Resources

Tax preparation is just the start; the future of the tax practice is elevating it from simply helping clients with immediate planning to advising them on what tax moves to make and how those moves fit into their overall life and financial strategies.

Learn how to evaluate and implement affordable automation solutions that save time and reduce operational costs without overextending your budget. See how automating tax return assembly and delivery through eSign results in $12k saved for every 1k returns.

Join us for this actionable webinar where we'll uncover proven strategies to streamline payroll processes, cut inefficiencies, and boost profitability. We'll explore how technology and smarter pricing models can enhance your firm's payroll services, along with best practices for scaling operations without increasing workload. Whether you're looking to extend client value, reduce compliance risks, or maximize ROI, this webinar is designed to provide the practical insights you need to succeed.

This session brings together leaders from three of Accounting Today's 2025 Best Firms to Work For to discuss how they're leading the profession in finding and keeping the next generation of firm staff and partners.

Looking to scale back tax clients that are below-the-threshold? Get paid for each client you refer with Intuit's new program!

Join this webinar to hear how we lean into our core service at the intersection of tax and wealth: tax-smart investing and money management.

Learn why niching down is the key to sustainable growth and how to build a go-to-market strategy that attracts not only more clients, but the right ones who value your expertise.

his session explores how tax professionals can increase consulting revenues by strategically leveraging technology, embracing new consulting models, and delivering value-added advisory services backed by AI-driven data.

Equip yourself with the knowledge to make informed decisions about your firm's future by signing up for this webinar today.

If your team is struggling with inefficiencies, talent churn, or legacy systems, join us to learn how to break the cycle and build a foundation that sustains both your people and your bottom line.