Top leaders will convene to examine how AI and automation are reshaping tax services and enabling advisory growth

NEW YORK, Oct. 15, 2026 – Leaders across the tax and accounting ecosystem will convene at the inaugural CPA.com AI Tax Transformation Symposium to exchange ideas, challenge assumptions and share the playbooks they are using to lead tax transformation as AI reshapes compliance work, client expectations and the way firms deliver value.

CPA.com, the trusted partner in accounting and finance transformation, will host the AI Tax Transformation Symposium on Wednesday, Nov. 4, at its headquarters in New York. The invite-only event brings together tax partners, practice leaders, managing partners, technology innovators and policy experts to explore firm practice strategy, talent, technology, pricing and responsible AI adoption, along with the risks and considerations firms need to address to implement AI effectively.

Anchored in the key drivers of the CPA.com Tax Transformation Framework, the full-day agenda covers everything from the shift to tax advisory services, firm transformation playbooks, the future of tax technology, change management, rapid upskilling and value-based pricing. It also features a session with Danny Werfel, former IRS commissioner, and Melanie Lauridsen, vice president of Tax Policy and Advocacy at the American Institute of CPAs (AICPA), who will provide an update on the new Council on AI Risk in Tax and its efforts to refine the AI tax risk framework to ensure it remains practical, relevant and responsive to evolving AI capabilities, industry practices and regulatory expectations.

"Agentic AI is reshaping every practice area, and tax is leading the way," said Erik Asgeirsson, president and CEO, CPA.com. "At the symposium, we'll look at what that means for the firm tax tech stack heading into the upcoming filing season, the business model changes firms need to make, and how the tax service itself, and the outcomes it delivers for clients, is evolving."

Key sessions and speakers include:

• Firm of the Future Panel: Calling the Plays for Tax Transformation with Lynette Stolarzyk, Baker Tilly; Jan Lewis, AICPA chair, BMSS; and Michael Kline, Citrin Cooperman.
• Shaping the Future of Responsible AI in Tax: Insights from the Council on AI Risk in Tax with Danny Werfel, former IRS commissioner, and Melanie Lauridsen, AICPA.
• Future of Tax Technology in Firms, in which tax technology CEOs take on the role of a firm's CTO/CIO and present their vision for the future of tax tools and services.
• Managing the Game of Change with Shawn Henderson.
• Rapid Knowledge and Skill Building in a New Era with Erin Roche, BPM; Sara Palovick, Withum; and Layna Buthker, Plante Moran.
• Building Your Pricing Playbook with Brandon Allfrey, CPA.com, and Ben Alarie, Blue J.

The symposium will kick off with opening sessions led by CPA.com's Erik Asgeirsson and Brandon Allfrey on tax technology trends and the shift to an advisory-focused firm.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit CPA.com.

New enhancements help firms strengthen audit quality, expand standards coverage and reduce complexity across engagements

NEW YORK, Oct. 14, 2026 — The American Institute of CPAs (AICPA) and CPA.com, the trusted partner in accounting and finance transformation, today announced the latest enhancements to the AI-enabled Dynamic Assurance Solution (DAS) Suite, powered by Caseware Verity. Enhancements spanning DAS Audit, DAS SLG (State and Local Government) and DAS Interim Review — along with the launch of DAS 11-K — further unify methodology, engagement data and workflow-native intelligence across the end-to-end audit lifecycle to help firms improve audit quality while reducing complexity.

The latest updates expand industry-specific content, introduce dedicated group audit capabilities aligned with SAS No. 149, and extend support for interim review engagements. By reducing repetitive documentation and streamlining reviewer oversight, DAS empowers firms to execute efficiently across a wide range of engagement types and supports their entire audit practice.

The DAS Suite delivers fully integrated applications that connect risk assessment, audit workflows and engagement data within a single system of record. Powered by a transformative methodology developed by the AICPA in partnership with audit professionals from leading firms, DAS enables a data- and risk-driven approach to auditing — eliminating the need for disconnected tools while enabling greater efficiency, audit quality and client value.

"The latest DAS enhancements are shaped directly by feedback from firms using the platform today," said Amy Pawlicki, vice president, Assurance and Advisory Innovation, AICPA. "Whether it's more efficient workflows, deeper industry content, or expanded standards coverage, the goal is the same: helping firms deliver high-quality audits while enhancing client value and auditor experience."

