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.
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.