Sage has developed an ethics code for developing software that utilizes artificial intelligence. At its Summit conference in Canada, Sage outlined "The Ethics of Code: Developing AI for Business with Five Core Principles." The discussion of ethics and the values coded into systems which use artificial intelligence has been growing rapidly.

Private collection agencies hired by the Internal Revenue Service to collect delinquent taxes are disproportionately chasing bills owed by low-income taxpayers, according to the mid-year report to Congress by the National Taxpayer Advocate. The Taxpayer Advocate Service found 23 percent of those contact by PCAs to be below the federal poverty level with 53 percent below 250 percent of that level.

H&R Block experienced a victory in its year ended 2017, outgoing CEO Bill Cobb said in a recent earnings webcast. The company had the strongest new client growth in years and significantly improved client retention while taking market share in both assisted and do-it-yourself returns.