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White Paper
Monday, March 18, 2024
Intuit
The Modern Tax Firm Makeover: Using Technology to Transform Your Digital Tax Workflow
The digital-first mentality is rapidly evolving the accounting landscape. Tax firms are investing in automating their workflows to help Employee Burnout, Save Time & Source Talent. Hear from a panel of industry tax experts on the importance of embracing technology to address the challenges and inefficiencies faced during tax season and day-to-day operations.
eBook
Monday, January 8, 2024
Wolters Kluwer
Beneficial Ownership Information Reporting for Tax & Accounting Professionals
Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.
White Paper
Wednesday, October 25, 2023
SmartVault Accounting
How to Evolve Your Tax Firm into a CAS Practice
Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.
eBook
Monday, October 2, 2023
SmartVault Accounting
Is Your Written Information Security Plan (WISP) Compliant?
Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
eBook
Monday, August 21, 2023
Wolters Kluwer
Delivering a Data-Driven Audit
Two significant roadblocks stand in the way of firms looking to expand: staffing shortages and burnout. Download this free eBook to learn how data-driven audits are reducing tedious tasks of the job, improving audit quality and benefiting clients.
eBook
Friday, August 11, 2023
Wolters Kluwer
How Tax and Accounting Firms Supercharge Efficiency with a Digital Workflow
More than ever, firms need to focus on speed without losing sight of accuracy. This free guide reveals how integrated, digital tax workflow systems help firms to automate lower‑value data collection and input tasks that traditionally take up so much time.
White Paper
Thursday, July 27, 2023
Wolters Kluwer
Managing Complexity in a Modern Firm
Firm leaders are navigating increasingly complex tax legislation and accounting standards, managing a blended workforce, and client needs. In this white paper, we’ll share how rising to the challenge requires focus on: people, process, and technology.
White Paper
Tuesday, July 25, 2023
SmartVault Accounting
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.
Infographic
Friday, June 23, 2023
CAF America
The CAF American Donor Fund: A Brief Overview
The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.
White Paper
Thursday, June 1, 2023
Intuit
Elevate Your Tax & Accounting Practice with Cloud-Native Computing
Looking for a more efficient and reliable way to manage your tax or accounting practice? Cloud-native computing may be the solution you need. Our helpful PDF guide explores the advantages of cloud-native computing over desktop hosting to elevate your practice.
Guide
Monday, April 3, 2023
Canopy Tax
Nine Ways to Master Email at Your Firm
Managing email communication is tricky. So how do you fix it? The short answer: Decrease your use of and dependency on email. Provide colleagues and clients with more effective modes of communication. Download this free guide to learn how.
On-Demand Webinar
Thursday, March 16, 2023
NAEA
NAEA GR Newsflash: Secure 2.0
This video covers the recently passed SECURE 2.0 retirement legislation signed into law as part of the FY 2023 Omnibus Appropriations Act. The bipartisan law is full of consequential provisions impacting retirement plans, small businesses and individuals.-
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(202) 822-6232 | info@naea.org
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