Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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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
Bookkeeping: Automate data entry for your accounting or bookkeeping practice with AutoEntry
Make life easier for your clients through automated, paperless data entry and unlock significant time savings across your practice. AutoEntry accurately captures invoices, receipts, expenses, and bank statements with many other benefits.
Sponsored By: Sage
Webinars: Free Webcast: Dealing With Economic Disruption
During this 3-hour virtual event, Will Hill and Paul Miller will review key areas to maintain the health and vitality of your firm, manage your client relationships with compassion, and map out your clients’ paths to healthy survival through the economic downturn.
Sponsored By: Thomson Reuters
Books: Buy Your Must-Have COVID-19 Tax Relief Guide: Discounted Today
The COVID-19 pandemic has impacted you, your business, and your clients. Gain an understanding of the tax implications and compliance changes related to COVID-19 and help meet the needs and demands of your clients and business with this must-have guide.
Sponsored By: Wolters Kluwer
Cryptocurrency: This Software Tool Helps Accountants With Bitcoin Tax Calculations
The rise in Bitcoin's and other cryptocurrencies' popularity has brought intensified scrutiny from government bodies including the IRS. As a result, CryptoTrader.Tax offers accountants and clients an easy way to calculate capital gains and losses from cryptocurrency investing.
Sponsored By: CryptoTrader.Tax
Self-Study: Social Security Income Courses - 8 CPE Credits
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
Webinars: Webcast For Accounting Firms - How To Deal With Economic Disruption
Economic disruption can magnify the crucial aspects of your advisory-centric relationships. We invite you to tune in online and discover practical steps that you can put into place immediately to help your firm as well as your clients.
Sponsored By: Thomson Reuters
Webinars: Not your father’s CPA firm – Advisory as a business model
Making the switch to an advisory business model might be overwhelming - especially in light of recent events - but in the long term, offers the benefit of valuable new income streams and more satisfied clients. Join us for a 45-minute video broadcast, as we discuss the new way forward.
Sponsored By: Thomson Reuters
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