DSD Business Systems

Professional Services Edition: Complete Project Visibility from Opportunity to Close
2025-06-24 10:00 - 10:45 (America/Los_Angeles)
Professional services firms face many challenges. Cobbling one-dimensional solutions together may feel like a quick fix—but it just creates data silos and hinders growth.

Acumatica is a proven leader in supporting project-based businesses across a broad spectrum of Professional Services industries. That’s why our latest Industry Edition delivers the essential features and capabilities these firms require to thrive.

In this professional services management webinar, you’ll discover:

The diverse market segments served by Acumatica Professional Services Edition.

A comprehensive overview of the product today and our exciting plans for its future.

How the PSE provides firms with full project visibility from opportunity to close.

Register now to see how Acumatica Professional Services Edition is built to help small and midsized project-centric firms win projects, streamline workflows, controls costs, and turn satisfied customers into returning clients.

Solve Manufacturing Workflow Inefficiencies with Modern Tools
2025-06-25 10:00 - 10:30
In today’s fast-paced manufacturing landscape, having the right tools and technology makes all the difference in optimizing operations and enhancing productivity. Learn how Acumatica can transform your manufacturing processes with production management, material planning, and more.
Agenda Highlights:

Gain an overview of Acumatica Manufacturing Edition’s suite of functionalities, such as production, estimating, engineering, material planning, scheduling, and product configuration.
Learn about Acumatica Customer Polywood’s journey to improved employee productivity, shipping times, and integration capabilities.
Watch a demonstration of Acumatica Manufacturing Edition, which provides a step-by-step walkthrough from online order to production.

Register now to learn how Acumatica can help streamline your manufacturing processes, enhance efficiency, and support business growth.

2025 tax changes: Midyear update
2025-06-26 08:00 - 09:00
Stay ahead of sales tax changes and compliance shifts

Sales tax rules continue to evolve with new tariffs, an expanding sales tax base, and growing cross-border complexity. Join this expert-led webinar to learn which tax changes could affect your business and how to stay compliant in a shifting regulatory landscape.

We’ll discuss:

How recent tariff turmoil could impact your tax obligations
Which states are seeking to expand the tax base to include services and digital products
Updates on retail delivery fees and where they currently (and may soon) apply
Key international compliance updates affecting cross-border sales
How to prepare for future legislative trends in tax policy

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Achieve Financial Agility and Real-Time Insights in Today's Dynamic Business Environment
2025-06-26 10:00 - 10:45
Agility and real-time insights are paramount in today’s dynamic business landscape. Explore how Acumatica’s comprehensive business management system can revolutionize your company’s financial operations.
Join business executives, finance professionals, and accounting professionals in discovering how to:

Simplify financial management with Acumatica’s modern user interface.
Enhance decision-making and operational efficiency with AI integration.
Manage payroll and general financial tasks more effectively.

Gain valuable insights into Acumatica’s powerful features that enhance collaboration, drive growth, and empower your business for success. This is your opportunity to transform the way financials are managed at your organization while staying ahead in a competitive market.
Register now to secure your spot and take the first step towards a more agile and insightful financial future with Acumatica.

Strategic Asset Management : Maximize Compliance & Control with Sage Intacct
2025-06-26 10:00 - 10:45
“Join us to discover how Sage Intacct’s Lease Accounting and Fixed Assets Management modules can help your organization elevate compliance, streamline operations, and unlock full visibility across your asset portfolio.”
What You’ll Learn :

Automate lease tracking and fixed asset management in a single, integrated solution
Maintain ASC 842 or IFRS16 compliance with built-in calculations and automated posting
Learn from real customer success stories and gain actionable insights for transforming your asset management strategy

Live Webinar: Tariff-ied? Minimizing the Impact of Economic Policy on Financial Processes and Teams
2025-07-08 10:00 - 10:30
Before recent tariffs took effect, 81% of businesses reported an increase in delayed payments. Higher levies will only make that worse, and mean more time and effort for your accounts receivable team in chasing down the money that’s owed to you. Tariffs are also adding to your accounts payable efforts, with invoice generation becoming exponentially more complex.

Accounting is already a high stress job—with 99% of finance employees admitting to on-the-job burnout. What if you could mitigate the effects of tariffs on your AP and AR?

What if you could actually reduce your consistent level of bad debt even as economic uncertainty rises?

What if you could use AI to decrease your most time-consuming accounting tasks?

Join us for our FREE webinar to learn how to minimize tariff impacts on your financial processes and team!

