CPA Site Solutions

06/10/2026

Join us on Wednesday October 7 at 1:30pm ET/10:30am PT for our free webinar Preparing for an Easier Tax Season: How to Use Automation to Streamline Your Firm.
Busy season is on its way, but you still have time to prepare. One great way to smooth things out at your firm is to set up automations. Join us for this webinar, covering all you need to know about:

• How firm automation can help with busy season
• The benefits of firm automation
• The best practices for firm automation

Register now!
https://go.cpasitesolutions.com/C-WBN20261007PrepforTaxSeasonWebinar_RegistrationPage.html?utm_source=DB&utm_medium=email&utm_campaign=C-WBN-20261007-Prep-for-Tax-Season-Webinar&utm_content=Invite2

01/09/2026

Join us TOMORROW, September 2 at 1:30pm ET/10:30am PT for a webinar with Integrated Growth Advisors to learn about
• Why growth has recently become more difficult for accounting firms
• The operational systems growth-ready firms consistently have in place
• How hiring, leadership, and accountability support long-term success
• Why your website, online reputation, and search visibility matter for attracting both clients and talent
• Practical steps to remove bottlenecks and continue growing your firm

Everyone who registers will be sent a recording of the webinar so be sure to register even if you can't make it live! See the first comment for the registration link.

21/08/2026

Join CPA Site Solutions for a practical webinar with guest speaker Troy Patton, CPA/ABV, Founder and Principal of Patton & Associates. Troy will share proven strategies for growing an accounting or CPA practice, adding new tax clients, increasing profitability, and expanding into valuable advisory services. The webinar will be on Wednesday August 26 at 1:00 PM ET | 10:00 AM PT. Everyone who registers will be sent a recording of the webinar so be sure to register even if you can't make it live.
https://shorturl.at/0Iltp

29/07/2026

Don't let client questions halt your productivity. Automate customer inquiries with AI Chat.
https://www.cpasitesolutions.com/AI-Chat/

22/07/2026

Help your clients think about their tax strategy year round with our Tax Planning Guides.
https://www.cpasitesolutions.com/premium-content/tax-guides/

20/07/2026

Join retirement planning experts Ray Lucia Sr. and Tali Vaughn for a practical webinar that will help you better understand the full retirement plan spectrum and uncover planning opportunities you can immediately apply with your clients. Live webinar is on Wednesday July 22 at 1:30 PM ET / 10:30 AM PT. Everyone who registers will receive a recording of the webinar. One CE credit available for those who attend the full session.
Register here: https://shorturl.at/U8SBo

15/07/2026

Keep your client documents organized and secure with CPA Site Solutions' Secure Firm Portal. Try it free for 30 days.
https://lp.cpasitesolutions.com/secure-portal-for-accountants

13/07/2026

Tired of answering repetitive questions from customers and prospects? Let AI chat do it for you.
https://www.cpasitesolutions.com/AI-Chat/

07/07/2026

When potential clients search for “CPA near me” or for tax accountants in your city, your firm’s visibility can determine whether they contact you or choose a competitor.

Join our webinar, Wednesday July 8 at 1:30pm ET/10:30am PT, and learn practical steps your firm can take to improve local search visibility, strengthen credibility, and attract more qualified prospects.
https://go.cpasitesolutions.com/C-WBN20260708JulyWebinarLocalSEO_RegistrationPage.html?utm_source=DB&utm_medium=email&utm_campaign=C-WBN-20260708-July-Webinar-Local-SEO&utm_content=email_3 https://bit.ly/4b7AseI

15/06/2026

Our Chief Revenue Officer Andy Rowe was featured on a recent episode of the FICPA podcast, The Practitioner's Edge. Check out his conversation with FICPA's Dan Henn as they discuss the transformative power of tax automation for small firms.
https://open.spotify.com/episode/5K0CFhsbzdS4rx19hl5EFa?si=73c89348d1504886&nd=1&dlsi=1f615503632f42ff

FICPA Podcasts · Episode