Resources for the modern CPA firm

Confidently transform your practice to meet the needs of an evolving tax and accounting profession
  1. Overview
  2. Events
  3. Insights
  4. 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

GIVEAWAY

Happy International Accounting Day

November 10 is your day— and we think that deserves something special.

You spend your days making sure every number adds up perfectly. You're the backbone that keeps businesses running smoothly. Honestly? That's pretty amazing. That's why we're giving away $125 e-gift cards to 30 lucky tax and accounting professionals.

EVENT

Partner Summit

Take your practice into a more progressive future with Partner Summit, a two-day onsite event. 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.

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.

Featured resources

Webinar

The OBBBA Awards: The biggest hits and misses

Join our expert panel as they announce the awards for the biggest hits and misses in the One Big Beautiful Bill Act (OBBBA). Learn more about the key elements of the bill and what they mean for accounting professionals in an engaging discussion that transforms complex tax provisions into actionable insights.

Register today

Webinar

Transforming client experience with SafeSend: A Thomson Reuters firm's success story

See how SafeSend transforms client relationships at top tax firms. Join our webinar to hear a real Thomson Reuters firm's story — from first contact to final delivery — and get practical tips to streamline interactions, reduce friction, and boost satisfaction.

Register today

Webcast

Tax talk: An unfiltered Q&A with seasoned professionals

Join us for an interactive discussion that delivers insights tax professionals are the most interested in. Experience a candid conversation with current SurePrep customers and Thomson Reuters sales and customer success professionals, as they share real-world perspectives on the challenges and opportunities shaping modern tax practices.

Learn more

Webinar

The future of tax automation: SafeSend, SurePrep, and UltraTax CS

Register now

Webinar

Automate your tax business with SurePrep

Register now

Webinar

Simplify document management with GoFileRoom and FirmFlow

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Webinar

Why top firms trust CoCounsel Tax: Going beyond automation with agentic AI

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Webinar

How AI is changing tax research forever

Register today

Additional resources

WHITE PAPER

The tax professional's guide to implementing the OBBBA

Get a comprehensive roadmap for understanding the One Big Beautiful Bill Act's (OBBBA's) far-reaching effects, including:
Breakdown of impactful provisions, including SALT caps, child tax credits, and new deductions
Practical compliance strategies for W-2 reporting and regulatory updates
Step-by-step client impact assessment frameworks

Access white paper

Featured blog posts

See all blog posts

Blog

Why is advisory good for me, my firm, and my clients?

Read blog

Blog

Federal implications of the One Big Beautiful Bill: What’s changing and how to respond

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Blog

Year-end tax planning strategies: Provide your clients with expert guidance

Read blog