Webinars and CPE

Accounting October 22, 2024 

Striking the right balance between automation and personal connection is key to delivering great client service.

Technology September 23, 2024 

When it comes to data security, the bad guys only need to get it right once; the good guys must get it right 100% of the time. 

Accounting September 19, 2024 

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join us for an informative webinar where we press pause on all these notifications and break it down.

Technology September 18, 2024 

Whether you’re a solo practitioner or part of a small team, your tech stack plays a crucial role in achieving your firm’s goals. But firm size doesn’t dictate technology you use. There’s no reason to be struggling with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings.

Accounting September 12, 2024 

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years.

Security September 10, 2024 

Tax preparers can take steps to protect themselves and their clients by understanding and establishing a clear, strategic data protection plan for their businesses. Jared Ballew, Vice President of Government Relations at Drake Software, delivers an overview of data security for tax professionals in this upcoming webcast.

Accounting August 15, 2024 

In today’s competitive market, your choice of payroll technology can significantly impact your firm’s success. This webinar is designed for accounting firms and payroll service bureaus looking to optimize their payroll processes to enhance revenue, improve staff workload, increase client retention, and enable growth.

Firm Management August 6, 2024 

Long-time accounting profession leaders, will give easy-to-implement guidance around how to build your accounting firm to support the life you want to live.

Accounting Standards July 11, 2024 

This webinar will provide attendees with an inside view on performing valuations in emerging markets and how it can vary from developed market valuations in a number of key areas

Accounting July 10, 2024 

Topics will include: IRS Enforcement of Individuals, Examinations of Cash-Intensive Businesses, IRS Collection Process, the Inside Secrets to Tax-Liens.  New webcasts will be added monthly.

Isaac M. O'Bannon

Firm Management July 9, 2024 

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.

Technology June 26, 2024 

Your clients may look to their accounting advisor to help them manage compliance of their exemption certificates. Depending on the size of a business and customer base, the complexity can be great.