Advisory

The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

Archived Webcast: DIGITAL MEETS PERSONAL: Why Your Firm Still Needs to Pair People with Tax Automation

Technology October 30, 2025 

Archived Webcast: DIGITAL MEETS PERSONAL: Why Your Firm Still Needs to Pair People with Tax Automation

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…