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.

Early-bird pricing available

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.

Flash sale pricing available

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.

Flash sale pricing available

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.

Webcast

Turn 1040 bottlenecks into opportunities with integrated tech adoption

Overcome common challenges tax firms face — including software-as-a-service (SaaS) sprawl and disparate tech solutions — with an integrated technology approach. Join our webinar to learn about eliminating workflow inefficiencies and turning these challenges into opportunities.

Webcast

How AI is changing tax research forever

Discover how AI is transforming research and analysis for tax professionals. Join us for an in-depth webinar exploring how AI-powered tools like CoCounsel Tax revolutionize traditional tax research methodologies and enhance practitioner capabilities.

Additional resources

White paper

Guide to navigating the new IRS digital asset reporting regulations

Navigate the new IRS digital asset reporting regulations confidently using this essential resource. Learn about regulatory overview, broker identification, sales subject to reporting, and more to ensure compliance.

Access white paper