Archived Webcast – Balancing Automation and Personal Connection in this Digital Era
Striking the right balance between automation and personal connection is key to delivering great client service.
Webinars and CPE
Webinar: IT Guide for Accounting Firms: Security, Compliance, and Outsourcing
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.
Archived Webcast: Tax Firm Innovation: Assessing and Enhancing Your Current Processes
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.
Webinar: Unlocking Success: Building Your Small Firm’s Ideal Tech Stack
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 There’s no reason to be struggling with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings.
Charting the Future of Accounting – Sept. 12 Webcast
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.
Webinar: Security for Tax Professionals
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.
Webinar: Signs Your Payroll Provider is Holding Your Firm Back and What You Can Do About It
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.
Webinar: The Power of Simplifying your Firm
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.