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Guide
Wednesday, September 3, 2025
Wolters Kluwer Tax
Boost Your Firm’s Productivity with AI-Enabled Digital Tax Workflows
Discover How to Overcome Common Challenges and Increase Efficiency in Your Tax Practice
Research / Report
Tuesday, September 2, 2025
Suralink
Inside the Client Experience
Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity.
eBook
Wednesday, August 27, 2025
Datamatics Business Solutions, Inc.
10× CPA Growth Blueprint: Scale Your Accounting Firm in 2025
Discover practical strategies to scale your CPA firm with automation, AI, and client-focused tactics. Download your free growth playbook for modern firms today
eBook
Monday, August 25, 2025
Oracle NetSuite Products
Your quick MBA refresh. Built for today’s CFOs.
In his new report, MBA for Lunch, Jack McCullough distills the sharpest insights from top MBA programs into actionable strategies for navigating today’s complex landscape—from AI and data science to marketing and leadership.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
Find Your Purpose at Work Again (Even on Mondays)
Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
Data-Driven Tariff Management
The current tariff situation is complex—affecting companies' supply chain management, pricing, and long-term planning. Download this guide to access practical tools and insights you can leverage to navigate tariffs and choose the right strategy for your business.
eBook
Wednesday, August 20, 2025
AICPA Member Insurance Programs for ICPAS
Crafting Engagement Letters That Help Protect Your Firm
Engagement letters are a critical piece in the foundation of a CPA firm’s risk management strategy—simple yet powerful tools that help safeguard your practice and set clear expectations with clients. Discover actionable tips and customizable tools that you can use to create engagement letters tailored to your firm’s needs.
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GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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.
eBook
Wednesday, August 6, 2025
Forwardly
21 Proven Strategies To Slash Your Business Expenses Fivefold
A practical guide for business owners to identify hidden costs, reduce spending fast, and boost operational efficiency without cutting corners.
White Paper
Friday, August 1, 2025
Intuit
2025 Accountant Tech Outlook: Strategies for Growth, Efficiency & Competitive Advantage
Discover the key technology and advisory trends shaping the future of accounting firms in 2025. This white paper, based on insights from Intuit’s exclusive Accountant Technology Survey, reveals how leading firms are leveraging AI, automation, and strategic advisory to stay ahead.
Guide
Tuesday, July 8, 2025
Valid8 Financial