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Resources

Practical Resources to Strengthen IT, Support Compliance and Drive Growth

[WEBINAR ON-DEMAND] Your Firm Bought AI. Did AI Buy You Anything?

Most firms can tell you what they are spending on AI. Few can tell you what it has returned. That gap comes down to two questions: what is AI actually…
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[Guide] The Practical Guide to AI Governance in CPA Firms

AI governance is already happening in your firm. It just may not be clear, consistent or working the way you think. Most CPA firms aren’t starting from zero with AI…
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[Guide] AI Security Toolkit

As AI adoption accelerates in CPA firms, particularly in areas like tax preparation, audit analytics, client communication and internal ops, the risks are no longer theoretical. This downloadable AI Toolkit includes…
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30-Minute CPA AI Strategy Exchange

Most CPA firms are past deciding whether to use AI. The harder work now is governing what’s already in use, deciding what should scale and connecting AI to real workflows…
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[WEBINAR ON-DEMAND] Catch It After the Click: Detecting Threats After Login

Netgain Webinar On-Demand Most cybersecurity strategies focus on preventing the click. But what happens when prevention fails? Today’s cybercriminals are increasingly targeting Microsoft 365 identities, using compromised accounts and legitimate credentials…
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[WEBINAR ON-DEMAND] AI for CPA Firms: From Curiosity to Client Value

Netgain + Thomson Consulting Webinar On-Demand AI isn’t coming for CPA firms. It’s already here. The real question is whether your firm will use it intentionally or let vendors and individuals…
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[WHITEPAPER] 2025 SOC 3 Report

Independent audit. Fourth consecutive clean opinion. Complete transparency. Why this matters: Netgain’s annual SSAE 18 SOC 2 Type II audit is the gold standard for validating our security, availability and…
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[WHITEPAPER] Navigating Private Equity Acquisitions in CPA Firms: Strategic Insights for IT Leaders

Private equity-driven consolidation is reshaping the accounting profession, presenting both opportunities and challenges for CPA firms. For IT leaders, navigating this landscape is key to ensuring operational efficiency, modernizing technology,…
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[ON-DEMAND WEBINAR] Azure Beyond AVD: The Power of Azure and Your Firm’s Future with Copilot

In this 60-minute webinar, Netgain’s Kate Krupey hosts Carl Tiede from Abdo and Jim Riedeman from Netgain to share the power of Azure beyond AVD. Get access to the webinar. Enter…
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[ON-DEMAND WEBINAR] Strategic IT Leadership in Private Equity Acquisitions

Private equity is transforming the accounting industry, bringing both opportunities and challenges for CPA firms. In this webinar, experts from Netgain and Boomer Consulting explore the critical role of IT…
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[ON-DEMAND WEBINAR] Microsoft Copilot – Leveraging Copilot for Enhanced Productivity in CPA Firms

In this 45-minute webinar, Netgain’s Sumeet Sabharwal and Bill Sorenson will share the latest advancements in Microsoft Copilot and how it can revolutionize the way CPA and accounting firms operate. Get…
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[ON-DEMAND WEBINAR] Charting Your Path: A Technology Roadmap to a Modern CPA Firm

Join Marc Staut of Boomer Consulting, and Kate Krupey, VP of Accounting at Netgain, for this webinar as they demystify the steps CPA firms should take for digital transformation, including…
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