Cybersecurity for the Small Tax Firm​

Donny Shimamoto

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures.

ChatGPT: Accountant’s Friend or Foe

Center For Accounting Transformation

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit the world, EVER! It continues to grow exponentially not only in number of users, but in its power and flexibility.

Leveraging ChatGPT: Unleash the Power

Center For Accounting Transformation

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it amplifies effectiveness, and it can be a springboard for inspiring amazing ideas, IF you learn to ask it questions (prompts) that take advantage of its potential.

Hybrid Work & Cybersecurity for Small Firms

Learn what small firms should take into consideration when developing their remote work policies and cybersecurity measures so that they balance their team’s ability to work remote with the risks of a cybersecurity breach.

Resolve to Grow Your Sales Tax Compliance Practice


Learn how automation can help you prepare for 2022! It’s a new year, which means new challenges and opportunities for both accounting practitioners and their clients. This session is for accountants in public practice.