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

The future of work is coming to Orlando this November for tax, audit, and accounting professionals. SYNERGY gives you an exclusive opportunity to discover innovative solutions, engage in collaborative discussions, exchange ideas, and forge new partnerships.

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.

MONTHLY GIVEAWAY

Win a free pass to Synergy + Away carry-on suitcase

We’ve put together a truly special experience. Enter for your chance to win: One SYNERGY 2025 Conference Ticket AWAY Carry-On Suitcase Entry deadline: August 31, 2025, at 11:59 PM ET Winner notified: September 5, 2025 **Official rules and eligibility requirements apply

Featured webcasts

Webinar

Navigate the One Big Beautiful Bill: AI research strategies for tax professionals

Discover how advanced AI prompting transforms your research workflow, helping you quickly navigate provisions like enhanced QBI deductions, modified SALT limitations, terminated energy credits, and dozens of other critical changes affecting your clients.

Webinar

Real Results: How Firms Budget Better with SafeSend and Thomson Reuters

Learn to automate tedious tasks, simplify budgeting, and create seamless operations while hearing real success stories from firms already seeing dramatic improvements.

Webinar

Harness the power of Practice Forward for profitable advisory services

Expand your service offerings and build stronger client relationships. Whether you’re new to advisory services or refining your approach, you’ll benefit — and receive a $10 coffee gift card as our thank you for joining.

Additional resources

SPECIAL REPORT

One Big Beautiful Bill: What you need to know

In a series of marathon Senate and House sessions leading up to the July 4th holiday, Congress passed the One Big Beautiful Bill Act. Access our 55-page special report to learn more about these policies.