Resources

Education & CPE: Mastering Excel for CPAs

Earn 14 CPE Credits and Improve Your Excel Efficiency!  This seven-course CPE bundle will show you how to master the use of pivot tables, manage large spreadsheets, and quickly accomplish repetitive tasks.

Sponsored By: Wolters Kluwer

Report: 2021 Corporate Tax Report

56% of US corporate tax departments feel strained and under-resourced. Download our 2021 State of the Corporate Tax Department report for strategies to address resourcing, talent skills gaps, and much more.

Sponsored By: Thomson Reuters

Whitepaper: Returning to the Office: A Guide for Accountants

In this white paper, learn how to:

• Ensure your clients and staff not only are safe but feel safe
• Develop an effective return-to-office schedule for employees
• Maintain an exceptional client experience during the transition

Sponsored By: 8am™ CPACharge

Whitepaper: How APIs can help transform your practice

How do Top 100 firms meet increasing technology demands, and integrate homegrown tech with market leaders like Thomson Reuters? Application programming interfaces (APIs) are easing the way professionals work, serve clients, and exchange information between technologies. 

Sponsored By: Thomson Reuters

EBook: How your firm can safely return to the office

Many firms are in the process of returning back to the office as stay-at-home orders are being lifted. To prepare you for this transition, and to make it as safe as smooth as possible, CPACharge has put together an e-Book to help. Download your free copy today.

Sponsored By: CPAdirectory

Tools & Technology: The next generation expense management software is here

Watch employees report expenses as they happen. Have a real-time view of all expenses. Close books without any headaches. Get all of this and more with Fyle.

Sponsored By: Fyle

Whitepaper: How firms are transforming tax season complexities into opportunity

Free white paper: A retrospective look at the 2020 tax season that provides guidance on how your firm can turn learnings into growth-oriented action

Sponsored By: Thomson Reuters

Whitepaper: Social Security Expertise, The Next New Trend For Financial Professionals

Social Security is a complex program, and the retiring population needs support navigating the tricky claiming decision process. This is an incredible opportunity for you and your business or practice. There are many benefits of becoming a Social Security expert.

Sponsored By: National Association of Registered Social Security Analysts (NARSSA)

Webinars: How Tech Can Help You Navigate the New Tax Rules and Tax Trends

On-demand webinar: Tips on what tax professionals need to know and understand as they navigate discussion on automation, people, process, technology and how it integrates with their organizations.

Sponsored By: Thomson Reuters

Whitepaper: Four ways your outdated software is costing you

Technology advancements and a changing business landscape continue to transform how tax and accounting professionals like you work with your clients. If you’re operating with outdated software, you could be at a disadvantage and risk the chance to grow your profits. 

Sponsored By: Thomson Reuters

Self-Study: Save 50% on Self-Study CPE

Prime Savings Event: View all self-study courses and access this special 50% off sale!

Sponsored By: Wolters Kluwer

Webinars: Social Security: What Financial Service Professionals and Their Clients Should Know

Free webinar June 29, 2021 12 pm ET. This webinar will focus on some of the Social Security rules and claiming decision considerations that are most often overlooked and least understood. Earn 1 CPE for $5

Sponsored By: Society of Financial Service Professionals

Report: 2021 Corporate Tax Report

Tax departments and technology – how do they measure up? Our report explores the different relationships between tax departments and technology and how you can best adapt for the future.

Sponsored By: Thomson Reuters

Whitepaper: How women can confidently and successfully build an advisory practice

This whitepaper explores how women in the tax and accounting industry can position themselves for long-term success with an advisory-centric business model. 

Sponsored By: Thomson Reuters

Webinars: Free CPE Webinars

We've put together a series of webinars that qualify for free CPE credits, with topics ranging from how to offer additional services to marketing and scaling your firm. Check them out!

Sponsored By: OnPay

Self-Study: Quickbooks for CPAs

Learn how you can improve processes by making Quickbooks work for you. This software can assist you in supporting your clients' payroll tasks, tracking job profitability, managing bills and more. Earn 10 CPE hours with this bundle, created to help CPAs navigate Quickbooks.

Sponsored By: Wolters Kluwer

Clients: Help your clients incorporate their businesses quickly and easily in any state

CPAdirectory has partnered with MyCorporation to give accounting professionals the ability to easily help their clients incorporate their businesses quickly and easily in any state. Earn a 15% commission on any business filings your clients need like LLCs, Corporations or State and Tax IDs and more.

Sponsored By: MyCorporation

Webinars: What We Learned from Audit 2020

Now that Audit season 2020 is in the rearview, join our panel for a roundtable discussion of what we’ve learned from this unprecedented season. June 9, 2021, 2:00-3:00 p.m. ET

Sponsored By: Thomson Reuters

Books: U.S. Master Tax Guide® (2021) Special Edition ON SALE

You'll find extensive information on the latest tax legislation. Alongside detailed reviews of credits, expenses, penalties and interest, the U.S. Master Tax Guide, 2021, Special Edition also includes numerous tables that provide fast reference information when you need it most. 

Sponsored By: Wolters Kluwer

Virtual Event: Finance Elevated Virtual Conference

Earn up to 16 CPE and learn from distinguished industry leaders from Microsoft, AT&T and more at the forefront of technology innovation. Gain insight into the emerging trends that will help advance your team, and organization while growing the bottom line. June 8, 10, 15 & 17

Sponsored By: Financial Executives International