Tools & Technology
Get instant access to special offers from our growing network of trusted partners.
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: 8am™ CPACharge
Retirement: Check out Guideline’s enhanced Tax Credit Calculator
Check out Guideline’s enhanced Tax Credit Calculator, which now reflects SECURE 2.0 Act tax saving provisions — a great way to show your clients just how affordable a new 401(k) can be.
Sponsored By: Guideline
EBook: Triumph over the talent wars
Discover the best practices for retaining current staff, preventing costly turnovers, and attracting top talent in our e-book, Fit for the Future: A Guide to Attracting and Retaining Accounting Talent.
Sponsored By: 8am™ CPACharge
Retirement: Guideline: Retirement plans your clients will love
Guideline takes the complexity out of retirement and replaces it with knowledge and clarity. With Guidelines for Accountants, we empower you with tools to manage your clients’ plans.
Sponsored By: Guideline
Cryptocurrency: Receiving surprise crypto losses from clients?
Use our cryptocurrency guide for accountants to properly help clients manage their virtual money
Sponsored By: Thomson Reuters
Tools & Technology: Checkpoint Edge is here to help
Where do you go when you don’t have the answer? Checkpoint Edge is the place to go when your client asks you a question on an unfamiliar topic. Sign up for a free trial today and turn your tax research over to Checkpoint Edge!
Sponsored By: Thomson Reuters
Payment Solution: Pair your practice with the perfect solution
Feeling overwhelmed by the upcoming tax season? Pair your practice with CPACharge, the online payment solution designed specifically for the accounting profession. Open your account by February 28, and you'll pay no monthly fees for 6 months!
Sponsored By: 8am™ CPACharge
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