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eBook
Tuesday, February 27, 2024
Canopy Tax
4 Ways to Create a Top-Tier Client Experience
Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
eBook
Wednesday, January 17, 2024
Canopy Tax
How to Fix the Business of Your Firm
Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
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.
eBook
Wednesday, November 29, 2023
Suralink
The Accounting Firm's Guide to Preparing for the Tech Stack of the Future
The accounting industry has been changing rapidly—and there are a number of factors at play that are causing those changes. Firms that want to succeed will have to quickly adapt to this moving landscape by adopting new strategies.
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.
eBook
Wednesday, November 16, 2022
Wolters Kluwer
10 Must-Have Capabilities in Tax Software for Modern Firms
How to maximize firm efficiency, support growth, and create a satisfying client experience.
eBook
Monday, January 10, 2022
Suralink
Five Ways a PBC Solution Simplifies and Streamlines Busy Season
Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.-
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