Taxfyle launches AI-native tax planning platform for wealth advisors
Taxfyle rolled out Plan, an AI-powered tax strategy platform for RIAs that integrates planning, reporting, and filing through a network of 7,200+ CPAs and EAs in a single workflow.
Whitman Advisory launches AI valuation platform for CPA firm M&A
ValueMyCPAFirm.com uses AI and 10+ years of transaction data to value CPA firms for owners and PE investors, analyzing financial and operational metrics.
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