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Free cpe webinars
The Nuts and Bolts of Building Your Small Firm's Ideal Tech Stack​


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

If you're running a smaller tax and accounting firm, you probably don't run your business the same way large firms do. Your tech stack is probably more focused on streamlining workflows, improving project tracking, and finding solutions for customer collaboration. And while that's great for building a flexible and responsive accounting firm, it also means that your firm is less likely to use data analytics tools to grow your business—which means you're missing out. A small practice incorporating the right strategies and tech-enabled services can set its clients up for success and the firm up for big-time growth. But how do you do it? In this webinar, our small-firm technology experts Georgia Smith and Hillarie Diaz will cover these strategies. 

Learning Objectives:

  • Determine how to vet various tech tools, including tools that your firm is already using to ensure that they’re still the best option for your firm 

  • Identify the importance of making sure that your tech stack is fully integrated 

  • Recognize why data analytics may be your firm’s competitive advantage 

  • Plan how to find and build the right tech stack for your firm

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Georgia Smith has over 25 years of experience as a tax preparer and runs a small tax and bookkeeping business that serves individuals, small businesses and small non-profits. As a product manager for Wolters Kluwer Tax & Accounting North America, she is focused on small firms, creating the vision and strategy for the ATX product line.


Hillarie Diaz

Wolters Kluwer Tax & Accounting
Content Creator and Strategist
(847) 580-5000

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As a content creator for Wolters Kluwer’s Professional Market, Hillarie focuses on a wide range of accounting and finance technology space topics. As an accountant who enjoys writing, she brings over a decade of accounting experience to her writing.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.