#StudioExchanges
We researched and did multiple demos with both. Ultimately we picked Canopy because Karbon did not all of the modules we needed. We switched from Liscio/FileCabinet/Workpapers/Caseware/Practice CS to Canopy in August 2025. We are still working through ...
HI Lacey, We may be able to assist you with your question. Our firm, Abdo, developed a PowerBI solution called Compass that over 100 firms use to pull data from their practice management system into real time, drillable, dashboards. Happy to share ...
Thank you so much, I will check them out! Thanks, Stephanie
Hi Stephanie – We have been using Xantrion for years. We also use Lacerte and are in the Azure environment. https://www.xantrion.com/ If you're interested email me and I can connect you with someone. Michelle ...
We are exploring TechGuru and Chortek LLP ------------------------------ Becky Shull The CJ Group Frisco TX 9722029047 ------------------------------
Either the content you're seeking doesn't exist or it requires proper authentication before viewing.
Registration is now OPEN for Connections 2026! Click here to register now.
For our LinkedIn friends: Help us spread the word by sharing our recent announcement. Click here to view the post and share.
See you in SLC!
The 2026 CPAFMA Technology Survey is closing today, and this is your last chance to participate. As firm technology continues to evolve at a rapid pace, it’s more important than ever for all members to share what tools you’re using, what’s working, and where you’re headed next.
Your responses help us:
📌 If you have already completed the survey, thank you — and please feel free to disregard this reminder.
Otherwise, please take a few minutes today to complete the survey and make sure your firm’s voice is included.
The November New Member Exchange has been rescheduled to Tuesday, December 2nd at 3:30 pm ET.
The New Member Exchange is for new CPAFMA Members to virtually network and learn more about their membership benefits.
This event is optional, but we hope that you join us! New Members received a calendar invite. Please RSVP for effective scheduling.
New Members, we will see you next week!
Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.
Earn CPE credit while gaining actionable insights you can implement right away.Choose to register for the full series or select individual webinars that best fit your needs.
Elevate your HR game—reserve your spot today!