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Guide
Friday, August 15, 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
Beyond FileCabinet CS:
Thomson Reuters has officially announced FileCabinet CS will reach end-of-life in 2027. But before you rush into picking a FileCabinet CS alternative, there are critical factors you must consider.
White Paper
Friday, August 1, 2025
Intuit
2025 Accountant Tech Outlook: Strategies for Growth, Efficiency & Competitive Advantage
Discover the key technology and advisory trends shaping the future of accounting firms in 2025. This white paper, based on insights from Intuit’s exclusive Accountant Technology Survey, reveals how leading firms are leveraging AI, automation, and strategic advisory to stay ahead.
White Paper
Tuesday, July 8, 2025
Intuit
How to Attract and Retain Gen Z Talent in Your Tax & Accounting Firm
Gen Z is entering the workforce with new expectations around purpose, flexibility, and technology. This guide explores what motivates them—and how your firm can adapt to attract, engage, and retain the next generation of accounting professionals
White Paper
Friday, June 13, 2025
Intuit
Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?
Move beyond the billable hour. Learn how tax and accounting firms are using value-based and subscription pricing models to increase revenue, retain clients, and reduce burnout—while delivering more value.
Guide
Monday, May 19, 2025
Intuit
Stay Ahead of the Curve: Get the 2025 Tax Planning Guide for Tax and Accounting Professionals
Stay on top of your tax year with an overview of the key tax law changes that come into effect in tax year 2025, plus every critical deadline, to-do, and other considerations that will help keep you and your clients on track.
Guide
Wednesday, April 23, 2025
Taxfyle
Is AI Replacing Tax Practitioners?
AI isn’t replacing tax practitioners, it’s enhancing them. This guide debunks the fear-driven myths and shows how firms can use AI to boost efficiency, deliver better client outcomes, and stay ahead of the curve.
eBook
Monday, March 31, 2025
SmartVault Accounting
A Guide for UltraTax CS Users
Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
White Paper
Tuesday, March 25, 2025
Intuit
Supercharge Your Tax Firm with Client-Focused Advisory Services
Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
White Paper
Monday, February 10, 2025
K1x, Inc
Tax Transformation Best Practices in Alternative Investments
The K-1 season can significantly strain resources, with over 50% of K-1 aggregation work occurring within a compressed three-month period. This white paper tackles the critical elements of people, process, and technology.
White Paper
Thursday, February 6, 2025
Intuit
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
What’s the real cost of low-value work in your firm? It’s more than wasted time—it’s lost revenue, talent burnout, and missed growth opportunities.
White Paper
Monday, January 27, 2025
K1x, Inc
