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Archived Webinars

UNLOCKING FIRM INTELLIGENCE: EMBEDDING INTELLIGENCE IN EVERY ASPECT OF THE FIRM

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Recorded Date March 26, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

UNLOCKING SUCCESS: BUILDING YOUR SMALL FIRM'S IDEAL TECH STACK

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Recorded Date March 18, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, Small Business Owner

MAKE XPITAX YOUR STRATEGIC BUSINESS PARTNER FOR 2025

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Recorded Date February 6, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

MASTERING THE 1040 TAX RETURN

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Recorded Date January 30, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, Enrolled Agent

THE IMPORTANCE OF TECHNOLOGY-ENABLED AUDITING FOR SUCCESS

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Recorded Date January 23, 2025 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

RETHINKING AUTOMATION WITH THE POWER OF AI

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Recorded Date December 16, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

NAVIGATING BOI COMPLIANCE: IS YOUR FIRM READY TO SUPPORT CLIENTS?

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Recorded Date December 5, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Specialized Knowledge Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

DRIVING FORCES BEHIND FIRM GROWTH: WHAT HIGH-GROWTH FIRMS ARE DOING DIFFERENTLY

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Recorded Date November 12, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

THE DIGITAL AUDIT WORKFLOW: DRIVEN BY DATA AND POWERED BY AI

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Recorded Date November 7, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

BOI REPORTING IS HERE: ARE YOUR CLIENTS AND FIRM PREPARED?

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Recorded Date September 18, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Specialized Knowledge Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

MASTER RISK ASSESSMENT FOR PEER REVIEW EXCELLENCE

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Recorded Date September 12, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

REDEFINING THE CLIENT EXPERIENCE: TECH-ENABLED GROWTH TACTICS

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Recorded Date June 24, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

LEVERAGE TECHNOLOGY TO AUTOMATE YOUR TAX ADVISORY SERVICES

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Recorded Date June 21, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

GAIN EFFICIENCIES THROUGH A DIGITAL TAX WORKFLOW PROCESS

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Recorded Date May 17, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

UNLOCKING GROWTH: THE POWER OF DATA STRATEGY FOR ACCOUNTING FIRMS

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Recorded Date May 9, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

MANAGING COMPLEXITY IN A MODERN FIRM

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Recorded Date May 6, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

EFFECTIVE & EFFICIENT AUDIT DATA ANALYTICS (ADA): INSIGHTS FROM SUCCESSFUL FIRMS

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Recorded Date February 15, 2024 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

PUBLIC ACCOUNTING FIRMS: ENHANCING AUDIT QUALITY & IMPROVING PEER REVIEW

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Recorded Date December 19, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

LEVERAGING TECHNOLOGY TO GROW YOUR FIRM AND PROTECT YOUR CLIENTS

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Recorded Date December 15, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Small Business Owner

FUTURE-PROOFING YOUR TAX PREPARATION BUSINESS

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Recorded Date December 12, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

INCOME SPLITTING TAX STRATEGIES

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Recorded Date December 4, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

INTRODUCTION TO 1040 TAX RETURNS

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Recorded Date November 9, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend Enrolled Agent

R&D TAX CREDIT: MANAGING SECTION 174 IN UNCERTAIN TIMES

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Recorded Date October 17, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent

SECURE 2.0 ACT: LEGAL IMPACTS AND ADMINISTRATIVE CHALLENGES

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Recorded Date October 12, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent

GLOBAL TAX CHALLENGES: PILLAR TWO FOR U.S. MULTINATIONALS

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Recorded Date October 6, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

TAX TECHNOLOGY: TAKE THE PAIN OUT OF SWITCHING TAX SOFTWARE

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Recorded Date October 3, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

HOW GENERATIVE AI WILL IMPACT TAX COMPLIANCE

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Recorded Date September 12, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Information Technology Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

TAX TECHNOLOGY: HOW SWITCHING TAX COMPLIANCE SOFTWARE LEADS TO FUTURE SUCCESS

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Recorded Date July 27, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

NAVIGATING GOING CONCERN RISK IN AN UNCERTAIN ENVIRONMENT

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Recorded Date July 26, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

HOW A DATA-DRIVEN AUDIT HELPS ATTRACT TALENT AND CREATE CAPACITY

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Recorded Date July 12, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

THE NUTS AND BOLTS OF BUILDING YOUR SMALL FIRM'S IDEAL TECH STACK

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Recorded Date July 11, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, Small Business Owner

3 STEPS YOUR FIRM CAN TAKE TODAY TO DEVELOP AN ADVISORY SERVICE BUSINESS MODEL

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Recorded Date June 29, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm

THE LEADING EDGE: THE FUTURE OF ACCOUNTING TECHNOLOGY

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Recorded Date June 23, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Information Technology Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

