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Guide
Unlock Talent Retention and Workforce Excellence with AI in Accounting
Wednesday, May 28, 2025 Taxfyle AI can help accounting firms retain talent by reducing burnout, enabling strategic work, and creating a more modern, employee-centric workplace culture.
Guide
C-Suite’s Risk Management Checklist
Wednesday, May 21, 2025 Oracle NetSuite Products To build a business ready to weather these ups and downs, we’ve put together eight risks the C-suite should keep a cautious eye on as they pursue their next big opportunities. For each, we’ve suggested steps you can take to be ready for whatever comes next.
Guide
What Accounting Firms Need to Know About AI and the Industry
Wednesday, May 14, 2025 Taxfyle AI is reshaping accounting, from automating tasks to improving decision-making. Learn how firms are using it today, why adoption is key, and how Taxfyle’s TXF Intelligence can help streamline tax prep.
Guide
Is AI Replacing Tax Practitioners?
Wednesday, April 23, 2025 Taxfyle 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.
Research / Report
How Top Accounting Firms Rose Above the Pandemic
Friday, April 18, 2025 Karbon This special report reveals the strategies, tools, and processes that helped high-performing firms boost efficiency, retain top talent, and deepen client relationships. If you’re a CPA or firm leader looking to adapt, grow, or simply do more with less—this is your roadmap.
eBook
A Guide for UltraTax CS Users
Monday, March 31, 2025 SmartVault Accounting 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
Supercharge Your Tax Firm with Client-Focused Advisory Services
Tuesday, March 25, 2025 Intuit Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
Guide
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Tuesday, March 18, 2025 Blue J Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
Guide
How to Identify, Evaluate, and Choose the Right Practice Management Software for Your Accounting Firm
Wednesday, March 12, 2025 Karbon A robust accounting practice management tool is at the core of every high-performing accounting firm. This guide will help you identify, evaluate, and choose the right accounting practice management tool for your firm.
eBook
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
Tuesday, February 18, 2025 SmartVault Accounting As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
White Paper
Tax Transformation Best Practices in Alternative Investments
Monday, February 10, 2025 K1x, Inc 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
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
Thursday, February 6, 2025 Intuit 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.