Darren Root and Doug Sleeter discuss the benefits firms get from the Sleeter Conference

Automation November 17, 2026  Sponsored

Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle…

Financial Reporting November 5, 2026 

The ultimate goal of finance is to be a function that doesn’t just report on the business, but helps lead it.

Alok Ajmera

Firm Management November 5, 2026 

"WorkflowCon is an opportunity to ... learn from other firm owners, and think differently about how you're running your business."

Technology November 5, 2026 

Xero announced Thursday an expanded partnership with Chaney & Associates, a specialized accounting and financial advisory firm serving churches and faith-based nonprofits.

Jason Bramwell