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Client values are changing: What does that mean for firms?
CAS thought leaders discuss trends impacting the accounting profession.

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Educate firms on ways to transform their client 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


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Driving the Evolution of Client Advisory Services

CAS is one of the fastest growing practices areas for firms today. Partner with to build or grow your practice.


Virtual Workshop: A blueprint for building your CAS practice

icon Sage Intacct Accountant Program: Partner with us today.


Success Stories: How firms are driving success in CAS


Transforming Audit & Assurance Services

Few areas are as poised for transformation as Audit and Assurance services.  The time is now for firms to embrace this opportunity and position themselves for success.

OnPoint A&A Suite

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Dynamic Audit Solution

Listen to our latest podcast with Accounting Today on the future of DAS and sign up for updates

RIVIO Clearinghouse

Establish a more controlled, efficient digital exchange of financial information

Going Beyond Tax Compliance to Advisory Services

Clients are increasingly looking to firms to go beyond compliance and provide greater insight and advice. Firms are looking to to help with the transition.


Strengthen your tax advisory with financial planning using Asset Map



Join our Sales and Use Tax Advisor Program today


Building a future ready firm

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.

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