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Use the filters to select complimentary content that will help you grow your expertise in the practice area and services that matter most to you.

 

 
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Engaging With Clients Quick-start Guide
The CPA Business Funding Portal allows you to offer financing advisory services to help your small business clients access fast and secure... Read more
Client Advisory Services, Financing advisory, Guides
 
2 minutes
What is spend management?
Learn more about this approachable advisory opportunity, and how spend management technology works for you and your clients. Read more
Client Advisory Services, Spend & expense management, Videos
 
4 minute read
Why indirect tax professionals should pay close...
The indirect tax landscape is rapidly evolving, thanks not only to fast-changing regulations but also to a slew of technological... Read more
Tax, Blog articles
 
1 hour
Spend management: An entry point for scalable advisory
As the accounting profession continues to evolve, a growing number of firms are gaining a better understanding of the CAS maturity model and... Read more
Client Advisory Services, Spend & expense management, Webinars, On-demand webinars
 
5 Steps to CAS Success
Whether your firm is planning to launch a new client advisory services (CAS) practice or finding ways to refine and grow an existing... Read more
Client Advisory Services, Bill pay, Spend & expense management, Whitepapers
 
Building your AI strategy
Take a deeper dive into GenAI and the specific opportunities and risks that accounting and finance professionals should consider as they... Read more
Innovation, Artificial intelligence, Toolkits
 
1 hour
Navigating Family Office Complexity: Modern Solutions...
The realm of Family Office (FO) operations, whether single or multi-family, is intricate and multi-faceted. From estate and investment... Read more
Client Advisory Services, Bill pay, Webinars, On-demand webinars
 
4 minutes
Tax use case: Legislation Research Assistant
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Innovation, Artificial intelligence, Technology trends, Videos
 
5 minutes
Finance use case: Structured Data Extraction
Read more
Innovation, Artificial intelligence, Technology trends, Videos
 
Advisory use case: AI-enriched KPI Analysis
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Innovation, Artificial intelligence, Technology trends, Videos
 
Audit use case: Interview Transcript Assistant
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Innovation, Artificial intelligence, Technology trends, Videos
 
Internal business use case: Recruiting Agent
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Innovation, Artificial intelligence, Technology trends, Videos