Resources

The accounting industry's leading firms will delve into the dynamics of client experience, spanning across past, present, and future landscapes.

Any period of economic uncertainty brings heightened risk of lawsuits against accountants; combine that with the continuous evolution of new cybercrimes and the many changes wrought by the pandemic, and you have an environment rife with new liability exposures for firms. In this webinar, a panel of insurance experts highlights the ones they're most worried about.

Join us for a panel discussion with payroll business owners and industry experts on how to ensure your payroll year end goes smoothly and accurately.

In an era driven by data, firms that can harness that potential will be able to drive strategic decisions and fuel growth. But how do you get started, especially if your firm hasn't historically invested much in data analytics, or still relies on manual processes?

See how the latest technologies can grow your firm and improve efficiency. This webinar features new short demos, plus a live Q&A, putting the spotlight on some of the latest innovations which are helping our community move forward.

Analyze internet evolution from its origins to the coming era of Web 3.0 and evaluate its implications for their digital presence

A technology stack that doesn't support the way your firm grows – or neglects to protect sensitive and confidential firm and client data – can create more problems than it fixes.

It should come as no surprise that managing an accounting firm has become more complex over the years. Accounting firm leaders are navigating increasingly complex tax legislation and accounting standards, managing a blended workforce, and juggling complicated internal projects and client needs.

Building any kind of new practice is a challenge, but the unique characteristics of CAS offerings make it all the more important that firms follow a proven roadmap to success in standing them up.

A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return and invoicing.