Resources for the modern CPA firm

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

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. This collection of events, insights, solutions, and blogs has been created to help firms like yours stay ahead of the rapidly changing profession.

Featured events

Annual Event

2025 SYNERGY

Ready to level up again in 2025? We're thrilled to announce that registration for 2025 is officially open!

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

Learn more about SYNERGY

conference

2024 Partner Summit

Take your practice into a more progressive future. With guidance from top experts, you’ll invest in strategic thinking while learning how to distinguish between value-added advisory services and traditional compliance services.

Learn more about Partner Summit

Virtual event

Advisory bootcamp

Explore the steps you can take now to redefine your practice to build a more progressive firm. You’ll learn how to:

• Build your firm's advisory business model

• Define clear scope of client engagements

• Develop a standardized advisory offering

Learn more about Advisory bootcamp

Featured webcasts

WEBCAST

Unexpected implications of AI

In a world promising greater efficiency, examining the unforeseen effects of intelligent bots is crucial. Join us as we explore the complexities of AI tools and their impact on professional lives in this webcast.

Register today

WEBCAST

Overcoming process inefficiencies and maximizing system utilization

Discover how to refine your firm's services for success, explore strategies to set minimum prices to ensure fair compensation for quick questions, and clarify client relationships to ease concerns about quick inquiries.

Register today

WEBCAST

1040 tax workflow simplified: Tips for a seamless filing season

Join our comprehensive webinar to learn advanced tips and strategies for mastering the 1040 tax workflow. Our experts will guide you through best practices, common pitfalls, and innovative solutions to streamline your tax preparation process and ensure accuracy.

Register Today