Resources

Webinars: Fraud in the wake of a global pandemic

There are three basic elements to the "fraud triangle" – pressure, opportunity, and rationalization – all of which exist in the current financial climate. Learn more about the types of disaster fraud, common indicators of fraud, and ways you can prevent and mitigate disaster fraud. 

Sponsored By: Thomson Reuters

Payment Solution: Simple payment solution for accounting professionals

Unlike generic payment platforms, our technology was developed specifically for CPA firms, with the features and functionality that matter most to accounting professionals. With no long-term contracts, no setup fees, and no cancellation penalties, trying CPACharge is risk-free. 

Sponsored By: 8am™ CPACharge

Virtual Event: Corporate Financial Reporting Insights Virtual Conference 2020

Join industry-wide corporate chief accounting officers & controllers, standards-setters, regulators, & accounting firms as they share insights & best practices. Earn up to 24.5 CPE credits during this 6-day event on November 2, 4, 9, 11, 16, & 18. Can't make it? Register anyway to watch on-demand.

Sponsored By: Financial Executives International

Cryptocurrency: Buying and selling crypto, made simple

If you haven’t started building a crypto portfolio yet, now is a good time. We recommend Gemini to buy, sell and store crypto. It’s a simple, secure, and reliable exchange, and it offers an app with a number of helpful tools for new investors and advanced traders.

Sponsored By: Gemini

Payment Solution: The CPACharge Mobile App Has Arrived (And It's Free)

Accept and manage client payments on the go with our new CPACharge mobile app and available Bluetooth card reader/swiper! Available for both iOS and Android devices, our brand new CPACharge mobile app allows you to securely accept payments from your smartphone or tablet. 

Sponsored By: 8am™ CPACharge

Webinars: Accounting CPE Live Webinars

Wilkes University is a premier provider of Continuing Professional Education (CPE) coursework for the financial industry. Join us for our live online webinars. The cost is $50 per webinar, per person.

Sponsored By: Wilkes University

Guide: The Tax and Accounting Professional’s Guide to Everything AI

What does artificial intelligence (AI) mean for tax and accounting professionals? Get your free copy of this new AI master guide and get all your questions answered to effectively implement an AI-enabled solution to help take your firm to the next level of tax and accounting research. 

Sponsored By: Thomson Reuters

Books: Quickfinder - Save up to 20% Off!

Quickfinder Handbooks are your quick reference for common tax questions and insights – the easy-to-understand language, charts and tables answer your questions using various examples that highlight real-life situations. Build your own Quickfinder library today and save up to 20%. Limited time offer!

Sponsored By: Thomson Reuters

Whitepaper: 4 Keys to a Successful Holiday Shopping Season

This year’s holiday season will be different. Learn the methods, strategies and tactics retailers should consider this holiday season while ensuring online channels are efficient and engaging for customers, prioritizing the customer experience, and optimizing email and customer lifecycle campaigns. 

Sponsored By: Oracle NetSuite

EBook: Overcoming audit workflow, security, and technology challenges

The auditing profession and tax environment are changing at a blistering pace, forcing firms to evolve with advancing technologies. This eBook will help audit & accounting professionals create the environment needed to evolve their firm, grow new business, and attract top talent. 

Sponsored By: Thomson Reuters

Books: Early Bird Special – 30% Off Top CCH® Publications

Access 30% off top titles including the 2021 U.S. Master Tax Guide, Income Tax Regulations, State Tax Handbook and more. Pre-order the new editions of our most sought‑after titles and get access to this special promotion before it's too late.

Sponsored By: Wolters Kluwer

Payment Solution: Use QuickBill to get paid faster

QuickBill is an easy-to-use tool that lets you send clients an email requesting payment with a link to your secure payment page. Clients pay on time and your firm keeps up to date on billings — everybody wins. With CPACharge, access QuickBill and other benefits of a solution created just for CPAs.

Sponsored By: 8am™ CPACharge

News: Three Ways the Tax Code Helps Low- and Moderate-Income Clients

Considering the recent pandemic and economic turmoil, it's a good time for advisors to identify tax code provisions that enable less affluent individuals to plan for retirement, pay for college, and cope with student debt. Get a FREE download of this important information now.

Sponsored By: Society of Financial Service Professionals

Whitepaper: Are you seeing these red flags?

Identify the red flags that indicate the need for new tax software, and learn what to do next. Gain expert insights, find what works best for other firms, and learn how to move your firm forward with the technology you need to maximize  efficiency, accuracy, and profitability.

Sponsored By: Thomson Reuters

Whitepaper: The Future of Finance is in the CFO’s Hands

CFOs need clear vision and technology to help them juggle new balls in the finance ecosystem. Download this white paper for insights on strategy and leaderships, as well as emerging technology that will help you succeed.

Sponsored By: Oracle NetSuite

Tools & Technology: Free Resources To Help You Learn Excel

Excel University offers many free resources to help you learn Excel including:

• Excel 100 - a free course for new Excel users
• Recommended learning plans
• Blog posts and articles
• And more!

Sponsored By: Excel University

Whitepaper: The Four Dimensions of K-1 Aggregation: A Federal Overview

This white paper dives specifically into partnership and LLC investments, and the tax reporting that flows from the Schedule K-1 of Form 1065 issued. This white paper uses a visual, 4D concept to help explain the pain and complexity of K-1 aggregation.

Sponsored By: Thomson Reuters

Whitepaper: Three Ways Technology Impacts Your Firm’s Profitability

Is your firm as profitable as it could be? That’s a question you must ask yourself as advancements in technology continue to raise the stakes for tax and accounting firms. To help forward-thinking firms succeed, this free white paper explores three ways technology impacts your firm’s profitability.

Sponsored By: Thomson Reuters

Staffing: A Simple and Affordable Offshore Staffing Solution

We provide offshore staffing for all functions in accounting and tax firms, may it be for tax preparations, payroll, accounting & bookkeeping, audit, state taxes and even for administration and billing work. Hire competent, dependable staff for as little as $9 per hour. 

Sponsored By: Entigrity

Tools & Technology: How cloud technology empowers your firm to move forward fearlessly

Read the 4 myths surrounding cloud auditing and learn the truths. Find out why Thomson Reuters cloud audit suite is your firm’s one-stop solution for even the most intricate auditing needs. This audit technology enables real-time digital collaboration between audit teams and clients.

Sponsored By: Thomson Reuters