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eBook
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
Sellable isn’t a future event. It’s an operating condition that makes your firm easier to buy — and run. Learn how to adopt the sellable standard and create more clarity, consistency, and confidence where it matters most.
Case Study
Tuesday, March 10, 2026
Intuit
Tax preparation in the cloud
This white paper shows how integrating ProConnect Tax with SmartVault creates an end-to-end, cloud-native workflow that eliminates document bottlenecks, improves accuracy and security, and enables high-volume firms to scale revenue and advisory services without adding headcount.
Guide
Wednesday, February 18, 2026
Bawn, Inc.
FTC Safeguards Rule Compliance Kit for CPA Firms
A practical implementation toolkit built specifically for CPA firms to meet FTC Safeguards Rule requirements. Includes compliance guidance, documentation frameworks, and clear steps to build a defensible security program.
White Paper
Tuesday, January 13, 2026
Intuit
5 Tech Trends To Watch in 2026
Five key technology trends are set to transform the tax and accounting profession in 2026, with artificial intelligence leading the charge.
Guide
Friday, December 5, 2025
Intuit
Unlock Higher Firm Valuation with the Cloud Advantage
Discover why cloud-based tax and accounting firms are commanding premium valuations and how firm owners can scale profitably without sacrificing sanity. This exclusive guide reveals actionable strategies to boost cash flow, build capacity, enhance firm value, and prepare for your next chapter.
White Paper
Thursday, November 6, 2025
Intuit
The Remote Advantage: How Tax Firms Are Scaling Smarter
Discover how leading firms are redefining productivity, flexibility, and growth through remote work. See how modern tax practices are thriving anywhere with the right technology, mindset, and cloud-based tools.
eBook
Thursday, October 30, 2025
IRIS Global
A Practical Guide for Accounting Firms for Turning Payroll Services into Major Profit
Payroll is essential for all businesses, and while many CPAs find it a challenging and low-margin task due to its complexity and heavy regulation, some are discovering its potential for profitability. Read this guide to find out how they did it.
Guide
Monday, October 6, 2025
IQ BackOffice, Inc
Bridging the F&A Talent Gap with Offshoring: A Strategic Guide for CFOs
Discover how offshoring can transform your firm’s operations, enhance resilience, and drive growth in an evolving workplace landscape.
White Paper
Tuesday, September 30, 2025
Intuit
AI Is Reshaping Tax & Accounting. Is Your Firm Ready?
AI is transforming tax practices. Learn how leading firms are using AI and automation to save time, reduce errors, and elevate client service. Download the white paper to see the strategies shaping the future of the profession.
Guide
Monday, September 29, 2025
IQ BackOffice, Inc
The CFO's Guide to Accounts Payable Models
How Finance Leaders Can Evaluate In-House, Shared Services, and Outsourced Solutions
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.
White Paper
Friday, August 1, 2025
Intuit