Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Whitepaper: What tax technology can improve your firm's operational efficiency?
The Business Case for Tax Technology: Is it worth it? Here’s how to approach the questions for your firm. What are the essentials of people, money, processes and indirect costs that justify technology? Here’s what to include in an organized, compelling business case.
Sponsored By: Thomson Reuters
Webinars: It's time to start planning for 2023
December 15, 2022 Time: 2pm EST. Join Thomson Reuters’ Shaun Hunley, along with Business by Design’s Paul Miller for a webcast designed to provide accountants with the information they need going into year-end planning. Register today for the free webcast!
Sponsored By: Thomson Reuters
Education & CPE: Get valuable guidance and earn CPE
Join AuditWatch’s Stephanie Lanke and Checkpoint Editorial’s Alison Parker for a one-hour webinar offering early guidance on SAS No. 145: Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement.
Sponsored By: Thomson Reuters
Education & CPE: Book your seats now for our UltraTax CS Year-End Update and Productivity Trainings
Tax preparation in 2022 means more than your clients’ tax strategy: it’s setting up your own technology to handle the tax season workload that’s sure to come. We’ll help you lighten the load, with tips and tricks that optimize your work in UltraTax CS.
Sponsored By: Thomson Reuters
Tax: It could be time to perform a health check with your firm
As a small CPA firm owner, you know what it’s like to break away and start your own business. If you’re feeling complacent in the grind of everyday work, it might be time to step back and take stock of your firm’s health. Get the Small FirmHealth Check.
Sponsored By: Thomson Reuters
Education & CPE: Earn CPE credit and sharpen your skills
Stay at the top of your game, with on-point skills to use your Thomson Reuters software, including Fixed Assets CS and the Cloud Audit Suite. Plus, earn CPE credits with year-end trainings that bring you up to date on the numerous enhancements made to the Thomson Reuters Cloud Audit Suite in 2022.
Sponsored By: Thomson Reuters
Webinars: Hiring Generations XYZ webcast on-demand
Thomson Reuters is ready to unveil the results of fall 2022 research into new professionals, with fewer than 5 years of experience in the tax and accounting profession. Join us to hear about the particular expectations, desires, and strengths of incoming professionals.
Sponsored By: Thomson Reuters
EBook: Year-End Accounting Guide: Closing on Strong Financial Footing
Spending the year-end chasing payments instead of spending time with friends and family? Finish the year strong with our eBook “Year-End Accounting Guide: Closing on Strong Financial Footing.” Set yourself up for success in 2023 and get paid 39% faster with CPACharge.
Sponsored By: CPACharge
Webinars: Unions Are Gaining Popularity: What Employers Can and Can NOT Do About It
December 1 at 2pm EST, We'll explore: Why Unions Are Increasing in Popularity, What Non-Union Employers Can (and Can't) Do to Discourage Their Workers from Unionizing, Predicting the Future for Employers Based on Signals from the National Labor Relations Board.
Sponsored By: Asure
Virtual Event: Be better prepared for the 2023 workload with these year-end trainings
Book your seats now for our UltraTax CS 2022 Year-End Update and Productivity Trainings: UltraTax CS and Federal Tax Update (3 CPE credit hours), UltraTax CS E-Filing (1.5 CPE credit hours), Leveraging the Best Features and Functions of UltraTax CS (2 CPE credit hours).
Sponsored By: Thomson Reuters
Webinars: Monetize Your Advisory Practice Now
Join us on November 30th to explore: Why scope is important and how to craft a scope agreement, What is “Duplication Thinking” and how can it help your firm, Best Practices for bringing advisory services into your conversation, How to monetize advisory services to increase your firm’s revenues.
Sponsored By: Thomson Reuters
Webinars: 4 Keys to Building Advisory Relationships
Join us on November 30th to explore: Why scope is important and how to craft a scope agreement, What is “Duplication Thinking” and how can it help your firm? Best Practices for bringing advisory services into your conversation, and How to monetize advisory services to increase your firm’s revenues.
Sponsored By: Thomson Reuters
Webinars: Research reveal: The ABCs of hiring Generations XYZ
Find out what new accounting professionals desire most in a new position, firm, and more. Thomson Reuters is ready to unveil the results of fall 2022 research into new professionals, with fewer than 5 years of experience in the tax and accounting profession.
Sponsored By: Thomson Reuters
Payment Solution: Don't choose between your firm & your free time
The demands of running a firm, catering to clients, and balancing your personal life might leave you with little time and energy to work toward your personal goals. At CPACharge, your success is our success. That's why we handle your firm's billing and payments.
Sponsored By: CPACharge
Tools & Technology: Infographic | How can your firm stay ahead in a constantly changing game?
The U.S. tax law is over 10 million words, and the internal revenue code is 6,492 pages long. With the Great Resignation underway, and no relief from the hard-and-fast tax deadlines, smaller tax and accounting firms are under even more pressure to accomplish more with less.
Sponsored By: Thomson Reuters
Tax: Thomson Reuters | New PPC Federal Tax Titles
Shop Our Best-Selling PPC Federal Tax Titles. NEW EDITION PPC's 706/709 Deskbook. Breaking down the complexities of federal estate, gift, and GST tax issues and provides clear guidance for preparing or reviewing Forms 706, 709, and related GST tax forms.
Sponsored By: Thomson Reuters
Webinars: Crash course: Inflation and the economy
Join us for a presentation by Thomson Reuters Institute’s financial and economic analyst, Bryce Engelland, as he dives into an evaluation of Inflation, economics…how bad is it really? Understand the current economy and how accounting firms can thrive.
Sponsored By: Thomson Reuters
Payment Solution: Sign up for CPACharge by Nov 30th and pay no monthly fee for 12 months!
CPACharge never locks you into long-term contracts or charges setup fees or cancellation penalties so that you can succeed risk‑free. Sign up for CPACharge by November 30th and pay no monthly fee for 12 months!
Sponsored By: CPACharge
Tools & Technology: Watch 2-min video highlighting tax automation benefits
Most tax & accounting firms are already familiar with the ways adding automation across the tax workflow. But what if automation could be applied at every level in your firm – from staff to managers to partners? View 2 minute video.
Sponsored By: Thomson Reuters
Webinars: Watch on demand webcast: Managing M&A
Thomson Reuters and guest, Steve Talkowsky of WithumSmith + Brown, PC, held a hot-topic panel discussion on how to prepare and capitalize on a change in firm structure: Managing Mergers & Acquisitions: Connecting people, technology, & processes.
Sponsored By: Thomson Reuters
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