Tools that expand your thinking. And advance careers.
| RESOURCE CENTER | |
| Tools that expand your thinking. And advance careers. | | |
| A great referral network can be a powerful driver of revenue and client relationship support. |
| Sponsor Content from Avantax |
| Tuesday, Jul 26, 2022 at 2 pm ET |
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| In this webinar panel, CAS experts and practitioners will discuss why spend management is the future for CPA firms and how firms can create efficiencies and attract and retain talent with technology. |
| Sponsor Content from CPA.com, Divvy |
| Wednesday, Jul 27, 2022 at 2 pm ET |
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| It’s never too early for practitioners to start helping clients prepare for the end of the year, so this webinar will discuss the major issues at play for 2022 and 2023, as well as the best ways to build year-long relationships with your tax planning clients. |
| Sponsored by SafeSend, Source Advisors, Vertex |
| Tuesday, Aug 9, 2022 at 2 pm ET |
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| Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few. |
| Sponsor Content from SafeSend |
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