Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Retirement: Help clients save for retirement in 2024 and beyond
FeaturedWith Guideline Pro, you get tools and expertise to help guide clients to a secure retirement. Plus, 4-6 month discounts for each client you sign up
Sponsored By: Guideline
Education & CPE: Celebrate with CPE Savings
FeaturedBusy season is over and summer is right around the corner! Now's the time to start earning your CPE credits from the most trusted name in CPA Exam Review. Becker's flexible course formats and relevant content are perfect for today's accountant. Secure 45% off savings on Becker CPE today!
Sponsored By: Becker
Education & CPE: The Guide to Updates for Tax Season 2024
FeaturedWith the new 2024 tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need?
Sponsored By: Canopy
Webinars: Free 1 CPE: How to Grow Your Practice Through Business Advisory Services!
FeaturedFree CPE Webinar for Accountants, CPAs, and Bookkeepers. How to Start a CFO Service. Grow your practice this year through CFO and business advisory services.
Sponsored By: The CFO Project
Webinars: Retire Your Way: The Solo 401 Strategy for Entrepreneurs
FeaturedJoin Quest President Nathan Long as he shares what makes the Solo 401k so desirable, its many benefits, and the main frustrations associated with administering this plan. And get a sneak peek at Quest’s new Solo 401k platform.
Sponsored By: Quest Trust Company
Insurance: CPAdirectory members have access to discounted auto and home insurance
FeaturedAt CPAdirectory, we think it's a good thing to provide our members with access to programs they may find valuable, including one for auto insurance from Farmers GroupSelect℠. Through this program, others have saved an average of $661* on their auto insurance by switching.
Sponsored By: Farmers
Webinars: 5 Excel Tips - Complimentary 1 CPE
FeaturedLearn Excel and earn CPE credit while doing so! In this complimentary 1-hour webinar, you'll discover 5 practical Excel tips that you can use immediately to save time.
Sponsored By: Excel University
Education & CPE: Earn up to 37 CPE Credits and Improve Excel and Data Skills
We have a variety of tools to give you a leg up on your professional development, including our certificate programs — Microsoft® Excel Fundamentals + Data Analytics Certificate and Data and Analytics for Business Professionals Certificate.
Sponsored By: Becker
Webinars: Unlock Client-Centric Success: Register Today
We are excited to invite you to our upcoming webcast, "The Future of Tax Automation: Optimizing Client Service with Tax Advancements," on December 13th.
Sponsored By: Thomson Reuters
Education & CPE: Save 40% on Tax Season Prep with Becker CPE
For a limited time save 40% on all tax related bundles. Prep yourself for the busy season!
Sponsored By: Becker
Tools & Technology: Client Communications: Save your valuable time!
Cloud Audit Suite is your dynamic, end-to-end solution for accurate and efficient audits. Avoid common auditing challenges, complete audits faster, and gain confidence in your work with our cloud-based technology and seamless workflow.
Sponsored By: Thomson Reuters
EBook: A complete guide to finding and attracting the ideal clients
This eBook will guide you in choosing an accounting niche and understanding your ideal client profile.
Sponsored By: Canopy
Education & CPE: Maximize Efficiency: Partner with Becker for Superior Professional Development!
Stay ahead of the competition with Becker's specialized tools for unlocking your team's full potential.
Sponsored By: Becker
Webinars: How can you find, motivate, and capture the talents of new staff?
Using solid research as your guide, you’ll understand the motivators and unique strengths across generations.
Sponsored By: Thomson Reuters
Webinars: Stay ahead of change and the competition.
Don't let change seem daunting. Get ahead and see immediate results.
Sponsored By: Thomson Reuters
Events: Have you signed up for Partner Summit?
Hope to see you at an upcoming Partner Summit to network, learn, and unlock advisory opportunities.
Sponsored By: Thomson Reuters
Webinars: Free webcast: The psychology of change
Join our industry experts on August 8th at 12:00 pm ET. Join us to gain practical strategies, tips, and insights that will help you thrive in your practice.
Sponsored By: Thomson Reuters
Report: Do you know the strategic priorities for accounting firms this year?
This report highlights re-emerging priorities of efficiency and client service, as well as what firms need to diversify their offerings and remain competitive.
Sponsored By: Thomson Reuters
EBook: Have you protected your firm against cyber attacks?
Did you know that an estimated 2,200 cyberattacks happen per day? With the kind of sensitive financial information your accounting firm has, including clients' personal and financial data, you become a prime target for cyberattacks.
Sponsored By: Canopy
Events: Ready to take your firm to new heights?
Being one of the most popular and thought-provoking events of the year, the Partner Summit fills up fast. Don’t miss out on your chance to take your firm into a more progressive future by registering for our upcoming two-day sessions.
Sponsored By: Thomson Reuters
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