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Issue #6April 16, 2026
14% of clients now request AI use in RFPs. AI proposal tools cut drafting time by 87%. A practical playbook for accounting, law, and consulting firms (5–50 employees) on winning more clients with AI proposals, LinkedIn outreach, and pipeline management.
Read issue →Blog PostApril 16, 2026
Clients ask why AI savings haven't lowered fees. Three pricing transitions helping small accounting firms respond and reframe their value.
Read issue →Blog PostApril 16, 2026
IRS cut from 102K to 76K employees. Service is degrading. Here's how small accounting firms can position for the representation opportunity.
Read issue →Blog PostApril 16, 2026
Section 301 hearings begin April 28. Consulting and law firms have a narrow window to help clients participate — and bill for it — before tariffs hit.
Read issue →Blog PostApril 16, 2026
Steve Tonkin & Company adopted Digits and cut time 20% immediately — 30–50% projected as clients migrate. A Colorado bookkeeping firm's real results.
Read issue →Blog PostApril 15, 2026
Claude for Word launched April 10, 2026 — AI contract review inside Microsoft Word at $25/seat/month. What it means for small law firms.
Read issue →Blog PostApril 15, 2026
Intuit's AI agents inside QuickBooks are live. What accounting firms need to know before their clients ask why fees haven't changed.
Read issue →Blog PostApril 15, 2026
Josef's Rapid Ingestion Engine extracts structured data from messy client inputs — no legal language generated. What it means for a small law firm.
Read issue →Blog PostApril 15, 2026
Bloomberg Law's 2026 analysis: which legal AI is production-ready vs. demo-ware. Three-tier framework for small law firms — deploy now, watch, or skip.
Read issue →Blog PostApril 15, 2026
New York's new AI hiring restrictions take effect April 18, 2026. Here's what professional services firm owners with NY employees or hiring need to know now.
Read issue →Blog PostApril 15, 2026
NY S03072 takes effect April 18, 2026. Staffing agencies and law firms must audit three workflows before Friday.
Read issue →Web ExtraApril 14, 2026
Does your professional liability policy cover AI errors? For most small firms: no. What your E&O says, what riders exist, what to document before renewal.
Read issue →Web ExtraApril 14, 2026
What professional services firms actually need to do about AI regulation in 2026. ABA ethics, state chatbot laws, IRS AI enforcement, and EU AI Act basics.
Read issue →Web ExtraApril 14, 2026
AI compresses tariff impact analysis from 3–5 days to 2–4 hours. How accounting and consulting firms are building a tariff advisory service line in 2026.
Read issue →Web ExtraApril 14, 2026
The IRS runs 126 AI use cases including audit selection. CPA firms that understand what IRS AI flags can offer a new advisory service: AI audit-proofing.
Read issue →Blog PostApril 14, 2026
Basis AI can complete a 1065 with no human hands. The IRS has no rules for AI tax prep. Here's the three-document protocol that protects your CPA firm now.
Read issue →Blog PostApril 14, 2026
Colorado is replacing its AI law with a lighter ADMT framework. The June 30 deadline still applies. Here's the 3-step portable minimum for your firm.
Read issue →Blog PostApril 14, 2026
The Federal Reserve's April 2026 data: 75% of large firms use AI vs ~8% of small firms. The gap is compounding. Here's what it means and what to do now.
Read issue →Blog PostApril 14, 2026
GC AI is at 1,400+ companies. Two-thirds of GCs plan to reduce outside counsel spend due to AI. What law firms do before that conversation.
Read issue →Blog PostApril 13, 2026
Grant Thornton 2026: integrated-AI firms grow 4x faster than pilots. What 'integrated' actually means for a 10-person professional services firm.
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