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White Paper
Transforming Tax Practices: Boosting Efficiency and Client Value with Technology
Friday, May 17, 2024 Intuit In today's landscape, tax and advisory firms face unprecedented challenges in automation and modernization. Firms are innovating and experimenting to find the right future-forward technological solutions for their growing firms. These solutions include moving to cloud-based operations, customized and automated outreach to clients, time-saving efficiencies that improve tax return accuracy. Access the insights you need to thrive in a rapidly evolving industry.
Research / Report
Top 7 Predictions for Tax Automation in 2024
Monday, April 1, 2024 SafeSend Discover the latest insights and predictions shaping the tax automation landscape in 2024.
White Paper
The Modern Tax Firm Makeover:  Using Technology to Transform Your Digital Tax Workflow
Monday, March 18, 2024 Intuit The digital-first mentality is rapidly evolving the accounting landscape. Tax firms are investing in automating their workflows to help Employee Burnout, Save Time & Source Talent. Hear from a panel of industry tax experts on the importance of embracing technology to address the challenges and inefficiencies faced during tax season and day-to-day operations.
Infographic
The State of Mental Health in Tax & Accounting
Wednesday, March 6, 2024 SafeSend Welcome to a deep dive into the mental health landscape within the tax and accounting profession. In this infographic, we uncover the pressing challenges, alarming statistics, and essential resources shaping mental wellness for professionals in the field.
eBook
Beneficial Ownership Information Reporting for Tax & Accounting Professionals
Monday, January 8, 2024 Wolters Kluwer Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.
White Paper
How to Evolve Your Tax Firm into a CAS Practice
Wednesday, October 25, 2023 SmartVault Accounting Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.
eBook
Is Your Written Information Security Plan (WISP) Compliant?
Monday, October 2, 2023 SmartVault Accounting Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
eBook
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Thursday, September 14, 2023 Suitefiles Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.
eBook
The Do’s and Don’ts of Implementing a DMS
Friday, September 8, 2023 Suitefiles When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.
eBook
Delivering a Data-Driven Audit
Monday, August 21, 2023 Wolters Kluwer Two significant roadblocks stand in the way of firms looking to expand: staffing shortages and burnout. Download this free eBook to learn how data-driven audits are reducing tedious tasks of the job, improving audit quality and benefiting clients.
On-Demand Webinar
ACA Penalty Letters: What they are, and what to do if you get one
Tuesday, August 15, 2023 ACA Champ Since ACA enrollment and the issuance of subsidies are on the rise, employers need to prepare. But if your clients with employees have already received one of these notices, what exactly should you do? Watch our on-demand webinar to learn more.
eBook
How Tax and Accounting Firms Supercharge Efficiency with a Digital Workflow
Friday, August 11, 2023 Wolters Kluwer More than ever, firms need to focus on speed without losing sight of accuracy. This free guide reveals how integrated, digital tax workflow systems help firms to automate lower‑value data collection and input tasks that traditionally take up so much time.
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