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Upcoming Webinars

FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS

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THE AI ADVANTAGE IN AUDITING: MODERNIZE YOUR PRACTICE

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Archived Webinars

FUTURE-PROOFING AUDIT FIRMS: EMBRACING MODERNIZATION AND TECHNOLOGY

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Recorded Date March 11, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

THE AI ADVANTAGE IN AUDITING: MODERNIZE YOUR PRACTICE

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Recorded Date February 19, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm

FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS

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Recorded Date February 18, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

TAX AUTOMATION: THE LATEST TOOLS & PROCESSES YOU NEED TO KNOW

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Recorded Date February 12, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

TRANSFORM YOUR ADVISORY SERVICES: UNLOCKING FIRM GROWTH WITH PRACTICE FORWARD

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Recorded Date February 6, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

REVENUE REPLACEMENT: HOW TO APPROACH GROWTH & CLIENT FILTERING

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Recorded Date January 28, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

OVERCOMING PROCESS INEFFICIENCIES AND MAXIMIZING SYSTEM UTILIZATION

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Recorded Date January 23, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm

PRICING STRATEGIES AND REVENUE OPTIMIZATION FOR FIRMS

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Recorded Date January 22, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

UNLOCKING THE CONNECTION BETWEEN EMPLOYEE & CLIENT EXPERIENCES

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Recorded Date January 15, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

ADOPTING A GROWTH MINDSET

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Recorded Date January 9, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm

YEAR-END TAX PLANNING: NAVIGATING IRS TECH ADVANCEMENTS FOR CLIENT SUCCESS

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Recorded Date January 8, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm

TAX FIRMS: PLANNING AND GROWTH STRATEGIES FOR 2025

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Recorded Date January 6, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK

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Recorded Date December 18, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION

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Recorded Date December 11, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personnel/Human Resources Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT

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Recorded Date November 26, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

CAPITALIZING ON QUICK QUESTIONS

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Recorded Date November 26, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES

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Recorded Date November 21, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

PROVEN STRATEGIES FOR INCREASING BUY-IN & ACCOUNTABILITY

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UNEXPECTED IMPLICATIONS OF AI

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Recorded Date November 14, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Information Technology Course Level Basic Who Should Attend CPA - small firm

HARNESS THE POWER OF AUTOMATION & AI: ACCELERATING YOUR TAX WORKFLOW

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Recorded Date October 2, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

THE FUTURE OF TAX AUTOMATION: HOW TO ELEVATE YOUR FIRMS EFFICIENCY AND ACCURACY

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Recorded Date January 24, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

PRACTITIONER ADVICE SERIES: THE PSYCHOLOGY OF CHANGE

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Recorded Date January 11, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personal Development Course Level Basic Who Should Attend CPA - small firm

2023 YEAR-END TAX STRATEGY PLAN FOR SMALL FIRMS

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Recorded Date January 9, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

YOUR 1040 CLIENTS WANT A MOBILE APP. ARE YOU DELIVERING?

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Recorded Date December 11, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

THE FUTURE OF TAX AUTOMATION: HOW TO ELEVATE YOUR FIRM'S CLIENT SERVICE

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Recorded Date December 7, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

FUTURE OF ACCOUNTING: TOP INDUSTRY TRENDS TO PAY ATTENTION TO IN 2023

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Recorded Date November 20, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm

SAS NO. 145: EARLY GUIDANCE WITH AUDITWATCH AND CHECKPOINT EDITORIAL

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Recorded Date November 15, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm

THE PSYCHOLOGY OF CHANGE: MASTERING THE ART OF ADAPTABILITY

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Recorded Date November 8, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner

TRANSFORMING TRAINING WITH THOMSON REUTERS AUDITWATCH

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Recorded Date October 19, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personnel/Human Resources Course Level Basic Who Should Attend CPA - large firm

THE FUTURE OF TAX AUTOMATION: EVALUATING YOUR FIRM'S RECRUITING AND RETENTION

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Recorded Date October 11, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personnel/Human Resources Course Level Basic Who Should Attend CPA - small firm

