Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Self-Study: 15.5 CPE - Become a Social Security Expert and earn your RSSA Credential
Take our 5-module, online self-study course giving you Social Security and Medicare knowledge to support your clients. Upon completion of the course, you have the option to take the competency exam. When you pass, you will earn your credential as a Registered Social Security Analyst (RSSA®).
Sponsored By: Registered Social Security Analysts (RSSA)
Your Business: Cloud technology is transforming tax and accounting
Confidently transform your practice to meet the needs of an evolving tax and accounting profession. Check out our curated collection of relevant information to help you become the modern tax firm expected by staff and clients.
Sponsored By: Thomson Reuters
Whitepaper: The Future of Corporate Tax Management
Tax professionals spend valuable hours trying to establish where source data is located and on extensive data scrubbing, consolidating, sourcing, and adjusting. How can tax departments keep up with the demands, navigate disruptions, minimize operational risks, and deliver more value to the company?
Sponsored By: Thomson Reuters
Tools & Technology: Data management software for corporate tax businesses
Bring seamless data connectivity to your team by having all your data at your fingertips so you can spend time on value-added work. Unlock your data's potential. Use and reuse your enhanced data across third-party tax data visualization and analytical tools.
Sponsored By: Thomson Reuters
Payment Solution: Sign-up by April 30th and receive a $100 processing credit
CPACharge knows how hard you all are working during this tax season. That's why they've decided to extend their special offer to ensure you all get a chance to enjoy a little "tax break" of your own! Open your account by April 30 and get a $100 processing credit.
Sponsored By: 8am™ CPACharge
Webinars: How indirect tax technology can shape tomorrow's tax departments
Register for this interactive webinar and hear how our esteemed customers are using indirect tax technology to transform their business and cost centers into strategic, profitable functions. Find out lessons learned and the steps they took to drive efficiencies.
Sponsored By: Thomson Reuters
Your Business: Marketing Made Easy For Accountants & Tax Pros
Mostad Marketing Cloud combines a complete set of digital marketing tools with expertly crafted content to support your tax and accounting firm. Everything you need to keep your clients engaged and your tax and accounting firm growing using one convenient online platform.
Sponsored By: Tenenz
EBook: Secrets of Rockstar CFOs
Jack McCollough created this ebook after recognizing that, although each CFO’s path was unique, Rockstar CFOs share many traits. Discover how to build an elite team that aligns with your goals, the best way to network with boards and CFOs, & how to perform cross-functionally while managing tasks.
Sponsored By: Oracle NetSuite
Tools & Technology: Industry-leading professional income tax software
Used by the top 100 CPA firms, Thomson Reuters GoSystem Tax RS is the market leader for corporate tax departments. Highly scalable, it can handle your workflow no matter the size of your firm. The software serves clients filing all return types.
Sponsored By: Thomson Reuters
Tools & Technology: K-1 Analyzer
Thomson Reuters K-1 Analyzer software allows users to quickly extract and aggregate complex non-standard K-1 information so that it can be reviewed and analyzed. K-1 Analyzer provides a single, standard, structured output for managing K-1s.
Sponsored By: Thomson Reuters
Virtual Event: 55th Annual Heckerling Institute on Estate Planning (VIRTUAL)
We hope that you will join us virtually May 3 – 6, 2021, to enjoy our outstanding educational programming, and review the latest in technology, products and services displayed in a fully virtual exhibit hall dedicated entirely to the estate planning industry.
Sponsored By: Heckerling Institute on Estate Planning
Cryptocurrency: Free Crypto Tax eBook
It's no secret that cryptocurrencies like bitcoin have broken out in popularity in 2020 and into 2021. You can join over 10,000 tax professionals learning about the tax implications of cryptocurrencies and how to help their clients by downloading this eBook for free!
Sponsored By: CryptoTrader.Tax
Tools & Technology: Progressive audit and accounting technology
Modern auditors know there’s never been a more challenging time to monitor and meet evolving regulatory changes and professional standards. The solution is the Thomson Reuters cloud audit suite, the profession’s leading end-to-end continuum of AI-enabled audit applications.
Sponsored By: Thomson Reuters
Tools & Technology: Cloud Accounting - Free for you. 50% off for clients.
With 50% savings that never expires for your clients and features you and your clients will love, it makes sense to learn more about Sage Accounting. Sign up for your free Accountant Edition account or join an upcoming live demo to find out all you need to know about Sage Accounting.
Sponsored By: Sage
Clients: S-Corp Elections Due Soon
Introducing MyCorporation for your client's business filing needs. Provide tax election and incorporation solutions while generating new revenue for your CPA business. Our referral program allows you to offer our professional document filing services and support to your clients at no cost to you!
Sponsored By: MyCorporation
Business Funding: Apply now: Paycheck Protection Program loans
First draw and second draw PPP loans now available. Funds are limited and will be disbursed on a first come, first served basis. CPAdirectory and Funding Circle partner to help small business access Paycheck Protection Program loans.
Sponsored By: Funding Circle
Whitepaper: Tax Season Is Here: How to Help Ensure Success
In our white paper, Tax Season is Here: How to Help Ensure Success, our experts explore steps your firm can take today, to make this tax season your best yet. We’ve also compiled other resources to set your firm up for a successful tax season in our Tax Season Resource Center.
Sponsored By: Thomson Reuters
Whitepaper: Why your client wants an advisory-centric firm
Today’s accounting clients are seeking your expertise now more than ever before. So how do you transition away from time-consuming compliance tasks to offering higher value advisory services? Learn how to transform your business into an advisory-centric accounting firm.
Sponsored By: Thomson Reuters
Books: U.S. Master 2021 Tax Guide® - Only $99
The nation's top federal tax resource has been updated to provide complete and reliable guidance on the Coronavirus (COVID-19) Relief Acts, as well as pertinent federal taxation changes that affect 2020 returns. Gain a complete understanding of updated tax law, regulations & administrative guidance.
Sponsored By: Wolters Kluwer
Webinars: Transformative Technology for Data Management with ONESOURCE
FREE Webinar: What if all your critical business data was stored in one tax data software, ready to be analyzed and easily repurposed wherever you need? Find out how ONESOURCE can enrich your data to provide added value and learn to integrate the ONESOURCE story with your department's tax journey.
Sponsored By: Thomson Reuters
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