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White Paper
Tuesday, May 13, 2025
SafeSend
How Firms Can Leverage This Past Busy Season
Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes while there’s still time to do something about it.
Guide
Wednesday, April 23, 2025
Taxfyle
Is AI Replacing Tax Practitioners?
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
Tuesday, April 22, 2025
SafeSend
How to Actually Take Care of Yourself During Busy Season
Tax season doesn’t have to mean burnout. This guide offers practical strategies to help CPAs reduce stress, stay focused, and keep their energy up when it matters most. From nutrition tips to automation that eases the workload, it’s everything you need to not just survive tax season, but feel better through it.
Guide
Monday, April 21, 2025
Oracle NetSuite Products
AI Is Changing the Game for Finance—Is Your Firm Ready?
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.
eBook
Friday, April 18, 2025
Valid8 Financial
Beyond the Balance Sheet: A Deep Dive into Real-Life White Collar Crime Investigation
This guide draws on real-world case studies & industry expertise to describe how fraud schemes operate, the challenges of traditional investigation methods, & how Valid8’s Verified Financial Intelligence (VFI) is transforming fraud detection & recovery.
Research / Report
Friday, April 18, 2025
Karbon
How Top Accounting Firms Rose Above the Pandemic
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.
Infographic
Thursday, April 10, 2025
SafeSend
The Mental Health Wake-Up Call for Accounting Firms
Stress and burnout are hitting accounting pros harder than ever. This infographic brings together industry stats that reveal the toll tax season takes on mental health and what firms can do about it. Download it, share it, and start the conversation your team might need most.
Research / Report
Tuesday, April 8, 2025
Software Advice for Accounting
5 Top-Rated Financial Reporting Tools for Accountants
Financial reporting software can be a game changer—it can help automate data collection and report generation, helping you uncover financial trends and make informed decisions while saving time and reducing errors.
eBook
Monday, March 31, 2025
SmartVault Accounting
A Guide for UltraTax CS Users
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
Tuesday, March 25, 2025
Intuit
Supercharge Your Tax Firm with Client-Focused Advisory Services
Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
eBook
Monday, March 24, 2025
Valid8 Financial
The Evolution of Fraud Analysis in Corporate Distress
Understanding key fraud indicators and implementing best practices in data analysis are essential for forensic accountants managing corporate distress cases. With the right strategies and tools, they can quickly surface meaningful insights by identifying questionable transactions, cash flow anomalies, and asset movements.
Guide
Tuesday, March 18, 2025
Blue J