Tools that expand your thinking.
And advance careers.

Automating time-consuming manual tasks can save your firm hundreds of hours and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs. And we don't need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession.

Everyone knows that a focus on advisory services is the long-term destination of successful accounting practices. The question this report will aim to answer is, how best to get there?

With the Trump administration looking to preserve many of the elements of its landmark tax legislation, tax professionals are looking for some certainty about what provisions will survive into 2026, and this webinar will look at the state of the legislative process thus far.

In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.

The IRS has faced significant funding and resource cuts, which will have widespread implications for taxpayers, businesses and tax professionals. 

The competition of the future won't be between artificial intelligence and accountants; it will be between accountants who use AI and those who don't. This report will dive into how practitioners can take it to the next level with these new tools.

The right mix of partnerships and in-house expertise can maximize value for firms and their clients

Modern CAS is based on the rise of cloud-based software, and its future direction will be driven in part by the new tools that emerge daily to support advanced advisory services. A look at the solutions that are using now, and what's to come.