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Live Webinar For Small Accounting Firms

There’s A Better Way To Keep Client Work On Track.

See how small accounting firms are staying ahead of deadlines, organizing client work, and reducing busy season chaos without relying on spreadsheets, sticky notes, or memory.

Why teams register

200+

small accounting firms registered

1-10

users per firm for this session

60 min

live walkthrough plus Q&A

Live Webinar

Starts In

1d 16h 39m

Next session is Wednesday at 3:00 PM Eastern Time.

Date

Wednesday, June 3, 2026

Time

3:00 PM (Eastern Time)

Format

Online · Free Registration

D

Hosted By

Darnell

TPS Software

Helping smaller accounting firms improve workflow visibility, client follow-up, and billing clarity without adding unnecessary complexity.

Built for 1-10 users Live Q&A included
How recurring tax deadlines can be automated yearly
How firms track every return and client request in one place
How teams stay ahead of work during busy season
How TPS Cloud Axis handles workflow, documents, and follow-ups together
A live walkthrough of the platform + open Q&A

What You’ll Learn

Inside The Webinar, You’ll See:

How recurring tax deadlines can be automated yearly

How firms track every return and client request in one place

How teams stay ahead of work during busy season

How TPS Cloud Axis handles workflow, documents, and follow-ups together

A live walkthrough of the platform + open Q&A

Visibility problems inside accounting firms during busy season

Fit Check

A Quick Way To Tell If This Webinar Will Be Useful.

This Is For You If...

You run a small accounting firm and want fewer deadline surprises

You rely on spreadsheets, email, or memory to keep work moving

You want a simpler way to track client work during busy season

You’d like to see workflow automation before changing anything

This May Not Be For You If...

Your team already has clear visibility into deadlines

Nothing is slipping through the cracks during busy season

You only want tax software

Your current process already works well for your firm

Why Small Firms Are Switching

Most firms don’t have a process problem. They have a visibility problem.

The issue usually isn’t the work itself.

It’s that deadlines, follow-ups, and client requests are spread across spreadsheets, inboxes, sticky notes, and memory.

During busy season, that often means teams are reacting to work instead of staying ahead of it.

TPS Cloud Axis gives accounting firms one place to manage deadlines, client work, documents, and communication without adding more complexity.

Keep deadlines out of spreadsheets and scattered notes

Keep client work, documents, and follow-ups visible in one place

Help small teams stay ahead during busy season

Common Questions

Questions Small Firms Usually Ask First.

“We’re too small to need this.”

That is usually the best time to set it up, before things get messy.

“We already use QuickBooks.”

TPS connects with QuickBooks. You keep QuickBooks, and TPS helps you manage the work around it.

“I can’t afford more software.”

For a lot of firms, one missed deadline costs more than the subscription. TPS is meant to help small teams stay organized without adding headcount.

“I don’t have time to learn something new.”

Setup takes one afternoon. Plus, the 60-second intro video makes it easy to get started.

Included In The Webinar

See How Small Firms Stay Organized All Year.

Live walkthrough of TPS Cloud Axis
Workflow examples for small accounting firms
Deadline and task automation examples
Q&A at the end
Accounting professional using TPS Cloud Axis

Customer Proof

Used By Firms Doing Real Client Work Every Day

Firms across the United States and Canada use TPS to bill faster, stay organized, and keep a better handle on the work.

The easiest transition we have had to a new time & billing software. We tried 2 other BIG named software companies and they were disasters.

Sherri D., Partner

2-10 employees

Software Advice Category Leaders 2025

What I like most about TPS Cloud Axis is that it allows me to access from any computer, laptop or iPad since I work remotely.

Angie G., Office Manager

2-10 employees

Capterra Shortlist 2025

TPS takes care of all our needs with invoicing, time tracking, workflow due date tracking, employee time management, and billing.

Carolyn A., Verified Reviewer

11-50 employees

Software Advice Category Leaders 2025

Reserve Your Free Spot

Join The Webinar And See How It Works.