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White Paper
Friday, July 5, 2024
AcoBloom
Key Strategy for CPA Firms to Address Auditor Shortages
The top three challenges confronting CPA firms today are audit staff shortages (51%), redundant processes (43%), and excessive workload (35%). This white paper highlights recent industry trends to overcome the audit talent shortage.
White Paper
Friday, May 17, 2024
Intuit
Transforming Tax Practices: Boosting Efficiency and Client Value with Technology
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.
White Paper
Monday, March 18, 2024
Intuit
The Modern Tax Firm Makeover: Using Technology to Transform Your Digital Tax Workflow
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.
White Paper
Tuesday, February 27, 2024
Databloks Inc
Planning ERP Solutions
The best accounting practices benefit from robust enterprise data solutions. Small and mid-cap clients that can't afford to adopt companywide solutions in one big bite can still build a roadmap for successful ERP integration. Here's how.
White Paper
Friday, December 1, 2023
The CFO Project
An Accountant's Guide to Doubling Your Firm's Revenue
An Accountant's Guide to Doubling your Firm's Revenue through CFO and Advisory Services is written exclusively for accountants, CPAs, bookkeepers, and enrolled agents who are looking to transform their practice – and double their revenue – by offering a productized CFO/Advisory service.
White Paper
Wednesday, October 25, 2023
SmartVault Accounting
How to Evolve Your Tax Firm into a CAS Practice
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.
White Paper
Tuesday, July 25, 2023
SmartVault Accounting
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.
White Paper
Monday, June 19, 2023
Suralink
The Future of Technology in Accounting
If you’re currently considering the build versus buy question, this white paper will help you think through the decision with a look at the collaboration needs of accounting firms and factors to consider.
White Paper
Thursday, June 1, 2023
Intuit
Elevate Your Tax & Accounting Practice with Cloud-Native Computing
Looking for a more efficient and reliable way to manage your tax or accounting practice? Cloud-native computing may be the solution you need. Our helpful PDF guide explores the advantages of cloud-native computing over desktop hosting to elevate your practice.
White Paper
Tuesday, April 5, 2022
SafeSend
Tax Season Survival
Accounting professionals know that the tax season brings a heavier workload to all involved. Learn the ways to combat the negative side effects of the busy season, both physically and mentally, throughout the first quarter of the year and beyond.
White Paper
Thursday, September 16, 2021
Suralink
Evolving Your Remote Audit Practices with Technology to Keep Pace in a Changing World
Learn 10 best practices that show how you can create a modern and flexible technology-based audit practice that results in greater efficiencies and more satisfied clients.
White Paper
Thursday, September 16, 2021
SafeSend
The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate
Client organizers are one of the largest paper-based processes in the tax engagement life cycle, but the transition to go totally paperless can been admittedly slow. Learn about the profession’s first digital and FILLABLE client organizers.
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