Webcasts

Receive 1 hour of free CPE credit for participating in this live webcast. Aug. 18, 2022 - 11am ET. Sponsored by Wolters Kluwer.

During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers.

Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff!

Tax and technology professionals discuss what innovative firms did this past tax season to overcome staffing challenges and over-deliver for their clients. Mark and Erin will dig into how firms implemented processes ...

During this session, you’ll explore important questions about how technology is changing strategic decisions within firms. We’ll look far beyond remote work capabilities to consider what the future holds for firms who are adapting their ...

After any time of great change, there's always a whiplash effect, where people try to return to the previous norm. But with the tremendous changes and advances made in the last two years, firms that look to maintain the status quo, rather than innovate...

Join us to learn how Corpay One gives nonprofits, like Nonprofit Bookkeeping, more time to focus on their mission by offering clients a better spend management solution for bill pay and reimbursements.

A business model that doesn’t require any user or software fees, firms are saving a bundle and serving clients of any size and monthly payment volume. Are you ready to innovate?

This event was originally held on December 16, 2021 and is now available for on demand viewing. This archived version no longer qualifies for CPE, but please click below to register and view the event   Sponsor: SafeSend & Sapro Duration: 1 Hour Register Today! Already registered? Please click here   to log in!  With the end of the year […]

This event was originally held on December 15, 2021 and is now available for on demand viewing. This archived version no longer qualifies for CPE, but please click below to register and view the event      Sponsor: Wolters KluwerDuration: 1 Hour Register Today! Already registered? Please click here  to log in! The latest technologies are making […]

The “great digitization,” spurred by the pandemic, has had a profound impact on the way the world does business. From reimagined business models to new ways of communicating with clients, we’re living and operating in new, digitized world.

The professional service landscape is quickly changing from one measured by hours to one measured by results. Clients want maximum value for their money, forcing firms to work smarter and more proactively than ever before. Industries that rely heavily ...

This event was originally held on November 4, 2021 and is now available for on demand viewing.This archived version no longer qualifies for CPE, but please click below to register and view the event   Sponsor: Wolters Kluwer Tax & AccountingDuration: 1 Hour Register Today! Already registered? Please click here to log in! Webinar Summary:  When your firm is […]

In this session, you will learn secrets to delivering value added advisory services for your professional service clients. We will share tools and technology that you can use in working with these unique clients.You’ll start by helping them evaluate ...

This event was originally held on September 22, 2021 and is now available for on demand viewing.This archived version no longer qualifies for CPE, but please click below to register and view the event     Sponsor: Wolters KluwerDuration: 1 Hour Register Today! Already registered? Please click here to log in! You never know when disaster might strike, be it […]

Join Darren Root and John Mitchell September at a free Rootworks webinar, “The Modern Firm.” Get real strategies for firm growth and improvement—from business model and tech stack to firm culture and client experience.