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.

Technology September 3, 2025  Sponsored

This webinar explores the intersection of emerging technologies and professional standards, emphasizing how to align AI usage with Circular 230 and broader ethical frameworks.

Technology August 21, 2025  Sponsored

Tech-forward accounting firms aren’t just keeping up, they’re pulling ahead. By embracing affordable automation tools, consolidating tax and accounting workflows, and adopting the latest technology, these firms are unlocking efficiencies that reduce costs and free up time.

Accounting August 14, 2025  Sponsored

When your teams are caught in a grind of manual tasks, fragmented tools, and version-control headaches, chaos often ensues. But there’s a smarter way.

Firm Management August 4, 2025  Sponsored

In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.

Accounting July 31, 2025  Sponsored

Is your firm grappling with outdated payroll software but nervous about switching software platforms? Attend this for a detailed exploration of best practices for a smooth and successful payroll software conversion that could be your most profitable move yet.

Firm Management July 29, 2025 

A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.