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Guide
Monday, November 17, 2025
CPA Pilot
General Purpose vs. Professional AI: When to Upgrade
A practical framework for evaluating AI adoption in tax and accounting workflows
Case Study
Friday, November 14, 2025
QX INC
What Top 200 CPA Firms Know (That You Don’t)
Discover how top firms are rethinking capacity, talent, and technology to build sustainable growth. This toolkit brings together real-world case studies, practical outsourcing FAQs, and a step-by-step playbook on how Outsourcing 3.0 outperforms traditional models. Everything you need to start building your future-ready firm—in one powerful guide.
Case Study
Friday, November 14, 2025
Capterra
2025’s Highest-Rated Accounts Payable Tools (According to Real Users)
Which AP platforms are actually worth your time and money? This shortlist ranks the top 25 tools by user satisfaction and online buzz—so you can skip the guesswork and start comparing smarter.
Technical Paper
Thursday, November 6, 2025
IRIS Global
The Essential Guide for a Successful Payroll Software Conversion & Data Migration
This essential guide provides a clear roadmap for navigating the challenges of payroll software conversion and data migration. We offer detailed insights to ensure your firm’s transition is efficient, accurate, and successful.
White Paper
Thursday, November 6, 2025
Intuit
The Remote Advantage: How Tax Firms Are Scaling Smarter
Discover how leading firms are redefining productivity, flexibility, and growth through remote work. See how modern tax practices are thriving anywhere with the right technology, mindset, and cloud-based tools.
eBook
Thursday, October 30, 2025
IRIS Global
A Practical Guide for Accounting Firms for Turning Payroll Services into Major Profit
Payroll is essential for all businesses, and while many CPAs find it a challenging and low-margin task due to its complexity and heavy regulation, some are discovering its potential for profitability. Read this guide to find out how they did it.
Guide
Monday, October 20, 2025
VeriFee
Turn Effortless, AI Cost Reduction Into Residual CAS Revenue
Discover how hidden credit card processing fees quietly drain billions from businesses each year and how CPAs can uncover and reclaim them. This guide reveals the inside playbook of overcharges, fine print traps, and new AI tools that turn cost recovery into residual revenue.
eBook
Friday, October 17, 2025
SmartVault Accounting
ProConnect Users: Want to Build an Automated Firm That Can Run Itself?
Built for ProConnect Power Users (and Those Who Want to Be)
eBook
Tuesday, October 14, 2025
Suralink
Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.
Case Study
Friday, October 10, 2025
Datamatics Business Solutions, Inc.
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.
Guide
Friday, October 3, 2025
SmartVault Accounting
Intuit ProConnect™ Guide: Proven Strategies to Maximize Client Collaboration
How to Save 10+ Minutes Per Return with the ProConnect-SmartVault Integration
Guide
Friday, October 3, 2025
SmartVault Accounting
