Technology That Pays for Itself: Tools That Increase Capacity, Accuracy and Cash Flow

Complimentary Member Tech Demo | Non-CPE Program

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.


What You’ll Learn at a Glance

This event equips accounting and finance professionals to:

  • Evaluate multiple technology platforms in one focused session
  • Identify AI-powered research and workflow automation tools
  • Strengthen compliance and cybersecurity infrastructure
  • Improve billing, accounts receivable and revenue predictability
  • Enhance tax research speed and document review accuracy
  • Assess cloud hosting and IT management solutions designed specifically for accounting firms
  • Make informed purchasing decisions aligned with firm strategy
  • Reduce operational risk and manual process inefficiencies
Register Today

 

Program Details

Date: May 27, 2026
Format: Online
Event Code: SCTEC01W26

Registration Fees:
Free for Members
$69 for Nonmembers

 

CPE Information
This complimentary technology demonstration is focused on practical product insight and applied discussion. As a demo-format session, it does not qualify for CPE credit.

 

 

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Verito

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

Accordance

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

Thomson Reuters

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 Logo

Anchor

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.

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Canopy

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.

Looking Ahead

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.

 

 

Who Should Attend

This program is designed for:

  • Firm owners and managing partners evaluating technology investments
  • Tax professionals seeking AI-powered research and workflow tools
  • Controllers and finance leaders exploring automation and cloud solutions
  • IT decision-makers within accounting firms
  • CPAs planning future software purchases
  • Professionals seeking to improve compliance, cybersecurity and operational efficiency

Why This Showcase Matters Now

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:

  • Make informed purchasing decisions
  • Align technology investments with firm growth strategy
  • Reduce operational friction
  • Strengthen regulatory compliance
  • Increase capacity without proportionate hiring

 

 

 

 

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