Tools & Technology
Get instant access to special offers from our growing network of trusted partners.
Tools & Technology: 1 CPE Webinar: AI in Excel for Accounting
If you’re buried in spreadsheets, this is for you. Earn 1 free CPE while you watch Jeff Lenning, CPA and Microsoft MVP, show how to build AI‑driven Excel workbooks 5–10x faster within 60 minutes.
Sponsored By: Excel University
AI: Master the One Big Beautiful Bill Act with AI-powered tax research
Master the One Big Beautiful Bill Act: Simple AI solutions for complex tax research
Sponsored By: Thomson Reuters
Payment Solution: Learn how 8am CPACharge delivers clarity and confidence for accounting firms.
8am™ CPACharge brings invoices, payments, and reconciliation together in a solution designed to make your day easier from start to finish.
Sponsored By: 8am™ CPACharge
AI: AI transforms audit workflows today
Stop struggling with low-value work. AI helps automate tasks, reduce risk, and ensure consistent audit quality so you can apply your expertise where it matters most.
Sponsored By: Thomson Reuters
Retirement: Help clients save for retirement
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
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