Newsletter November 2026
Closing the Loop with PracticeERP & Playbook by GVO Cloud
For years, firms have struggled to capture institutional knowledge and keep processes up to date. PracticeERP and Playbook by GVO Cloud are changing that.
See how firms can connect their operational data with documented processes, AI agents, and human expertise to create a continuous learning loop. You’ll see how everyday work can uncover insights, improve processes and ensure those improvements carry forward, without relying on someone to remember what worked last time.
PracticeERP Team Named NetSuite’s Micro-Vertical Solution Provider of the Year
This marks our second time receiving the honor in three years and reflects our continued commitment to helping CPA and accounting firms run more efficiently with one system of truth.
Webinars to Share
AI, Compliance & ERP: Getting Your Data House in Order
Thursday, November 5, 2026 12:00 PM EDT As artificial intelligence continues to evolve, organizations are increasingly considering how it fits into their existing systems, processes, and governance structures. This webinar provides a general overview of the relationship between AI, compliance, and ERP systems, and how these areas intersect in today’s business environment. Attendees will gain perspective on how ERP systems can support organizational structure, data management, and operational consistency as businesses explore emerging technologies like AI. This discussion is intended to help organizations think broadly about aligning innovation with established business practices and oversight requirements.
Building a Technology Strategy for Your Business
Thursday, November 12, 2026 12:00 PM EDT In today’s rapidly evolving business landscape, selecting the right technology is critical to achieving sustainable growth and operational efficiency. This webinar will guide you through the process of crafting a robust technology strategy with an ERP as the core of your business. Learn how to evaluate, prioritize, and integrate supporting tools and solutions to complement your ERP and drive your organization’s success. Whether you’re scaling operations, optimizing workflows, or planning for future innovations, this session will provide actionable insights to help you make informed decisions and build a technology stack that empowers your business to thrive.
AI for CPAs: Start With the Basics
Monday, November 23, 2026 12:00 PM EDT Artificial intelligence is rapidly becoming part of the conversation for CPA firms, but many leaders are still trying to understand what it actually means for their business. AI is everywhere, but most CPA firms are still figuring out where to begin. This session is designed to help CPA firm leaders understand what AI is, where it can help, what risks to watch for, and why firm data needs to be clean and connected before AI can truly deliver value. Attendees will walk away with a clearer understanding of AI terminology, practical CPA firm use cases, common risks, data readiness considerations, and the first steps needed to build a responsible AI strategy.
Testimonials
Trust Earned, Not Claimed
The strongest proof of our work comes from the people we serve. See why our customers trust us.
By the Numbers
61% of Firms
have raised fees to support their technology investments.
94% of Firms
plan to increase their technology spending.
88% of Firms
that are confident in or not concerned about their ability to adopt AI or automation.
Where You Can Find Us
Digital CPA Conference
December 6-9, 2026 San Diego, California
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