Resources

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

Payment Solution: Online payments designed for CPA firms

Finally, there’s a professional, affordable payment solution made specifically for CPAs, with all the reporting tools you need for fast, easy reconciliation. Easily accept credit, debit, & eCheck payments, online or in your office, with or without a swipe. Improve your cash flow!

Sponsored By: 8am™ CPACharge

Virtual Event: Webcast: What 2020 has meant for CPAs and businesses

Join us as we talk with key leaders from Thomson Reuters about business in 2020. Experts will join via chat during the event, to answer questions and discuss topics with attendees. 

Sponsored By: Thomson Reuters

Whitepaper: Why ERP Is The Key To Your Customers’ Experience

Delivering on customer satisfaction and driving customer loyalty is crucial in both B2B and B2C companies. However, many manufacturers and distributors aren’t delivering to their full customer experience potential because their systems are holding them back. A unified cloud ERP platform is essential

Sponsored By: Oracle NetSuite

Payroll: Join Our Partner Program & Get Free Payroll For Your Firm

Switching to OnPay is simple because we handle all of the hard stuff, including: building your dashboard, migrating employee and prior wages for your clients, setting up integrations, and dedicated support for all partners. Nobody takes better care of your clients. 

Sponsored By: OnPay

Whitepaper: Strategically Pricing Accounting Services

Changing client demands, advancements in technology, and increased competition are giving rise to a new normal in pricing methods within the profession. Should you use value-based pricing or fixed fees? This free white paper will help you determine which pricing model is best for your firm.

Sponsored By: Thomson Reuters

Survey: How is your firm adjusting to remote work?

We are conducting a survey to get an idea of how professionals in your industry are identifying new opportunities for growth, while developing new strategies to navigate the changing business landscape. Complete this short survey to be entered for a chance to win a $500 VISA gift card.

Sponsored By: AbacusNext

Whitepaper: Transform Finance with a Continuous Close

Keeping up with our modern economy means adapting to modern financial processes. “Continuous close” is a trending buzzword for a reason, so take a look and learn why you should consider this method. Discover the benefits of adopting a continuous close and the best way to approach the process.

Sponsored By: Oracle NetSuite

Career: Finance Professionals: Become a certified Social Security expert with the RSSA® credential

Your clients and prospects need you to provide them with Social Security and Medicare information specific to their particular situation. Enhance your business or practice. Earn continuing education credits while becoming a Registered Social Security Analyst (RSSA®).

Sponsored By: National Association of Registered Social Security Analysts (NARSSA)