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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 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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A Look at Popular Point-of-Sale Systems thumbnail

A Look at Popular Point-of-Sale Systems

QB Talks CPE 60 mins Mango

In this QBTalks session, Lisa Burnett of Ability Business joins host William “Murph” Murphy to explore today’s leading point-of-sale solutions and how accountants can help retail clients choose the right fit. The session compares platforms including Shopify, Square, Clover, Toast, Lightspeed, Revel, and Register by Ability Business, with a focus on inventory, workflows, reporting, growth needs, and integration with QuickBooks. The session also features Tim Sines, CPA and Co-Founder of Mango, demonstrating how Mango Practice Management integrates with QuickBooks to provide time tracking, invoicing, payments, project management, scheduling, reporting, and other tools for managing an accounting practice. Speaker: Lisa Burnett — Ability Business Sponsor Speaker: Tim Sines— Mango Host: William “Murph” Murphy Sponsor: Mango

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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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Your Team's Drowning. Here's How AI Sees It thumbnail

Your Team's Drowning. Here's How AI Sees It

AI in Practice 32 min Jan Haugo

In this AI in Practice Talks session, Jan Haugo demonstrates how AI can uncover hidden workload patterns, identify process bottlenecks, and pinpoint the best opportunities for automation. Learn how to use data-driven insights to prioritize improvements, balance workloads, and build more efficient accounting workflows instead of relying on assumptions. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo

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