| | RESOURCE CENTER | |
| Tools that expand your thinking. And advance careers. | |  |
 | Thursday, Jun 29, 2023 at 2:00 pm ET |
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| Join us to discover the benefits of offering wealth management services and how it can help you address client fears in uncertain times, build stronger relationships and create new revenue streams. Seize the opportunity this volatile market has created for you to generate additional, sustainable income for your business while offering your clients even more. |
| Sponsor Content from Avantax |
| This annual ranking of the leading national and local firms also includes data analysis, as well as their chief executives' take on the major issues facing their firms, and their strategies for success for 2023 and beyond. |
| Sponsored by Taxfyle, SafeSend, CPAmerica International, Allinial Global, NACVA |
| Wednesday, Jul 26, 2023 at 2:00 pm ET |
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| One key aspect of the modern move to a focus on advisory work is the ability to use tools like data analysis, artificial intelligence, robotic process automation, dashboards and more to augment and extend the expertise of the human advisor. |
| Sponsored by Bill.com, CPA.com/Biz2Credit, Botkeeper, CPA.com, Divvy, Paychex |
| Tuesday, Jul 25, 2023 at 2:00 pm ET |
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| Join SafeSend, as they share the journey of solving pain points experienced on the front-end of the tax process and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. |
| Sponsor Content from SafeSend |
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