Tech & Tools
AI just came for your firm dashboard, not just your files
Two new Claude connectors answer questions about WIP, billing, and commitments. The read-only line, and what to ask first.
Notes from the files on tax, assurance, and the tools that make the work faster.
Two new Claude connectors answer questions about WIP, billing, and commitments. The read-only line, and what to ask first.
The fraud standard was revised. When it hits your files, what changes in your procedures and report, and why prep starts now.
The CRA's VDP got more accessible and more forgiving. The new tracks, the relief, and why timing decides the outcome.
AI agents are coming to the engagement file. What changes, and what still needs you.
The going concern standard changed. What is different, when it applies, and how to prepare.
The GST/HST credit was renamed and raised 25%. What changed and the one thing you must do.