Tools & Technology

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: 8am™ CPACharge

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

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

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: 8am™ CPACharge

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

Payroll: Free payroll and HR for your firm

OnPay can help with every client — including restaurants, nonprofits, churches, farms and multi-state businesses. It’s easy with custom reports, a consolidated dashboard, and six permission levels. With our Partner Program, build strong client relationships and get what you need to do payroll right.

Sponsored By: OnPay

Payment Solution: Streamline Your Client Payments

Accepting payments online leads to a more steady and reliable stream of income. CPAs and accountants can now quickly and securely accept credit, debit, and eCheck/ACH payments online. Increase cash flow and save time by scheduling payments to run automatically.

Sponsored By: 8am™ CPACharge

Bookkeeping: Try AutoEntry for free today

Eliminate manual data entry for your practice. Save time and improve efficiencies, so you can focus on better serving your clients. AutoEntry helps more than 3,000 accounting professionals service more than 150,000 businesses with automated data entry. 

Sponsored By: Sage

Bookkeeping: Automate data entry for your accounting or bookkeeping practice with AutoEntry

Make life easier for your clients through automated, paperless data entry and unlock significant time savings across your practice.  AutoEntry accurately captures invoices, receipts, expenses, and bank statements with many other benefits.

Sponsored By: Sage

Cryptocurrency: This Software Tool Helps Accountants With Bitcoin Tax Calculations

The rise in Bitcoin's and other cryptocurrencies' popularity has brought intensified scrutiny from government bodies including the IRS. As a result, CryptoTrader.Tax offers accountants and clients an easy way to calculate capital gains and losses from cryptocurrency investing. 

Sponsored By: CryptoTrader.Tax