CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

• Partners in charge of IT for your firm
• Managing Partners
• Internal IT team members wanting to vet suppliers
• Accountants that want to understand the IT considerations to mitigate risk
• IT steering committee members from CPA firms, or those interested in IT

• Identify new Tax technologies
• Learn how to select new technologies for your firm from a road map
• List top niche markets
• Learn how to differentiate between products that are ready to implement and those that need time
• Create a transformative plan for your firm