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🔧 FEATURED TOOL: CCH Axcess Advisor
Summary: Wolters Kluwer's AI-driven Advisor tool is now live for US firms, turning existing CCH Axcess tax data into structured advisory insights and estimated savings opportunities. Why it matters: It converts routine compliance work into billable advisory without adding new systems or manual exports. Catch: Only works for firms already on CCH Axcess. My take: The most practical advisory-focused AI release for US firms this year — if you're on Axcess and want advisory revenue without a practice overhaul, this deserves a demo. [Read more →]
Claude is not just a chatbot anymore. Is your security team ready?
Claude.ai is one thing. Claude Cowork with MCP connections, running agentic workflows, taking actions across your data with ungoverned skills? That is a different conversation entirely, and most security teams are not equipped to govern it.
Harmonic Security is built to secure everything Claude offers. Full browser controls for Claude.ai, deep governance over agentic MCP workflows, and real-time visibility into what Claude is doing across your organization. So your CISO can say yes to the tools your business is already demanding.
📰 QUICK HITS
EY Published Fake Citations — EY Canada pulled a cybersecurity report after GPTZero found 16 of 27 citations were fabricated, including fake McKinsey and Gartner references. Why it matters: If a Big 4 partner team can miss hallucinated sources, your firm needs a mandatory review step for any AI-generated client content. [Read more →]
Intuit Rolls Out Enterprise AI Agents — Intuit's Spring 2026 update adds Finance, Accounting, and Payments agents to Enterprise Suite, automating categorization, cash flow optimization, and intercompany eliminations. Why it matters: QuickBooks Enterprise clients could see immediate hour reductions per engagement. [Read more →]
Top 100 Firms Split on AI Strategy — Accounting Today's survey shows six distinct AI approaches, from wait-and-see to firms building proprietary tools. Why it matters: Most firms are buying, not building — and the performance gap is widening fast. [Read more →]
Benchmark Studies Miss the Real Question — A practitioner analysis argues AI "can't do accounting" studies ignore real-world review layers and tax engines. Why it matters: The right question isn't "can AI do a return?" — it's "can AI speed up your review?" [Read more →]
💡 QUICK TIP
Before sending any AI-generated client content — planning memos, summaries, even emails — run a 60-second citation check. The EY incident shows how easily fabricated sources slip through polished output. Treat every AI-cited stat as unverified until you confirm it. [Read more →]
Accio Work: the AI Agent team that runs your business
Meet Accio Work—the agentic workspace for business owners and solopreneurs. Our smart agents handle sourcing, supplier negotiation, store management, and marketing on autopilot. Powered by Alibaba.com data, we turn ideas into action instantly. No setup, no hassle—just seamless execution while you stay in control and focus on growing your business.
⚠️ HEADS UP
AI Fraud Is Spiking — The FBI logged over 1M cybercrime complaints totaling $20.9B in losses last year, with ACFE citing AI as a primary driver. Why it matters: A quick client briefing positions you as proactive risk protection — something automation can't replicate. [Read more →]
SAP Pushes Agentic Finance — SAP unveiled AI agents across cash, tax, FP&A, billing, and AR, backed by new Anthropic and Microsoft partnerships. Why it matters: Enterprise clients will soon expect their accountants to understand AI-driven finance automation.[Read more →]
GruntWorx + CFO Project Partner — The two teams are launching guides and webinars to help firms convert compliance capacity into recurring CFO advisory. Why it matters: A practical on-ramp for small US firms ready to move beyond seasonal tax work. [Read more →]
The EY story this week is a good reminder: AI moves fast, but your review process still has to be faster. See you Friday.
—Alex
📬 Know an accountant drowning in manual bookkeeping? Forward this.