Here’s what the accounting profession is saying about


Jim Cashin Headshot

“We worked with to select the right tools and accounting package for our needs. It’s good to have a partner that you can count on. We work together to evaluate technology and services.”

Partner, RSM US LLP



Brit Cross Headshot

“I appreciate all of the support I get from Dealing with technology is always easier when you have a partner.”

Brit Cross
Supervisor, Wegner CPAs



Javier Goldin Headshot

“It was really when I came into contact with the AICPA and that my firm took a positive turn. When I saw the potential to marry technology with CPA services, it clicked that this was the answer to present my firm in a different way,”

Javier Goldin
Managing Partner, Goldin Group LLC






Nexus is a concept that many of today’s business owners don’t understand. The confusion around nexus — what it means, the tax implications, and overall compliance — represents an enormous opportunity... Learn more

Your guide to understanding workflow, why it’s critical to firm success, and next steps for implementation The concept of workflow continues to mystify many in the accounting profession, and a... Learn more

In association with our preferred partner Paychex and Accounting Web, this whitepaper was created to give 5 tips on ways to help your clients with HR issues. Download this guide to see how you can... Learn more


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Successful accounting firms that embrace change typically operate in a paperless environment and use technology tools to streamline workflow. Yet for decades, the process for managing audit... Learn more


Ever-changing legislation around sales and use tax and the heightened risk of audits for small and mid-sized businesses has created big opportunities for CPAs to expand their trusted advisor role.... Learn more


Access to up-to-date, accurate financial data is critical to the success and growth of any business, but it can be challenging to get real-time, organized information. More and more businesses are... Learn more



Gain more insights from our case studies


The outsourced finance and accounting practice group of Armanino provides the support many clients within the non-profit and school niche need to understand the essential metrics of their finances... Learn more

Berdon, LLP is a top CPA and advisory firm with nearly 400 professionals and staff at offices in New York City and Jericho, Long Island. Berdon initiated a project with a goal of standardizing the... Learn more

Warren Averett knows what it takes to lead clients toward long-term success with dedicated business advisory support. The firm has focused on developing professional staff and implementing powerful... Learn more


Explore & Engage With


The Cloud is the New Data Center

The cloud democratizes computing, providing CPA’s with the opportunity to guide their clients.

What is True Workflow Automation?

Learn how an end-to-end workflow system can help your firm improve employee productivity, control costs and increase profitability.

Paychex Partner Program

The value of the Paychex Partner Program


Here's how can work with your firm



Educate firms on ways to transform their client accounting and advisory services

Dedicated account management from experienced representatives

Expert guidance and tools to help you grow your practice




Leading technology solutions for your advisory, tax, or audit practice

Provide consultative advice to help firms build out their strategy

Network you with other innovative practitioners





The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about, please contact our team at or by calling 1.855.855.5CPA.