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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
Work Less, Earn More with Intuit ProConnect™
Build a Firm (and Life) You Want With Efficient Processes and Better Work-Life Balance
Guide
Sunday, September 21, 2025
Oracle NetSuite Products
Find Your Purpose at Work Again (Even on Mondays)
Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Guide
Monday, September 15, 2025
Taxfyle
Ethical AI Implementation for Accounting
AI is transforming the accounting profession, but responsible implementation is essential to maintain trust, accuracy, and integrity. Download this guide to learn best practices for ethical AI use in your firm and how to lead confidently in this new era of technology.
Guide
Wednesday, September 3, 2025
Wolters Kluwer Tax
Boost Your Firm’s Productivity with AI-Enabled Digital Tax Workflows
Discover How to Overcome Common Challenges and Increase Efficiency in Your Tax Practice
Guide
Friday, August 29, 2025
Taxfyle
Your AI implementation checklist for easy adoption
This checklist helps accounting firms evaluate AI-powered tax tools across critical areas like accuracy, security, compliance, and integration. Use it to confidently assess whether a solution truly fits your practice and supports your long-term strategy.
Guide
Friday, August 29, 2025
Taxfyle
How AI helps small tax firms transition toward more CAS
Small accounting firms can leverage AI to expand advisory services, streamline routine tasks, and deliver insights previously available only to larger firms. This guide shows how AI empowers you to provide strategic guidance, risk management, and advanced tax planning while maintaining the personal client relationships that drive long-term success.
Guide
Friday, August 29, 2025
Taxfyle
Discover how AI helps relieve burnout
Tax season compression is draining your team’s energy and limiting your firm’s potential. This guide reveals how AI can redistribute your workload, reduce burnout, and help you build a more efficient and sustainable practice.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
Data-Driven Tariff Management
The current tariff situation is complex—affecting companies' supply chain management, pricing, and long-term planning. Download this guide to access practical tools and insights you can leverage to navigate tariffs and choose the right strategy for your business.
Guide
Monday, August 18, 2025
Taxfyle
How AI Can Empower Solo Tax Professionals
Running a solo tax practice shouldn't mean constant burnout and overwhelm. Download this guide to see how AI can help you reclaim your time, reduce stress, and turn your solo firm into a more strategic, profitable business.
Guide
Saturday, August 16, 2025
SmartVault Accounting
The FileCabinet CS® Sunset
Prepare your firm for FileCabinet CS end-of-life in 2027. This step-by-step guide outlines how to migrate successfully, reduce risk, and modernize your operations with SmartVault.
Guide
Friday, August 15, 2025
SmartVault Accounting
