Firm Management

CPE  Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle…

continuity-planning1_10861270

February 27, 2013 

Disaster Recovery in the Cloud

The cloud continues to be the center of great debate. Supporters focus on the long list of benefits ranging from freeing up internal resources to focus on more strategic initiatives to smoothing the monthly IT budget.

Jim Boomer