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Wednesday, May 28, 2025
Taxfyle
Unlock Talent Retention and Workforce Excellence with AI in Accounting
AI can help accounting firms retain talent by reducing burnout, enabling strategic work, and creating a more modern, employee-centric workplace culture.
Wednesday, May 21, 2025
Oracle NetSuite Products
C-Suite’s Risk Management Checklist
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.
Wednesday, May 14, 2025
Taxfyle
What Accounting Firms Need to Know About AI and the Industry
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.
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.
Friday, April 18, 2025
Karbon
How Top Accounting Firms Rose Above the Pandemic
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.
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.
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
Tuesday, March 18, 2025
Blue J
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
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.
Wednesday, March 12, 2025
Karbon
How to Identify, Evaluate, and Choose the Right Practice Management Software for Your Accounting Firm
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.
Tuesday, February 18, 2025
SmartVault Accounting
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
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.
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.
Thursday, February 6, 2025
Intuit