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

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

EVENT

Advisory Symposium

Join us June 2 to 4, 2026, at the stunning Hyatt Regency Huntington Beach Resort & Spa for three transformative days of learning and connection, designed to help take your firm's advisory practice to the next level.

CONFERENCE

SYNERGY for Tax, Audit, and Accounting Professionals

Something extraordinary is happening in Las Vegas this November 2026.
For the first time, we’re bringing together tax, audit, accounting, corporate, and legal professionals under one roof for an unprecedented collaboration experience.

Training Solutions

Boost your expertise with TaxWatch

Take your firm to the next level with multiple levels of core tax training. TaxWatch University begins with an entry-level course focused on common topics, followed by courses that provide greater depth on corporate tax issues, partnerships, LLCs, and other special entities.

Webinar calendar

Webinar

How to connect with challenging tax clients

Explore how the right tax automation software helps you eliminate communication gaps and win back disengaged clients.

Webinar

Why tech-forward firms have the inside track to the future.

Discover how tech-forward firms are gaining a competitive edge by using automation and streamlined workflows to reduce costs, improve efficiency, and free up time for higher-impact work.

Webinar

How much AI is too much? Finding the right balance

AI adoption in tax and accounting is accelerating — but more AI doesn’t always mean better outcomes. As firms push forward, the real challenge isn’t whether to use AI, but how much is the right amount.

Learn more

Webinar

AI is changing tax work forever — Is your firm ready for what's next?

Join our panel of tax and AI experts at Thomson Reuters as they examine the forces reshaping tax work, the real-world impact firms are experiencing today, and what lies ahead for the profession.

Webinar

Post–busy season review: Turning pain points into progress

Discover what worked — and what didn't — during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.

Demo Webinar

AI that actually finishes your tax work: See CoCounsel in action

What if AI could prepare returns, uncover hidden revenue, and tackle complex tax work? Explore our three AI-powered solutions — CoCounsel Tax, Ready to Review, and Ready to Advise, and see how your firm can save time, streamline review, and turn every return into a growth opportunity.

Demo Webinar

How leading firms process 98% of returns with less staff

Discover what a connected tax workflow looks like in action. Explore how SafeSend, SurePrep, and UltraTax CS work together to reduce manual steps, save time, and improve efficiency.

Demo Webinar

From backlog to done: Discover Ready to Review — AI built for individual tax returns

Named Accounting Today’s Top New Product of 2026, Ready to Review is an agentic AI solution that turns source documents into review-ready 1040 returns. Join our series and experience firsthand how this award-winning solution is changing the game for individual tax returns.

Demo Webinar

AI-powered advisory: Turn tax returns into opportunities with Ready to Advise

Discover how to uncover tax-saving opportunities and create client-ready proposals faster with AI. See how tax returns can become actionable advisory plans with implementation guidance.

Demo Webinar

More than research: Meet CoCounsel Tax — AI that takes your work over the finish line

CoCounsel Tax isn't just another research tool — it's your complete AI-powered tax workflow solution. Register for this demo to see how it analyzes documents, drafts letters, delivers client-ready answers, and more.

Demo Webinar

Complex tax returns slowing you down? See the automation power of UltraTax CS

See how built-in automation can help your firm move beyond manual compliance work. In this demo, you'll learn how UltraTax CS can reduce data entry, ease staffing challenges, and create more time for strategic tax planning.

Demo Webinar

Never hand-key another W-2 or K-1: Automate your workflow with SurePrep + Additive

Tired of manual data entry and document chaos during tax season? See how leading firms are automating their 1040, 1041, and 1065 workflows with SurePrep; plus, discover how Additive is transforming K-1 processing for asset and wealth management firms.