Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Books: PPC Guide to Audits of Employee Benefit Plans
New edition just released - PPC’s Guide to Audits of Employee Benefit Plans provides comprehensive guidance on the nuances of auditing employee benefit plans and summarizes the DOL and IRS regulations that are relevant to you as an auditor.
Sponsored By: Thomson Reuters
Virtual Event: Evolve Your Practice
Learn how to build a more progressive firm. Join our Thomson Reuters experts and guest practitioners for this exclusive six-episode series where we will explore the steps you can take now to redefine your practice to build a more progressive firm and become a trusted partner for your clients.
Sponsored By: Thomson Reuters
Events: Partner Summit 2021
Over the past decade, the Partner Summits have given hundreds of firm leaders a unique opportunity to learn how to build a more progressive firm. Become part of this exceptional group at one of this year’s events, where speakers will share the perspective they’ve gained from years of experience.
Sponsored By: Thomson Reuters
Webinars: How Firms Can Benefit from Latest Tax Policy Changes
Do you have clarity on the new tax policies coming down the pipeline? Now is the time to act on behalf of your clients before it’s too late. Join us for a FREE webinar on how you can help your tax clients through the next 12 months and beyond! Wednesday April 21 @ 12 PM EST
Sponsored By: Corvee
Survey: Please Share Your Thoughts on the Tax & Accounting Solutions – Win a $100 Gift Card
WK Research is conducting a survey on behalf of a leading software / information solutions provider to the tax and accounting industry. Complete the survey before April 30th, 2021 by 5:00 p.m. CDT and you will be eligible to win one (1) of twenty (20), $100 VISA gift cards. Thank you!
Sponsored By: Wolters Kluwer
Whitepaper: The Big Shift
A big shift is happening in businesses today. How will your CPA firm shift with your business clients to become stronger and more profitable? Our new white paper reveals how this big shift can be your firm’s advisory opportunity to replace declining revenue streams & strengthen client relationships.
Sponsored By: Thomson Reuters
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: National Association of Registered Social Security Analysts (NARSSA)
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
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