Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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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)
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
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