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eBook
Why Your Firm Needs “Smart” Security Solutions Right Now thumbnail

Why Your Firm Needs “Smart” Security Solutions Right Now

Learn why your accounting firm isn’t as secure as you think it is and why you need a multifaceted approach to security that goes far beyond basic technology

eBook
What Does Automation Mean for Small Accounting Firms thumbnail

What Does Automation Mean for Small Accounting Firms

In this eBook, discover how you can improve your small accounting firm through automation without breaking your budget.

Webinar
Cybersecurity Checklist Essentials for Accounting Firms thumbnail

Cybersecurity Checklist Essentials for Accounting Firms

Join Roman Kepczyk, Director of Firm Technology Strategy, to learn the necessary components of an accounting firm’s security, including the latest on IRS legal requirements for information security and resources to reduce human error through education.

eBook
How Small Accounting Firms Can Take Advantage of Big Data thumbnail

How Small Accounting Firms Can Take Advantage of Big Data

In this eBook, find out what big data means to small accounting firms and what your firm can do to take advantage of data analytics.

Webinar
The Best Automation Technologies to Implement in 2022 thumbnail

The Best Automation Technologies to Implement in 2022

Join CPA and Forbes Tech columnist Gene Marks for a fast-paced look at the best workflow automation software, hardware, platforms and services that will increase the productivity of your people, add profits and keep costs under control.

Webinar
How the Right Accounting Firm Tech Stack Transforms CAAS thumbnail

How the Right Accounting Firm Tech Stack Transforms CAAS

Get access to Roman Kepczyk’s playbook for implementing the right accounting tech stack and processes to guide your firm’s success with advisory services by watching our free, on-demand webinar, How the right accounting firm tech stack transforms CAAS.

Webinar
Optimal Equipment for Today’s Accounting Firm Tech Stack thumbnail

Optimal Equipment for Today’s Accounting Firm Tech Stack

Hear about the best equipment available to implement for your firm’s modern tech stack that will improve workflow processes, enhance efficiencies and ensure your firm is working at peak performance, by watching our free, on-demand webinar, Optimal equipment for today’s accounting firm tech stack, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Webinar
How Lean Processes Transform Today’s CPA firms thumbnail

How Lean Processes Transform Today’s CPA firms

Learn how to apply lean principles to transform the way your firm does business by watching our free, on-demand webinar, How lean processes transform today’s CPA firms, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

eBook
Smart Client Management: The New Skill Every Accounting Firm Leader Must Master thumbnail

Smart Client Management: The New Skill Every Accounting Firm Leader Must Master

In this eBook, learn what Smart Client Management is and why it’s important that you, as an accounting firm leader, understand how to practice it.

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