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eBook
How Tax and Accounting Firms Supercharge Efficiency With a Digital Workflow
Monday, January 27, 2025 Wolters Kluwer Tax Explore how AI technologies can help your firm achieve peak productivity by automating data entry and other routine tasks. Download this eBook now to learn how to enhance your workflow and deliver exceptional client service.
White Paper
Will AI Replace Tax Practitioners?
Wednesday, January 22, 2025 Blue J Legal Inc As AI continues to advance, more and more sectors are embracing the technology. In this whitepaper, we address the anxieties tax professionals can feel around these advancements and provide a path forward to thrive when working alongside AI.
eBook
The CFO Agenda: 25 Ideas for 2025
Tuesday, January 7, 2025 Oracle NetSuite Products With rapidly advancing technologies, new regulations, and evolving best practices, CFOs need to stay on the lookout for fresh ideas. Populate your agenda with ideas from finance leaders and experts in our latest guide to help you prepare for 2025.
eBook
Safeguarding Client Data: What Accountants Should Know
Monday, January 6, 2025 Keeper Now, more than ever, it's important to understand the cybersecurity challenges impacting accounting practices nationwide. Learn how to eliminate bad data habits and explore simple, proactive steps you can take to better protect your clients data.
eBook
The Bookkeeper's Blueprint for Scaling
Friday, January 3, 2025 Keeper Whether you're a solo bookkeeper or managing a growing team, this blueprint will help you confidently navigate the challenges of scaling.
Guide
Preparing Your Firm for Cloud-Based Tax Software
Tuesday, December 17, 2024 Intuit Accounting firms today face numerous challenges, including overworked teams, escalating demands for flexible work, cybersecurity threats, and intensifying client expectations.
Guide
6 Steps to Build an AI-Ready Finance Team
Thursday, November 21, 2024 Oracle NetSuite Products Download this guide to access six practical actions to build an AI-ready finance department, from finding valuable use cases for AI to identifying the right candidates to equipping current employees with skills that will soon be critical.
Guide
Transform Your Accounting Practice with Client-Centric Strategies
Wednesday, September 25, 2024 Canopy Tax Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
Guide
Maximizing Your KPI Results
Friday, September 20, 2024 Oracle NetSuite Products Going live with KPIs and turning those metrics into real results can be complex, confusing and challenging. Fortunately, many of the issues have been encountered by others before, and practical solutions already exist.
eBook
Transform Your Accounting Practice with AI Insights
Tuesday, September 10, 2024 Canopy Tax Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.
Guide
Beyond the Numbers: Owning Your Impact as a Finance Leader
Monday, September 2, 2024 Oracle NetSuite Products Technology is paving the way for a more strategic approach to financial leadership. Download our latest guide by Chris Ortega, CEO of Fresh FP&A. You'll discover 3 core elements for becoming a stronger strategic partner and value advisor.
Guide
Transform Your Firm's Efficiency with Canopy
Monday, August 19, 2024 Canopy Tax We get it - you've been using Practice CS since the beginning of time. But, it's time to bring your firm out of clunky legacy software and into the 21st century.