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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.
Research / Report
Monday, April 1, 2024
SafeSend
Top 7 Predictions for Tax Automation in 2024
Discover the latest insights and predictions shaping the tax automation landscape in 2024.
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.
Infographic
Wednesday, March 6, 2024
SafeSend
The State of Mental Health in Tax & Accounting
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.
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.
eBook
Monday, October 2, 2023
SmartVault Accounting
Is Your Written Information Security Plan (WISP) Compliant?
Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
eBook
Thursday, September 14, 2023
Suitefiles
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
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
Friday, September 8, 2023
Suitefiles
The Do’s and Don’ts of Implementing a DMS
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.
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.
Infographic
Friday, June 23, 2023
CAF America
The CAF American Donor Fund: A Brief Overview
The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.
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.
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