Tools & Technology
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Retirement: Help clients save for retirement in 2024 and beyond Featured
With 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
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
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
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
Tools & Technology: Accelerate Invoice Processing with DOKKA’s Smart AI
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
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
Retirement: Give your clients a 401(k) they’ll love
Join Guideline for Accountants for free and get exclusive discounts you can pass through to your clients.
Sponsored By: Guideline
Payment Solution: There’s never been a better time to try CPACharge
There’s no better opportunity to try it. Sign up for CPACharge now and pay no monthly fee for an entire year— that’s all the way through next tax season! Hurry, this exclusive offer ends June 30. Ready to see CPACharge in action?
Sponsored By: CPACharge
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