Reach Maximum Retail Operational Efficiency
2025-07-08 10:00 - 11:00
Join manufacturing, distribution, and retail professionals in discovering how Acumatica Retail Edition can help you down data silos, eliminate communication barriers, and transform your sales processes.
Agenda Highlights:

Enable seamless selling across storefronts and marketplaces, including Amazon, BigCommerce, and Shopify.
Get actionable insights for business-to-consumer (B2C), business-to-business (B2B), and direct-to-consumer (DTC) sales models.
Learn why businesses like yours chose a unified commerce platform over basic accounting software (like QuickBooks) or siloed legacy systems.

Register now to take the first step toward making your business future-ready.

Consumer use tax explained: What it is and how to manage it
2025-07-09 09:00 - 10:00
Has your business made purchases without getting charged sales tax? It may not be tax free — you could owe consumer use tax. Many businesses mismanage this compliance area, leading to costly mistakes. Join us to learn when use tax applies and how to stay compliant.

When businesses are responsible for paying use tax
After this webinar, you’ll be able to:

Determine events that can trigger consumer use tax requirements

Identify common consumer use tax management challenges

Review the impact of economic nexus on consumer use tax
Implement strategies to enhance compliance and reduce audit risk

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Live attendees can earn 1 CPE credit and participate in a Q&A, so bring your questions.

Understanding Reporting Periods in Financial Reports
2025-07-09 09:00 - 10:15
Come and learn from our Sage Intacct expert who will dive into selecting the right dates, prompting for accurate timeframes, and expanding insights by date to optimize your financial reporting. It does not matter if you are a beginner or advanced Sage Intacct user, you will be sure to expand your reporting knowledge.
We will feature:

As of dates
Prompts
Offsets
Expansions
and more

Achieve Distribution Agility with a Modern Warehousing Solution
2025-07-10 10:00 - 10:45
Navigating the complexities of the distribution industry can be challenging, especially with outdated and fragmented business management systems. Discover how Acumatica’s advanced Distribution Edition can revolutionize your operations, offering seamless inventory management, efficient sales order processing, and much more.
Agenda Highlights:

Overview of Acumatica’s Distribution Edition: Be introduced to the powerful features and capabilities of Acumatica’s distribution solution.
User-Based Dashboards: Discover how customizable dashboards can provide real-time insights and enhance decision-making.
AI Anomaly Detection: Learn about AI-driven Anomaly Detection, focusing on Sales Order Margin Anomaly Detection to proactively identify and address potential issues.
Sales Order Processing: Watch a detailed demonstration of sales order processing, including visibility and selection of attributes at the lot/serial level.

Register now to learn how Acumatica can help streamline your distribution processes, enhance efficiency, and support business growth. Secure your spot today!

Enhanced email delivery service domain settings overview - Virtual Meetup
2025-07-10 12:00 - 13:00
Join our experts to learn about enhanced email delivery service domain settings.
Our enhanced email delivery service supports DomainKeys Identified Mail (DKIM) authentication, the industry-leading standard for email security. DKIM ensures that your emails are delivered to their intended recipients quickly and reliably.

Live Webinar: Take Your WISP From Paper to Practice
2025-07-15 10:00 - 10:30
Cybersecurity threats are evolving, and compliance alone isn’t enough—accounting firms must take their Written Information Security Program (WISP) beyond documentation and into real-world implementation.

Luke Kiely, cybersecurity expert and founder of iComply Online, and Gary Hibbert, founder of Consultants Like Us, an expert in cybersecurity planning and implementation for firms, will present a how-to workshop to help accounting professionals transform their WISP from a static document into a proactive security strategy.

This workshop will have a special focus on the requirements of assigning the mandatory Qualified Individual to oversee WISP implementation in your firm, including implementing baseline software security protocols for accounts payable and other high-risk areas in your practice.

Key topics include:
✅ The importance of appointing a trained Qualified Individual to oversee cybersecurity compliance and risk management.
✅ Practical steps to operationalize WISP policies, ensuring firms are prepared for audits, cyber threats, and regulatory scrutiny.
✅ Real-world examples of firms that have successfully strengthened their security posture through proactive measures starting with accounts payable processes.
✅ How to vet security solutions that align with industry best practices, including Accounts Payable for secure financial workflows.

Be proactive and get ahead of your firm’s cybersecurity requirements with this expert-led free training. Join us for actionable insights and step-by-step guidance to future-proof your firm.

