Resources

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.

Each tax season brings its own unique complications, and since this year will surely be no different, this webinar will offer an update on what to expect, what to worry about, and what to warn clients about.

It's an election year, which means it's time to break down the tax proposals and policies being proposed by the leading 2024 presidential candidates, Vice President Kamala Harris and former President Donald Trump.

As we prepare to close out our books for the year, organizations need to evaluate optimizing their lease accounting now more than ever. As the economic environment continues to shift, there is an increased need to identify cost savings while maintaining compliance, meeting deadlines, and keeping up with change.

Gain a deeper understanding of the advisory vs. compliance debate and how it might shape the future of your firm.

Get a peek at some of the ground-breaking software and technologies are driving the industry forward. This webinar, the newest in the series, showcases the latest innovations and capabilities that can help you elevate your firm. Features all new short demos, and includes a live Q&A,

Are you ready to revolutionize your payroll business and drive growth through technology? Join us for an exclusive webinar where industry leaders share their impactful insights and experiences.