025
|10/3/2025
|10/3/2025
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|225
|[[ATL225| Zoho - SMX and Balance]]
|[[ATL225| Zoho - SMX and Balance]]
|
|<nowiki>https://cpate.ch/atl225yt</nowiki>
|9/12/2025
|9/12/2025
|9/26/2025
|9/26/2025
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|[[ATL224| Agentic AI Developments, Summer 2025]]
|[[ATL224| Agentic AI Developments, Summer 2025]]
|
|<nowiki>https://cpate.ch/atl224yt</nowiki>
|8/7/2025
|8/7/2025
|9/19/2025
|9/19/2025
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|[[ATL223| BlueJ]]
|[[ATL223| BlueJ]]
|
|<nowiki>https://cpate.ch/atl223yt</nowiki>
|8/7/2025
|8/7/2025
|9/12/2025
|9/12/2025
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|[[ATL222| Ricoh ScanSnap iX2500]]
|[[ATL222| Ricoh ScanSnap iX2500]]
|
|<nowiki>https://cpate.ch/atl222yt</nowiki>
|8/7/2025
|8/7/2025
|9/5/2025
|9/5/2025
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|[[ATL221| AI Regulation Update]]
|[[ATL221| AI Regulation Update]]
|
|<nowiki>https://cpate.ch/atl221yt</nowiki>
|8/7/2025
|8/7/2025
|8/30/2025
|8/30/2025
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|220
|[[ATL220| Small Business  Accounting Innovations 1H 2025]]
|[[ATL220| Small Business  Accounting Innovations 1H 2025]]
|
|<nowiki>https://cpate.ch/atl220yt</nowiki>
|7/11/2025
|7/11/2025
|8/22/2025
|8/22/2025
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|219
|[[ATL219| AI Tax Developments 1H 2025]]
|[[ATL219| AI Tax Developments 1H 2025]]
|
|<nowiki>https://cpate.ch/atl219yt</nowiki>
|7/11/2025
|7/11/2025
|8/15/2025
|8/15/2025
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|218
|[[ATL218|AI Auditing  Innovations 1H 2025]]
|[[ATL218|AI Auditing  Innovations 1H 2025]]
|
|<nowiki>https://cpate.ch/atl218yt</nowiki>
|7/11/2025
|7/11/2025
|8/8/2025
|8/8/2025
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|217
|[[ATL218|Talent Shortage]]
|[[ATL218|Talent Shortage]]
|
|<nowiki>https://cpate.ch/atl217yt</nowiki>
|6/24/2025
|6/24/2025
|8/2/2025
|8/2/2025
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|216
|Scaling New  Heights 2025 - AI Observations
|Scaling New  Heights 2025 - AI Observations
|
|<nowiki>https://cpate.ch/atl216yt</nowiki>
|6/24/2025
|6/24/2025
|7/28/2025
|7/28/2025
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|215
|Scaling New Heights Show Floor
|Scaling New Heights Show Floor
|
|<nowiki>https://cpate.ch/atl215yt</nowiki>
|6/24/2025
|6/24/2025
|7/21/2025
|7/21/2025
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|214
|Scaling New  Heights 2025 Overview
|Scaling New  Heights 2025 Overview
|
|<nowiki>https://cpate.ch/atl214yt</nowiki>
|6/24/2025
|6/24/2025
|7/21/2025
|7/21/2025
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|213
|213
|Key OBBBA Tax Changes
|Key OBBBA Tax Changes
|
|<nowiki>https://cpate.ch/atl213yt</nowiki>
|7/11/2025
|7/11/2025
|7/14/2025
|7/14/2025
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|212
|212
|AICPA ENGAGE  2025 Show Floor
|AICPA ENGAGE  2025 Show Floor
|
|<nowiki>https://cpate.ch/atl212yt</nowiki>
|6/24/2025
|6/24/2025
|7/11/2025
|7/11/2025
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|211
|211
|Accounting Leaders Think Tank Symposium 2025
|Accounting Leaders Think Tank Symposium 2025
|
|<nowiki>https://cpate.ch/atl211yt</nowiki>
|6/24/2025
|6/24/2025
|7/3/2025
