Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Payment Solution: Sign up for CPACharge by Nov 30th and pay no monthly fee for 12 months!
CPACharge never locks you into long-term contracts or charges setup fees or cancellation penalties so that you can succeed risk‑free. Sign up for CPACharge by November 30th and pay no monthly fee for 12 months!
Sponsored By: CPACharge
Tools & Technology: Watch 2-min video highlighting tax automation benefits
Most tax & accounting firms are already familiar with the ways adding automation across the tax workflow. But what if automation could be applied at every level in your firm – from staff to managers to partners? View 2 minute video.
Sponsored By: Thomson Reuters
Webinars: Watch on demand webcast: Managing M&A
Thomson Reuters and guest, Steve Talkowsky of WithumSmith + Brown, PC, held a hot-topic panel discussion on how to prepare and capitalize on a change in firm structure: Managing Mergers & Acquisitions: Connecting people, technology, & processes.
Sponsored By: Thomson Reuters
Events: Join us at SYNERGY
Tackle the upcoming tax season and beyond with confidence with training, networking, and CPE credits all under one roof at SYNERGY. Whether you choose in-person or virtual, SYNERGY has 4-days of compelling offerings.
Sponsored By: Thomson Reuters
Webinars: Free Webcast | Overcoming accounting talent shortages
Join Mike Bettley, Director of Global Talent Sourcing & Intelligence at Thomson Reuters, as he addresses the talent problem the profession is facing.
Sponsored By: Thomson Reuters
Webinars: Avoid Illegal Discipline of Employees for Conduct Outside the Workplace
Expert Panelist: Brian J. Shenker, of counsel in the Long Island, New York, office of Jackson Lewis P.C. will explore: (1) The Legal Landscape for Conduct Outside the Workplace is Changing (2) Best Practices to Avoid Claims (3) Factors to Consider
Sponsored By: Asure
Tools & Technology: Better together: Automate taxes from gathering data to filing
Imagine the relief: Introducing a new partnership of SurePrep + Thomson Reuters, bringing you an end-to-end 1040 solution. Thomson Reuters has partnered with SurePrep to provide your firm with solutions that automate your 1040 tax workflow. See it in action.
Sponsored By: Thomson Reuters
EBook: Finish 2022 on strong financial footing
Read our ebook, Year-End Accounting Guide: Closing on Strong Financial Footing, and enter 2023 on the best financial footing possible.
Sponsored By: CPACharge
Bookkeeping: Is your month-end close process bogging down your business?
Discover how you can hit your close faster and more effectively in just 5 steps. Maximize efficiency during the month-end close process by taking these steps to identify delays, automate processes and delegate effectively.
Sponsored By: Paro
Webinars: Free 1 CPE Webinar: Work Faster With Excel
In this complimentary 1-hour webinar, you'll discover 5 practical Excel tips that you can use immediately to save time and boost efficiency. Presented by Jeff Lenning - CPA, Microsoft MVP, Microsoft Certified Trainer. Excel users of ALL levels are welcome. Join for FREE now!
Sponsored By: Excel University
Webinars: Webcast next weekâInflation and the economy
Join us for a presentation by Thomson Reuters Institute’s financial and economic analyst, Bryce Engelland, as he dives into an evaluation of Inflation, economics…how bad is it really? Understand the current economy and how accounting firms can thrive.
Sponsored By: Thomson Reuters
Tools & Technology: Learn what you can do with Checkpoint Edge - start a free trial!
Sign up for a free 7-day trial! Get the trusted answers, insights, and resources you need with Checkpoint Edge. "I would recommend to anyone that's looking for a comprehensive program to give them answers to complex accounting or tax problems"- TC Burgin, CPA
Sponsored By: Thomson Reuters
Virtual Event: Book year-end training classes now, for your 2022 Thomson Reuters software updates
Prepare for 2023 with year-end training classes. Year-end training classes, available for several of our most-popular technologies, provide welcome relief from client and economic stress. With a looming tax season and staffing challenges, now's the time to train and get CPE while doing so.
Sponsored By: Thomson Reuters
Events: Hear From The SEC, FASB, PCAOB and Top Corporate Finance Leaders
At FEI’s Corporate Financial Reporting Insights (CFRI) Conference, held in NYC and virtually on November 7 and 8, join top regulators from the U.S. SEC, FASB, PCAOB and finance leaders from prominent companies as they discuss the latest developments in rule-making and standard setting.
Sponsored By: Financial Executives International
EBook: Year-End Accounting Guide
As you wrap up your finances, are you taking steps to ensure you enter the next year with your best foot forward? Our ebook, "The CPA's Guide to Ending the Year on Strong Financial Footing," is filled with tips to help you collect outstanding receivables before the end of the year.
Sponsored By: CPACharge
Survey: 2022 Tax & Accounting Trends Survey
You are invited to participate in a survey on important issues in the Tax and Accounting industry. The survey takes about 15 minutes to complete. Everyone who takes the survey will be entered in a drawing to win one (1) of ten (10) $100 Visa Gift Cards! The survey closes Monday, October 3, 12pm ET.
Sponsored By: Wolters Kluwer
Your Business: Accelerate Your Business Through Advisory
Hear how Practice Forward helped Harper & Co CPAs Plus embrace a team approach to providing exceptional client service through proactive, advisory-centered relationships.
Sponsored By: Thomson Reuters
Whitepaper: Highlights from the Remote Audit Best Practices Webcast
In this white paper, you’ll explore that technology, examine how using such software enables high-quality remote work and remote audits, and share best practices for managing both remote audits and remote audit teams.
Sponsored By: Thomson Reuters
Webinars: Best Interview Questions to Hire the Right Candidate
Get ready for tax season hiring with this free webinar on Thursday, September 29th at 1:00 pm CT. We'll explore: How to Prepare for the Interview with Each Candidate, What are Behavioral Interview Questions?, 7 Exact Questions You Can Ask, Interviewing Tips for Employers.
Sponsored By: Asure
Whitepaper: Imagine the relief: Income stays high while workflow loosens up
Longer to-do lists are normal, but the burden isn't. How can technology help you revamp your tax workflow processes, and weed out inefficiencies? Find your "flow." Read all about it.
Sponsored By: Thomson Reuters
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