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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
Unlock the Future of Your Accounting Firm
Thursday, March 6, 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.
White Paper
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
Thursday, February 6, 2025 Intuit What’s the real cost of low-value work in your firm? It’s more than wasted time—it’s lost revenue, talent burnout, and missed growth opportunities.
Guide
21 Essential Tips for Ensuring Customers Pay
Thursday, January 30, 2025 Forwardly Get paid on time, every time, with our tips and tricks for avoiding debtors and follow-ups.
On-Demand Webinar
Succession Planning Considerations for Accountants
Wednesday, January 29, 2025 Intuit for Retirement You take great care of your clients and their businesses. Are you taking care of your business?
eBook
How Tax and Accounting Firms Supercharge Efficiency With a Digital Workflow
Monday, January 27, 2025 Wolters Kluwer Tax Explore how AI technologies can help your firm achieve peak productivity by automating data entry and other routine tasks. Download this eBook now to learn how to enhance your workflow and deliver exceptional client service.
White Paper
Tax Compliance Best Practices for Tax Exempts
Monday, January 27, 2025 K1x, Inc Stay informed, stay compliant, and lead your organization to success with the best practices outlined in our definitive guide on tax compliance for tax-exempts.
Research / Report
5 Top-Rated Billing and Invoicing Tools for Accountants
Friday, January 24, 2025 Software Advice for Accounting Tired of endless manual tasks, delayed payments, and lost invoices? If your answer is yes, investing in a billing and invoicing tool can be a financial lifesaver.
Research / Report
Firm Insights 2025: Tackling Talent, Technology and Growth
Friday, January 24, 2025 Massachusetts Society of CPAs In November 2024, the Massachusetts Society of CPAs (MassCPAs) hosted its annual New England Practice Management Conference, drawing over 200 firm leaders from across the region to explore critical priorities and trends shaping the accounting profession.