Resources

CAS is evolving from a focus on transactions to an emphasis on advisor services — and firm's practices are evolving, too, with new skillsets, new services, new approaches to client service, and new staffing and pricing models.

Find out what your peers are thinking and doing related to their tax business and hear strategies to get your firm future-ready.

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.

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.

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.

AI is impacting how accounting firms operate and serve clients. In what ways? Listen to learn more.

The thing about a firm's technology arsenal is that it's a lot like a real arsenal: likely to go out of date the longer you go without upgrading it. With that in mind, firms need to regularly review what new items are in the pipeline, and adjust their IT strategies on a regular basis to account for the game-changing solutions that are on their way.

Listen to this podcast to learn of the biggest challenges facing accounting firms today and how you can counteract some of those challenges.

See how how ground-breaking software and tech are driving the industry forward. This webinar, the latest in the popular series, features all new demos showcasing the latest innovations and capabilities that can help you elevate your firm. Includes a live Q&A.

In the past year, a majority of firms have seen growth, with 59% reporting revenue growth and more than half seeing an increase in profitability. How are these firms seeing success, and what are high-growth firms doing differently than everyone else?