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Guide
C-Suite’s Risk Management Checklist
Wednesday, May 21, 2025 Oracle NetSuite Products To build a business ready to weather these ups and downs, we’ve put together eight risks the C-suite should keep a cautious eye on as they pursue their next big opportunities. For each, we’ve suggested steps you can take to be ready for whatever comes next.
Guide
Stay Ahead of the Curve: Get the 2025 Tax Planning Guide for Tax and Accounting Professionals
Monday, May 19, 2025 Intuit Stay on top of your tax year with an overview of the key tax law changes that come into effect in tax year 2025, plus every critical deadline, to-do, and other considerations that will help keep you and your clients on track.
Guide
Is AI Replacing Tax Practitioners?
Wednesday, April 23, 2025 Taxfyle AI isn’t replacing tax practitioners, it’s enhancing them. This guide debunks the fear-driven myths and shows how firms can use AI to boost efficiency, deliver better client outcomes, and stay ahead of the curve.
Guide
AI Is Changing the Game for Finance—Is Your Firm Ready?
Monday, April 21, 2025 Oracle NetSuite Products Learn how AI is transforming the accounting profession and discover practical strategies CPAs can use to lead AI initiatives in their firms. This free guide offers real-world use cases, step-by-step advice, and insights to help you stay ahead in an AI-driven future.
Research / Report
How Top Accounting Firms Rose Above the Pandemic
Friday, April 18, 2025 Karbon This special report reveals the strategies, tools, and processes that helped high-performing firms boost efficiency, retain top talent, and deepen client relationships. If you’re a CPA or firm leader looking to adapt, grow, or simply do more with less—this is your roadmap.
eBook
A Guide for UltraTax CS Users
Monday, March 31, 2025 SmartVault Accounting Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
White Paper
Supercharge Your Tax Firm with Client-Focused Advisory Services
Tuesday, March 25, 2025 Intuit Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
Guide
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Tuesday, March 18, 2025 Blue J Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
Guide
How to Identify, Evaluate, and Choose the Right Practice Management Software for Your Accounting Firm
Wednesday, March 12, 2025 Karbon A robust accounting practice management tool is at the core of every high-performing accounting firm. This guide will help you identify, evaluate, and choose the right accounting practice management tool for your firm.
White Paper
The State of Audit Efficiency
Tuesday, March 4, 2025 Suralink This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
eBook
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
Tuesday, February 18, 2025 SmartVault Accounting As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
White Paper
Tax Transformation Best Practices in Alternative Investments
Monday, February 10, 2025 K1x, Inc The K-1 season can significantly strain resources, with over 50% of K-1 aggregation work occurring within a compressed three-month period. This white paper tackles the critical elements of people, process, and technology.