Technology

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…

 Getting The Results You Expect

December 1, 2007 

Getting The Results You Expect

Various research studies report between one-third and two-thirds of new system implementations fail to deliver expected business benefits. In this article, new “systems” refer to integrated business systems such as Enterprise Resource Planning (ERP) or Customer Relationship Management (CRM).

 Gadgets, Gizmos & Gifts Galore

December 1, 2007 

Gadgets, Gizmos & Gifts Galore

The holidays are here and whether you have a large clan with little ones running amok around the house or your shopping list is just a few adults, there are always those people for whom it is difficult to shop.