Tools that expand your thinking. And advance careers.
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Tools that expand your thinking. And advance careers.
eBookHow to present CAS to your clients →
Special ReportPutting the ‘Advisor’ in ‘Most Trusted Advisor’ — Building an Advisory Practice →
Web SeminarTax automation tools that make staff smile (and stay!) →
eBook
How to present CAS to your clients
You know CAS is what your clients need - but how do you let them know it? Our ebook shares ideas to present CAS to clients who might be unfamiliar with it.
Download Now
Sponsor Content from AccountantsWorld by IRIS
Special Report
Putting the ‘Advisor’ in ‘Most Trusted Advisor’ — Building an Advisory Practice
Everyone knows that the accounting profession is moving toward placing more emphasis on its advisory work, and less on compliance work — but details on how, exactly, to manage that rebalancing have been thin on the ground. This report examines the considerations firms need to bear in mind, and shares the successful approaches of firms that have made the transition.
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Sponsored by Wolters Kluwer, AccountantsWorld, Bill.com, biz2credit, Canopy, CPA.com, Divvy, Digits, Jirav, Sage Intacct
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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