|7/3/2025
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|210
|210
|Microsoft  Bookings
|Microsoft  Bookings
|
|<nowiki>https://cpate.ch/atl210yt</nowiki>
|5/13/2025
|5/13/2025
|6/27/2025
|6/27/2025
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|209
|209
|AICPA ENGAGE 2025
|AICPA ENGAGE 2025
|
|<nowiki>https://cpate.ch/atl209yt</nowiki>
|6/24/2025
|6/24/2025
|6/20/2025
|6/20/2025
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|208
|Microsoft Forms
|Microsoft Forms
|
|<nowiki>https://cpate.ch/atl208yt</nowiki>
|5/13/2025
|5/13/2025
|6/12/2025
|6/12/2025
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|207
|Power Automate
|Power Automate
|
|<nowiki>https://cpate.ch/atl207yt</nowiki>
|5/13/2025
|5/13/2025
|6/5/2025
|6/5/2025
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|206
|CPAPA Readers Choice Awards
|CPAPA Readers Choice Awards
|
|<nowiki>https://cpate.ch/atl206yt</nowiki>
|5/13/2025
|5/13/2025
|5/30/2025
|5/30/2025
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|205
|205
|Excel 40th Anniversary
|Excel 40th Anniversary
|
|<nowiki>https://cpate.ch/atl205yt</nowiki>
|4/8/2025
|4/8/2025
|5/16/2025
|5/16/2025
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|204
|204
|AICPA/CPA.com  Startup Accelerator 2025
|AICPA/CPA.com  Startup Accelerator 2025
|
|<nowiki>https://cpate.ch/atl204yt</nowiki>
|4/8/2025
|4/8/2025
|5/9/2025
|5/9/2025
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|203
|203
|AICPA/CPA.com AI Symposium
|AICPA/CPA.com AI Symposium
|
|<nowiki>https://cpate.ch/atl203yt</nowiki>
|4/8/2025
|4/8/2025
|5/2/2025
|5/2/2025
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|202
|Elizabeth  Beastrom - TR
|Elizabeth  Beastrom - TR
|
|<nowiki>https://cpate.ch/atl202yt</nowiki>
|3/7/2025
|3/7/2025
|4/25/2025
|4/25/2025
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|201
|Microsoft 50th Anniversary
|Microsoft 50th Anniversary
|
|<nowiki>https://cpate.ch/atl201yt</nowiki>
|4/8/2025
|4/8/2025
|4/18/2025
|4/18/2025
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|200
|Safesend
|Safesend
|
|<nowiki>https://cpate.ch/atl200yt</nowiki>
|3/7/2025
|3/7/2025
|4/11/2025
|4/11/2025
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|199
|Brian Weiner - Family Office Resource Group
|Brian Weiner - Family Office Resource Group
|
|<nowiki>https://cpate.ch/atl199yt</nowiki>
|3/7/2025
|3/7/2025
|4/4/2025
|4/4/2025
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|198
|198
|Family Office Fundamentals
|Family Office Fundamentals
|
|<nowiki>https://cpate.ch/atl198yt</nowiki>
|3/7/2025
|3/7/2025
|3/28/2025
|3/28/2025
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|197
|CryptoCurrency Reserve
|CryptoCurrency Reserve
|
|<nowiki>https://cpate.ch/atl197yt</nowiki>
|3/7/2025
|3/7/2025
|3/21/2025
|3/21/2025
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|196
|End User Tech  1Q 2025
|End User Tech  1Q 2025
|
|<nowiki>https://cpate.ch/atl196yt</nowiki>
|2/7/2025
|2/7/2025
|3/14/2025
|3/14/2025
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|195
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|Zoho For Firms: Practice, Payroll, Books, and Invoice
|
|<nowiki>https://cpate.ch/atl195yt</nowiki>
|2/7/2025
|2/7/2025
|3/7/2025
|3/7/2025
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Revision as of 20:28, 4 August 2026

