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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
MCP Explained: How to Make Your Tools Work Together thumbnail

MCP Explained: How to Make Your Tools Work Together

AI Talks 30 min Digits

In this AI Talks session, Donna Reade and special guest Rob Hamilton of Digits break down Model Context Protocol (MCP) in practical, easy-to-understand terms. Discover how MCP allows AI platforms such as Claude to connect and interact with business tools, financial data, email, and other software without requiring advanced coding skills. The discussion also explores real-world accounting use cases, including automating financial reporting, client communications, and connected workflows through AI. Digits, the sponsor of this session, also shares how its AI-native general ledger is helping accounting firms adopt and integrate AI into their practices. Speakers: Donna Reade; Rob Hamilton, Digits

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The Time-Saving Tax Season: Automating Intake, Prep, and Delivery thumbnail

The Time-Saving Tax Season: Automating Intake, Prep, and Delivery

Tax Talks 30 min Canopy

In this Tax Tech Stack & AI session, Drew Stinger of Canopy demonstrates how firms can connect practice management and tax workflows in one integrated environment. Explore Canopy's tools for client intake, document management, workflow, communication, tax preparation integrations, return delivery, and the emerging Canopy Coworker AI intelligence layer designed to help firms reduce friction and automate work across the tax process. Speaker: Drew Stinger Company/Sponsor: Canopy Moderator: Dr. Christine Gervais

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The AI-Enabled Tax Workflow: Automation for Tax Professionals thumbnail

The AI-Enabled Tax Workflow: Automation for Tax Professionals

Tax Talks 30 min DrakeSoftware

In this Tax Tech Stack & AI session, Amanda Watson of Drake Software explores new AI-powered capabilities designed to reduce interruptions and make tax preparation and review more efficient. Discover enhancements across Drake Tax Online and Drake Tax Desktop, including document extraction, Smart Review, and Help Assistant, which brings trusted Drake documentation and support directly into the preparer's workflow. Speaker: Amanda Watson Company/Sponsor: Drake Software Moderator: Dr. Christine Gervais

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Juno Presents AI Tax Prep thumbnail

Juno Presents AI Tax Prep

Tax Talks 30 min Juno

In this Tax Tech Stack & AI session, Dave Haase of Juno demonstrates how AI can automate much of the repetitive data entry involved in tax preparation. See how Juno extracts information from client tax documents, identifies items requiring human review, creates organized workpapers, integrates with tax preparation software, and helps preparers focus more of their time on review, judgment, and higher-value tax work. Speaker: Dave Haase Company/Sponsor: Juno Moderator: Dr. Christine Gervais

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From Intake to Delivery: Automating Your Tax Workflow with StanfordTax thumbnail

From Intake to Delivery: Automating Your Tax Workflow with StanfordTax

Tax Talks 30 min StanfordTax

In this Tax Tech Stack & AI session, Dan Berenholtz from StanfordTax demonstrates how firms can streamline the tax workflow from client intake through return delivery. See how StanfordTax creates personalized client organizers, automatically processes and organizes tax documents, builds standardized workpapers and binders, and integrates with major tax preparation software. The session also previews StanfordTax's new tax return delivery functionality, designed to bring even more of the tax workflow into one connected system. Speaker: Dan Berenholtz Company/Sponsor: StanfordTax Moderator: Dr. Christine Gervais

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Working Capital Management: Unlocking Cash Flow from Operations thumbnail

Working Capital Management: Unlocking Cash Flow from Operations

CashFlow Mastery Talks 30 min Cash Flow Mike

In this Cashflow Mastery Talks session, Mike Milan (Cash Flow Mike) breaks down why profit does not always equal cash and shows how accounts receivable, accounts payable, inventory, expenses, and other operating activities impact a company's true cash position. Learn how to identify where cash is trapped in a business, understand the operating cash cycle, and turn financial data into practical conversations and actions that help clients improve cash flow. The session also demonstrates the Clear Path to Cash platform and its tools for cash flow analysis, forecasting, inventory management, pricing, debt reduction, and advisory services. Speaker: Mike Milan (Cash Flow Mike)

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QuickBooks Capital The New QuickBooks Lending Overview thumbnail

QuickBooks Capital The New QuickBooks Lending Overview

QB Talks 51 min Flywire

This QB Talks Apps session explores QuickBooks Capital and the new Business Health experience, showing how accountants and clients can assess lending readiness, understand the financial factors influencing eligibility, and review personalized funding options directly within QuickBooks. The session also features Flywire’s Invoiced platform for automating accounts receivable, payments, collections, and reconciliation.

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Cloud, IT, and Compliance. Built for Tax and Accounting Firms thumbnail

Cloud, IT, and Compliance. Built for Tax and Accounting Firms

App Academy 21 min Verito

In this App Academy session, Jatin Narang of Verito explores how tax and accounting firms can simplify technology management while strengthening security and compliance. Learn how secure cloud hosting, managed IT, dedicated private servers, WISP support, employee security training, and 24/7 technical assistance can help firms protect client data and support remote teams while staying focused on their core accounting work.

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Less Time Managing Technology. More Time Growing Your Firm. thumbnail

Less Time Managing Technology. More Time Growing Your Firm.

App Academy 20 min Rightworks

In this App Academy session, Matt Bitz of Rightworks examines how accounting firms can embrace rapid technology change without sacrificing security or control. The session covers cybersecurity risks, secure access for remote and offshore teams, data governance, AI adoption, and the importance of developing an AI policy and incorporating AI considerations into a firm's WISP. Learn practical strategies for building a secure technology foundation that can scale alongside your firm.

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Inside Invoiced: 30 Minutes Inside Modern A/R thumbnail

Inside Invoiced: 30 Minutes Inside Modern A/R

App Academy 20 min Flywire

In this App Academy session, Allyson Kummins of Flywire demonstrates how finance teams can modernize accounts receivable with automated workflows, global payments, and connected business systems. Explore Flywire's Invoiced platform and Integration Studio, including automated billing and collections, customer payment portals, international payment capabilities, and no-code integrations that connect ERPs, CRMs, QuickBooks, project management tools, and other applications.

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The AI Opportunity (and the Cyber Risk You Can't Ignore) thumbnail

The AI Opportunity (and the Cyber Risk You Can't Ignore)

QB Talks 34 min Flywire

In this Future Forward: AI & Cybersecurity session, Brittany Hill and Chris Jordan of Flywire explore how artificial intelligence is transforming accounts receivable and finance operations while addressing the cybersecurity risks organizations must consider. Learn practical strategies for evaluating AI tools, implementing responsible AI, strengthening security, and improving AR efficiency through automation and intelligent workflows. Connect with Brittany 👉 https://www.linkedin.com/in/brittanyphill Connect with Jordan 👉 https://www.linkedin.com/in/chris-jordan-676aa95

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From Risk to Protection Cybersecurity for Accounting Firms thumbnail

From Risk to Protection Cybersecurity for Accounting Firms

Future Forward 53 min Rightworks

In this Future Forward: AI & Cybersecurity session, Tiffany Caponigro of Rightworks explains why cybersecurity is a core business responsibility for accounting firms. The session covers phishing, ransomware, credential theft, regulatory requirements, written information security plans, employee training, and practical safeguards firms can use to protect client data, maintain trust, and strengthen operational resilience. Connect with Tiffany 👉 https://www.linkedin.com/in/tiffanycaponigro/ Learn more 🌐 https://www.rightworks.com/solutions/

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