Resources for the modern CPA firm

Learn about the tax and accounting industry’s efficiency crisis and its automation opportunity

Explore what happens when technology takes care of the grunt work — freeing you up for the expertise, judgment, and client relationships that make you indispensable.

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.

Join industry experts Carrie Bellinger and Drew Luehm for this 20-minute webinar as they show you how integrated technology can turn your most strained client relationships into your most durable ones.

Learn how improving handoffs, reducing manual work, and streamlining workflows can help teams save time and better serve clients.

Explore how SafeSend streamlines your client engagement workflow from initial data gathering through final return delivery and automated e-filing — saving your firm hours of manual work every tax season.

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.

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.

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.

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.

Discover how leading firms are processing 95 to 98% of returns through automation — saving hours per return while doing more with less staff. Now's the time to make next tax season look different.

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.

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.

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.