A technology stack that doesn't support the way your firm grows—or neglects to protect sensitive and confidential firm and client data—can create more problems than it fixes. This is especially true in small firms, which usually don't have the capacity to overcome the challenges that outdated, ineffective, or unintegrated technology often brings. And while each firm has a custom and slightly unique tech stack, depending on their growth strategy and goals, all firms still depend on their tech stack to support growth strategy and overcome obstacles, rather than create them. So how do firms—especially small firms—know how to build a tech stack that will support the firm's growth strategy and protect sensitive data? 

Join this webinar with Georgia Smith and Stephanie Plaza, Product Managers at Wolters Kluwer Tax and Accounting North America, to get the answers you need. They’ll cover what your firm's tech stack might look like, based on your firm's growth strategy and strategic goals. Whether you are seeking to provide a boutique experience, expand into consulting or advisory services, or focus on volume, you’ll leave this webinar with the knowledge you need to go forward.

Learning Objectives:

• Determine how to ensure that both firm and client confidential and sensitive data is protected, including upcoming IRS requirements


• Define the demand for advisory and consulting services for firms


• Identify how to leverage the benefits of an integrated tech stack, and the data that comes from that integration