The 2026 Tech Showcase is a three-hour, fully online technology demonstration event designed for accounting and finance professionals who are evaluating new platforms, planning technology investments or seeking ways to improve efficiency, compliance and client service.
This unique showcase brings together five leading technology vendors in one streamlined session, allowing attendees to see live platform demonstrations, compare solutions and evaluate practical applications without sitting through multiple separate sales calls.
Participants may attend the full three-hour experience to view all demonstrations or select the segments that align with their firm’s immediate technology priorities. The detailed schedule will be published soon.
This program is designed to help professionals make informed technology decisions that improve workflow efficiency, strengthen compliance, enhance advisory capabilities and support long-term firm growth.
This event equips accounting and finance professionals to:
Date: May 27, 2026
Format: Online
Event Code: SCTEC01W26
Registration Fees:
Free for Members
$69 for Nonmembers
Verito provides private cloud hosting, managed IT and compliance solutions built exclusively for tax and accounting firms. Their infrastructure meets IRS Publication 4557 and FTC Safeguards Rule requirements by default, helping firms remain compliant while improving performance and uptime.
Solutions Demonstrated:
VeritSpace (Private Cloud Hosting)
VeritGuard (Managed IT)
VeritComplete (Hosting + IT)
VeritShield WISP
Business impact includes improved application performance, compliance protection and simplified IT accountability
Accordance is a frontier AI platform purpose-built for tax, audit and CPA teams, designed to support complex research and analysis workflows.
Rather than generic AI responses, Accordance applies authoritative sources, documents assumptions and supports tax professionals navigating complex fact patterns. Users often discover its value as a verification and ideation partner beyond basic research.
Business outcomes include faster research, expanded tax planning capabilities and more comprehensive advisory insights.
Thomson Reuters will showcase CoCounsel Tax, an AI-powered platform embedded within trusted research tools and built specifically for tax professionals.
CoCounsel Tax integrates IRS code, Checkpoint, firm documents and regulatory content into a single AI-guided workflow that supports research, document review and compliance automation.
This platform helps accelerate research timelines, improve consistency and reclaim time for higher-value advisory work.
Anchor automates the full billing and accounts receivable lifecycle for accounting and professional services firms.
From proposal and agreement through invoicing, payment and reconciliation, Anchor eliminates manual follow-ups, reduces revenue leakage and improves cash flow predictability .
For firm owners seeking operational certainty and automated revenue workflows, this demonstration highlights how AR can function without manual tracking.
Many firms are juggling disconnected systems while manual administrative work eats into billable time. In this live demo, Canopy will show how accounting firms are consolidating CRM, document management, workflow, billing and client communication into one secure, cloud-based platform built specifically for the profession.
See how integrated automation and embedded AI can reduce busywork, improve turnaround times, simplify your tech stack and elevate the client experience — all within a single system designed for accounting firms.
Additional 2026 Tech Showcase dates:
August 19
November 4
Technology vendors interested in future participation may contact Mike for additional information.
Also explore the full May 4–5 Technology Conference for deeper educational sessions and expanded technology strategy insights.
This program is designed for:
Technology decisions directly impact profitability, compliance exposure, team capacity and client experience.
Rather than evaluating vendors individually across multiple weeks, this event provides a structured, side-by-side view of leading platforms in AI research, tax workflow automation, billing systems and compliant cloud infrastructure.
Attendees leave better equipped to:
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