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April 30, 2013

Are the 2013 Next Generation Strategic Partner Retreats right for your firm?

Executive Editor Darren Root, CPA.CITP, explains the upcoming Next Generation Partner Retreats he will be hosting, along with the benefits of building a firm for the future. To learn more, click here or click here to register for this event.

Are the 2013 Next Generation Strategic Partner Retreats right for your firm?

Executive Editor Darren Root, CPA.CITP, explains the upcoming Next Generation Partner Retreats he will be hosting, along with the benefits of building a firm for the future. To learn more, click here or click here to register for this event.

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Tags: Firm Management

CPE  Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

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…

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