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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GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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
The Forensic Accountant’s Guide to Accelerating Financial Intelligence in Restructuring Cases
This guide uses real-world case studies and expert insights to explore the challenges, strategies, and technologies that enable efficient financial intelligence in restructuring cases, while upholding the standards required in forensic accounting.
White Paper
Tuesday, July 8, 2025
Intuit
How to Attract and Retain Gen Z Talent in Your Tax & Accounting Firm
Gen Z is entering the workforce with new expectations around purpose, flexibility, and technology. This guide explores what motivates them—and how your firm can adapt to attract, engage, and retain the next generation of accounting professionals
White Paper
Friday, June 13, 2025
Intuit
Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?
Move beyond the billable hour. Learn how tax and accounting firms are using value-based and subscription pricing models to increase revenue, retain clients, and reduce burnout—while delivering more value.
eBook
Friday, June 13, 2025
Datamatics Business Solutions, Inc.
Overcome Staffing Challenge - A Step-by-Step Guide for Tax Professionals and CPAs to Unlock Growth
Create Your Outsourcing-Offshoring Team in Just 2 Weeks
Guide
Thursday, June 5, 2025
Figured
How To: Farm Financial Planning & Budgeting at Scale
Learn how to easily deliver financial planning and budgeting services to your farm & agriculture clients. Download this free guide that covers the types of actions to take throughout the year, when, and how - without adding to your workload.
eBook
Tuesday, June 3, 2025
Suralink
Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.
eBook
Thursday, May 29, 2025
Datamatics Business Solutions, Inc.
Scale Smarter: How Outsourcing Accounting Services Drives Growth
Ready to scale smarter, not harder? This practical guide helps CPAs kickstart their outsourcing journey with confidence. Learn how to choose the right provider, sidestep common pitfalls, boost productivity, elevate client experience, and enhance growth.
Guide
Wednesday, May 28, 2025
Taxfyle
