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THU · OCT 8 · EDITION |
Bizora research in Truss, five years of QBO vs Xero pricing, and more
The Truss-Bizora integration is the clearest sign yet that tax research is being folded into AI assistants rather than kept as a separate tab. Elsewhere, a detailed pricing comparison puts five years of QuickBooks and Xero increases side by side - useful context for any firm fielding client questions after Xero's October 1 move. We also have a guide to AI accounting agents and a migration walkthrough for firms thinking about leaving Practice CS.
LEAD ITEM
Bizora Tax Research Now Available Inside Truss
Oct 7, 2026 · cpapracticeadvisor.com
Firms using Truss can now call up Bizora's tax research directly inside Max AI, without leaving the assistant or switching tools. The practical effect is fewer context switches during research-heavy work - the research surface comes to the workflow rather than the other way around.
TOOLS FOR ACCOUNTING FIRMS
Tools for accounting firms
The Complete Guide to AI Accounting Agents in 2026
Oct 6, 2026 · dynamicbusiness.com
Published this week, this October 2026 guide covers AI-native tools reshaping accounting firm automation, with detail on Accrual's September acquisition of Puzzle's accounting-firm technology and Basis - which raised $100 million for its AI agent vision - positioning agent-completed workflows as items for accountant review rather than full automation. The Basis model in particular is worth understanding: client book review, month-end close, journal entry drafting, and report generation are done by agents and approved by people, not the reverse.
Switching from Practice CS: The Complete 2026 Guide
Oct 5, 2026 · myfirm360.com
Firm360's migration guide, published this week, targets firms leaving Thomson Reuters Practice CS and cites slower support response times and infrequent updates as the main push factors. The guide reports most firms complete the switch in roughly 6-12 weeks with guided onboarding workshops and assisted data import - and positions Firm360 as a single replacement for Practice CS, FileCabinet CS, and NetClient CS together.
Should I Switch From QuickBooks to Xero After the 2026 Price Increase?
Oct 7, 2026 · basis365.com
This week's comparison from Basis365 tracks QuickBooks and Xero list prices from 2021 through 2026, showing QBO Plus up 75% and Advanced up 89% over five years, against Xero Growing up 74% and Established up 49%. After Xero's October 1, 2026 increase, Xero Growing lists at $59 per month and Established at $97 - still well below QBO Plus at $140 and Advanced at $340 - though the article is direct that price alone should not drive a migration decision.
THIS WEEK ON ACCOUNTINGSTACK.AI
Lacerte vs UltraTax CS: a side-by-side buying guide for CPA firms
Lacerte publishes per-return rates; UltraTax CS does not. Both scored within one point on Audit Friendly. In the JofA 2026 survey, over 80 percent of Lacerte
Lacerte publishes per-return rates; UltraTax CS does not - that transparency gap is the most useful data point in the comparison.
Webinar: Running Agents in Customer Work
Agents used to answer questions. Now they're doing the work: issuing refunds, updating accounts, closing tickets end to end. Running Agents in Customer Work is four 30-minute conversations with the people building, buying, and living with agentic AI in customer operations, no pitch, no product walkthrough.
Four Tuesdays, Oct. 13 through Nov. 3, 10 a.m. PT. Register free, one sign-up covers all four.
SPONSORED
Gusto: full-service payroll that posts clean journal entries to your ledger
Federal, state and local filing in all 50 states, native two-way sync to QuickBooks Online and Xero, and published per-employee pricing with no contract. Audit Friendly scored it 74/100 in a fact-checked review; we earn a referral fee if you sign up, and the score is not affected.
Items are reported from the linked source pages as published on the dates shown. Audit Friendly has not tested a product unless a review is linked.
