The Hidden Risk in Every AI-Drafted Document You Email
AI-drafted contracts carry hidden metadata that can expose client strategy. Here's the CA Bar Rule 1.6 risk and how to fix it before June 30.
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AI-drafted contracts carry hidden metadata that can expose client strategy. Here's the CA Bar Rule 1.6 risk and how to fix it before June 30.
Read issue →OpenAI's $150M Partner Network has Accenture and McKinsey at Elite tier. Here's how a small consulting firm earns Select-tier certification before competitors.
Read issue →Goldman Sachs took a majority stake in Schellman, a top AI governance firm. What the deal signals for PS firms building AI compliance advisory this year.
Read issue →Companies average 17 open accounting roles, up 8.5x in two years. For CPA and advisory firms, it's the strongest CAS demand signal in a decade.
Read issue →Cognizant out of the Nasdaq-100 after 20 years. Accenture down 46%. Capital markets are pricing in AI disruption for consulting. What it means for your firm.
Read issue →EU AI Act Article 50 takes effect August 2. US firms delivering AI-assisted work to EU clients may need to label it. Six-week action guide.
Read issue →Gusto launched 6 AI agents for CPA firm business development at SNH 2026: prospecting, outreach, advisory positioning, and pricing. What each agent does.
Read issue →AI runs the full month-end close and returns review-ready financials — trained on 187,000 months of bookkeeping data. What it means for small accounting firms.
Read issue →CSIRO peer-reviewed study: firms that adopt AI post 36% more job ads. Three 2026 studies show AI-adopting firms hire more accountants and lawyers, not fewer.
Read issue →Smokeball expanded free trust accounting to 28 state bars — 900K lawyers qualify. 60-70% had no prior system. Check if your bar is included.
Read issue →The first authorized AI-only law firm charges £2 per letter. What this UK precedent means for US small law firms in small claims and debt recovery.
Read issue →Indiana and Illinois ruled AI subscriptions exempt from sales tax. Michigan is still deciding. State-by-state guide for professional services firms in 2026.
Read issue →Claude Fable 5 is free until June 22, but Anthropic's 30-day retention blocks client files, tax returns, and legal briefs. Here's the safe line for PS firms.
Read issue →Florida Rule 2.515(d)(2) effective June 15: verify every AI-cited authority before filing or face contempt, dismissal, or fee awards. 3-step workflow inside.
Read issue →Harvey now enforces ethical walls inside AI deployments via Intapp Walls for AI — blocking conflict of interest data exposure at multi-client law firms.
Read issue →KKR took a majority stake in Crowe for ~$3B in June 2026. Five of the top 12 accounting firms now have PE capital. What independent firm owners need to know.
Read issue →Modus acquires accounting firms. Current offers a federated model. Building your own AI stack keeps options open. Three paths for CPA firm owners in 2026.
Read issue →AI platforms can gather R&D data and draft Form 6765. Circular 230 obligations cannot be delegated. The framework CPA firms need before using AI on R&D credits.
Read issue →SEC Reg S-P AI vendor rules are live for RIAs. Written oversight provisions and a breach response plan are now required. Here is what to fix this week.
Read issue →6,000 CPAs heard the same message at the 2026 accounting AI conference: AI is now the floor. Here are three tools your firm can use this week.
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