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 HERE by CPA Practice Advisor as part of the CPA Practice Advisor's weekly technology newsletter at the end of each week, and is also published to 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 the Episodes by Year page.

Episode List (2025-Present, episodes 187-)

# Episode Title CPAPA YouTube Recording Date Release Date
268 Scaling New Heights 2026 (Part Two) cpate.ch/atl268yt 7/2/2026 7/30/2026
267 AI is the Ultimate Accounting Assistant (Part Two) cpate.ch/atl267yt 7/2/2026 7/23/2026
266 AI is the Ultimate Accounting Assistant, with guest Sasha Orloff of Puzzle.io cpate.ch/atl266yt 7/2/2026 7/16/2026
265 Scaling New Heights 2026 - "Strange New World" cpate.ch/atl265yt 6/15/2026 7/10/2026
264 AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup https://cpate.ch/atl264yt 6/15/2026 7/3/2026
263 Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT https://cpate.ch/atl263yt 6/5/2026 6/20/2026
262 2026 Black Ore AI Tax Summit https://cpate.ch/atl262yt 6/5/2026 6/13/2026
261 Keyveve https://cpate.ch/atl261yt 5/1/2026 6/5/2026
260 Next Generation Document Management https://cpate.ch/atl260yt 5/1/2026 5/29/2026
259 The Dead Pool https://cpate.ch/atl259yt 5/1/2026 5/22/2026
258 Recruiting the Next Generation https://cpate.ch/atl258yt 5/1/2026 5/15/2026
257 Mythos: The AI Strikes Back https://cpate.ch/atl257yt 5/1/2026 5/8/2026
256 Suite vs. Best In Breed https://cpate.ch/atl256yt 4/3/2026 5/1/2026
255 Generative AI in (Your) Practice https://cpate.ch/atl255yt 4/3/2026 4/24/2026
254 Decision Intelligence with guest Eric Eager of 4ImpactData https://cpate.ch/atl254yt 4/3/2026 4/17/2026
253 2026 CPA Practice Advisor Thought Leader Symposium https://cpate.ch/atl253yt 4/3/2026 4/10/2026
252 The Future of AI in 2026 Accounting Technology (Joe Woodard, guest) https://cpate.ch/atl252yt 3/6/2026 4/3/2026
251 The Real State of Accounting Tech in 2026 (Joe Woodard, guest) https://cpate.ch/atl251yt 3/6/2026 3/27/2026
250 AICPA Startup Accelerator - 2026 Cohort https://cpate.ch/atl250yt 3/6/2026 3/20/2026
249 Zoho Day 2026 https://cpate.ch/atl249yt 3/6/2026 3/13/2026
248 Analysis with ChatGPT Pro 5 https://cpate.ch/atl248yt 11/10/2025 3/6/2026
247 Vibe Coding with AI https://cpate.ch/atl247yt 11/10/2025 2/27/2026
246 Model Context Protocol https://cpate.ch/atl246yt 2/6/2026 2/20/2026
245 ATL 245 – The Future of AI and Agents in Accounting

(Stephen Edgington, Dext)

https://cpate.ch/atl245yt 2/6/2026 2/13/2026
244 Acumatica Summit 2026 https://cpate.ch/atl244yt 2/6/2026 2/6/2026
243 AI Trends at CES 2026 – Part 3 https://cpate.ch/atl243yt 1/8/2026 1/30/2026
242 More from CES 2026 - Part 2 https://cpate.ch/atl242yt 1/8/2026 1/23/2026
241 CES 2026: Key Trends and Observations https://cpate.ch/atl241yt 1/8/2026 1/16/2026
240 Nick Chandly, Founder/CEO, Forwardly #ATL240 https://cpate.ch/atl240yt 12/12/2025 1/9/2026
239 Jeff Seibert, Founder/CEO, Digits #ATL239 https://cpate.ch/atl239yt 12/4/2025 1/2/2026
238 Selecting the Right AI Partner with Wiss #ATL238

