CPA Demo Day Series
Real tools. Live demos. Side-by-side comparisons — all on one day.
How Demo Days Work
Each Demo Day focuses on a single product or service category, making it easy to compare your options — all on one day instead of weeks of back-and-forth.
Register
Sign up for the full series or individual sessions that match your current priorities. All sessions are online and free for members.
Watch Live Demos
Each vendor presents a focused, 30-minute live demonstration of their product — just hands-on walkthroughs of real features.
Ask Your Questions
Group Q&A follows each demo, so you hear answers to your questions and the questions you hadn't thought to ask.
Decide on Your Terms
Your participation is confidential. You choose which — if any — vendors to follow up with. No pressure, no follow-up calls unless you want them.
Vendor selection used to take months. Now it takes a day.
CPA firms and finance teams spend enormous time and energy evaluating new tools — and most of that time is wasted in low-quality, one-sided discovery calls. Demo Days are a better way to buy.
- Compare multiple vendors in one focused session instead of weeks of separate meetings
- See every product in a consistent demo format, side by side
- Build an informed shortlist
- Go into follow-up conversations prepared, not starting from scratch
Efficient Discovery
One day covers the full landscape of a product category. No more calendar juggling across six weeks.
Peer Insights
Q&A is shared with fellow buyers. You'll hear the questions other CPA firms are asking — and their reactions.
Upcoming Demo Days
Practice Management Solutions
Tax & Audit Solutions
AI in Action
Workforce Management Tools
Practice Management Solutions
Financial Operations Platforms
What Attendees Are Saying
This was great. We have three contenders we're looking into further.
This was amazing. Thank you for putting this together.
Really enjoyed the format and it worked very smoothly.
I LOVED the demo day. PLEASE keep doing it.
Built for CPA Professionals Who Evaluate Tools
Whether you're a solo practitioner or part of a large firm, Demo Days are designed to save you time and help you make better technology decisions.
Firm Administrators
Evaluating platforms to streamline operations, billing, and client workflows.
Partners & Principals
Looking to modernize service delivery and stay competitive on technology.
Finance Leaders
Business & industry CPAs in controller and CFO roles seeking better tools.
IT & Ops Staff
Technical decision-makers who want to see products working in a real environment.
Ready to Find Your Next Favorite Tool?
Register for the full series or pick the sessions that match your immediate needs. It's free for CPA Society members.
Register for the Series →