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Case Study
Embracing Technology for Enhanced Bookkeeping Services at The Accountants for Creatives®
Wednesday, July 10, 2024 Categorize Me Discover how this tax firm transforms bookkeeping services for creative professionals using cutting-edge technology. Learn about their strategic approach to delivering precise timely financials in the digital accounting landscape.
White Paper
Transforming Tax Practices: Boosting Efficiency and Client Value with Technology
Friday, May 17, 2024 Intuit In today's landscape, tax and advisory firms face unprecedented challenges in automation and modernization. Firms are innovating and experimenting to find the right future-forward technological solutions for their growing firms. These solutions include moving to cloud-based operations, customized and automated outreach to clients, time-saving efficiencies that improve tax return accuracy. Access the insights you need to thrive in a rapidly evolving industry.
White Paper
The Modern Tax Firm Makeover:  Using Technology to Transform Your Digital Tax Workflow
Monday, March 18, 2024 Intuit 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.
White Paper
How to Evolve Your Tax Firm into a CAS Practice
Wednesday, October 25, 2023 SmartVault Accounting 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
Is Your Written Information Security Plan (WISP) Compliant?
Monday, October 2, 2023 SmartVault Accounting Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
White Paper
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Tuesday, July 25, 2023 SmartVault Accounting Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.
Infographic
The CAF American Donor Fund: A Brief Overview
Friday, June 23, 2023 CAF America 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
Elevate Your Tax & Accounting Practice with Cloud-Native Computing
Thursday, June 1, 2023 Intuit 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
Nine Ways to Master Email at Your Firm
Monday, April 3, 2023 Canopy Tax 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
NAEA GR Newsflash: Secure 2.0
Thursday, March 16, 2023 NAEA 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.
Case Study
Case Study: How One Firm Streamlined their Request List Process
Friday, April 1, 2022 Suralink Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
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