Tools & Technology

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Cryptocurrency: Buying and selling crypto, made simple

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If you haven’t started building a crypto portfolio yet, now is a good time. We recommend Gemini to buy, sell and store crypto. It’s a simple, secure, and reliable exchange, and it offers an app with a number of helpful tools for new investors and advanced traders.

Sponsored By: Gemini

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Payment Solution: Simple payment solution for accounting professionals

Unlike generic payment platforms, our technology was developed specifically for CPA firms, with the features and functionality that matter most to accounting professionals. With no long-term contracts, no setup fees, and no cancellation penalties, trying CPACharge is risk-free. 

Sponsored By: CPACharge

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Payment Solution: The CPACharge Mobile App Has Arrived (And It's Free)

Accept and manage client payments on the go with our new CPACharge mobile app and available Bluetooth card reader/swiper! Available for both iOS and Android devices, our brand new CPACharge mobile app allows you to securely accept payments from your smartphone or tablet. 

Sponsored By: CPACharge

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Payroll: Join OnPay's Partner Program - The Best Payroll For Accountants & Bookkeepers

Join our Partner Program and get more revenue and free payroll for your firm! We combine 30+ years of payroll experience with the latest technology to give you payroll you can always rely on. Book a demo to learn more or sign up for our Partner Program today.

Sponsored By: OnPay

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EBook: Overcoming audit workflow, security, and technology challenges

The auditing profession and tax environment are changing at a blistering pace, forcing firms to evolve with advancing technologies. This eBook will help audit & accounting professionals create the environment needed to evolve their firm, grow new business, and attract top talent. 

Sponsored By: Thomson Reuters

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Payment Solution: Use QuickBill to get paid faster

QuickBill is an easy-to-use tool that lets you send clients an email requesting payment with a link to your secure payment page. Clients pay on time and your firm keeps up to date on billings — everybody wins. With CPACharge, access QuickBill and other benefits of a solution created just for CPAs.

Sponsored By: CPACharge

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Tools & Technology: Free Resources To Help You Learn Excel

Excel University offers many free resources to help you learn Excel including:

  • Excel 100 - a free course for new Excel users
  • Recommended learning plans
  • Blog posts and articles
  • And more!

Sponsored By: Excel University

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Tools & Technology: How cloud technology empowers your firm to move forward fearlessly

Read the 4 myths surrounding cloud auditing and learn the truths. Find out why Thomson Reuters cloud audit suite is your firm’s one-stop solution for even the most intricate auditing needs. This audit technology enables real-time digital collaboration between audit teams and clients.

Sponsored By: Thomson Reuters

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Payment Solution: Online payments designed for CPA firms

Finally, there’s a professional, affordable payment solution made specifically for CPAs, with all the reporting tools you need for fast, easy reconciliation. Easily accept credit, debit, & eCheck payments, online or in your office, with or without a swipe. Improve your cash flow!

Sponsored By: CPACharge

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Payroll: Join Our Partner Program & Get Free Payroll For Your Firm

Switching to OnPay is simple because we handle all of the hard stuff, including: building your dashboard, migrating employee and prior wages for your clients, setting up integrations, and dedicated support for all partners. Nobody takes better care of your clients. 

Sponsored By: OnPay

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