Tools that expand your thinking.
And advance careers.

The future of Trump-era tax laws is taking shape. This webinar explores the current state of the legislative process and what tax professionals can expect as key provisions approach their 2026 expiration.

Disconnected systems can slow your team down. In this session, Lera Kooper shares how her firm used Canopy to streamline operations—cutting down from 14 tools to just 4. Get a firsthand look at how modern practice management can boost efficiency, simplify workflows, and improve the client experience.

Modern CAS is based on the rise of cloud-based software, and its future direction will be driven in part by the new tools that emerge daily to support advanced advisory services. A look at the solutions that are using now, and what's to come.

Manual processes are costly in terms of time and money, and talent. This session explores how automating tax workflows can save your firm thousands while also helping you attract and retain the next generation of CPAs. You’ll learn how to implement cost-effective tech, streamline operations with a unified stack, and stay competitive with tools like AI and automation.

Automation isn’t just about pushing a button. When applied to complex processes and integrated with advanced services, it becomes a powerful tool for growth. This guide shows accountants how to move beyond basic automation and unlock its full potential.

When delivered and scaled appropriately, accounting firms have the potential to generate significant revenue from advisory services. 

Download this research-based white paper to learn: 

• Why momentum around advisory services is here to stay
• How to overcome the challenges associated with effective advisory offerings
• The key to a flexible advisory services partnership