ADVICE AND BEST PRACTICES ON DELIVERING STRATEGIC ADVISORY SERVICES

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Recorded Date June 19, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

CHOOSE THE TECHNOLOGY THAT WILL HELP YOU CREATE CAPACITY FOR ADVISORY SERVICES

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Recorded Date May 24, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

MAXIMIZING SCHEDULE E DEDUCTIONS USING TAXWISE ONLINE

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Recorded Date April 11, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent

INCREASE YOUR VALUE AS A CLIENT ADVISOR

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Recorded Date March 22, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

BECOME AN EXPERT ANALYZER

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Recorded Date February 20, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

LEADING CHANGE: WOMEN IN TECH

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Recorded Date February 7, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

INNOVATION IN ACTION: AN ANALYSIS OF INDUSTRY TRENDS

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Recorded Date January 31, 2023 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm

TAXWISE SOFTWARE DEMO: MAXIMIZING TAX DEDUCTIONS IN A 1040 TAX RETURN

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Recorded Date December 21, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

TIPS FOR A BETTER PEER REVIEW

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Recorded Date December 8, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

TAX TECHNOLOGY DIGITAL SUMMIT: INVESTING IN YOUR FIRM'S FUTURE SUCCESS

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Recorded Date November 15, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Computer Software and Applications Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

INFLATION REDUCTION ACT: WHAT IT MEANS FOR YOU AND YOUR CLIENTS

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Recorded Date August 31, 2022 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Enrolled Agent

EXECUTE YOUR DATA-DRIVEN AUDIT

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Recorded Date October 5, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

ENHANCING AUDIT QUALITY: FOCUS AND TRENDS IN 2021

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Recorded Date June 11, 2021 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other

MODERNIZE YOUR AUDITS: A TRANSFORMATIVE METHODOLOGY

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Recorded Date October 9, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Auditing Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

SCALING YOUR CAS PRACTICE WITH REMOTE STAFF

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Recorded Date May 7, 2020 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

CLIENT ACCOUNTING SERVICES OUTSOURCING: A CATALYST FOR GROWTH

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Recorded Date May 24, 2019 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

HOW TAX AND ACCOUNTING PROFESSIONALS CAN ADD VALUE THROUGH OUTSOURCING

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Recorded Date December 11, 2018 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Business Management and Organization Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm

DISCOVER THE RIGHT TOOLS FOR A BETTER TAX SEASON NEXT YEAR

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Recorded Date April 26, 2017 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

PREPARING FOR THE 2017 FILING SEASON WITH WOLTERS KLUWER

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Recorded Date December 14, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend Bookkeeper, CPA - small firm, Other

DISCOVER THE TAX & FIRM MANAGEMENT SOLUTION THAT'S RIGHT FOR YOU

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Recorded Date December 13, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

MANAGING YOUR TAX WORKFLOW: DISCOVER CCH PROSYSTEM FX FOR SMALL FIRMS

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Recorded Date December 5, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CFO / Controller, CPA - small firm

SIMPLIFYING YOUR OFFICE WITH ATX TAX SOFTWARE AND CCH IFIRM PRACTICE MANAGER

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Recorded Date November 8, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

DISCOVER HOW TAX & FIRM MANAGEMENT HELPS YOU KEEP UP WITH MARKETING STRATEGIES

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Recorded Date October 5, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

INTRO TO CCH iFIRM - BETTER MANAGE YOUR TAX AND ACCOUNTING BUSINESS: DEMO

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Recorded Date September 26, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

MAXIMIZING YOUR REVENUE WITH TAXWISE AND CCH IFIRM

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Recorded Date September 8, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

DISCOVER HOW WOLTERS KLUWER HELPS YOU EXPAND YOUR SERVICE OFFERINGS

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Recorded Date September 6, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

KEEPING YOUR CLIENTS ENGAGED IN THE OFF-SEASON WITH CCH CLIENT PORTAL

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Recorded Date August 30, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

IDENTITY THEFT: SAFEGUARDING YOUR CLIENT DATA

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Recorded Date July 14, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other

SIMPLIFY DOCUMENT SHARING - INTRODUCTION TO CCH iFIRM CLIENT PORTAL: DEMO

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Recorded Date May 5, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

SIMPLIFY YOUR OFFICE: ATX TAX SOFTWARE + CCH iFIRM

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Recorded Date May 4, 2016 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Other Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other

IMPACT OF TAX LAW CHANGES - 2015 SEASON PREVIEW

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Recorded Date December 10, 2015 Cost Free Presentation Length 1.0 hour CPE: Not available (archived webinars do not offer CPE credits) Subject Area Taxes Course Level Basic Who Should Attend CPA - small firm, CPA - medium firm, Other