Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
View all Resources
Insurance: CPAdirectory members have access to discounted auto and home insurance Featured
At 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
EBook: Have you protected your firm against cyber attacks? Featured
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
Tools & Technology: Accelerate Invoice Processing with DOKKA’s Smart AI Featured
DOKKA works with your accounting ERP to automate the entire Invoice to Journal Entry process using proprietary AI-based technology, unlocking scalability and freeing up your resources. Implementation takes just 1-2 weeks.
Sponsored By: DOKKA
Retirement: Help your clients save more on a new 401(k) with new 2023 tax credits Featured
SECURE 2.0 is here to help improve America’s retirement system. If your client is looking to start a new 401(k), they may be eligible to receive up to $16,500 in tax credits over the plan’s first three years to help offset initial plan costs.
Sponsored By: Guideline
Education & CPE: Save 40% or more on Becker CPE Featured
Continuing education is a vital part of your professional growth, and at Becker, we're here to support you every step of the way. That’s why we’re offering you an exclusive 40% discount on all CPE offerings when you apply promo code CPA40 at checkout.
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
Tools & Technology: Demo Canopy. Win a Traeger Grill.
It's time to get your firm cooking with Canopy. So, for the month of August when you complete a demo of Canopy you will be entered to win a Traeger grill ($1500 value).
Sponsored By: Canopy
Webinars: 5 Excel Tips - Complimentary 1 CPE
Learn 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
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
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
Whitepaper: Are silent red flags impacting your bottom line?
Making a tax software change is a big, daunting process – right? Maybe not. And it may be just the thing that is holding back your firm from making progress, especially during times of great change.
Sponsored By: Thomson Reuters
Retirement: Safe Harbor 401(k): Less work and more ways to save for your clients
Safe Harbor 401(k) plans are popular — they make up 71% of Guideline’s plans — because they satisfy most IRS nondiscrimination tests. In exchange, they require a company contribution, but can provide a lot of benefits for your clients and their employees.
Sponsored By: Guideline
Tools & Technology: Streamline Your AP Workflow with DOKKA
Trusted by 2,500+ companies, DOKKA's patented AI algorithm works with your accounting system to automate journal entry creation, validation, posting and approvals, with minimal human intervention. Instantly speed up your Invoice to Journal Entry process by up to 80%
Sponsored By: DOKKA
Whitepaper: Understand your worth and how to stay ahead of your competition.
Our white paper can help your firm identify and capitalize on growth opportunities with the never-ending changes in the tax and accounting industry.
Sponsored By: Thomson Reuters
Webinars: Webcast tomorrow! Have you registered?
Practitioner advice series: Are you really offering advisory services? July 18th, 2023 1:00 pm ET
Sponsored By: Thomson Reuters
Webinars: Will we see you at our webinar?
Join our webcast to learn how to: Fine-tune your current advisory offerings, Get properly compensated for your expertise, Shift your advisory strategy to become a desired and trusted advisor, And much more!
Sponsored By: Thomson Reuters
Your Business: Are you still waiting for your ERC refund?
If you’ve already filed for your ERC (Employee Retention Credit) refund, and you’re still waiting for the check from the IRS, we have some great news. You may be eligible to receive your money today, instead of waiting 12+ months.
Sponsored By: Finance ERC
Popular Cities
Find a CPA in one of our most requested areas.
- Albany
- Asheville
- Atlanta
- Austin
- Baltimore
- Birmingham
- Boston
- Charlotte
- Chicago
- Cincinnati
- Cleveland
- Columbus
- Dallas
- Denver
- Detroit
- El Paso
- Fort Lauderdale
- Fort Worth
- Fresno
- Grand Rapids
- Greensboro
- Harrisburg
- Hartford
- Houston
- Indianapolis
- Jacksonville
- Kansas City
- Las Vegas
- Long Beach
- Los Angeles
- Louisville
- Madison
- Memphis
- Miami
- Milwaukee
- Minneapolis
- Modesto
- Nashville
- New Orleans
- New York
- Norfolk
- Oklahoma City
- Orlando
- Philadelphia
- Phoenix
- Pittsburgh
- Portland
- Providence
- Raleigh
- Richmond
- Sacramento
- Saint Louis
- Saint Paul
- Salem
- Salt Lake City
- San Antonio
- San Diego
- San Francisco
- San Jose
- Seattle
- Tampa
- Tucson
- Virginia Beach
- Washington DC