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Webinar: The Nuts and Bolts of Building Your Small Firm’s Ideal Tech Stack

A small practice incorporating the right strategies and tech-enabled services can set its clients up for success and the firm up for big-time growth.


This webinar was held on Wednesday, November 2, 2022.
Sponsor: Wolters Kluwer
Duration: 1 Hour

If you’re running a smaller tax and accounting firm, you probably don’t run your business the same way large firms do. Your tech stack is probably more focused on streamlining workflows, improving project tracking, and finding solutions for customer collaboration. And while that’s great for building a flexible and responsive accounting firm, it also means that your firm is less likely to use data analytics tools to grow your business — which means you’re missing out.

A small practice incorporating the right strategies and tech-enabled services can set its clients up for success and the firm up for big-time growth. But how do you do it? 

In this webinar, our small firm technology experts Georgia Smith and Stephanie Plaza will cover:

  • How to vet various tech tools – including tools that your firm is already using to ensure that they’re still the best option for your firm
  • The importance of making sure that your tech stack is fully integrated
  • Why data analytics may be your firm’s competitive advantage
  • How to find and build the right tech stack for your firm

Program level: Basic (no prerequisites required)
Field of Study:
 Information Technology

Presented by

Georgia Smith is a product manager for Wolters Kluwer Tax & Accounting North America and has over 25 years of experience in tax preparation. Georgia owns and manages a tax preparation and bookkeeping business that serves individuals, small businesses, and small non-profits.

The insights that Georgia gains into the pain points of the small tax and accounting business owner helps guide her work at Wolters Kluwer, where she focuses on supporting small firms and creating the vision and strategy for the ATX product line.

Stephanie Plaza is a technology product manager Wolters Kluwer Tax & Accounting North America. 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.  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.  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.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), 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 Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:


Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.

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