Key enhancements across the DAS Suite include:

DAS Audit

• Expanded industry content: New coverage for non-clearing broker dealer, registered investment companies, oil & gas and higher education engagements gives teams industry-specific risk libraries, disclosure content, analytics and internal control guidance tailored to each industry sector.
• Risk workflow enhancements: Connect a single substantive response across multiple related risks — allowing preparers to document work once while maintaining consistent sign-offs and full visibility for reviewers.
• Enhanced audit sampling: Teams can take credit for other substantive work already performed against the same population, so sample sizes reflect the full scope of procedures completed elsewhere in the engagement.
• Governed AI via Caseware Verity: DAS leverages Caseware's fully governed and defensible AI intelligence and orchestration layer, Caseware Verity. The same AI that operates directly inside the engagement can now answer natural-language questions about information already documented across DAS forms, from entity understanding to outstanding reviewer sign-offs. Rather than manually searching each form, practitioners get immediate, grounded answers with the same governance standard applied across the Verity platform, operating entirely within a firm's own Caseware environment.

DAS SLG (State and Local Government)

• Dedicated SAS No. 149 Group Audit Workflows: A new group audit workflow aligned to SAS No. 149 gives teams a dedicated way to identify components, document how work is performed and calculate component performance materiality within Group Audit Central.
• Stand-alone cycle lead sheets: Trial-balance analysis is now separated from audit procedures, so the Audit Program opens and moves faster during procedure execution.
• Clearer fund and opinion-unit data: Risk assessment now ensures the financial information teams see always corresponds to the specific fund, opinion unit or government-wide basis being assessed.

DAS Interim Review

• Accommodates AICPA and PCAOB requirements: At engagement setup, teams choose PCAOB or the newly added AICPA (AU-C Section 930) standards, with the selection automatically tailoring downstream content, terminology and guidance throughout the engagement.
• Engagement quality review (EQR) support for AICPA engagements: Optional embedded support provides dedicated review forms & guidance to guide EQRs during their review.

DAS 11-K

DAS 11-K joins the DAS Suite, released as a part of the DAS EBP (Employee Benefit Plans) offering to support dual-compliance work while remaining consistent with the DAS tools users already know. Built on the foundation of DAS EBP and aligned with the DAS PCAOB solution's methodology, DAS 11-K has a purpose-built workflow and content to support Form 11-K engagements.

DAS 11-K features specialized completion tools, including a PCAOB audit report checklist, templates for an unqualified auditor's report and consent, a financial statement review aid and a final communications tool.

What firms are saying

"Implementing a unified audit solution has been essential so that every audit, regardless of industry, follows the same high standards and risk-focused methodology," said Phillip Austin, partner-in-charge of EisnerAmper's National Office and chief risk officer for Assurance. "Our goal was to drive audit quality, efficiency, and a better client experience, all in a way that meets the complexity of our clients' businesses and our profession's rigorous standards."

About the Dynamic Assurance Solution (DAS)

DAS is an AI-enabled suite, powered by Caseware Verity, that unifies methodology, engagement data and workflow-native intelligence across the end-to-end audit lifecycle. It delivers a fully integrated solution that connects risk assessment and responses to audit workflows within a single system of record. Powered by a transformative methodology developed by the AICPA in partnership with audit professionals from leading firms, DAS enables a data- and risk-driven approach to auditing that eliminates the need for disconnected tools, while enabling greater efficiency, audit quality and client value.

For more information about the DAS Suite, visit CPA.com/DAS.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit CPA.com.

About Caseware

Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware's platform powers audit, financial reporting, and compliance workflows for firms of every size — from regional practices to the world's largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence and grow with confidence. Through precision, partnership and innovation, we are powering trust in the global economy. For more information, visit Caseware.

Top 25 U.S. accounting firm unifies audit methodology with Dynamic Assurance Solution (DAS) and becomes one of a select group of firms co-developing proprietary AI agents on Caseware's governed platform

NEW YORK, NY (Oct. 8, 2026) — Caseware, the leading AI platform for assurance and financial reporting, today announced that PKF O'Connor Davies, one of the nation’s largest accounting, tax and advisory practices, has adopted and implemented the AI-enabled Dynamic Assurance Solution (DAS) Suite powered by Caseware Verity, across its audit practice. The firm has also joined the Caseware Agentic Pioneer Program, a strategic co-development initiative that enables it to design and deploy proprietary AI agents on Caseware’s governed platform.

The DAS Suite, which includes DAS Audit, DAS PCR and DAS EBP, combines a modern, risk-based audit methodology with embedded AI, laying the foundation for an agentic future.

In addition to the DAS Suite, PKF O’Connor Davies also benefits from tax preparation solution, Caseware Taxflow, and Caseware IDEA, an audit analytics solution for full-population testing, anomaly detection and audit evidence.

Unifying Audit Methodology with DAS

The DAS Suite is an integrated, end-to-end audit platform that connects risk assessment, workpapers, financial reporting and related workflows into a single, secure cloud-native system with unified engagement data. It is powered by a transformative methodology developed by the AICPA, in partnership with audit professionals from leading firms, and enables a data- and risk-driven audit approach that eliminates disconnected tools and repetitive tasks, while enabling greater efficiency, audit quality and client value. The platform’s intelligent checklists and unified engagement data also enable audit teams to work more consistently and efficiently while maintaining rigorous quality standards.

