K2’s Choosing Your CPA Firm Tech Stack

In today's fast-evolving landscape, CPA firms face a flood of new tools promising efficiency and innovation. This course helps practitioners assess the real return on investment (ROI) from their technology stack, comparing suite-based solutions with best-in-breed applications and examining the latest Agentic AI and Generative AI offerings. Attendees will learn how to evaluate productivity, integration, and strategic alignment to maximize firm performance. Whether upgrading your stack or validating your current tools, this session offers practical insights for tech-savvy decision-making and smarter technology investments tailored to the unique needs of accounting professionals.

Objectives

• Analyze the advantages and limitations of suite versus best-in-breed solutions for CPA firms
• Evaluate the ROI of new technologies
• including AI-enabled tools
• within the firm's workflow
• Compare integration options and determine effective strategies for connecting multiple applications
• Assess the potential impact of Agentic and Generative AI on firm productivity and profitability

Highlights

• Understanding and applying AI-driven tools for firm efficiency
• Measuring ROI and integration effectiveness across the tech stack
• Evaluating suite vs. best-in-breed software ecosystems

Who Will Benefit

Partners, managers, and IT professionals in CPA firms responsible for adopting and managing innovative applications and strategies

Credits