Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
April 10, 2025 Sponsored
Taxes January 25, 2023
The Information Returns Intake System is expected to reduce the amount of paper Forms 1099 filed in 2023.
Technology January 3, 2023
Partnership gives small and medium-sized CPA firms access to a user-friendly accounting management system.
November 17, 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review SmartVault, an all-in-one solution for online document storage and secure file sharing.
Firm Management November 4, 2022
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
October 25, 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.
Firm Management September 26, 2022
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.
September 2, 2022 Sponsored
When it comes to your practice, and keeping clients happy and set up for success, you need a system that not only saves time and ...
June 30, 2022
During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers.
April 2, 2021
Today's program on Intuit QuickBooks Online should provide insights that you can understand more about the product and make some business decisions based on that. So good day, Brian, how are things today?
March 17, 2021
We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...
March 11, 2021
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
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March 10, 2021
Fujitsu has introduced the ScanSnap iX1600 with ScanSnap Cloud. ScanSnap Cloud integrates seamlessly with a variety of popular cloud services to provide a convenient and comprehensive solution for ScanSnap customers.