CPE credit is not available for this session. However, you'll walk away with practical insights and firsthand exposure to tools designed to improve efficiency and client service.
CPA Demo Days enable your practice to select vendors for new products and services more easily and efficiently by streamlining the initial stages of discovery and evaluation.
Join us for NYCPA’s Tech Demo Day focused on client portals and document management systems. We’ll explore the tools that firms and finance teams are using to improve the client experience, enhance collaboration, and streamline internal processes. This is a great opportunity to compare solutions side by side, ask questions, and discover what may be right for your organization.
Each Demo Day focuses on a specific product or service category, so when you need to solve a business issue, you can easily compare the different companies that can help – all in one day instead of weeks or even months:
This approach provides you with an informed shortlist, saving you a significant amount of time and energy and allowing future one-on-one conversations with vendors to be more productive and focused.
CPA Demo Days are a multi-state collaborative series running through December 2025:
All Demo Days start at 8AM CT / 9AM ET, and end times vary based on the number of vendors (demos are 30 minutes each with 15-minute breaks in between). Attend the full day or just the sessions that interest you most. We recommend saving the full day and inviting other members of your team to participate with you.
CPE credit is not available for this session. However, you'll walk away with practical insights and firsthand exposure to tools designed to improve efficiency and client service.
CPA Demo Days enable your practice to select vendors for new products and services more easily and efficiently by streamlining the initial stages of discovery and evaluation.
Join us for NYCPA’s Tech Demo Day focused on client portals and document management systems. We’ll explore the tools that firms and finance teams are using to improve the client experience, enhance collaboration, and streamline internal processes. This is a great opportunity to compare solutions side by side, ask questions, and discover what may be right for your organization.