THE FUTURE OF AUDIT: KEEP YOUR FIRM COMPETITIVE THROUGH CONTINUOUS INNOVATION

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Recorded Date September 26, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner

FIND YOUR FLOW: 1040 TAX WORKFLOW STRESS RELIEF

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Recorded Date September 25, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Small Business Owner

2022 TAX SEASON REVIEW: TURNING CHALLENGES INTO OPPORTUNITIES

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Recorded Date August 21, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

PRACTITIONER ADVICE SERIES: ELEVATING YOUR TEAM

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Recorded Date June 22, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

BE THE CHAMPION FOR CHANGE IN YOUR FIRM

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Recorded Date May 23, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

STAY AHEAD OF THE PACK: DISCOVER THE FORMULA FOR SUCCESS

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Recorded Date January 30, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personal Development Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Small Business Owner

PROSYSTEM FX SCAN VS. 1040SCAN COMPETITIVE ANALYSIS

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Recorded Date December 12, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

THE END-TO-END DIGITAL 1040 TAX RETURN: DEMONSTRATION

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Recorded Date December 5, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

ALLEVIATING STAFFING CONCERNS BY LEVERAGING AUTOMATION WITH OUTSOURCING

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Recorded Date December 1, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

2022 YEAR-END TAX STRATEGIES

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Recorded Date November 8, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm

2021 PEER REVIEW INSIGHTS: HOW TO BE PREPARED & SPOT COMMON AUDIT DEFICIENCIES

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Recorded Date December 17, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

2021 YEAR-END TAX LEGISLATION UPDATES FOR SMALL FIRMS

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Recorded Date December 16, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

AUDIT 2022 OUTLOOK: THE HEALTH OF THE AUDIT PROFESSION

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Recorded Date December 9, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

OUTSOURCING FOR SMALL FIRMS: HOW DOING LESS CAN LEAD TO MORE

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Recorded Date December 8, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm

WORK REMOTELY: REDUCE COMPRESSION & IMPROVE CLIENT EXPERIENCE WITH DIGITAL 1040s

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Recorded Date December 6, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

CCH AXCESS CLIENT COLLABORATION VS. TAXCADDY: AN ANALYSIS FOR PUBLIC ACCOUNTANTS

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Recorded Date December 2, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

UPGRADE YOUR TAX WORKFLOW FROM GOOD TO GREAT

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Recorded Date November 30, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

ADOPT 1040 CLIENT-CENTRIC HABITS AND WORKFLOWS TO BUILD THE CPA FIRM OF TOMORROW

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Recorded Date November 22, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

PRICING FOR SUCCESS IN SMALL FIRMS: FIXED FEES AND VALUE-BASED PRICING

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Recorded Date November 17, 2021 Cost Free Presentation Length 1.5 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

HEALTH CHECK: HOW TO KEEP YOUR SMALL FIRM IN TOP SHAPE

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Recorded Date November 8, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other

THE FORENSIC TOOLKIT: NAVIGATING THE AFTERMATH OF COVID-19 RELIEF

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Recorded Date October 28, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, Other

HIGH-POTENTIAL EMPLOYEES: STRATEGIES FOR RETAINING TOP TALENT IN SMALL FIRMS

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Recorded Date October 26, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personnel/Human Resources Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner

YEAR-END TAX PLANNING: HOW ADVISORS DO MORE FOR CLIENTS

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Recorded Date October 20, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm

A PRACTICAL APPROACH TO OFFERING CLIENT ADVISORY SERVICES

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Recorded Date October 19, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

TAX COMPLIANCE FOR BITCOIN AND VIRTUAL CURRENCIES FOR SMALL FIRMS

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Recorded Date October 7, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, Other

THE ABCs OF CRYPTO FOR BUSINESS FOR SMALL FIRMS

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Recorded Date September 29, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Specialized Knowledge Course Level Basic Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm

