Webinars
Join conversations that go beyond the basics. Our webinars delve into what accounting and CPA firm leaders care about most — efficient workflows, smarter reporting, and leading change. Watch to learn from experts and peers in the field.
Client Management and Client Portal Software for Accounting Firms: Firm360 Demo
See Firm360’s client portal software for accounting firms: one secure login for every entity your…
The Practice CS Switching Guide
Everything Thomson Reuters firms need to switch from Practice CS: what replaces it, the timeline,…
17 min read
Succession Planning for CPA Firms: A Workflow for Protecting Your Firm From Staff Turnover and Partner Retirement
Staff turnover and partner retirement are the same problem. Here's the operational framework to solve…
How a 50-Person Tennessee Firm Saves 200 Hours Weekly with Firm360
CRS CPAs saves 200 hours weekly by streamlining operations with Firm360.
Salt Lake City Firm Sees Faster Billing and Client Portal Adoption with Firm360
Overview Foresight CPA Group, a Salt Lake City-based accounting firm with 10 employees, had been…
Firm360 + Juno: Integration Demo
See how Firm360 + Juno's AutoPrep integration automates tax prep from document upload to completed…
Project Management and Workflow Software for Accounting Firms: Firm360 Demo
See how Firm360’s workflow software for accounting firms automates tax season, from client intake to…
Time and Billing Software for Accounting Firms: Firm360 Demo
See how Firm360 helps accounting firms track time, manage WIP, send invoices, and sync payments…
CPA Pricing Model: How One Michigan Firm Moved From Hourly Billing to Subscriptions
CPA pricing model talk: Nathan Eads of Lally Group on moving from hourly billing to…
Accounting Workflows for CPA Firms: A Practical Guide to Building Scalable, Repeatable Processes
Build accounting workflows your firm can scale: define stages and owners first, then automate.
How a 25-Person Nebraska Firm Replaced Six Tools with Firm360
Kopsa Otte left Practice CS and FileCabinet CS behind and is consolidating six tools into…
How a Growing TN Firm Consolidated 4 Tools into 1 System and Unlocked Subscription Billing with Firm360
This Tennessee firm replaced PracticeCS and 3 other tools with Firm360, cut new-hire training to…
How a 5-Office Arizona Firm Powered 4 Acquisitions and Went Fully Paperless with Firm360
Key Takeaway: By building Firm360 as its practice management foundation, Red Rock Accounting integrated four…
Modernizing Practice Management: A Practical Buyer’s Guide for Accounting Firms
Learn how to select the right practice management software for your firm.
The AI-Powered Managing Partner
A Boomer-sponsored session on what real AI readiness looks like, with live examples from CRS…
Firm360 + Juno: Integration Demo
See how Firm360 + Juno's AutoPrep integration automates tax prep from document upload to completed…
The AI Adoption Advantage: Change Management for Accounting Firms
Most tech rollouts fail because of adoption, not software. Here's what drives change.
2024 Recap & 2025 Preview Product Webinar
On January 8, the Firm360 team presented a webinar to highlight the top features released…