Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Webinars: 9/22 Webcast | Tax Compliance Call to Action
Tax Compliance Call to Action- Why you should be calling and speaking to your clients now. Date: Sep 22, 2022. Time: 2pm EST/ 1pm CT.
Sponsored By: Thomson Reuters
Business Opportunities: Tax & Audit Projects - Immediately available with Paro
Remote Tax Prep, Tax Review and Audit Projects — Available Now. Gain access to new clients and opportunities for your firm. If you are a #CPA or Enrolled Agent looking to work on your own terms, you can do so immediately.
Sponsored By: Paro
Whitepaper: 1040 tax workflow best practices
Are inefficient tax workflow processes costing your firm? In this white paper, we’ll explore this question tax preparers should consider as an increasingly complex and tech-driven environment raises the stakes for a growing number of firms.
Sponsored By: Thomson Reuters
Payment Solution: Add a credit card authorization form to your client intake process
Do you accept credit card payments in your practice? Protect yourself from payment disputes with our free credit card authorization form template. Running payments has never been easier.
Sponsored By: CPACharge
Webinars: Webcast | Future of Accounting - August 30th 2pm EST
Join our interactive, “round-table” webcast, as our experts discuss the trends, issues, and hot insights they’re seeing in the accounting profession –& how it relates to your firm. By the end of this live webcast, we’ll have a better understanding of how to be successful in the future of accounting.
Sponsored By: Thomson Reuters
Whitepaper: Seize the moment between tax seasons: Evaluate your tax software
Is your current tax software costing your firm time and money, and impacting your ability to grow? Now more than ever, tax and accounting firm leaders should consider advancements in their technology to successfully transform how their firms work and collaborate with their clients.
Sponsored By: Thomson Reuters
Webinars: Join us online on TODAY for a free webcast -Tax compliance for Bitcoin and virtual currencies.
Our experts will give you answers on specific issues, like the dreaded virtual currency question on the 1040 form and how to avoid the crypto digital shoe box. We will provide you with insight into the world of virtual currencies, so you can better serve your clients. TODAY August 18 2pm EST.
Sponsored By: Thomson Reuters
Webinars: Free Webinar: CPAs - How to Offer CFO Services
Learn How CPAs Can Start a CFO Service That Gets Real Results. Free Webinar for CPAs on Tuesday Aug 23 @ 1pm ET. CPAs: Offering CFO services will get you big fees and great clients. Attend this webinar to learn why offering an outsourced CFO service would make sense.
Sponsored By: The CFO Project
Webinars: Free Webinar: Using IRAs to Invest in Real Estate
Webinar: Alternative Investing with Self-Directed IRAs. August 17th at 11:00 AM CST. Are you a CPA looking to learn how investors are using their old 401(k)s, IRAs and other qualified retirement plans to purchase real estate and other alternative assets?
Sponsored By: Quest Trust Company
Payment Solution: Countless hours saved while getting paid with CPACharge
With CPACharge, an online payment solution designed specifically for accounting professionals, you'll be able to simplify your payment processing and spend less time on billing. And with no long-term contracts, setup fees, or cancellation penalties, trying CPACharge is risk free.
Sponsored By: CPACharge
Events: Join us at SYNERGY2022
SYNERGY offers more speakers, sessions, and networking opportunities than anywhere else. Build your own agenda with what matters to you by choosing from 70+ speakers, 125+ unique sessions, 175+ experts, and up to 21 CPE Credits.
Sponsored By: Thomson Reuters
Webinars: [Free Webcast] What Makes a Business Future-Ready? Investing in Talent
Join us for a free webcast that explores how transitioning from a compliance-focused firm to an advisory-centric one creates an environment where staff can professionally thrive and want to stay long-term to grow their careers.
Sponsored By: Thomson Reuters
Whitepaper: Seize the moment between tax seasons: Evaluate your tax software
Is your current tax software costing your firm time and money, and impacting your ability to grow? Check out this list of 15 features, capabilities and customer services to look for in a gold-standard tax software.
Sponsored By: Thomson Reuters
Webinars: Webinar August 17th: Alternative Investing with Self-Directed IRAs
CPAs: We’d like to invite you to an upcoming webinar to learn about using Self-Directed IRAs to invest in alternative assets like real estate, private companies, oil and gas, notes, cryptocurrency and so much more. This free webinar will be hosted by Quest Trust Company on August 17th at 11AM CST.
Sponsored By: Quest Trust Company
Payment Solution: Take back your day with CPACharge.
Your work day isn’t easy, but your payment process can be. Streamline your billing and invoices with CPACharge. Sign up by August 31 and pay no monthly fee until 2023!
Sponsored By: CPACharge
Business Opportunities: 1031 Replacement Property Available - Join the Referral Program
Earn $2,500, $5,000 or more on 1031 Exchange Real Estate Transactions. Do you have clients that invest and sell real estate? Get paid helping clients defer taxes on the sale of their real estate. Get paid for helping clients purchase managed income producing real estate.
Sponsored By: CPAdirectory
EBook: Free resource: Get ahead with the latest trends in 2022
Check the latest trends with our free e-book “Getting Paid Today: Trends Accounting Industry Professionals Need to Know”. In this e-book, you’ll learn about fostering great client experiences, the evolving costs with new technology, and how the digital revolution is changing the landscape for CPAs.
Sponsored By: CPACharge
Webinars: On Demand Webcast | Remote Audit Best Practices
Join Julie Wiese, AuditWatch Senior Trainer and Thomson Reuters Senior Consultant, Colleen Bellers for a 60-minute webcast exploring remote audit best practices. We invite you to watch this on demand webcast where you will learn how your firm can audit from anywhere with the Cloud Audit Suite.
Sponsored By: Thomson Reuters
Webinars: Free Webcast July 27! Gig economy, and the new reporting environment
Join us on July 27, as we guide you on how to help your affected clients deal with the new reporting environment. Topics covered include compliance, available deductions, and penalties for noncompliance.
Sponsored By: Thomson Reuters
Webinars: [Free Webcast 7/28] Shifting From a Compliance to Advisory Centric Firm
Join Thomson Reuters and a firm owner for this webinar, as we look at strategies with proven success to bridge the gap between compliance and advisory services.
Sponsored By: Thomson Reuters
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