Resources

In this webinar, payroll expert Valerie Heckman from OnPay will equip you with essential insights and strategies to navigate challenges and identify opportunities to help clients reduce payroll stressors.

CCH Axcess Audit is cloud accounting and audit software that ensures efficient, accurate work. Powerful engagement management (CCH Axcess™ Engagement) and a risk-based methodology streamlines processes (CCH Axcess™ Knowledge Coach), from secure confirmations (CCH Axcess™ Validate) to final reporting, ensuring precision and confidence in every audit.

Meet Zoho Expense – a solution that simplifies expense management for accounting firms. Streamline your clients' expense processes with real-time insights, automatic card reconciliations, and comprehensive dashboards. With Zoho Expense, firms can automate travel and expense (T&E) management, ensuring compliance, managing budgets, and integrating seamlessly with leading accounting software. Gain control over financial advisory services while providing your clients with end-to-end automation from expense creation to reimbursement. Explore deeper cost-saving opportunities through centralized client data and analytics.

In this webinar, we explore common challenges many firms face with their existing practice management solutions and discuss how open ecosystems can transform a functional practice management tool into a powerful engine.

The presentation by GreenGrowth CPAs outlines a comprehensive plan for CPA firms looking to transition into retirement smoothly.

Intuit Enterprise Suite is a configurable, AI-powered suite designed to seamlessly increase productivity and enhance profitability for your growing business, all in one solution. Intuit Enterprise Suite helps grow your business beyond your books. You can level up with financial management, payroll, and HR, payments and bill pay powered by QuickBooks, marketing powered by Mailchimp, project management, and other critical jobs through third-party apps and other integrations. Business leaders get deep performance analysis through 360-degree insights, AI-powered forecasting, tailored reporting, and dashboards with the most relevant information.

Canopy is the fully-integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time & billing, engagements & proposals, reporting and more.

Almost every organization is evaluating brick and mortar office utilization and layout, and many are rightsizing or relocating leased spaces.

Many accountants think that making the much-touted "move to advisory" means giving up their bread-and-butter compliance work, but in fact, the most successful firms of the future will be looking to balance the two -- serving their clients' ever-growing compliance needs and using the insights, data and deep relationships they gather from that as a foundation for a wide range of higher-value advisory services that set their clients on a path to success.

Uncover how automation can transform routine communications into seamless, timely, and personalized touch points. We will discuss practical strategies for integrating automation into your communication workflows, including automated follow-ups, personalized updates, and data-driven insights.