Tools & Technology

Tools & Technology: Help your clients thrive

With Sage Accounting, you can manage your clients’ data in real-time, all with a simple, straightforward and beautiful experience. Sage Accounting helps you and your clients manage their invoicing, cash flow, taxes, payments and more from any device, through the cloud.

Sponsored By: Sage

E-Newsletter: Free Monthly Social Security Newsletter

Our mission is to help Americans get the maximum Social Security income they are entitled to, enabling them to enjoy their lives more fully. In our monthly newsletter, we share top stories and resources focused on Social Security and retirement. Sign up for free today.

Sponsored By: Registered Social Security Analysts (RSSA)

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: 8am™ CPACharge

Cryptocurrency: Buying and selling crypto, made simple

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

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: 8am™ CPACharge

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

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