Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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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: 8am™ 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: 8am™ 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
Cryptocurrency: Questions on cryptocurrency? Here’s what accountants need to know.
Check out our white paper, Understanding cryptocurrency: A guide for accountants, for quick access to exactly what you need to know: in order to advise your clients who are ready to exchange cryptocurrency.
Sponsored By: Thomson Reuters
Webinars: Webcast | Future of Accounting: July 21, 2022 1:00 - 2:00 p.m. ET
Join our interactive, “round-table” webcast event, as our experts discuss the trends, issues, and hot insights they’re seeing in the accounting profession – and how it relates to your firm.
Sponsored By: Thomson Reuters
Webinars: Free webcast on July 27- providing client insights and opportunities
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
Payment Solution: Free resource: How to step up your client service in 2022
In our e-book, "Getting Paid Today: Payment Trends Accounting Industry Professionals Need To Know," you'll learn how the Digital Revolution is impacting accountants, bookkeepers, CPAs, and enrolled agents.
Sponsored By: 8am™ CPACharge
Webinars: Tomorrow! Tax compliance for Bitcoin and virtual currencies
Join Thomson Reuters’ Shaun Hunley and Ledgible’s John Wandrisco for an expert discussion on navigating the compliance complexities of cryptocurrency.
Sponsored By: Thomson Reuters
Events: You’re invited to Partner Summit 2022 – Register today!
Take the next step into advisory services and hear directly from peers who've found success after making the switch. Hear from experts, guest practitioners, and peers about how to make the shift from compliance to advisory.
Sponsored By: Thomson Reuters
Payment Solution: The CPA’s Ultimate Guide to Credit Card Processing
Processing fees, security, minimizing chargebacks - all critical factors when choosing the right payment solution for your accounting business. Don't know where to start? We're here to help! With our "The CPA's Ultimate Guide to Credit Card Processing," you'll have an all-in-one resource.
Sponsored By: 8am™ CPACharge
Payment Solution: How Accountants Can Leverage Fee Funding
Online fee funding plans have become more popular than ever before. Today’s consumers prefer to pay for their goods in small installments over time, even if they have the funds to cover the full cost of the product from the start. Schedule a demo of CPACharge!
Sponsored By: 8am™ CPACharge
Education & CPE: Save 10% on all webinars and on-demand CPE
CPAdirectory and Checkpoint Learning have partnered for a special offer! Save 10% on all webinars and self-study courses with PROMO CODE: CPADIR10 through July 4th!
Sponsored By: Thomson Reuters
Tools & Technology: End-to-end professional software: Client docs, preparation, tax 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.
Sponsored By: Thomson Reuters
Payment Solution: CPACharge thinks you deserve a break
You made it to summer! No doubt you’re looking forward to some well-deserved relaxation…just as soon as you’re finished wrapping up your work.Right now, we have a special offer. If you sign up for CPACharge by June 30, you’ll get a $100 Visa Gift Card to treat yourself however you please!
Sponsored By: 8am™ CPACharge
Webinars: Register: Expand Your Niche Accounting Practice - June 16
Many accounting firms have one or more niches, some by choice and some through natural course of business. Niches can provide great opportunity. During this session Thomson Reuters and a firm owner who services a niche will talk about maximizing the opportunity your niche(s) provides.
Sponsored By: Thomson Reuters
Webinars: Accountants stressed out? Webcast: 1040 workflow stress relief
Join Greg Pope, Vice President of Marketing at SurePrep, and Corey Greene, Senior Product Marketing Manager at Thomson Reuters, as they provide solutions to common 1040 tax workflow pain points. June 9 at 1 p.m. ET, see how you can make life easier.
Sponsored By: Thomson Reuters
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