Tools that expand your thinking. And advance careers.
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RESOURCE CENTER
Tools that expand your thinking. And advance careers.
White PaperThe art of referrals for financial planning services →
Web SeminarHow firms can create efficiencies and secure talent with spend management technology →
Web SeminarGetting started on year-end tax planning →
Web SeminarTax automation tools that make staff smile (and stay!) →
White Paper
The art of referrals for financial planning services
A great referral network can be a powerful driver of revenue and client relationship support.
Download Now
Sponsor Content from Avantax
Web Seminar
How firms can create efficiencies and secure talent with spend management technology
Tuesday, Jul 26, 2022 at 2 pm ET
In this webinar panel, CAS experts and practitioners will discuss why spend management is the future for CPA firms and how firms can create efficiencies and attract and retain talent with technology.
Register Now
Sponsor Content from CPA.com, Divvy
Web Seminar
Getting started on year-end tax planning
Wednesday, Jul 27, 2022 at 2 pm ET
It’s never too early for practitioners to start helping clients prepare for the end of the year, so this webinar will discuss the major issues at play for 2022 and 2023, as well as the best ways to build year-long relationships with your tax planning clients.
Register Now
Sponsored by SafeSend, Source Advisors, Vertex
Web Seminar
Tax automation tools that make staff smile (and stay!)
Tuesday, Aug 9, 2022 at 2 pm ET
Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.
Register Now
Sponsor Content from SafeSend
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