Q Why does AI still feel hit-or-miss for me? A Folks tend to focus on the prompt, but truly great results depend on the “context” you can provide. Tax questions without facts are just hypothetical. A tax question with the client’s partnership agreement, the prior year’s return, and the relevant Treasury
Artificial Intelligence
How to set up a simple automation in Zapier
This article walks you through connecting two apps in Zapier.
Real-life ways small firms use AI
Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.
Are finance leaders moving too fast on agentic AI?
While more than 9 in 10 senior finance leaders in a recent survey said they’re under career pressure to demonstrate a return on agentic AI investment, the ROI may be slowed by an emphasis on speed above all.
From estate planning to AI: Managing CPA liability
A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.
A guide to fighting AI-fueled AP/AR fraud
Widely available AI is making payment fraud easier to perpetrate and harder to detect, raising the stakes for controls, verification, and professional skepticism.
What AI agents mean for CPA firms
David Yue, Co-Founder & CEO, Accordance, discusses what AI agents could really do for your firm.
Drafting an AI policy that actually works
Find out what firms can do to create and maintain effective generative AI policies that align with professional and regulatory obligations.
Aligning with AI: Lisa Simpson on how to overcome sense of overwhelm
An AICPA vice president reflects on the growth of Town Hall and shares how CPAs can manage AI overload. Also, get a breakdown on the recent AICPA and CIMA survey on CPA decision-makers’ economic sentiment.
AI for CPAs: From efficiency tool to decision engine
Most global finance leaders in a new survey report that artificial intelligence is improving decision-making and forecast accuracy in the finance function, and organizations using agentic AI and those making sure AI is assurance-ready are seeing bigger gains.
9 tips to write more effective AI prompts
Want better results from AI? An Engage 2026 conference speaker unveils practical tips to help CPAs write clearer, more effective AI prompts.
Defining commonly used AI terms
This article defines some Artificial intelligence (AI) terms and give examples in accounting.
5 human competencies CPAs need in the AI age
Artificial intelligence is taking over more tasks, but accountants can remain indispensable by strengthening qualities machines cannot replicate.
People skills: You are a human being, not a human doing
Self-awareness, curiosity, and communication give CPAs a professional edge in an AI world.
Facing cost pressures, CFOs turn to AI and automation
Cost management topped CFOs’ list of internal risks in a recent Deloitte survey, and respondents cited automation and technology upgrades as the most proven way to control costs.
Features
FROM THIS MONTH'S ISSUE
What small firm CPAs need to know
In a new JofA column, the AICPA’s small firm advocate answers questions about making A&A services and peer review more manageable, dealing with frequent tax law changes, and planning for retirement.
