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Running a Firm

Running a Firm (752)

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Checkpoint Gets AI Research

 Thomson Reuters has made Co-Counsel, a GenAI assistant, available with its Checkpoint Edge research platform.

Co-Counsel was first introduced with the company’s legal products,

Thomson’s announcement said, “This new AI-Assisted Research skill leverages large language models (LLMs) providing an intuitive interface for tax professionals to pose questions to in everyday language.”

Answers are linked to Checkpoint Edge editorial content.

Nancy Hawkins, VP of product management, research, said in the statement that “Many professionals that are required to perform tax research are not attorneys themselves, and making the research process easier and faster for them is what this product is all about.”

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Sikich Creates Exec Positions

Sikich has promoted two of its employees to newly created executive positions. The firm named Cameron Petroff as chief marketing officer and Kelli Schweder has been promoted to chief of staff.   

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Armanino’s Mescal Retires

Tom Mescal, a partner who held leadership positions at CPA firm  Armanino, has retired from the from after more than 20 years.

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Bill Picks Customer Exec

Bill has created the role of chief customer officer, placing its chief marketing officer, Sarah Acton, in the job. 

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Dark Horse Names Sales Exec

Dark Horse CPAs has promoted Justin Kürn to the position of chief revenue officer. Kürn, who has been with the firm since August 2021, was previously VP of development.

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Melancon Retiring This Year

Melancon Barry new Barry Melancon, CEO and president of the American Institute of CPAs, has announced he will retire on December 31. Details about his successor are expected to be announced before then.

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CAS Benchmark Survey Opens

Responses are being sought for the fourth bi-annual Client Advisory Services Benchmark Survey. The survey, conducted by CPA.com, is open to practitioners and leaders of firms of all sizes.

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Iris Partners for Scheduling

The Iris Software Group has partnered with WSG Systems to provide automated tax scheduling for the Iris Practice Engine. An integration with Iris Star Practice Management is under development for release this year.

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SafeSend Name CEO

SafeSend, which makes software for assembling and emailing tax returns, has named Mathieu Stevenson, as CEO. He replaced Scott Fleszar, who announced his departure right after the April 15 tax deadline.

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CEO Leaving SafeSend

 Scott Fleszar is leaving SafeSend, which he has served as CEO since November 2020. Although Fleszar announced the change in a LinkedIn post, the SafeSend website still shows Fleszar on its leadership page and the company has not announced his departure.

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