Resources

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.

This annual webinar highlights a roster of highly useful apps for accountants, chosen by tech-savvy practitioners.

Learn the essential security measures and compliance requirements that every tax automation vendor should meet to protect your firm and clients. 

Gain actionable insights on how to grow your cash flow advisory from a basic function to a robust advisory service that meets clients' most pressing needs.

Learn how AI-driven accounts receivable automation allows finance professionals to shift from repetitive, routine tasks to higher-value contributions that fuel growth, improve financial resilience, and position the business for long-term success.

Tax preparation is just the start; the future of the tax practice is elevating it from simply helping clients with immediate planning to advising them on what tax moves to make and how those moves fit into their overall life and financial strategies.

Learn how to evaluate and implement affordable automation solutions that save time and reduce operational costs without overextending your budget. See how automating tax return assembly and delivery through eSign results in $12k saved for every 1k returns.

Join us for this actionable webinar where we'll uncover proven strategies to streamline payroll processes, cut inefficiencies, and boost profitability. We'll explore how technology and smarter pricing models can enhance your firm's payroll services, along with best practices for scaling operations without increasing workload. Whether you're looking to extend client value, reduce compliance risks, or maximize ROI, this webinar is designed to provide the practical insights you need to succeed.

This session brings together leaders from three of Accounting Today's 2025 Best Firms to Work For to discuss how they're leading the profession in finding and keeping the next generation of firm staff and partners.

Looking to scale back tax clients that are below-the-threshold? Get paid for each client you refer with Intuit's new program!