Skip to main content


CPE Webcast: Nov. 4: Building Your Small Firm’s Ideal Tech Stack

Wolter Kluwer Logo70

This event was originally held on November 4, 2021 and is now available for on demand viewing.
This archived version no longer qualifies for CPE, but please click below to register and view the event   

Sponsor: Wolters Kluwer Tax & Accounting
Duration: 1 Hour

Register Today!

Already registered? Please click here to log in!

Webinar Summary: 

When your firm is focused on building momentum and differentiating itself in a cluttered and competitive space, it’s often easier to focus on the work and ignore the things — technology, processes, or people — that aren’t working for you. Regardless of whether your firm model is highly transactional, high-touch, or a balance of both, it’s easy to get so distracted by everyday tasks that you neglect planning for the future. In this 1-hour web seminar, we’ll discuss the following topics:

     •Defining Success and Determining Your Strategic Goals
     •Building Your Ideal Tech Stack
     •Making Sure Your Investments Play Well With Others
     •Finding the Right Fit For Your FirmFind out how your firm’s tech stack can help accomplish strategic goals and achieve your firm’s definition of success.

Program level: Basic (no prerequisites required).
Field of Study:  
Receive 1 hour of free CPE credit for participating in this live webcast.

Presented by:

Stephanie Plaza
Lead Technology Product Manager
Wolters Kluwer Tax & Accounting North America, US Professional Market

For over 10 years Stephanie has been helping small business grow in the tax preparation space starting out on the banking side and moving to tax software over 5 years ago.  As the TaxWise Product Manager Stephanie is passionate about enhancing the tax compliance software to help her customers get more work done faster and driving cloud migration to support the technology shift to online products.  She is a proud alumna of Rutgers University. When she isn’t working Stephanie enjoys traveling with her husband and daughter and her active role on the board of a homeless shelter in her hometown of Easton, PA.

Georgia Smith
Technology Product Manager
Wolters Kluwer Tax & Accounting North America, US Professional Market

Georgia Smith has over 25 years of experience as a tax preparer and runs a small tax and bookkeeping business that serves individuals, small businesses and small non-profits. As a product manager for Wolters Kluwer Tax & Accounting North America, she is focused on small firms, creating the vision and strategy for the ATX product line.

Moderator: Gail Perry
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110