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Featured

RIVIO: The Future of Financial Information Exchange

RIVIO Clearinghouse is the accounting profession’s platform for...

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"Tip of the Iceberg with Blockchain"

Blockchain is not Bitcoin; it is an initial use case.

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"Is Blockchain the End of the Audit?"

The auditor role becomes even more important with the inclusion of Blockchain. What more...

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Growing Pains: What Technology is Missing in your Practice?

Rapid growth in any profession can lead to a need for improved processes.

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Digital CPA Conference 2018 - Future Ready

Artificial Intelligence, Blockchain, Robotic Process Automation; these are the technologies that...

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Premise of Blockchain Explained in a Minute

CPA.com 2018 Innovative Practitioner of the year winner Jagruti Solanki, with Aprio LLP removes...

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Audit Confirmations

The Importance of Authentication and Authorization

Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and...

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New strategies to efficiently manage audit confirmations

Alan Anderson, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage...

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Confirmation Testimonial - Mark Zinman, CPA, CITP

Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation has helped...

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Confirmation Introduction

Learn more about Confirmation and how their online audit confirmations can help you better...

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Confirmation Firm Testimonial, Kim Thomason

Confirmation Firm Testimonial: Thomason Financial Resources

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Confirmation Testimonial, Brian Joyce

Joseph Decosimo and Company, PLLCs

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Bill Management

CAS Tech Strategy

Matt Lescault, President & CEO of Lescault & Walderman, discusses the real value of...

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CAS Tips & Tricks

If you are looking to learn more about Client Accounting Services (CAS) and what it takes to be...

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CAS Staffing Strategy

Matt Lescault, President & CEO of Lescault & Walderman discusses how his firm tackled...

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CAS Industry Strategy

Matt Lescault of Lescault & Walderman shares his firm’s strategy around managing industry...

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Marketing

Matt Lescault of Lescault & Walderman discusses how they utilize marketing and why it is...

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A Trusted Business Advisor’s Tale: Life Without Bill.com

Matt Lescault of Lescault & Walderman reflects on what life would be like without the...

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Client Advisory Services

Evolution of Business Analytics to Predictive Analytics

Dan Griffiths, CPA, Partner, Tanner LLC discusses his session...

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The CAS Pricing Model

Michelle Golden, President, Fore, LLC shares her insights on...

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Scaling up your CAS Practice

Tom Hood, CEO of MACPA & Business Learning Institute...

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CAS Benchmark Survey Highlights

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Growing Pains: What Technology is Missing in your Practice?

Rapid growth in any profession can lead to a need for improved processes.

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Vertical Selection Criteria

We know it’s important for firms to specialize in a specific industry. The question now is how...

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Client Accounting

Exceeding Expectations: Sage Intacct Accountants Program

In this video Tommye Barie from Mauldin & Jenkins discusses her experiences as a member of...

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How CAS Makes You a Partner with Your Clients

Michele Hammann of SS&C Solutions discusses how CAS has helped their practice provide more...

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Providing Outsourced Accounting Services with Sage Intacct

Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with...

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Evolution of Technology - Javier Goldin, CPA

Javier Goldin of Goldin Group shares why client accounting is an area with tremendous growth...

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Providing Client Advisory Services - Russ Faye

Russ Faye of Wiss & Company discusses the advisory support they provide to clients with...

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Intacct Testimonial, McGladrey

Intacct Testimonial: Barbara Martin & Michael Smith from McGladrey

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Expense Management

Jim Bourke - Expensify - ENGAGE 2018

Jim Bourke, Partner at Withum, Smith & Brown, PC. Explains why his firm uses Expensify as...

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Efficiencies of New Technologies - Jim Boomer

Jim Boomer, CEO of Boomer Consulting, Inc., discusses the benefits of automating the expense...

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Expense Reporting Challenges

Learn how you can implement Expensify's solution to help your clients of all sizes alleviate...

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Expensify Testimonial - Aaron Berson, CPA - Part 1

Aaron Berson of EisnerAmper LLP discusses the value of automating the expense management process...

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Expensify Testimonial - Aaron Berson, CPA - Part 2

Aaron Berson of EisnerAmper LLP shares why they selected Expensify as their expense management...

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Expensify - Realtime expense reports in one click

Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany, and...

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Hear From Your Community

Accounting Career Path Through CAS

For a career in the Client Accounting Advisory Services (CAS) department of a CPA firm you don’t...

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Principles of storytelling with Matthew Luhn

2018 Keynote Matthew Luhn explains how storytelling is just as important in business as it is in...

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Authenticity and connecting with your client base

2018 Keynote Matthew Luhn joins CPA.com President & CEO Eric Asgeirsson to explain how firms...

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Practitioner’s Perspective: Future and Evolution of...

Businesses adoption of blockchain will be influenced by partnerships, distribution channels and...

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Staying Up-To-Date with Technology

Jagruti Solanki, Aprio, LLP advices spending time everyday gaining information on what’s new in...

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Strategically Adding Blockchain as a Service

Jagruti Solanki, 2018 CPA.com Innovative Practitioner of the year winner, discusses how to...

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Human Capital Management

Paychex and the CPA Community

Watch to learn how Paychex is working to improve their services and technology as part of its...

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2017 Digital CPA – Paychex – Elinor Litwack

Elinor Litwack of Geldman, Rosenberg and Freedman, CPAs explains the benefits of outsourcing...

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2017 Digital CPA – Paychex – Philip Horrisberger

Hear more on the evolution of the Paychex Partner Program and the growing importance of Human...

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2017 Digital CPA – Paychex – Mark Flint

Learn why Mark Flint of Flint & Associates, partner with Paychex in managing the payroll...

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Introducing AccountantHQ

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Paychex Testimonial - David Ligotti, CPA/PFS

Hear how David Ligotti, owner of Oakwood Business Services, LLC utilizes Paychex to help process...

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Sales & Use Tax

Successfully Navigating Sales & Use Tax Post-Wayfair

Craig Cookle of Wipfli LLP discusses how the June 2018 U.S. Supreme Court ruling in South Dakota...

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Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax...

Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having...

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Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax...

Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state...

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Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax...

Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that...

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CPA.com and Vertex Sales Tax Automation Program

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size...

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Unassigned Data Report

The Vertex Unassigned Data Report is used to identify taxes collected in locations where you...

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Workflow Automation - CPA Firms

Visibility, Control, Flexibility and Accountability

Mike Sabbatis discusses how XCM helps organizations better collaborate, manage resources,...

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People, Process, Technology

How XCM connects people and processes to manage tasks and drive efficiency across departments....

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XCM Overview

Mike Sabbatis explains how XCM’s productivity enablement and workflow platform applies to...

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A Workflow Tool for Your Corporate Clients

Jim Bourke of Withum+ explains why XCM workflow is also a great tool for their business clients...

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Best-of-Breed Workflow Technology

Jim Bourke of Withum+ shares why they chose XCM workflow technology and the benefits of having a...

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Employee Retention & Engagement

Jim Bourke of Withum+ discusses the importance of workflow technology to keep staff engaged and...

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