"DAS stood out from other audit solutions because it was built by auditors, for auditors," said Kevin J. Keane, chief executive officer, PKF O'Connor Davies. "We’ve had a direct hand in shaping the platform and, together with Caseware Verity, it is a key part of our tech-forward strategy and the continued modernization of our audit approach.”

CPA.com served as a strategic implementation partner throughout the transition, providing guidance on implementation planning, data migration, training, and change management.

"Technology is an important part of the equation, but it’s also critical to get people, processes and data moving in the same direction," said Kalil Merhib, executive vice president, Growth & Professional Services at CPA.com. "PKF O'Connor Davies approached their transition like the profession leaders they are - with an eye on where audit is headed, not just where it stands today. That's what sets them up to scale with confidence."

Building Governed AI Directly into the Engagement with Caseware Verity

PKF O’Connor Davies’ adoption of the DAS Suite by Caseware Verity adds an AI intelligence and orchestration layer that operates directly inside assurance and financial reporting engagements. Unlike standalone AI assistants, copilots or single-task AI agents, Verity works within the engagement itself - drawing on engagement history, firm methodology, supporting documentation and professional standards to help practitioners identify risks, analyze documentation, and navigate through complex work with greater speed and confidence.

“As PKF O'Connor Davies looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a growing, forward-thinking practice," said David Marquis, chief executive officer of Caseware. “Our $100 million investment in Caseware Verity means leading firms like PKF O'Connor Davies get a trusted, governed platform to develop AI-enabled workflows, sharpen efficiency and capture growth in the agentic era.”

Shaping Assurance Through the Pioneer Program

As an Agentic Pioneer Program partner, PKF O’Connor Davies will get priority access to Caseware’s Agent Builder suite, including the Agent Workbench and governed MCP interfaces for firm-side agent development, along with Agent Studio, a no-code environment for building and deploying agents. Agents built by PKF O’Connor Davies will run inside the same governed environment as Caseware Verity, so every agent the firm creates carries the audit trail, methodology and context needed to stand up to regulatory scrutiny – rather than operating as a disconnected, one-off tool. “AI will have a meaningful role in the future of assurance, and we intend to help lead that conversation,” said Keane. “The Pioneer Program gives us a seat at the table to develop AI capabilities that serve our people and clients while preserving the rigor and accountability they expect from us.”

"Firms like PKF O'Connor Davies are leaning into the future of agentic audit. They're moving with intention, helping define what responsible AI looks like for the rest of the profession," said Marquis. "That's exactly what the Pioneer Program is built for: giving firms a smarter, more powerful and governed platform to build on, where agentic efficiencies are realized in a trusted environment."

About PKF O’Connor Davies

PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. “Know Greater Value” speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. “PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O’Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O’Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.

For more information, please visit pkfod.com, and follow us on LinkedIn and X (formerly Twitter).

About Caseware

Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware's platform powers audit, financial reporting, and compliance workflows for firms of every size - from regional practices to the world's largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence, and grow with confidence. Through precision, partnership, and innovation, we are powering trust in the global economy. For more information, visit Caseware.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

AI, innovation and practice transformation frame the agenda at premier event for forward-thinking firms

NEW YORK (Sept. 1, 2026) — Artificial intelligence and emerging technologies are accelerating change across the accounting profession, creating new opportunities for firms to rethink how they operate and deliver value. Celebrating its 15th anniversary in 2026, the Digital CPA (DCPA) Conference^® will bring together progressive practitioners, technology innovators and accounting firm leaders to explore the strategies, technologies and capabilities positioning their firms for long-term success.

DCPA26, hosted by CPA.com and the American Institute of CPAs (AICPA), will take place Dec. 6-9 at the Gaylord Pacific Resort & Convention Center in San Diego and live online.

This year's theme, "Vision to Velocity," reflects the shift from envisioning transformation to putting it into practice. By bringing together the right strategies, technology and talent, firms can turn ideas into action, accelerate progress, and create lasting value for their clients.

The three-day program will feature more than 40 sessions across audit and assurance, client advisory services (CAS) and business, and an expanded tax track, with more than 60 speakers sharing practical insights firms can apply across their businesses. Attendees will also have opportunities to connect at the resource center, engage with peers through networking events, receptions and roundtable discussions, and meet with more than 60 leading technology companies across tax, audit, CAS and practice management.

