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

Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Royalwise 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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From Compliance to Advisory: Building an Ag Accounting Practice thumbnail

From Compliance to Advisory: Building an Ag Accounting Practice

Figured 60 min Figured

Discover how accounting firms can move beyond once-a-year tax compliance and build valuable agriculture advisory services. Erin Arick of Figured, joined by moderator Dr. Christine Gervais, explores what makes agricultural accounting different, how to identify clients ready for advisory, demonstrate the value of proactive financial insights, and introduce scalable advisory services without rebuilding your practice from scratch. Speaker: Erin Arick, Senior Account Executive, Figured Host: Dr. Christine Gervais Sponsor: Figured

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Marketing That Adds Up thumbnail

Marketing That Adds Up

Marketing Talks 30 min

In this IA Marketing Talks session, Gary DeHart, Publisher and Managing Partner of Insightful Accountant, shares a practical framework for creating a focused marketing strategy that accounting professionals can actually put into action. Learn how to define your ideal client, develop a clear market promise, choose the right marketing channels, set measurable goals, and turn those pieces into a practical 90-day marketing roadmap.

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Kintsugi presents: Sales Tax on Autopilot thumbnail

Kintsugi presents: Sales Tax on Autopilot

App Academy 30 min Kintsugi

Discover how Kintsugi helps accounting professionals simplify sales tax compliance through automation. In this App Academy session, Ryan Le of Kintsugi explores how firms can streamline sales tax workflows, including nexus monitoring, registrations and filings, exemption certificate management, and integrations with accounting and e-commerce platforms—helping reduce manual compliance work while supporting growing clients.

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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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