Firm Management December 16, 2025  Sponsored

Manual processes slow your firm—and cost time, money, and talent. Firms that embrace automation and modern technology save hours, reduce costs, and build a workplace that attracts the next generation of CPAs.

Taxes January 5, 2026  Sponsored

Filing corrected returns can be confusing—but it doesn’t have to be. Join Amanda Watson, EA, for a practical session designed to help you confidently navigate amended and superseded returns.

Firm Management December 4, 2025  Sponsored

Discover the roadmap to achieving future-ready success for your tax and accounting firm by joining us at our The Future of Your Firm: Unlocking Growth Through Integration, Innovation, and Insight webinar.

Firm Management December 2, 2025  Sponsored

Tax season is closing in and for most firms, it’s the same story every year: too much work, not enough time, and cash flow that never seems to catch up. But it doesn’t have to be that way. In this live, CPE-eligible session, IRIS Software and Apxium will share how forward-thinking firms are regaining control…

Automation November 25, 2025  Sponsored

The first mile of the tax process is fraught with cumbersome, time-consuming tasks. But leveraging emerging technology can radically change that experience for firms. Automation and AI are drastically shortening that first mile by taking monotonous tasks like source document gathering and organization off of firms’ plates.

Firm Management November 20, 2025  Sponsored

Does your firm embrace change, or avoid it until it's too late? Modernizing your firm isn't just about adopting new technology. It means shifting workflows, rethinking pricing models, and building a culture where your team actually buys in. Ryan Lazanis, Will Hill, and Sean Duncan will share how forward-thinking firms are leading change that lasts.

Firm Management November 18, 2025  Sponsored

Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix…

Taxes November 4, 2025  Sponsored

Join us for a timely and in-depth panel discussion unpacking the One Big Beautiful Bill Act, the landmark reconciliation legislation signed into law on July 4, 2025.

Technology October 30, 2025  Sponsored

Clients want a digital tax experience that’s fast and easy. But they want it with a human element. How can your firm thread that needle? By integrating solutions that automate and simplify the most time-consuming and dreaded parts of the tax process—intake, signatures, deadline reminders, etc.—while also promoting clear and easy communication with features like…

Accounting October 14, 2025  Sponsored

Retirement planning is not one-size-fits-all—it evolves through distinct stages of life and business ownership. This course explores key milestones and strategies to help individuals and small business owners prepare for a secure and efficient retirement.

Accounting September 30, 2025  Sponsored

Running a small firm doesn’t mean thinking small — especially when it comes to efficiency, growth, and client service.

Software September 25, 2025  Sponsored

As a tax and accounting firm, your clients’ data is among your most precious commodities. That means its security must be a priority. Are you confident that the solutions your firm uses are keeping your clients’ data safe?

Taxes September 12, 2025 

In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm.

Software September 9, 2025  Sponsored

Many accounting firms only focus on clients’ 1099 filing requirements in January. But with the IRS increasing enforcement — and with sweeping changes like the One Big Beautiful Bill poised to alter filing requirements — firms need a year-round strategy.