Automation

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…

Archived Webinar: How to Lead Your Firm Into the 21st Century

Firm Management November 20, 2025 

Archived Webinar: How to Lead Your Firm Into the 21st Century

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.