- We target inefficient processes, eliminating ticking and tying that software could easily perform for us, and defining how our team leads this important process in a modern firm.Sponsor Content from Canopy
- The SafeSend Suite offers a straightforward, easy-to-use interface your clients will love for both individual and business returns. While offering multiple API integration options for a seamless, paperless, transition. Clients and staff can gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more all within the SafeSend Suite.Sponsor Content from SafeSend
- Join us for an informative webinar where we will dive into the complexities of payroll compliance through the lens of a seasoned accountant's experience. Our spotlight guest, an esteemed tax consultant turned accounting firm owner, will share their captivating payroll management journey spanning over two decades.Sponsor Content from IRIS
- Automate your tax firm for success. Discover how firms stay ahead with workflow automation.Sponsor Content from Intuit ProConnect Tax
- Find out what your peers are thinking and doing related to their tax business and hear strategies to get your firm future-ready.Sponsored by Taxfyle
- Designed to provide consolidated reporting and a centralised area to manage tasks and communication, Zoho Practice is a comprehensive, tailored practice management software for accounting firms looking for efficiency, collaboration, and growth.Partner Insights from Zoho
- It used to be all an accountant needed was a calculator, clients, and work ethic. Now you need tools for client and document management, workflow, payments, time & billing. Preferably all in the same integrated system. From proposal to payment, see how Canopy can help you build the firm of your dreams.Partner Insights from Canopy
- Work smarter, not harder. Today, that saying is as true for the CPA firm or tax office that embeds intelligence into every aspect of their operations through technology as it was for the first caveperson to use a wheel and pulley system.Sponsor Content from Wolters Kluwer
- For those who are still unemployed, 44% said they would return to their former employer, however only 27% who have secured a new job would return to their former employer.Partner Insights from Amply
- Gain valuable perspectives on the importance of expanding service offerings, leveraging year-round passive income, and overcoming apprehensions about offering financial planning guidance.Sponsor Content from Avantax