2025 CPA Firm Tech Report

From audit automation and predictive financial forecasting to personalized client insights and enhanced data security, AI is redefining how firms operate, scale, and deliver value. Forward-thinking firms are already leveraging these tools to improve efficiency, mitigate risk, and strengthen advisory services. This comprehensive report explores the most impactful AI applications for accounting firms, outlines five critical barriers to adoption, and provides practical frameworks, including the CPA Firm Digital Maturity Model and Accounting AI Ecosystem, to help you assess readiness and chart a path forward.
From audit automation and predictive financial forecasting to personalized client insights and enhanced data security, AI is redefining how firms operate, scale, and deliver value. Forward-thinking firms are already leveraging these tools to improve efficiency, mitigate risk, and strengthen advisory services. This comprehensive report explores the most impactful AI applications for accounting firms, outlines five critical barriers to adoption, and provides practical frameworks, including the CPA Firm Digital Maturity Model and Accounting AI Ecosystem, to help you assess readiness and chart a path forward.
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