Technology

Efficiency.Progress.Opportunity.

Explore the tools and resources listed below to support your firm’s transformation.

Resources

PCPS Technology Toolkit

The PCPS Technology Toolkit is a comprehensive resource designed to help leaders master the challenges and opportunities of technology solutions. Developed by the AICPA PCPS team in partnership with Boomer Consulting, this toolkit provides actionable strategies, best practices, and real-world examples to support your IT strategy from evaluation to implementation.

Building Automations

Learn how to build an automation using three different automation tools.

Articles

How to build automations in your small firm

This PCPS Digitally Speaking article highlights how small firms can harness no-code and low-code automation tools to streamline repetitive tasks, boost efficiency, and free up time for higher-value client work with no programming required.

21 cybersecurity questions every small CPA firm must answer

This PCPS Digitally Speaking article helps small firm leaders know what questions to ask as you address cybersecurity issues.

Borderless, human-centric vision fueled by technology

This PCPS article envisions how emerging technologies like AI, blockchain, and wearables are transforming accounting into a borderless, human-centric profession where skills, connection, and innovation matter more than geography.

Preparing for tax season 2025

This PCPS Small Firm Solutions article explores how firms can leverage emerging technologies like AI and enhanced cybersecurity tools to streamline busy season, strengthen client service, and improve staff engagement.

Strategies for Successful Technology Implementation

This PCPS Digitally Speaking article outlines practical, tech-focused strategies firms can use to plan, communicate, and execute technology implementations successfully turning a traditionally painful process into one that drives efficiency, engagement, and long-term results.

Podcasts

Understanding cybersecurity insurance (and why you need it)

A customized cybersecurity insurance policy can help mitigate risks and provide coverage in an evolving market to protect your organization.

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