Resources for the modern CPA firm

Confidently transform your practice to meet the needs of an evolving tax and accounting profession

Overview
Events
Insights
Blog posts

Stay up to date with current trends and best practices in accounting for tax season

Become the modern firm your staff and clients want you to be. We’ve created this collection of events, insights, solutions, and blogs to help firms like yours stay ahead of the rapidly changing profession.

Featured events

Annual Event

2025 SYNERGY

We can't wait to shape the future of tax, audit, and accounting with you again in Orlando!

Secure your spot now with our exclusive early bird discount and get a head start on driving success in the coming year and beyond.

EVENT

Partner Summit

Take your practice into a more progressive future with Partner Summit, a two-day onsite event hosted in five locations throughout the year. Attendees can earn CPE credits and learn how to center client relationships around advisory rather than transactional compliance work, hearing from expert presenters who have implemented Practice Forward.

EVENT

Advisory Symposium

Join us for a dynamic, three-day onsite event to boost your firm's advisory capabilities. Experience insightful learning sessions and valuable networking opportunities. Non-members of Practice Forward can learn effective advisory strategies, while Practice Forward members will receive guidance to advance their business and connect with peers to share success strategies.

Featured webcasts

WEBCAST

How to Handle Difficult Clients

Join us for an online webinar designed to empower you with the tools and strategies needed to manage challenging client interactions effectively, ensuring the best interests of your firm and your personal well-being.

ON-DEMAND WEBINARS

Unexpected Implications of AI

Learn more about the impact AI brings to various aspects of business, from customer experiences to predictive forecasting and prescriptive marketing approaches. Gain insights into the integration of AI with essential skill sets, including critical thinking, professional judgment, trust, and leadership.

Watch now