Cut through the confusion and understand the effects for your clients with this webinar presented by Avantax by Cetera, a recognized leader in tax-intelligent planning.
Get a behind-the-scenes look at how tools like ROBO1040 are helping firms process thousands of returns faster, and how models like CITTOaaS are enabling firms to tap into fractional tech and talent support.
The data that accounting firms are responsible for — both their own and their clients — is hugely attractive to cybercriminals, which means accountants need to examine that is primer on keeping all that information safe.
The conversation will also address the increasing importance of ESG (Environmental, Social, and Governance) assurances, particularly as more mandatory reporting requirements take hold globally. With an expert perspective, you'll gain a clear understanding of what the next decade may hold and, more importantly, practical steps your small firm can take today to adapt, stay competitive, and seize emerging opportunities.
Data is readily available, but the real challenge lies in transforming it into meaningful decisions and insights. This is particularly true as firms face pressure to make faster, well-informed decisions across all areas.
