Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Social Security: Seniors on Social Security Could Face $460 Monthly Cut to Benefits
Jim Komoroski, RSSA®, is quoted in Newsweek, offering expert insight into the projected monthly cuts to Social Security benefits should Congress fail to act.
Sponsored By: National Association of Registered Social Security Analysts (NARSSA)
Your Business: Protect Your Client Data with Professional Digitization
SecureScan provides accounting firms with high-security document conversion to turn physical archives into encrypted, searchable digital assets. Improve your firm’s data protection and find any client document in seconds. Ensure your records are safe, compliant, and easy to manage.
Sponsored By: SecureScan
Retirement: Help clients save for retirement
With Guideline Pro, you get tools and expertise to help guide clients to a secure retirement. Plus, 4-6 month discounts for each client you sign up
Sponsored By: Guideline
Education & CPE: Celebrate with CPE Savings
Busy season is over and summer is right around the corner! Now's the time to start earning your CPE credits from the most trusted name in CPA Exam Review. Becker's flexible course formats and relevant content are perfect for today's accountant. Secure 45% off savings on Becker CPE today!
Sponsored By: Becker
Education & CPE: Earn up to 37 CPE Credits and Improve Excel and Data Skills
We have a variety of tools to give you a leg up on your professional development, including our certificate programs — Microsoft® Excel Fundamentals + Data Analytics Certificate and Data and Analytics for Business Professionals Certificate.
Sponsored By: Becker
Education & CPE: The Guide to Updates for Tax Season
With the new tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need?
Sponsored By: Canopy
Webinars: Unlock Client-Centric Success: Register Today
We are excited to invite you to our upcoming webcast, "The Future of Tax Automation: Optimizing Client Service with Tax Advancements," on December 13th.
Sponsored By: Thomson Reuters
Education & CPE: Save 40% on Tax Season Prep with Becker CPE
For a limited time save 40% on all tax related bundles. Prep yourself for the busy season!
Sponsored By: Becker
Webinars: Free 1 CPE: How to Grow Your Practice Through Business Advisory Services!
Free CPE Webinar for Accountants, CPAs, and Bookkeepers. How to Start a CFO Service. Grow your practice this year through CFO and business advisory services.
Sponsored By: The CFO Project
Tools & Technology: Client Communications: Save your valuable time!
Cloud Audit Suite is your dynamic, end-to-end solution for accurate and efficient audits. Avoid common auditing challenges, complete audits faster, and gain confidence in your work with our cloud-based technology and seamless workflow.
Sponsored By: Thomson Reuters
EBook: A complete guide to finding and attracting the ideal clients
This eBook will guide you in choosing an accounting niche and understanding your ideal client profile.
Sponsored By: Canopy
Webinars: Retire Your Way: The Solo 401 Strategy for Entrepreneurs
Join Quest President Nathan Long as he shares what makes the Solo 401k so desirable, its many benefits, and the main frustrations associated with administering this plan. And get a sneak peek at Quest’s new Solo 401k platform.
Sponsored By: Quest Trust Company
Education & CPE: Maximize Efficiency: Partner with Becker for Superior Professional Development!
Stay ahead of the competition with Becker's specialized tools for unlocking your team's full potential.
Sponsored By: Becker
Webinars: How can you find, motivate, and capture the talents of new staff?
Using solid research as your guide, you’ll understand the motivators and unique strengths across generations.
Sponsored By: Thomson Reuters
Webinars: 5 Excel Tips - Complimentary 1 CPE
Learn Excel and earn CPE credit while doing so! In this complimentary 1-hour webinar, you'll discover 5 practical Excel tips that you can use immediately to save time.
Sponsored By: Excel University
Webinars: Stay ahead of change and the competition.
Don't let change seem daunting. Get ahead and see immediate results.
Sponsored By: Thomson Reuters
Events: Have you signed up for Partner Summit?
Hope to see you at an upcoming Partner Summit to network, learn, and unlock advisory opportunities.
Sponsored By: Thomson Reuters
Webinars: Free webcast: The psychology of change
Join our industry experts on August 8th at 12:00 pm ET. Join us to gain practical strategies, tips, and insights that will help you thrive in your practice.
Sponsored By: Thomson Reuters
Report: Do you know the strategic priorities for accounting firms this year?
This report highlights re-emerging priorities of efficiency and client service, as well as what firms need to diversify their offerings and remain competitive.
Sponsored By: Thomson Reuters
EBook: Have you protected your firm against cyber attacks?
Did you know that an estimated 2,200 cyberattacks happen per day? With the kind of sensitive financial information your accounting firm has, including clients' personal and financial data, you become a prime target for cyberattacks.
Sponsored By: Canopy
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