Understanding Reporting Periods in Financial Reports
2025-07-16 09:00 - 10:15
Date : Wednesday, July 16, 2025
Time : 11 :00 a.m. – 12 :15 p.m. CT
Come and learn from our Sage Intacct expert who will dive into selecting the right dates, prompting for accurate timeframes, and expanding insights by date to optimize your financial reporting. It does not matter if you are a beginner or advanced Sage Intacct user, you will be sure to expand your reporting knowledge.
We will feature :

As of dates
Prompts
Offsets
Expansions
and more

Exemption certificate management 101: Compliance tips for tax-free sales
2025-07-17 08:00 - 10:00
Exempt sales aren’t exempt from risk — what you need to know

If your business makes tax-exempt sales, managing exemption certificates is key. Learn the basics and find out how to streamline collection and tracking to improve customer experience and reduce audit risk.

If your business has tax-free sales, don’t miss this webinar
In just 60 minutes, you’ll learn:

Why exemption certificates are a necessary part of any tax-exempt transaction
The anatomy of an exemption certificate and what’s needed to maintain, validate, and store one
Common exemption certificate mistakes and how to correct them
Tactics to help you fulfill your overall tax obligations as an exempt seller

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Real-Time Financial Intelligence for Small and Midsized Businesses
2025-07-17 09:00 - 09:45

Canada - Virtual Meetup
2025-07-17 09:30 - 11:00
Join your Canadian peers to learn best practices, advance your Sage Intacct knowledge, and do a deeper dive into reporting functionality. Learn the latest product release updates, participate in our Q&A, and hear from your peers!

Trade and Tariff Tuesdays - Virtual Event
2025-07-22 08:00 - 08:45, 2025-07-29 08:00 - 08:45
Join Avalara experts weekly for insights on trade tax and tariff compliance

Avalara experts will discuss the latest developments in trade and tariff activities, including proposed tariffs by the United States and other nations, the future of the de minimis exemption, and how these changes could affect trade compliance and your business.

We’ll cover:

Recent tariff policy changes and their direct effects on import costs and pricing strategies
How increased import costs influence customs duties obligations and the potential for cascading effects on trade compliance
Best practices for businesses handling the dual challenges of heightened tariffs and global trade compliance, including potential adjustments to supply chain management and pricing
How Avalara can support your international compliance strategy during times of change

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Or register for an upcoming webinar in the weekly series.

Intelligent Construction Lifecycle Support with Acumatica
2025-07-22 10:00 - 10:45
Small to medium-sized construction businesses often struggle with outdated, one-dimensional solutions that waste time and resources.

Acumatica Construction Edition is an all-in-one platform designed to support the entire project lifecycle—from bid to closeout. With Acumatica, construction teams can efficiently manage every step of a project and stay connected, no matter where they are.

Join us for this informative webinar to explore:

The common challenges SMB construction firms face and strategies for overcoming them.

A comprehensive product overview, including exciting new preconstruction and project management partnerships.

Acumatica’s complete solution for managing the entire construction project lifecycle.

Register now to discover how Acumatica Construction Edition empowers small and midsized construction companies to streamline operations and improve project outcomes.

What SaaS CFOs need to be a strategic partner to the CEO
2025-07-22 11:00 - 11:30
As a SaaS CFO, your role is evolving fast.
Join us for our expert-led webinar to learn how to align finance with business goals, strategically embrace AI, and lead with confidence in today’s dynamic market. This session will give you the skills to influence decisions that will inevitably boost efficiency and drive growth. Learn how the right tools can elevate your impact and ensure you become strategically indispensable.
Key takeaways:

Achieve better outcomes with sharper financial insight.
Learn how to use AI and automation to deliver efficiency and insight.
Strengthen your influence across the C-suite with data-led decisions.

Live Webinar: Change Management for AP Success
2025-07-22 11:00 - 11:30
In this session, AP professionals will learn the core concepts of change management and how to apply them to evolving finance and accounting initiatives—including AP automation software rollouts. You’ll discover how to bring your team along to embrace and accept change by using clear roles, transparent communication, and engagement strategies. By the end of the webinar, you’ll be equipped with frameworks to lead change in your AP function, driving smoother transitions, higher user buy-in, and measurable business impact.
Learning Objectives

Identify the core concepts of change management.
Identify the areas where the accounting field is experiencing change and recognize best practices for responding to this change.
Discover how to bring your team along to embrace and accept change.
Explore 7 change management frameworks and consider their application to AP automation projects.
Explore Quadient AP as an AP automation solution and learn what makes for successful adoption.

