Program Fosters Emerging Technology Innovation in Accounting and Finance

NEW YORK (March 11, 2025) – Today the American Institute of CPAs (AICPA) and CPA.com announced the latest participants of its annual Startup Accelerator program, which supports the growth of early-stage technology companies benefiting the accounting and finance ecosystem. The 2025 cohort, which kicks off this week at the companies’ headquarters in New York, includes six startup companies leveraging advanced technologies to drive efficiencies and enhance value across accounting, tax and finance.

Selected companies receive focused insights from subject matter experts and firm and finance leaders who are shaping the profession. Additionally, they benefit from strategic intelligence and coaching from AICPA and CPA.com senior leaders and the program’s advisory board to help their company refine its value proposition, scale and grow. Participants also receive a grant and have an opportunity to showcase their solutions at key profession events throughout the year, including AICPA & CIMA ENGAGE and Digital CPA, the premier conferences for the CPA community.

“Emerging technologies are a key enabler for firms and finance teams looking to evolve practice areas,” said Erik Asgeirsson, president and CEO, CPA.com. “The Startup Accelerator program is pivotal in helping us stay ahead of the fast-evolving technology landscape. Artificial intelligence is proving to be a catalyst for change, representing one of the most significant shifts the profession has seen in years. This program, and the companies it supports, plays a crucial role in connecting CPAs with cutting-edge, tailored solutions that empower firms to meet growing client needs and further expand into higher-value advisory services.”

The following technology providers were selected for the 2025 program:

• Avise – Transforms accounting workflows by incorporating AI and automation to streamline the month-end close process.
• Filed. (formerly Numiro) – Provides the most secure AI solutions for tax preparation, designed to operate both on the cloud, and even on-premise.
• Keeper – A practice management solution that differentiates itself through deep integration to the client’s core accounting system.
• Remitian – A platform that automates the payment of tax remittances for clients, ensuring compliance, saving accountants’ and administrative teams’ time, and eliminating costly late fees.
• Tabs – An AI-native revenue automation platform reducing manual workflows and streamlining revenue operations from contract to cash for finance and accounting firms.
• Truewind – An agentic AI solution that assists accountants in executing the month-end close tasks, including automating data categorization, collecting supporting documentation and reconciling accrual workpapers.

For more information about the Startup Accelerator, please visit cpa.com/accelerator.

About CPA.com

CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus.

Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

About the American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with 400,000 members in the United States and worldwide, and 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. AICPA sets ethical standards for its members 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, builds the pipeline of future talent and drives continuing education to advance the vitality, relevance and quality of the profession.

DAS recognized among Accounting Today's 2025 top new products in accounting.

A revolutionary product years in the making, the Dynamic Audit Solution (DAS) started by looking at the many new technologies developed over the last few decades and daring to imagine what the audit process would look like if it were built anew.

Article source: https://www.accountingtoday.com/list/the-2025-top-new-products-for-accountants

Kim Blascoe, senior director of CAS professional services at CPA.com, shares some of the highlights of their most recent CAS Benchmark Survey -- from the area's extraordinary growth rates, to the key practices of a high-performing CAS practice.

Article source: https://www.accountingtoday.com/podcast/the-state-of-cas 

Client Advisory Services (CAS) has become one of the most profitable and in-demand service lines in accounting, with revenues surging 17% in two years. Amy Bridges, Senior Manager of Practice Development at CPA.com, unpacks key findings from the latest CAS Benchmark Survey. From pricing strategies to scaling advisory services, this conversation offers actionable insights for firms looking to maximize CAS growth

Generative AI-based solution helps firms increase efficiency and provide enhanced client value and insights

NEW YORK, NY (Jan. 16, 2025) – CPA.com announced today that it has formed a partnership with Blue J to connect firms of all sizes to Blue J’s best-in-class generative AI-powered tax research solution that’s designed to streamline a firm’s research processes and support them in delivering deeper, more actionable insights to clients.

Tax practitioners today face significant challenges with tax research, including navigating complex regulations, ensuring accuracy and managing time-consuming processes. Blue J, which was built by tax experts for tax experts, leverages an extensive U.S. tax content library and advanced large language models to instantly deliver firms with trusted, verifiable tax answers and draft high-quality client communications.

"This partnership with CPA.com marks a significant milestone in our mission of making tax law more understandable for all practitioners, so they can deliver exceptional outcomes for clients,” said Benjamin Alarie, CEO, Blue J. By combining our AI-driven solution with CPA.com's expertise around the accounting and finance professions, we are making accurate, efficient tax research more accessible than ever before."

“GenAI has more potential than perhaps any technology since the cloud to transform and enhance firm productivity and client service value,” said Erik Asgeirsson, president and CEO, CPA.com. “However, AI is still a nascent category and accounting professionals are focused on identifying viable use cases and building trust in the technology. We believe leveraging Blue J’s tax research capabilities for compliance work can help free up time that will enable practitioners to further shift toward deepening their trusted advisor relationships and unlocking new opportunities for firm evolution and growth.”

Firm adoption
More than 1,000 firms have adopted Blue J to support their tax research efforts and usage continues to grow in tandem—by the end of Nov. 2024, Blue J was answering more than 100,000 tax research questions from users in the previous 30 days.

Michael Radtke, a partner at Chortek, a mid-size firm in Wisconsin with a staff of 75, said his firm shifted from traditional research tools to Blue J because the solution offers a higher-value, more user-friendly experience that enabled his staff to serve their clients at an even higher standard. “In today’s competitive landscape, it’s important to stay up to date on the latest technologies as they develop. With Blue J, we can now enable our staff to deliver better results, faster, for our clients,” said Radtke.

Leslie Hatridge of Hatridge Tax & Accounting, a boutique tax prep firm based in Colorado, said that Blue J is one of the best investments she’s made in her business. As a one-person company, she feels the biggest thing she's lacking is a team to bounce things off. "Research takes a lot of time, and I'm obsessive about making sure things are done right,” noted Hatridge. “Now I feel like I have the ‘team’ backup I have been missing and can't believe the excellent quality of the research responses Blue J provides me.”

Key features and benefits of the Blue J platform include:

• Research expertly. Accomplish hours of research in seconds and arrive at meaningful insights faster than ever before. Blue J accelerates your research, so you can quickly deliver the right answers to clients.
• Grow your expertise. Practitioners can deepen their tax expertise by leveraging a curated database of trusted tax content, accessible directly through the application. A comprehensive list of sources, highlighting relevant passages, is provided at every stage of research.
• Draft instantly. With the touch of a button, high-quality emails and memos can be created in seconds for faster client communications.

Blue J will be offered to firms through CPA.com’s Preferred Partner Program, which supports CPA firms in expanding and elevating their advisory services through best-in-class technology solutions. Through this program, CPA.com will also provide practice development and training to help firms optimize the use of this technology.

To learn about how tax practitioners can harness Blue J’s advanced tax research capabilities to create efficiencies and deliver more client value, register for CPA.com’s upcoming product webinar, “Tax season prep: Get better tax answers with AI tax research tools,” Jan. 23 at 2 p.m. ET.

To learn more about Blue J, visit cpa.com/TaxAI.

About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

About Blue J
Founded in 2015, Blue J is the leading generative AI solution for tax research. Trusted by firms of all sizes, Blue J delivers fast, verifiable answers to complex tax questions, empowering professionals to provide exceptional client service. With its conversational interface and curated library of authoritative sources, Blue J is transforming how tax experts work.