Advisory services represent one of the most significant growth opportunities for both small and mid-sized accounting firms, yet many struggle to scale them consistently across teams and clients. In this case study, Smith Marion & Co shares how they leveraged Wolters Kluwer’s CCH Axcess Advisor to embed structured advisory guidance directly into everyday client engagements—turning insights into actionable recommendations and building a repeatable advisory model.
- Learn how to use CCH Axcess Advisor to deliver consistent, high‑value advisory services as their firm grows.
- Gain insight into how structured guidance helps professionals feel more confident and uncover opportunities they may not have identified on their own.
- Understand how scalable advisory services can strengthen client relationships and drive sustainable firm growth.
Facing talent shortages and growth demands, many accounting firms are exploring international hiring—but global payroll, compliance, and employment requirements can add significant complexity. In this case study, Justworks and a small-to-medium-sized accounting firm used an Employer of Record (EOR) solution to simplify hiring, manage compliance, and offer competitive local benefits—while reducing risk and improving operational efficiency.
- How EOR helps companies hire globally without creating local entities
- Why integrated payroll, compliance, and benefits matter in international expansion
- What finance and HR teams need to scale global hiring with less risk and friction
As accounting firms face mounting capacity constraints, increasing return complexity, and pressure to deliver faster turnaround times, many are looking to AI for answers. But moving from experimentation to real-world deployment raises important questions around trust, workflow integration, and maintaining professional standards.
In this case study, leaders from Armanino, a Top 20 accounting firm, will share how they partnered with Accrual to introduce AI directly into live tax operations.
- Explain the rollout steps Armanino used to introduce AI in live tax work while keeping reviewer accountability clear
- Identify the workflow steps where AI reduced manual preparation work and sped up review, especially in complex returns with heavy source documentation
- Understand how Armanino is using Accrual to improve client-facing steps in complex returns by making document submission easier and reducing time spent collecting and reconciling source documents
Tax and accounting professionals have more solutions available to them now than ever before. So why are so many firms still bogged down by cumbersome tools? The answer: Because not enough of those tools work together in a way that provides real, seamless automation. In this session, we’ll uncover how Thomson Reuters helped Friedman & Huey Associates streamline operations and unlock real automation. We will detail exactly what firms should look for in tax workflow solutions—red flags, green flags, and more—helping attendees to better identify tools that fit their firms’ needs.
- Sometimes, Less Is More: It may seem counterintuitive, but more tools don’t necessarily mean more efficiency. In fact, many tax and accounting firms are inefficient because of the larger number of software within their workflow.
- The Secret Sauce: Flashy, new offerings can be awfully enticing; after all, they do come with all those bells and whistles. But remember to keep the main thing the main thing, and that’s seamless integration. If a solution doesn’t work with what you’re using, it doesn’t matter how innovative it is.
- You Simply Can’t Skip Your Homework: Firms must strategically evaluate all tools—both those they’re considering and ones they’re already using. Grade solutions against your firm’s contemporary and expanding needs, not just against performance during the most recent tax season. Expanding your lookahead distance is critical to strategic planning.
Explore the potential of AI in accounting with real tangible and practical applications tailored to today’s accounting professionals. You will hear from a CAS practitioner and AI experts to demystify AI technologies. The goal is to show how AI can streamline accounting operations, unlock new levels of efficiency, and gain financial insights to stay competitive and deliver greater value to clients.
What you’ll learn:
- Understand the foundational concepts of AI and how they apply to everyday accounting tasks like bookkeeping, reconciliations, and reporting.
- Learn specific examples of AI tools that can automate routine processes, identify anomalies, and improve data accuracy in accounting workflows.
- Gain a framework for evaluating AI solutions and implementing them effectively to enhance client service and operational efficiency.
Experience an inspiring real-world success story highlighting the journey of two businesses working together, shedding light on the obstacles they overcame and their achievements. As a generational talent shortage grips the industry, tax and accounting firms are having to do more with less. At the same time, expectations for client experience have never been higher. In this session, we’ll cover how automation software improves efficiency, streamlines workflows, and minimizes or even completely removes tedious manual tasks, all while empowering firms to deliver an unrivaled client experience. Learn how these tools empower your team to deliver a superior client experience while positioning your firm for sustainable growth.
What you’ll learn:
- Key challenges posed by the CPA staffing crisis and their impact on firms.
- How SafeSend One’s automation and machine-learning features directly address the needs of short-staffed teams.
- Strategies to integrate talent and technology, balancing immediate business demands with long-term recruitment and retention goals.
The accounting industry is grappling with talent shortages, increasing client demands, and mounting pricing pressures. While AI is often seen as a tool for efficiency, relying solely on AI automation falls short of addressing these challenges. When fully embraced, AI can be a transformative force—redefining how firms scale capacity, optimize processes, and elevate the client experience.
In this session, discover how AI technologies, including AI agents, are enabling firms to take on more engagements without increasing headcount. Learn how AI goes beyond task automation to orchestrate workflows, improve decision-making, and empower teams to more easily meet client demands.
Using real-world examples, we will illustrate how AI is reshaping the future of accounting and provide a practical roadmap to help your firm thrive. Whether you’re exploring AI for the first time or refining your strategy, this session will equip your firm to maintain its competitive edge and leadership.
What you’ll learn:
- Learn how to scale capacity effectively: Discover how AI agents and other advanced tools enable your firm to deliver more with existing resources.
- See real-world success in action: Hear practical examples of firms using AI to meet client demands, reduce manual effort, and boost profitability.
- Understand what’s next: Explore the latest advancements in AI, including how AI agents are elevating workflows and setting new industry benchmarks.
- Maintain your competitive edge: Gain actionable strategies for integrating AI technologies to stay ahead in the industry.