Maximizing Planning
2025-07-23 09:30 - 11:00
The building blocks of Planning with our experts!

Walk through key components of your setup
Learn how to utilize Planning confidently

In this meetup you’ll:

Define full and partial budget sharing
Create financial models with formulas
Identify What-if scenarios
Review forecasts and versions

Join our experts to learn more!

Smarter AP Starts Here: TRAILD for Acumatica
2025-07-23 10:00 - 10:30
Join DSD Business Systems and TRAILD for a powerful look at how Acumatica’s Award-Winning ISV solution is transforming Accounts Payable automation and employee expense management. Recognized as an Acumatica Innovation Award Winner, TRAILD delivers secure, scalable AP automation designed to simplify complex processes, prevent fraud, and streamline your finance team’s workload—all fully integrated with Acumatica.

Eliminate Manufacturing Bottlenecks and Improve Employee Productivity
2025-07-23 10:00 - 10:45

Determining if There Is a Business Case for Changing Your ERP System
2025-07-24 09:00 - 09:30
In just 20 minutes, learn how to build a strong case for a new business management solution that aligns with your unique operational needs.
Business leaders and executives—concerned about costs, potential business process disruptions, and stakeholder approval—may struggle with deciding if it’s time to change ERP systems.
However, with expert guidance and a strategic approach to analyzing business operations, they can determine if there is a clear business case to justify choosing a new ERP solution.
Join other business leaders in understanding:

How to evaluate drivers in your business that may require automation through an ERP system.
How to effectively conduct a cost-benefit analysis for changing ERP solutions.
How to translate that analysis into a business case justifying the purchase of a new system.
How to secure executive support for a necessary ERP migration.

Register now to overcome indecision and guide your organization toward the business management system that supports your unique needs.

Nonprofit Industry - Virtual Meetup
2025-07-24 09:30 - 11:00
Join your Nonprofit peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

Nonprofit industry trends
Resources and release updates that help you get the most out of Sage Intacct
Open Q&A

Navigating trade and tariffs at scale: A strategy session for global Shopify sellers
2025-07-24 10:00 - 11:00, 2025-07-28 10:00 - 11:00
Practical strategies for Shopify merchants selling in a shifting global landscape

Learn how to navigate tax rules in different countries and jurisdictions with confidence. This webinar helps Shopify merchants reduce compliance risk, protect margins, and grow across borders — with support from Avalara.

We’ll cover:

Understanding the latest trends and challenges in global ecommerce and compliance
Identifying common tax and tariff mistakes that can put your margins at risk
Learning how to adjust pricing, sourcing, and shipping to stay competitive and compliant
Discovering strategies to scale your cross-border business with confidence
Simplifying global compliance and supporting your growth with Avalara

Get your questions answered during the live Q&A session.

Live Webinar: Conquering H2: Finishing the AP Year Strong
2025-07-29 10:00 - 10:30
Congratulations!

You survived an unprecedented first half in 2025. Just in time for the latest economic news to signal a mixed bag:

The consumer confidence index fell in June.
Inflation expectations eased.
The Fed said no interest rate cut in July. (And, then the Chairman indicated that it might still be on the table.)

It’s been a wild ride so far! And, the second half is shaping up to be more of the same. So, what are your plans to manage and mitigate outside events and influences? And, how are you going to make sure you weather whatever comes your way?

Join Quadient AP on July 29th at 10AM PT / 1PM ET for our FREE webinar to help you own your results for the rest of this year:

Achieve cash consistency. This is about Accounting delivering for the business.
Realize AI equilibrium in AP. This is about your sanity.
Maintain your 2025 growth mindset. This is all about you.

ERP-First eCommerce for Sage X3 and Sage 300: Maximize efficiency with automation
2025-07-29 10:00 - 11:00
Join this Sage-hosted webinar designed specifically for Sage X3 and Sage 300 customers to explore how commercebuild’s ERP-first eCommerce platform bridges the gap between your ERP and online sales. Learn how a fully integrated solution can streamline your operations, enhance customer experience, and drive growth for your business.
In the webinar we will cover:

Why Sage X3 and Sage 300 customers are choosing ERP-integrated eCommerce.
How automation eliminates manual order entry and maximizes efficiency.
Real-time sync for inventory, pricing, and customer data between Sage X3, Sage 300, and your webstore.
Four connected selling experiences: B2B, B2C, Customer Portal, and Sales Portal.
Live demo and real-world customer success stories.
