Small Firm Practitioners Roundtable: Preferred Technology Platforms

Overview

Choosing the right technology can make or break your efficiency. But with so many platforms on the market, how do you choose?

This roundtable brings together CPAs, industry leaders, and technology vendors to discuss what's actually working and what you should consider when evaluating your tech stack. We'll have an open discussion around accounting, tax, audit, client management, and cybersecurity tools, including what's working, what's not, and what you wish you'd have known sooner.

To add practical perspective, accounting technology experts and select platform vendors will also join the conversation to answer questions, provide their input, and help demystify how different tools fit together in a modern firm.

Expect real-world experiences, candid conversations, and actionable takeaways you can use to evaluate or refine your firm's tech. No pitches, no sponsors, just conversations with fellow CPAs and industry experts.

Hosted by the OSCPA's Small Firms Committee.

This event is designed for discussion and peer sharing, and is not eligible for CPE credit.