Join us as we check out new ways to process A/P for free with Melio! Liz and Heather will share why Melio works for them.

Join us for a special Deep Dive session as we meet with AutoReview and learn how to utilize this intelligent clean-up tool to drive efficiency and derive accurate numbers.

Join Chris Farrell, CPA, and Ian Vacin as they debut the exciting upcoming integration between Liscio and Karbon. With these two powerful systems working together you'll have a delightful digital front office (Liscio) to offer clients, and you can harness the power of Karbon's workflow systems as well. As Ian put it "Liscio is where […]

Elevate Your Extraordinary at the first-ever ADP Accountant Summit! Take your firm to the next level with insights from ADP executives, accounting industry thought leaders and keynote speaker Magic Johnson! Earn up to 4 CPE credits on May 20th, 12 - 4PM ET. Register today, you won't want to miss this free, virtual event!

Join us as we have LivePlan here to show us why forecasting makes the BEST advisory service and how they can help!

AR Collect has been revolutionizing receivables management since we launched our first application in 2008. We began life as one of the first companies to automate the management and collection of unpaid invoices, with the objective of making it easier for you to get paid faster. Today, we provide technology that streamlines your collections processes […]

Learn to fully automate your clients' Accounts Receivable processes from soup-to-nuts with AR Collect. In this 'Appy Hour Deep Dive session, Liz and Heather will guide you through the set-up and implementation process and teach you how to use AR Collect with your clients. Accounts Receivable management services are just another way accounting firms can […]

Join us as we discuss why you should use ADP and how their Accountant Partner Program can help you. We’ll dive deep into ADP’s super helpful features and learn about their dedicated Accountant Support and Partner Resources.  Identify useful resources offered by ADP, including COVID support and Service Connect Discover ADP’s Marketing Toolkit and how […]

Learn how to create templates and migrate data to QuickBooks Online. Instead of starting from scratch each time you need to import lists such as the industry Chart of Accounts create and use templates for standardizing the workflow. Rewind can also copy an entire QuickBooks Online data file and replicate single items or all the […]

Join us as we dive deep into the features of Accountant Connect - from creating a free account to locating & utilizing all the different tools that are provided. We’ll discuss ADP’s Practice Management and Analysis Tools and how you can utilize them in your own firm, as well as visit the CCH Resource Library. […]

Join us as we deep dive into how ADP can help you grow your practice by using ADP’s HR Advisory Tools. We’ll discuss new opportunities you may have to expand your service offerings and where to find the resources to help you get there.   Develop ideas for providing HR Advisory Services (Refer vs. Resell) Learn […]

Corpay One offers payments, enhanced approvals and workflows, smart scanning, expense reimbursements, and more - all while integrating with QuickBooks Online, Xero & Sage Intacct. Some key points we'll touch on during this episode: Comprehensive approval processes (payment workflows), accurate OCR, no monthly fees, free ACH & check payments, & free expense reimbursements. Join us […]

Eliminate Wasteful Spending And Get Real-Time Reporting. Divvy Is The New Financial Nervous System For Every Business. Join us as we learn more about how Divvy Pay can work for your business!

Dext (formerly Receipt Bank) provides real-time, accurate data so that accountants and bookkeepers can focus more on advising their clients - and less on manual data entry! Join us for a look at the newest productivity-boosting features, including Dext Prepare and Dext Precision, as well as those soon to come!

Join us as we learn Qvinci’s simple 3-step process to transforming your traditional compliance practice into a revenue-generating advisory powerhouse, all without working longer or harder. Register today!