HOW TO STREAMLINE FINANCE PROCESSES WITH SOCIAL COLLABORATION

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Recorded Date September 29, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

HOW TO EFFECTIVELY CONDUCT A REMOTE AUDIT

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Recorded Date September 27, 2021 Cost $15.00 Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other

NFTs EXPLAINED: WHAT TAX PROS AND ACCOUNTANTS IN SMALL FIRMS NEED TO KNOW

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Recorded Date September 20, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Specialized Knowledge Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm

IT'S YOUR FIRM: KEYS TO STARTING AND RUNNING YOUR SMALL FIRM

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Recorded Date September 17, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm

BLOCKCHAIN: HOW DECENTRALIZED TECHNOLOGIES ARE CHANGING THE FUTURE OF TAX

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Recorded Date August 26, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Information Technology Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, Other

ADVISORY ACCELERATION: DRIVE NEW BUSINESS FOR YOUR FIRM

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Recorded Date August 25, 2021 Cost Free Presentation Length 2.0 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other

ARTIFICIAL INTELLIGENCE: WHAT IT IS AND WHERE IT'S TAKING THE TAX INDUSTRY

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Recorded Date August 17, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Information Technology Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, Other

ONE YEAR LATER: A RETROSPECTIVE ON COVID-19'S IMPACT ON TAX & ACCOUNTING

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Recorded Date July 29, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Personal Development Course Level Basic Who Should Attend CPA - small firm, Other

ADVISORY SERVICES: WHY IS EVERYONE TELLING ME TO DO THIS, WHEN I ALREADY DO IT?

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Recorded Date July 28, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, Other

HOW TO START AN ACCOUNTING ADVISORY BUSINESS

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Recorded Date July 14, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, Other

WHAT'S YOUR VALUE? FIXED FEES VS. BILLING PRICING MODELS FOR CPA FIRMS

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Recorded Date June 28, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

WHAT WE LEARNED FROM THE 2020 AUDIT SEASON

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Recorded Date June 22, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Management Services Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

BE THE SMARTEST PERSON IN THE ROOM: HOW AI HELPS YOU HAVE THE RIGHT ANSWER

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Recorded Date June 3, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Information Technology Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

PERFORMING EFFECTIVE AND EFFICIENT AUDITS IN A CHANGING BUSINESS LANDSCAPE

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Recorded Date May 25, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

INCREASE ADVISORY AND MAINTENANCE REVENUE WITH MARKETING

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Recorded Date February 11, 2021 Cost Free Presentation Length 2.0 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Communications & Marketing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

AUDIT 2021 OUTLOOK: PREDICTIONS FOR THE UPCOMING AUDIT SEASON

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Recorded Date December 14, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

PEER REVIEW INSIGHTS: HOW TO BE BETTER PREPARED & SPOT COMMON AUDIT DEFICIENCIES

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Recorded Date November 30, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

DIGITAL TRANSFORMATION: REDUCE FRICTION & DELIVER MODERN 1040 CLIENT EXPERIENCE

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Recorded Date November 24, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

WHAT'S YOUR VALUE? FIXED FEES VS. VALUE-BASED PRICING MODELS FOR CPA FIRMS

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Recorded Date November 18, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

AN ANALYSIS OF FIRMS USING TECHNOLOGY TO INCREASE 1040 TAX PREP PROFITABILITY

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Recorded Date November 10, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

5 KEY COMPONENTS OF A SUCCESSFUL SCAN-AND-POPULATE PROCESS FOR CPA FIRMS

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Recorded Date December 18, 2019 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other

INCREASE YOUR CPA FIRM'S 1040 PROFITABILITY AND BOOST CLIENT SATISFACTION

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Recorded Date November 21, 2019 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

ANNOUNCING NEXT GENERATION SCAN-AND-POPULATE FOR CPA FIRMS WITH 100% ACCURACY

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Recorded Date November 19, 2019 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner

THE END-TO-END, DIGITAL 1040 TAX RETURN FOR CPA FIRMS: SUREPREP DEMO

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Recorded Date November 8, 2019 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

