Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Payroll: Free payroll and HR for your firm
OnPay can help with every client — including restaurants, nonprofits, churches, farms and multi-state businesses. It’s easy with custom reports, a consolidated dashboard, and six permission levels. With our Partner Program, build strong client relationships and get what you need to do payroll right.
Sponsored By: OnPay
Self-Study: IRS Practice Series - 22 CPE Hours
Go beyond the fundamentals of tax practice and into areas where skill and finesse are required. This updated 11-course bundle is designed for all tax practitioners who want to protect their clients from IRS audit actions.
Sponsored By: Wolters Kluwer
Virtual Event: Evolve Your Tax Practice - Exclusive Event
Join our Thomson Reuters experts and guest practitioners for this exclusive six-episode series where we’ll explore the steps you can take now to fully develop a successful advisory practice, become a responsive and trusted partner for your clients, and earn up to 8 CPE credits. Save your "seat"!
Sponsored By: Thomson Reuters
Virtual Event: The next generation of CPAs: What they want and why you need them
A new generation means new technology skills, new ideas, and fresh energy that can only help firms grow and thrive. New talent is a great way to start preparing your succession plan or exit strategy. Join as we dive into the why’s and how’s of attracting and retaining new talent.
Sponsored By: Thomson Reuters
Whitepaper: 7 Actions Businesses Need to Take Now
We recognize that every organization is asking itself a common set of questions. Having a checklist ensures that you don’t overlook some of the critical actions that will be required as your business responds to a reopened economy. Download this white paper for your playbook and checklist.
Sponsored By: Oracle NetSuite
Virtual Event: Industry Leaders Discussed The Future Of The Profession: Watch Online Now
Unable to attend the event last week? You can still hear from a powerhouse of industry experts, your peers, and Thomson Reuters professionals as they discussed how firms can successfully adapt, thrive, and grow in an ever-changing business landscape. Register now to get the on-demand recording.
Sponsored By: Thomson Reuters
Self-Study: There's Still Time To Get Great Deals on CPE Courses
With more than 700 self-study courses, CCH® CPELink makes it easy to find CPE relevant to your professional development, ensuring you benefit from expert insights while optimizing your time. These courses are easy to use, interactive and mobile friendly! Get instant access and work at your own pace.
Sponsored By: Wolters Kluwer
Self-Study: Quickbooks for CPAs
Learn how you can improve processes by making Quickbooks work for you. This software can assist you in supporting your clients' payroll tasks, tracking job profitability, managing bills and more. Get 16 CPE hours with this bundle of self-study courses, created to help CPAs navigate Quickbooks.
Sponsored By: Wolters Kluwer
Self-Study: Excel for CPAs - 12 CPE Hours for $99
Excel is one of the most commonly used tools in business management. If you want to master formulas, lookup functionality, tables, automation and other spreadsheet functions, this 12 CPE hour bundle is just for you! The on-demand format will allow you to study from home and at your own pace.
Sponsored By: Wolters Kluwer
Self-Study: How to Help Your Clients Transfer Wealth - 16 CPE Credits
Estate planning has changed — from income tax planning to funding family trusts. Noted estates and trusts practitioner, author and educator, Steven G. Siegel, J.D., LL.M., will guide you through this five-course on-demand CPE bundle to cover a range of topics. Discounted price now available.
Sponsored By: Wolters Kluwer
Whitepaper: Managing Business Uncertainty
Change is a constant in business. This white paper examines the three-step solution to get you through whatever new opportunities and challenges arise for your business: Get Visibility, Gain Control, and Build Agility. This white paper is about helping businesses navigate uncertain times.
Sponsored By: Oracle NetSuite
Books: Updated Resource for Complete Tax Compliance
Make sure you're prepared for all of your clients’ filing and planning needs with help from the U.S. Master Tax Guide (2020) Special Edition. This comprehensive guide will help you understand recent updates including new COVID-19 tax legislation. Buy at a discounted price now.
Sponsored By: Wolters Kluwer
Payment Solution: Streamline Your Client Payments
Accepting payments online leads to a more steady and reliable stream of income. CPAs and accountants can now quickly and securely accept credit, debit, and eCheck/ACH payments online. Increase cash flow and save time by scheduling payments to run automatically.
Sponsored By: 8am™ CPACharge
Virtual Event: Webcast: CPAs and Working from Home
Join us as we welcome Amy Vetter, CPA, to discuss how tax and accounting professionals can thrive while working remotely. It’s time to refine our methods, develop best practices, and uncover some natural tools for staying connected with clients and colleagues that can last beyond the current crisis.
Sponsored By: Thomson Reuters
Whitepaper: 4 ways to grow your advisory services
Are your clients (and prospects) fully aware of the breadth and depth of advisory services your firm provides? Get tips to grow your advisory service business even in an economic downturn.
Sponsored By: Thomson Reuters
Bookkeeping: Try AutoEntry for free today
Eliminate manual data entry for your practice. Save time and improve efficiencies, so you can focus on better serving your clients. AutoEntry helps more than 3,000 accounting professionals service more than 150,000 businesses with automated data entry.
Sponsored By: Sage
Whitepaper: Running your CPA firm remotely? Ensure success for your firm with these tips
Remote tax and accounting work is on the rise. Read this white paper to learn specific steps to take and insights into how you can manage your firm remotely, efficiently and effectively
Sponsored By: Thomson Reuters
Webinars: Performing effective and efficient audits
This session is designed to provide an overview of best practices in auditing and how this is enhanced through progressive technologies. They will also share real-world scenarios for how to execute audits in this new environment.
Sponsored By: Thomson Reuters
Webinars: What you need to know about COVID-19 and the future for tax and accounting professionals
Raise your hand if you predicted that tax busy season would still be going on in May? Anyone? Glad it's not just us. Since we're all working through our new normal, let's take some time to quickly review how we got here, what it means for you, and what the future holds.
Sponsored By: Thomson Reuters
Self-Study: Available Courses: Social Security, Disability and Other Government Benefits
The Social Security income election decision may be one of the most important financial decisions pre- and early retirees make. These courses will provide you with a thorough overview on how to advise your clients when it comes to Social Security, Disability, Medicare, and other government benefits
Sponsored By: Wolters Kluwer
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