Webinars and CPE

Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation.

This webinar provides an update on how and why accounting firms are being targeted, a simplified breakdown of the specific IT regulations enforced by FTC, and delivers guidance on the IT solutions available.

Help your clients remain compliant and avoid unnecessary penalties with year-round maintenance related to W-8 and W-9 forms and vendor management.

Understand your legal and regulatory obligations and develop adequate policies to secure client data and protect your practice.

This is your chance to link arms with colleagues from diverse backgrounds and come together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success!

This webinar will look at common and not so common lies accountants tell themselves. You'll hear from industry experts with tips and techniques for improving your business and telling yourself the truth.

Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.

The training sessions will address the issues that keep you from soaring with cutting-edge CPE-eligble education on practice management, pricing strategies, process automation technologies, hiring strategies, engagement management…and more.