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

Complimentary Member Tech Demo | Non-CPE Program

See five accounting technology platforms in action—all in one morning. Attend the full 2026 Technology Showcase or choose the demonstrations most relevant to your priorities. Compare practical tools for streamlining workflows, strengthening compliance, improving client service and expanding advisory capabilities.


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Agenda

9:00–9:02 a.m. Opening Remarks
AcctoFi | Andrew Grow
9:02–9:30 a.m. Financial Cents
Davida MacBain
9:30–9:35 a.m. Break
9:35–10:05 a.m. 4ImpactData
Eric Eager
10:05–10:10 a.m. Break
10:10–10:40 a.m. Thomson Reuters
Sheila Palma
10:40–10:50 a.m. Break
10:50–11:20 a.m. Stanford Tax
Dan Berenholtz
11:20–11:25 a.m. Break
11:25–11:55 a.m. Canopy Tax
Luke Frye
11:55 a.m.–12:00 p.m. Closing Remarks
AcctoFi | Andrew Grow

Program Details

Date August 19, 2026
Format Online
Event Code SCTEC01W26

Registration Fees

TXCPA Member Free
Nonmember $69

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.

Looking Ahead

Next Technology Showcase:
November 4

Technology vendors interested in future participation may contact Mike for additional information.

 

 

Aug Tech Showcase Logos (500 x 134 px) (3)
Aug Tech Showcase Logos (500 x 134 px) (2)

 

Canopy

See how Canopy is helping accounting firms replace disconnected software with one AI-powered practice management platform. Explore how firms are simplifying operations, automating repetitive tasks, and creating a more connected client experience with Canopy Coworker AI. Whether you're evaluating your firm's technology stack or looking to improve efficiency, this session will show you what's possible.

You'll see how to:

  • Consolidate multiple applications into one connected platform
  • Automate routine work with built-in AI
  • Streamline client management, workflow, billing, and document storage
  • Reduce administrative tasks and improve team efficiency
  • Free up more time for advisory services and client relationships

 

 

StanfordTax

See how StanfordTax is helping firms automate one of the most time-consuming parts of tax preparation. From personalized client organizers and automated reminders to AI-powered document verification and prep-ready workpapers, StanfordTax helps your team spend less time tracking down information and more time preparing returns. If you're looking to simplify tax season and create a better client experience, this session is for you.

You'll see how to:

  • Automatically generate customized client organizers and questionnaires
  • Verify, organize, and prepare tax documents with AI
  • Deliver secure tax returns from the same platform
  • Reduce manual follow-up with automated client reminders
  • Speed up tax preparation with prep-ready workpaper binders

 

Aug Tech Showcase Logos (500 x 134 px) (1)
Aug Tech Showcase Logos (500 x 134 px) (5)

 

4impactdata

See how 4impactdata is helping CPA firms move beyond compliance with AI-powered advisory tools. Through its 4ID Foresight platform, firms can monitor client financial health, identify risks and growth opportunities, and turn financial data into meaningful business insights. Designed specifically for accounting professionals, 4ID Foresight helps firms strengthen client relationships, deliver more proactive guidance, and build scalable advisory services. If you're looking to expand your advisory services and deliver greater value to clients, this session is for you.

You'll see how to:

  • Monitor client financial health with AI-powered insights
  • Identify risks and growth opportunities earlier
  • Prepare for more meaningful client conversations
  • Prioritize clients using Business Health Index scoring
  • Deliver consistent, high-value advisory services across your firm


 

Financial Cents

See how Financial Cents is helping accounting firms simplify practice management with one easy-to-use platform. From workflow automation and deadline tracking to client communication and document management, Financial Cents gives firms complete visibility into their work, team, and clients. Built specifically for growing accounting firms, it helps reduce manual tasks, improve collaboration, and keep projects moving. If you're looking to stay organized, improve team efficiency, and gain greater control over your firm's workflow, this session is for you.

You'll see how to:

  • Manage clients, tasks, and deadlines from one platform
  • Automate workflows and reduce manual work
  • Improve collaboration across your team
  • Deliver a seamless client experience with a secure portal
  • Track firm-wide progress with greater visibility and control

 


Aug Tech Showcase Logos (500 x 134 px) (6)

 

Thomson Reuters

See how Thomson Reuters is helping accounting firms connect every step of the tax workflow through one integrated solution. Discover how SurePrep, SafeSend, and UltraTax CS work together to automate document collection, tax preparation, e-filing, and return delivery while reducing manual work and improving the client experience. If you're looking to simplify tax season, increase efficiency, and eliminate disconnected systems, this session is for you.

Overview

  • Replace disconnected tax tools with one integrated workflow
  • Automate document collection, tax preparation, e-filing, and return delivery
  • Reduce manual tasks while improving accuracy and compliance
  • Track return status with real-time workflow visibility
  • Create a faster, more seamless experience for both your team and your clients


 

 

Who Should Attend

This program is designed for:

  • Firm owners and managing partners evaluating new technology solutions
  • Tax professionals looking to automate tax preparation and workflow
  • Practice managers and operations leaders seeking greater efficiency
  • CPAs exploring AI-powered tools for advisory, client management and firm growth
  • Firms looking to consolidate their technology stack and reduce manual work
  • Accounting professionals planning future software investments

What You’ll Learn at a Glance

This event equips accounting and finance professionals to:

  • Evaluate leading accounting technology solutions in one session
  • Discover AI tools that automate tax, workflow and practice management tasks
  • Streamline client communication, document management and firm operations
  • Explore advisory, financial intelligence and practice growth solutions
  • Improve tax preparation, return delivery and workflow efficiency
  • Reduce manual processes with integrated, cloud-based technology
  • Evaluate solutions to simplify your firm's tech stack and support long-term growth

 

 

 

 

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