HOW TO PREPARE FOR YOUR UPCOMING AICPA PEER REVIEW

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Recorded Date November 1, 2019 Cost Free Presentation Length 2.0 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

THE CONVERGENCE OF AUDIT METHODOLOGY AND TECHNOLOGY

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Recorded Date October 31, 2019 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

INTRODUCING THE SUREPREP TAX PROCESS + CUSTOMER Q&A

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Recorded Date November 1, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

AWARD WINNING INNOVATIONS IN 1040 TECHNOLOGY

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Recorded Date October 2, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

PROSYSTEM FX SCAN + MY1040DATA VS 1040SCAN + TAXCADDY COMPETITIVE ANALYSIS

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Recorded Date September 25, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

YOUR 1040 CLIENTS WANT MOBILE OPTIONS: ARE YOU DELIVERING?

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Recorded Date September 5, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

IS YOUR TAX COMPLIANCE SOLUTION READY FOR TCJA?

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Recorded Date July 25, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

MOVE YOUR FIRM FORWARD: SELLING YOUR VALUE IN THE FACE OF FORCED CHANGE

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Recorded Date June 18, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other

PATENT-PENDING TECHNOLOGY TO DRAMATICALLY IMPROVE SCAN-AND-POPULATE

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Recorded Date June 12, 2018 Cost Free Presentation Length 0.0 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

HOW TO RUN A SUCCESSFUL FIRM THAT DELIGHTS CLIENTS AND STAFF

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Recorded Date May 31, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Management Services Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

RETHINK REFORM: FROM UNCERTAINTY TO OPPORTUNITY WITH SMART TECHNOLOGY

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Recorded Date May 21, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

CHECKPOINT MARKETING SOCIAL MEDIA SOLUTIONS

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Recorded Date March 13, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Communications & Marketing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other

START YOUR GROWTH ENGINE: REV UP YOUR PROFITS WITH THE RIGHT APPROACH TO PAYROLL

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Recorded Date February 22, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

HOW TO USE TECHNOLOGY TO CREATE AN EXPERIENCE FOR YOUR 1040 CLIENTS

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Recorded Date December 29, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

MOVE YOUR FIRM FORWARD: ENSURING AGREED-UPON VALUE IN THE SALES PROCESS

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Recorded Date December 5, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other

1040 SCAN (VERIFY) AND POPULATE

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Recorded Date November 28, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

PAYROLL COMPLIANCE 2017: MUST-HAVE INFORMATION FOR A SMOOTH YEAR-END

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Recorded Date November 16, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic

WIN PAYROLL BUSINESS, GROW PROFITS AND LOWER RISK

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Recorded Date October 30, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm

1040 PRODUCTIVITY SOLUTION DEMO: TAXCADDY - FEATURING JIM BOOMER

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Recorded Date October 23, 2017 Cost Free Presentation Length 1.5 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

INTRODUCING THE SUREPREP TAX PROCESS

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Recorded Date October 17, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

STRENGTHEN CLIENT RELATIONSHIPS AND MONETIZE SERVICES YOU MAY BE GIVING AWAY

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Recorded Date September 28, 2017 Cost Free Presentation Length 1.5 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other

TURN PAYROLL INTO A PROFITABLE OPPORTUNITY

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Recorded Date September 27, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm

1040 PREPARATION AS EASY AS 1, 2, 3

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Recorded Date October 27, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

LACERTE TAX SCAN AND IMPORT VS. 1040SCAN COMPETITIVE ANALYSIS

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Recorded Date August 11, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other

INCREASE YOUR 1040 LEVERAGE & PROFITABILITY BY IMPROVING REVIEWER EFFICIENCY

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Recorded Date July 30, 2015 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

TAP INTO A RAGING PAYROLL REVENUE STREAM

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Recorded Date November 20, 2013 Cost Free Presentation Length 2.0 hours CPE: Not available (archived webinars do not offer CPE credits) Subject Area Communications & Marketing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other