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Webinar: Growing Your Bookkeeping or Accounting Firm: A Roadmap to SuccessWebinar:

CPA Practice

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee. Learn more at [link].

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Webinar: Effortless Tax Prep and Workflow: Say Goodbye to Client Frustrations

CPA Practice

This webinar will be held on Thursday, May 16, 2024 Sponsor: SafeSend Duration: 1 Hour Register Now With many technological and AI-powered advances coming to the tax and accounting profession, firms are looking to provide the best service for their clients, all while staying up to date, saving time, and cutting costs.

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CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

Join SafeSend, as they share the journey of solving pain points experienced on the front-end of the tax process and define a new way to get your firm and clients tax ready! Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry.

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CPE Webinar October 30, 2023: Consumer Privacy – The Tax Professional’s Responsibility

CPA Practice

As a tax professional, you are probably aware of your responsibility for keeping your clients’ personal data safe, but do you know what that really means and how to successfully protect their privacy? She will also give key tips for how you can implement best practices for data safety in your own firm. Click here to log in.

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CPE Webinar September 12, 2023: Cybersecurity for the Tax Practitioner

CPA Practice

Jared Ballew, 2022-23 Chair of the ETAAC and Vice President of Government and Industry Relations at Taxwell; and Ann Campbell, CPA CIA and Drake Software Trainer will share an overview of the cyber threats that taxpayers and tax professionals face daily. Program level: Basic (no prerequisites required).

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CPE Webinar May 23, 2023: Tax Workflow Automation: Make Your Tech Investment Count

CPA Practice

The height of tax season is often the time when firms feel the impact of inefficiency. By standardizing the experience with the SafeSend Suite, you provide ONE PLATFORM that clients become comfortable with at every point in the tax engagement and staff know how to use. Please click here to log in.

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CPE Webinar December 12, 2023: Take the Stress Out of Tax Season with Bite-Size Benchmarks

CPA Practice

The standard business model for accounting firms is reactive and transactional – and it’s on life support. Renew has helped hundreds of accounting firms increase their number of target clients, focusing on inspiring metrics and work while making a significant impact with their clients. Already registered for this webinar?

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