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On-Demand Webinars

All Tax Talks CashFlow Mastery Talks Practice Management Talks Marketing Talks Future Forward QB Talks Insightful Insights Accounting For Taste App Academy AI Talks AI in Practice Figured Royalwise QBTalks-Apps CAS Talks CFO Talks
The CAS Opportunity: CAS is the Future thumbnail

The CAS Opportunity: CAS is the Future

CAS Talks 30 min InfiniteTies

In the first CAS Talks session, Christine Triantos and Deneen Dias of InfiniteTies explore why accounting firms are shifting from compliance to advisory and why Client Advisory Services (CAS) has become a growing revenue opportunity for the profession. They break down what CAS is—and what it isn’t—while discussing the mindset, technology, automation, and client relationships needed to build a modern advisory practice.

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See Invoiced in Action: A/R Workflow from Invoice to Reconciliation thumbnail

See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

App Academy 30 min Flywire

In this App Academy session, Jana Rzezniczek of Flywire demonstrates Invoiced by Flywire and how automation can streamline the complete invoice-to-cash lifecycle. The walkthrough covers customer self-service, automated collections, payment processing, cash application and reconciliation, A/R reporting, and integrations with accounting systems and ERPs to help finance teams reduce manual work, improve cash flow visibility, and get paid faster.

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Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms thumbnail

Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

App Academy 30 min SmartVault

In this App Academy session, Daniel Fritz of SmartVault demonstrates how accounting and tax firms can bring their document and tax workflows into one connected system. See how SmartVault supports the process from client engagement and AI-powered document collection through prep and review, secure delivery, e-signatures, and archiving, with integrations across QuickBooks and popular tax platforms including Lacerte, ProSeries, and ProConnect.

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The AI-Native Firm thumbnail

The AI-Native Firm

AI Talks 30 min Digits

In this AI Talks session, Donna Reed and Rob Hamilton explore what it really means to build an AI-native accounting firm rather than simply adding AI tools to existing workflows. They discuss rethinking firm processes and technology stacks, embedding AI into repeatable workflows, balancing AI with human critical thinking, and adapting services and pricing as traditional compliance work becomes increasingly automated.

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Migrating from QuickBooks Desktop

QB Talks CPE 90 min Basys & Qvinci

In this QBTalks session, William “Murph” Murphy explores the process of migrating from QuickBooks Desktop, including migration readiness, planning, timelines, workflow considerations, test migrations, and important post-migration steps. The discussion also looks at how moving to cloud-based solutions can create opportunities to modernize client relationships, improve workflows, and expand advisory services, with additional insights and demonstrations during QBTalks-Extra.

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Capacity Planning and Staff Utilization thumbnail

Capacity Planning and Staff Utilization

Practice Management Talks 30 min DIgits

This PM Talks session explores how accounting firms can better understand team capacity, set realistic expectations, and identify the root causes behind workload challenges and burnout. Julie and William discuss practical approaches to budgeting, capacity mapping, utilization tracking, scope creep, and team communication to help firms make more informed staffing and workload decisions.

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Effective Cash Flow Forecasting Planning for Growth and Stability thumbnail

Effective Cash Flow Forecasting Planning for Growth and Stability

CashFlow Mastery Talks 30 min Cash Flow Mike

In this Cash Flow Mastery Talks session, Mike Milan (Cash Flow Mike) explores practical cash flow forecasting and scenario modeling to help accountants, bookkeepers, and advisors turn financial data into clearer business decisions. See how the Clear Path to Cash framework can be used to evaluate financial performance, model future scenarios, and guide stronger advisory conversations around growth and stability.

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The Hidden Cost of Disconnected Tax Workflows thumbnail

The Hidden Cost of Disconnected Tax Workflows

Future Forward CPE 60 min SmartVault

In this Future Forward: Tax session, Jonathan Young and Monica Bravo of SmartVault explore how disconnected tax workflows create unnecessary stress, rework, delays, and risk for accounting firms. Learn where friction commonly appears across the tax process—from client engagement and document collection through preparation, delivery, and archiving—and how more intentional, connected workflows can create a smoother experience for both staff and clients. Speakers: Jonathan Young, VP of Growth, SmartVault; Monica Bravo, Product Marketing Manager, SmartVault Sponsor: SmartVault

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How Faster Collections Improve Tax Reporting Accuracy and Cash Flow Planning thumbnail

How Faster Collections Improve Tax Reporting Accuracy and Cash Flow Planning

Future Forward CPE 60 min Flywire

In this Future Forward: Tax session, Melanie Bowman of Flywire explores how accounts receivable automation can help finance teams improve collections, cash flow visibility, reconciliation, and reporting accuracy. The session also shows how Flywire and Invoiced can complement existing ERP systems, create cleaner financial data and audit trails, and make tax preparation and financial planning more efficient. Speaker: Melanie Bowman, Flywire Host: Gary DeHart, Insightful Accountant Sponsor: Flywire

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Examining the Intuit (Professional) Tax Products thumbnail

Examining the Intuit (Professional) Tax Products

QBTalks-Apps CPE 60 min

Explore the differences between Lacerte, ProSeries, and ProConnect Tax in this QBTalks-Apps session. Dr. Christine Gervais and Brady Suggs of Intuit compare the platforms’ workflows, integrations, cloud and remote-access capabilities, tax planning features, and other key considerations to help accounting professionals determine which Intuit tax solution best fits their firm. The session is hosted by William “Murph” Murphy. Speakers: Dr. Christine Gervais; Brady Suggs, Intuit Host: William “Murph” Murphy, Insightful Accountant

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Suite Success: Running Your Entire Firm with Intuit Accountant Suite thumbnail

Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Royalwise CPE 60 min Royalwise

Explore the Intuit Accountant Suite (IAS) with Alicia Katz Pollock of Royalwise as she demonstrates tools designed to help accounting professionals manage clients, teams, and workflows more efficiently. The session covers client and subscription management, projects and tasks, Books Close, workflow automation, Intuit Intelligence and AI capabilities, the new Pro Partner program, and other features available to accounting firms. Speaker: Alicia Katz Pollock, Royalwise Featured Company: Royalwise Sponsor: Royalwise

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The Messy Middle: Workflows That Work thumbnail

The Messy Middle: Workflows That Work

Accounting For Taste 30 min

In this session, Kristen Nies Ciraldo of Math for Food explores how accounting professionals can build workflows that work in the real world—not just on paper. Learn how to create systems that are minimally disruptive, set clear expectations, resist workflow erosion, and balance consistency with the realities of client service, with practical lessons drawn from the restaurant and hospitality industry. Speaker: Kristen Nies Ciraldo, Math for Food Featured Company: Math for Food

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