Resources

Automation is vital for firms looking to improve efficiency and promote connectivity between staff and clients. How can you use automation to optimize operations and keep your firms moving forward? Learn more.

Automation offers many potential benefits to firms: APIs and RPAs allow firms seamless access to client data; reduce time, risk, and cost; connect teams and clients no matter where they are in the world; free up expert staff for tasks that really matter; and allow firms to make data-backed business decisions with built-in analytics. Learn more.

Remote work, along with the tools used to connect teams and apps, is on everyone's mind these days. How do you know when it's time to automate processes? How do you know when you need tools to connect teams? Learn more.

As accounting firms look to increase efficiency by streamlining processes, many are starting with connected technology that simplifies document storage and access, as well as automates workflows. Baker Newman Noyes began their automation journey by trying to create visibility around specific dimensions and elements coming out of GoFileRoom and FirmFlow. Learn how Baker Newman Noyes created data visibility across the tax workflow with APIs.

Tax and accounting professionals can be risk-averse and take a conservative, measured approach to analyzing facts and figures, leaving no stone unturned, and always proceeding with caution. This approach is why they're successful in business. But this same cautious approach has caused the accounting profession to fall behind other industries in adopting new technology and a digital first mindset that can help firms evolve their business. Read on to learn more.

Rapid regulatory change, evolving customer needs, and tight competition for talent is forcing tax and accounting firms to rethink their technology and software tools. Is your tax and accounting firm keeping up with the rapid pace of change or falling behind?

Technology has helped tax and accounting firms to streamline their processes and automate countless tasks. But, as new software versions become available, it can create a situation where some older software may no longer be able to communicate with the new ones. This can create challenges. To that end, many accounting firms are creating connections between new solutions and legacy systems with APIs. Learn more.

Marc Jeschonneck and Paul Goodhew of EY discuss the firm's major investment in AI and other advanced technologies for auditing.

Ty Beasley of RSM US describes the approach modern accounting firms need to take to recruiting and retention, starting with the "talent experience."

Sarah Acton, CMO of Bill, talks about how accountants need to think about their brand in the 21st century.