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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
Tuesday, December 16, 2025
IRIS Global
Payroll Software Buyers Guide
Whether you’re starting to offer payroll services or considering a software upgrade, this guide will help you identify the key features to look for and recognize when it’s time for a change.
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.
Case Study
Friday, November 14, 2025
Capterra
2025’s Highest-Rated Accounts Payable Tools (According to Real Users)
Which AP platforms are actually worth your time and money? This shortlist ranks the top 25 tools by user satisfaction and online buzz—so you can skip the guesswork and start comparing smarter.
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.
Technical Paper
Thursday, November 6, 2025
IRIS Global
The Essential Guide for a Successful Payroll Software Conversion & Data Migration
This essential guide provides a clear roadmap for navigating the challenges of payroll software conversion and data migration. We offer detailed insights to ensure your firm’s transition is efficient, accurate, and successful.
Guide
Monday, October 20, 2025
VeriFee
Hidden Payment Processing Costs: What CPAs Are Missing in Client Financials
A practical guide for CPAs and accounting professionals to uncover margin erosion, improve client profitability, and expand advisory value.
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.
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