Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Staffing: Attract talent & improve retention with modern solutions
Is high staff turnover a constant concern? Make your firm a magnet for great talent with our latest guide Fit for the Future: A Guide to Attracting and Retaining Accounting Talent. Discover how you can use technology to eliminate staff burnout, reduce turnover, and attract new talent.
Sponsored By: 8am™ CPACharge
Whitepaper: Top Accounting Trends Impacting the Profession
Stay in tune with the trends impacting the profession so you can remain competitive and positioned for future success!
Sponsored By: Thomson Reuters
Education & CPE: Free 2 CPE: Excel Secrets Every CPA Should Know
Excel Secrets Every CPA Should Know. 4 Time-Saving Tips (FREE, 2 CPE). Do you know there are tons of hidden Microsoft Excel tricks and hacks that can save you loads of time? Take the FREE Excel Secrets course.
Sponsored By: Excel University
Whitepaper: Streamline your client communication with these 11 need-to-ask questions.
This white paper provides you with valuable information on how to streamline the communication between you and your client while ensuring you obtain all the necessary information.
Sponsored By: Thomson Reuters
Tax: Checkpoint Edge is designed for tax experts, by tax experts.
From complex inquiries to standard practice questions, quickly find the answers you need — or get confirmation on a detail you already know. Checkpoint Edge is your safety net in any environment. Explore Checkpoint Edge today by signing up for a free 7-day trial.
Sponsored By: Thomson Reuters
Cryptocurrency: Receiving surprise crypto losses from clients?
Use our cryptocurrency guide for accountants to properly help clients manage their virtual money
Sponsored By: Thomson Reuters
On Demand: Secure 2.0 Act Overview
SECURE 2.0 Act of 2022 was enacted as part of the 2023 Consolidated Appropriations Act, which was signed into law on December 29, 2022. It is the culmination of a multiyear bipartisan effort to follow up on the 2019 SECURE Act. Retirement planning expert Jamie Hopkins, a managing partner at the Car
Sponsored By: Advisor Registry
Events: Register: The Future of Senior Health & Wealth for CPAs
When tax season is over, treat yourself to this must goto event for CPAs in Las Vegas. If you have clients that are 50 years or older, this event is for you. As a CPAdirectory member, you'll receive a free ticket.
Sponsored By: Medicarians
Webinars: Benefits of Premium Financing
Attend this event if: You have at least one client that needs $2,000,000 or more in life insurance, You have at least one client that wants life insurance without any out-of-pocket costs, You want to earn an extra 6 figure income this year.
Sponsored By: CPAdirectory
Self-Study: $20 CE – Secure Act, QDRO, Social Security Update, and More
Self-Study Courses Approved by NASBA and the IRS
Sponsored By: National Association of Registered Social Security Analysts (NARSSA)
Tools & Technology: Checkpoint Edge is here to help
Where do you go when you don’t have the answer? Checkpoint Edge is the place to go when your client asks you a question on an unfamiliar topic. Sign up for a free trial today and turn your tax research over to Checkpoint Edge!
Sponsored By: Thomson Reuters
Whitepaper: New payroll methods to build your business
Offer new payroll methods without any additional resources or added risk
Sponsored By: Thomson Reuters
Webinars: Webcast today @ 1pm ET: Register to receive the recorded event for a more convenient time
Take a break from your workload and be the champion for change in your firm today
Sponsored By: Thomson Reuters
Webinars: Increase efficiency and profitability with this on-demand webcast
Are you ready for research that backs up your instincts—that your mounting workload demands a better way to work? Our 2022 research pinpoints specific areas where most accounting firms can easily meet those new priorities. Join Thomson Reuters as we find real solutions.
Sponsored By: Thomson Reuters
Education & CPE: Grow your tax expertise with an MS Taxation from UC Online
Why Choose an MS Taxation at University of Cincinnati? 100% Online Coursework - no campus visits required. Earn credits toward CPA Exam and continuing education as a CPA. Flexibility to balance school, work, and family life.
Sponsored By: University of Cincinnati
Webinars: Free 1 CPE Webinar: How to Grow Your Practice Through Business Advisory Services!
Attend this Masterclass, How to Grow Your Practice Through Business Advisory Services! When: Thu Feb 9 @ 3pm ET. Learn why now is the right time to pitch your clients a business advisory service and how much you should be charging for a business advisory service.
Sponsored By: The CFO Project
Payment Solution: Pair your practice with the perfect solution
Feeling overwhelmed by the upcoming tax season? Pair your practice with CPACharge, the online payment solution designed specifically for the accounting profession. Open your account by February 28, and you'll pay no monthly fees for 6 months!
Sponsored By: 8am™ CPACharge
Webinars: Tips to upsell this tax season Webcast
Tax busy season is the most demanding time of year for industry professionals. It requires the most of every practitioner, and it finds client demands at levels not seen at any other time of the year.
Sponsored By: Thomson Reuters
Webinars: Address your firm's biggest needs with this webcast
Take these 30 minutes to map your firm’s path ahead, reducing the stress and workload that face today’s tax and accounting firms. Watch the on-demand event now!
Sponsored By: Thomson Reuters
Payment Solution: QuickBooks + CPACharge = Streamlined success for you
Deposit reconciliation has never been easier with CPACharge’s seamless QuickBooks Online integration. Schedule a demo to see it in action today.
Sponsored By: 8am™ CPACharge
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