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Case Study
Friday, August 15, 2025
SafeSend
How One Firm Cut Tax Appointments by 90%
GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
Case Study
Friday, August 15, 2025
SafeSend
How BMSS Cut Tax Prep Time and Boosted Staff Morale
BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
White Paper
Friday, August 8, 2025
Intuit for Retirement
The Art of Subtraction: Scaling Your Firm By Strategically Offboarding Clients
Discover why the smartest way to grow your accounting or tax firm might be by letting go. The Art of Subtraction explores proven strategies to offboard non-ideal clients while protecting relationships, freeing up resources, and creating new revenue opportunities.
Research / Report
Friday, July 25, 2025
Capterra
Compare Top Payroll Tools by Price and Functionality
Payroll software shouldn’t be a guessing game. This guide shows you which products offer the most value, based on real user ratings.
Guide
Tuesday, July 8, 2025
Valid8 Financial
The Forensic Accountant’s Guide to Accelerating Financial Intelligence in Restructuring Cases
This guide uses real-world case studies and expert insights to explore the challenges, strategies, and technologies that enable efficient financial intelligence in restructuring cases, while upholding the standards required in forensic accounting.
eBook
Friday, June 13, 2025
Datamatics Business Solutions, Inc.
Overcome Staffing Challenge - A Step-by-Step Guide for Tax Professionals and CPAs to Unlock Growth
Create Your Outsourcing-Offshoring Team in Just 2 Weeks
eBook
Tuesday, June 3, 2025
Suralink
Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.
eBook
Thursday, May 29, 2025
Datamatics Business Solutions, Inc.
Scale Smarter: How Outsourcing Accounting Services Drives Growth
Ready to scale smarter, not harder? This practical guide helps CPAs kickstart their outsourcing journey with confidence. Learn how to choose the right provider, sidestep common pitfalls, boost productivity, elevate client experience, and enhance growth.
Guide
Wednesday, May 21, 2025
Oracle NetSuite Products
C-Suite’s Risk Management Checklist
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.
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.
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 strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.
Infographic
Thursday, April 10, 2025
SafeSend