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Guide
Wednesday, September 9, 2026
Swyft Filings
Transform Compliance into Recurring Advisory Revenue — A Practical Guide for CPA Firms
Discover how to deepen client relationships, boost recurring revenue, and streamline entity management with proven strategies tailored for accounting professionals.
Guide
Wednesday, September 9, 2026
Inscope
10 Things Your Firm Should Automate Before Busy Season
This complimentary guide identifies 10 time-consuming audit and accounting tasks that can be automated before workloads peak, along with an estimate of the hours each one consumes and where automation can make the biggest impact.
Guide
Thursday, September 3, 2026
FirmPro
Unlock New Advisory Revenue with The CPA’s 2026 Cost Segregation Opportunity Guide
Leverage permanent 100% bonus depreciation changes to expand your firm’s tax strategy offerings and deepen client relationships.
Guide
Friday, August 28, 2026
Figured
A New Kind of Financial Reporting for Agriculture
An introduction to Reporting Studio, Figured's reporting builder for ag accounting firms and farm advisers. See the reports you could be sending your clients, how they're built on live farm data, and what it takes to run them across a full client portfolio.
Guide
Thursday, August 27, 2026
TaxGPT
A Tax Firm's Playbook for Adopting AI Agents
A step-by-step framework for evaluating, piloting, and scaling AI agents in your practice - without risking compliance or client trust
Guide
Wednesday, August 12, 2026
Datamatics Business Solutions, Inc.
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Smart CPA firms don't wait for the deadline crunch. Learn why the July–January window is the ideal time to onboard an outsourcing partner, cut costs by up to 60%, and walk into 2026's tax season fully prepared.
Guide
Monday, August 10, 2026
Figured
Ag Financial Planning & Budgeting Made Easy
A free, three-level framework for turning farm planning and budgeting into a scalable, revenue-generating advisory service — built for accountants who are ready to move clients beyond reactive, spreadsheet-driven budgets.
Guide
Tuesday, July 28, 2026
FirmPro
Modernize Your Fixed Asset Management: The CPA Firm’s Essential Guide for Efficiency and Growth
Discover how to eliminate costly manual processes, reduce risk, and scale your firm’s fixed asset management with a modern system built for today’s tax landscape.
Guide
Wednesday, July 15, 2026
Oracle NetSuite Products
A CFO’s Guide to AI-Enhanced Finance
Download the guide to discover how NetSuite’s AI capabilities can empower your financial leadership and drive your organization’s success.
Guide
Tuesday, July 14, 2026
TaxGPT
The Agentic Tax Firm
How Forward-Looking Practices Are Restructuring Work Around AI
Guide
Tuesday, June 23, 2026
Figured
How to Scale Farm Financial Advisory Services
Most farm accounting practices run on a compliance calendar. By the time your client needs a decision, the numbers are months old. JC Ag Financial Services serves 110+ ag clients differently. This guide shows how they moved clients from tax & compliance to ongoing advisory, on always-current data.
Guide
Friday, May 29, 2026
Intuit