Hrishikesh “Rishi” Pippadipally, Partner and CIO at Wiss

https://cpate.ch/atl238yt 12/4/2025 12/29/2025
237 Thomson Reuters Synergy Executive Roundtable https://cpate.ch/atl237yt 11/7/2025 12/19/2025
236 Intuit QBD Pricing, Open AI Relationship https://cpate.ch/atl236yt 12/4/2025 12/12/2025
235 2025 Thomson Reuters Synergy https://cpate.ch/atl235yt 11/10/2025 12/5/2025
234 2025 CCH User Conference https://cpate.ch/atl234yt 11/10/2025 11/28/2025
233 2025 CPAPA Tech Innovation Awards (Part 2/2) https://cpate.ch/atl233yt 10/3/2025 11/21/2025
232 2025 CPAPA Tech Innovation Awards (Part 1/2) https://cpate.ch/atl232yt 10/3/2025 11/14/2025
231 Interview with Mary Delaney, CEO, Karbon on AI (Part 2/2) https://cpate.ch/atl231yt 10/3/2025 11/7/2025
230 Interview with Mary Delaney, CEO, Karbon (Part 1/2) https://cpate.ch/atl230yt 10/3/2025 10/31/2025
229 AuditSight https://cpate.ch/atl229yt 10/3/2025 10/24/2025
228 2025 AICPA Blockchain Symposium https://cpate.ch/atl228yt 9/12/2025 10/17/2025
227 What is Advisory? https://cpate.ch/atl227yt 10/3/2025 10/10/2025
226 Audit Automation Solutions https://cpate.ch/atl226yt 9/12/2025 10/3/2025
225 Zoho - SMX and Balance https://cpate.ch/atl225yt 9/12/2025 9/26/2025
224 Agentic AI Developments, Summer 2025 https://cpate.ch/atl224yt 8/7/2025 9/19/2025
223 BlueJ https://cpate.ch/atl223yt 8/7/2025 9/12/2025
222 Ricoh ScanSnap iX2500 https://cpate.ch/atl222yt 8/7/2025 9/5/2025
221 AI Regulation Update https://cpate.ch/atl221yt 8/7/2025 8/30/2025
220 Small Business Accounting Innovations 1H 2025 https://cpate.ch/atl220yt 7/11/2025 8/22/2025
219 AI Tax Developments 1H 2025 https://cpate.ch/atl219yt 7/11/2025 8/15/2025
218 AI Auditing Innovations 1H 2025 https://cpate.ch/atl218yt 7/11/2025 8/8/2025
217 Talent Shortage https://cpate.ch/atl217yt 6/24/2025 8/2/2025
216 Scaling New Heights 2025 - AI Observations https://cpate.ch/atl216yt 6/24/2025 7/28/2025
215 Scaling New Heights Show Floor https://cpate.ch/atl215yt 6/24/2025 7/21/2025
214 Scaling New Heights 2025 Overview https://cpate.ch/atl214yt 6/24/2025 7/21/2025
213 Key OBBBA Tax Changes https://cpate.ch/atl213yt 7/11/2025 7/14/2025
212 AICPA ENGAGE 2025 Show Floor https://cpate.ch/atl212yt 6/24/2025 7/11/2025
211 Accounting Leaders Think Tank Symposium 2025 https://cpate.ch/atl211yt 6/24/2025 7/3/2025
210 Microsoft Bookings https://cpate.ch/atl210yt 5/13/2025 6/27/2025
209 AICPA ENGAGE 2025 https://cpate.ch/atl209yt 6/24/2025 6/20/2025
208 Microsoft Forms https://cpate.ch/atl208yt 5/13/2025 6/12/2025
207 Power Automate https://cpate.ch/atl207yt 5/13/2025 6/5/2025
206 CPAPA Readers Choice Awards https://cpate.ch/atl206yt 5/13/2025 5/30/2025
205 Excel 40th Anniversary https://cpate.ch/atl205yt 4/8/2025 5/16/2025
204 AICPA/CPA.com Startup Accelerator 2025 https://cpate.ch/atl204yt 4/8/2025 5/9/2025
203 AICPA/CPA.com AI Symposium https://cpate.ch/atl203yt 4/8/2025 5/2/2025
202 Elizabeth Beastrom - TR https://cpate.ch/atl202yt 3/7/2025 4/25/2025
201 Microsoft 50th Anniversary https://cpate.ch/atl201yt 4/8/2025 4/18/2025
200 Safesend https://cpate.ch/atl200yt 3/7/2025 4/11/2025
199 Brian Weiner - Family Office Resource Group https://cpate.ch/atl199yt 3/7/2025 4/4/2025
198 Family Office Fundamentals https://cpate.ch/atl198yt 3/7/2025 3/28/2025
197 CryptoCurrency Reserve https://cpate.ch/atl197yt 3/7/2025 3/21/2025
196 End User Tech 1Q 2025 https://cpate.ch/atl196yt 2/7/2025 3/14/2025
195 Zoho For Firms: Practice, Payroll, Books, and Invoice https://cpate.ch/atl195yt 2/7/2025 3/7/2025
194 Zoho's Platform for Finance and Operations https://cpate.ch/atl194yt 2/7/2025 2/28/2025
193 AI in Practice: Zoho One https://cpate.ch/atl193yt 2/7/2025 2/21/2025
192 AI in Practice: Acumatica ERP https://cpate.ch/atl192yt 2/7/2025 2/14/2025
191 Payroll Solutions https://cpate.ch/atl191yt 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)

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 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

Recording Date Topic Seq Expected

Publication

4/3/2026 Usinig Generative AI Projects 997 Evergreen
7/2/2026 Sasha Orloff, part 2 1 7/24/2026
7/2/2026 Scaling New Heights 2026 - Strange New World (2/2) 2 7/31/2026
7/2/2026 Microsoft Agent 365 3 8/7/2026
7/2/2026 Hardware Hullabaloo 4 8/14/2026

See Also

Categories

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