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CPAs and CPA Firms

3 articles for CPAs and CPA Firms.

What Is CAS in Accounting? Client Advisory vs Client Accounting Services Explained
CPAs and CPA Firms 13 min

What Is CAS in Accounting? Client Advisory vs Client Accounting Services Explained

If you searched "what is CAS in accounting," you probably found three different answers. The same three letters stand for client advisory services, client accounting services, and, in a separate corner of accounting, cost accounting standards. This guide sorts out the names, explains what CAS includes, and covers what a CAS practice needs to run well.

CPAs and CPA Firms
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Top 10 Client Advisory Services Software for CPA Firms in 2026
CPAs and CPA Firms 20 min

Top 10 Client Advisory Services Software for CPA Firms in 2026

Client advisory services software is not one product. It is a stack. A CPA firm running CAS usually needs tools for reporting, forecasting, client collaboration, and pricing, and no single vendor does all four well. This guide compares ten tools CPA firms shortlist in 2026, grouped by the job each one does in a CAS practice. It also covers what the stack still misses: the data preparation that eats advisory time before any insight starts.

CPAs and CPA Firms
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Illustration representing AI in accounting, source-grounded AI, black box AI, and CPA firm technology.
Insights · People Leadership 17 min

AI in Accounting: Source-Grounded vs Black Box

AI in accounting has moved fast: most firms already use it for tax research, bookkeeping, or client answers. What hasn't moved as fast is trust. Ask ten accountants if they use AI and most say yes. Ask them to explain exactly how their tool reached its last answer, and the room goes quiet. That gap, between using AI and being able to stand behind it, is the real story right now. Accounting runs on evidence, not confidence. An answer with no source behind it isn't insight, it's a liability. That's the line between black box and source-grounded AI.

CPAs and CPA Firms
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