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Guide
Thursday, December 7, 2023
Canopy Tax
Where Firms Go Wrong with Practice Management Software
Is there something holding your firm back? Or maybe it's a lot of things. Get the tools you need with practice management software.
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
Friday, October 27, 2023
Iris
Top 5 Considerations When Selecting a Payroll Software Platform
A software purchase is a big decision for you and your clients. Maybe you are looking to get into payroll or maybe you are looking to switch providers. Either way, you are looking to make a smart decision.
Guide
Tuesday, September 5, 2023
Oracle NetSuite Products
The CFO's Daily Checklist
Uncover the daily methods CFOs practice in order to perform at an ultra-high level. Not only will this checklist help cement your role as a strategic advisor – it may help you achieve a CEO promotion.
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.
Guide
Monday, August 14, 2023
Oracle NetSuite Products
The Ultimate Guide to Scenario Planning
Tomorrow is closer than you think. Start preparing now with this practical scenario planning guide.
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.
Guide
Wednesday, August 9, 2023
Oracle NetSuite Products
17 Growth Levers CFOs Can Pull Now
As interest rates hike and the fear of recession lingers, CFOs face the challenge of protecting cash flow while preparing to move if the cycle shifts. Download this free, expert guide to unpack 17 growth-oriented moves as you chart your path forward.
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
Monday, June 19, 2023
Suralink
The Future of Technology in Accounting
If you’re currently considering the build versus buy question, this white paper will help you think through the decision with a look at the collaboration needs of accounting firms and factors to consider.
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.
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.-
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