Taxfyle launches AI-native tax planning platform for RIAs
Taxfyle debuts Plan, an AI-driven tax strategy platform designed to automate manual tax planning workflows for registered investment advisors, replacing time-intensive manual processes.
The Wire — Page 2
3 more from CPA Practice Advisor
AI adoption among tax firms nearly doubles in one year, survey finds
Blue J and CPA.com survey shows tax firms have moved from experimenting with AI to embedding it as core workflow—adoption rate nearly doubled year-over-year.
TaxDome Launches Kiosk for digitally integrated client experience
TaxDome Kiosk brings digital client intake and engagement to tax practices, streamlining in-person workflows through automated practice management.
AI tax tools lack oversight as CPAs slow to validate AI-prepared returns
As taxpayers increasingly use AI to prepare returns, the accounting profession has failed to establish quality control or validation processes, raising accuracy and liability concerns.
AI tax filing failures raise liability and accountability questions
As AI agents handle tax filing, unclear liability rules emerge: who bears costs when algorithms make errors—taxpayers, software vendors, or accountants?
1 more from HN: Accounting & AI
Open-source MCP tool enables AI agents to automate equity comp tax optimization
Alphalatitude releases an MCP (Model Context Protocol) tool allowing AI assistants to perform equity compensation tax calculations and optimization without authentication—automating tax planning fo...
CPA Firms and CFOs Share AI Implementation Strategies in Finance Panel
Panel of accounting and finance leaders discusses practical AI adoption challenges, with a CPA firm leader and manufacturing CFO sharing real-world deployment experiences.
IRS advisory committee backs AI adoption with preparer safeguards
IRS advisory committee recommends sustained funding for AI tools while implementing preparer regulation and fraud prevention safeguards in tax administration.
4 more from Accounting Today
Document Management Gaps Undermine AI Tax Strategies
Adam Cohen argues that AI tax initiatives fail without robust document management infrastructure, identifying a critical gap in most organizations' automation strategies.
Tax firms expand advisory services with AI focus on client needs
Tax firms are pivoting from compliance-only services to AI-powered advisory offerings, with emphasis on aligning technology adoption with client demands rather than firm-centric automation.
CPAs Can Delegate R&D Credit Work to AI—But Not Professional Judgment
CPAs should use AI to streamline R&D credit documentation and analysis but must retain responsibility for professional judgment and Circular 230 compliance.
Tax practitioners double AI research adoption, spurring alternative billing m...
Tax professionals' AI usage for research nearly doubled year-over-year, prompting exploration of new billing approaches beyond traditional hourly rates.
IRS advisory panel backs sustained funding, AI expansion, tax simplification
Electronic Tax Administration Advisory Committee recommends predictable multiyear IRS funding, expanded AI use with safeguards, and tax code simplification to ease practitioner and taxpayer burden.
Verito and Juno Partner on Audit-Ready AI Tax Preparation
Verito and Juno integrate traceable AI for tax prep that automates document intake and return population while maintaining full auditability and preparer control.
FreeAgent, Dext roll out VAT and compliance automation as MTD expands
FreeAgent ships VAT improvements with AI checker ahead of April 2026 MTD rollout for UK sole traders; Dext adds compliance-aligned AI baseline as vendors compete on automation for small business co...
AI Transforms Accounting With Automation, Tax Compliance, and Fraud Detection
AI is automating invoice processing, improving tax compliance, enabling faster forecasting, and strengthening fraud detection in accounting and finance operations.
AI Shows Promise in Sales Tax Analysis But Requires Human Oversight
Sovos examines AI's role in accelerating sales tax research and determination, concluding that while AI reduces manual research time, practitioners cannot fully rely on AI without expert human vali...
Monity scales tax and bookkeeping practice with automation workflows
Monity's Polina maintained independence while partnering with United Accountants to automate spreadsheet-heavy tax and bookkeeping workflows, improve compliance processes, and scale operations for ...
Zoho Practice simplifies MTD compliance for accounting firms
Zoho Finance Blog outlines how Zoho Practice helps accountants manage Making Tax Digital (MTD) compliance, client deadlines, and communications as UK tax mandates drive demand.
Inflo, HubSync Partner on Integrated Audit and Tax Platform
Inflo and HubSync partner to merge digital audit and tax workflows, unifying client data collection, validation, testing, and reporting for accounting firms.