Webinars and CPE

In this session, discover how forward-looking firms are rewriting the way they operate using bite-sized benchmarking. These benchmarks help you ignite a revolution of recurring revenue, target clients, and saying goodbye forever to unhealthy hours – while increasing profitability.

Earn up to 14 hours of free CPE during this 2-day annual, virtual conference. Register now and mark your calendar for Ensuring Success, to ensure you meet your year-end CPE requirements.

New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.

Are you ready for the upcoming tax season? From updates to the Inflation Reduction Act to expanded e-filing requirements for businesses, our speakers will help you be informed and ready for the new year. 

This year's conference will feature two iconic keynote speakers: tennis champion Venus Williams and real estate mogul and Shark Tank investor Barbara Corcoran.

As a tax professional, you are probably aware of your responsibility for keeping your clients’ personal data safe, but do you know what that really means and how to successfully protect their privacy?

Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation.

This webinar provides an update on how and why accounting firms are being targeted, a simplified breakdown of the specific IT regulations enforced by FTC, and delivers guidance on the IT solutions available.