Featured keynote speakers will examine the forces transforming the profession and how leaders can build the capabilities needed to thrive amid rapid change. They include:

• Barry Melancon, chairman at Baker Tilly International, and Nitin Mittal, head of Global AI at Deloitte, will explore how firms can harness data and AI-powered transformation to drive competitive advantage, make more proactive strategic decisions and create new value for clients.
• Erik Brynjolfsson, senior fellow at the Stanford University Institute for Human-Centered Artificial Intelligence and director of the Stanford Digital Economy Lab, will examine how AI is reshaping the future of work and why reorganizing work around human and AI capabilities can unlock greater productivity and opportunity.
• Rachel Wilson, head of Wealth Management Data Security and Infrastructure Risk at Morgan Stanley, will explore the evolving cyberthreat landscape and how businesses can protect themselves against increasingly sophisticated attacks.
• Erik Asgeirsson, president and CEO of CPA.com, and leading practice innovators will explore how firms are accelerating transformation, advancing innovation and building AI-enabled capabilities across CAS, audit and tax to drive long-term growth and success.

"The firms that are succeeding today are taking a holistic approach to transformation — bringing together the right people, processes and technology to rethink how work gets done and create greater value for clients," said Asgeirsson. "This year's conference is designed to help firms put AI and emerging technologies into practice, build new capabilities and implement intentional strategies that drive sustainable growth."

Space is limited, and the conference continues to sell out every year. Registration for DCPA26 is now open. Practitioners who register by Sept. 30 can save $100. Group discounts are also available.

An upcoming pre-conference webcast on Sept. 24 at 2pm ET, featuring Pascal Finette, chief heretic and founder at radical, will explore how firms can adapt and stay competitive amid rapid change.

For more information about DCPA26, including the full speaker lineup and access to on-demand sessions, visit www.digitalcpa.com.

Media access: Reporters who would like press credentials to attend the event virtually or in-person can contact Lexie Matinog, Lexie.Matinog@hq.cpa.com.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

About AICPA

The American Institute of CPAs (AICPA) is the world's largest member association representing the CPA profession, with a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting. A founding member of the Association of International Certified Professional Accountants, the AICPA sets ethical standards for the profession, attestation standards, and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state, and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, partners across the profession to build future talent, and drives continuing education to advance the vitality, relevance, and quality of the profession.

Selected participants receive grant funding, coaching and access to accounting channel support

NEW YORK (August 4, 2026) — CPA.com, the trusted partner in accounting and finance transformation, and the American Institute of CPAs (AICPA) today announced the opening of applications for the 2027 Startup Accelerator cohort. The program helps early-stage technology companies accelerate growth while advancing innovation across the accounting and finance profession.

Early-stage technology companies developing AI-powered solutions across accounting, audit, tax and advisory are encouraged to apply for the 2027 Startup Accelerator. Selected participants receive a $25,000 grant, coaching and mentorship and accounting channel specific guidance from profession leaders, technology experts and experienced advisors. The cohort also gains opportunities to showcase their solutions at premier professional events, including AICPA ENGAGE and CPA.com's DCPA conference.

"Being part of the CPA.com Startup Accelerator has been one of the most valuable experiences in Kintsugi's growth,” said Pujun Bhatnagar, founder and CEO, Kintsugi AI. “The program gave us direct access to the CPA community's real pain points, sharpened how we think about product and go-to-market, and connected us with mentors and peers who genuinely wanted to see us succeed. It's rare to find a cohort this generous with its time and this sharp with its feedback."

The Startup Accelerator helps participants refine their products through direct engagement with accounting professionals while building relationships across the profession's innovation ecosystem. Now in its ninth year, the program continues to spotlight cutting-edge innovation reshaping the accounting profession. Learn more about past participants.

"The Startup Accelerator is a key part of CPA.com’s and AICPA's commitment to advancing innovation across the accounting profession," said Michael Cerami, EVP, CPA.com. "By connecting emerging technology companies with accounting leaders, we're helping founders better understand the evolving needs of firms and refine solutions that deliver meaningful value to practitioners. At the same time, it’s highly effective at helping us stay current with the latest technologies and how they benefit and support accounting and finance professionals."

To be eligible for consideration, companies should have:

• An innovative solution focused on accounting, audit, tax or advisory services
• A working product with active users
• Seed or pre-Series A funding (with some exceptions)

Applications for the 2027 cohort are open through Nov. 30, 2026. After the application process closes, a short list of applicants will be invited to pitch their solutions to a committee of subject matter experts. The new cohort will be announced in early 2027.

To apply, visit accelerator.cpa.com. For inquiries, contact Vendela Hale at vendela.hale@hq.cpa.com.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

About AICPA
The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting. A founding member of the Association of International Certified Professional Accountants, the AICPA sets ethical standards for the profession, attestation standards, and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state, and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, partners across the profession to build future talent, and drives continuing education to advance the vitality, relevance, and quality of the profession.