Webinar

Becoming a Modern Firm: The 5 Stages of Development

Learn the industry benchmarks for modern technology, security, and firm management, and find out how to measure your firm’s progress.

Every firm is on a journey toward more efficient, modern workflows. How can you measure your firm’s progress and learn from your peers leading the profession? Watch this webinar to find out. We’ll share the results of our 2025 Accounting Firm Technology Survey, exploring how nearly 500 firms nationwide are handling technology, security, and firm management.

You’ll learn:

  • How to identify the five stages of modern firm development
  • How to benchmark your firm’s approach to technology, cloud adoption, and AI trends
  • How to evaluate the strength of your security practices, including cybersecurity awareness training, mobile device management, and WISP maintenance
  • How to compare in-house, outsourced, and hybrid IT management models to determine the most modern approach for your firm
  • How to advance your productivity, security posture, and long-term growth strategy