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Guide
Friday, August 15, 2025
SmartVault Accounting
The FileCabinet CS® Sunset
Prepare your firm for FileCabinet CS end-of-life in 2027. This step-by-step guide outlines how to migrate successfully, reduce risk, and modernize your operations with SmartVault.
Guide
Friday, August 15, 2025
SmartVault Accounting
Beyond FileCabinet CS:
Thomson Reuters has officially announced FileCabinet CS will reach end-of-life in 2027. But before you rush into picking a FileCabinet CS alternative, there are critical factors you must consider.
Guide
Friday, August 15, 2025
Filejet, Inc.
Modernizing Legal Entity Management: A Guide for In-House Counsel
Discover how small changes to corporate entity management, annual report filings, and your registered agent relationship can help you manage compliance more proactively, gain greater control over entities, and save time compared to your current process.
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.
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GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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.
Guide
Thursday, August 14, 2025
Taxfyle
How to unlock CAS opportunities through AI and outsourcing
Accounting firms can unlock new growth by using AI and outsourcing to free up capacity for higher-value advisory services. This transformation hinges on distinguishing tasks best handled by technology from those requiring human insight, allowing firms to deepen client relationships and drive long-term profitability.
Guide
Thursday, August 14, 2025
The Sports Facilities Companies
Intro to Youth Sports Tourism
Discover how youth sports tourism can fuel your city’s growth with this guide covering the industry, key players, top facilities, spending impact, and the first steps to get started.
White Paper
Thursday, August 14, 2025
Credit Snap
4 Proven Strategies to Grow Your Loan Portfolio, No Matter the Economy
In today’s volatile financial landscape, credit unions face unique lending challenges. This exclusive white paper offers clear, actionable strategies to help your credit union not only weather the storm but thrive.
White Paper
Tuesday, August 12, 2025
EANE
Build a High-Performing Hybrid Workforce That Thrives
Learn how to recruit, onboard, and lead high-performers in today’s hybrid workplace with EANE’s proven strategies. Download the guide to future-proof your talent strategy and boost engagement, retention, and performance.
Guide
Tuesday, August 12, 2025
AICPA Member Insurance Programs for CalCPA
Navigating the Client Lifecycle: Strategies for Success at Every Stage
Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability.
Guide
Tuesday, August 12, 2025
LegalSifter, Inc.
Checklist: What to Look for in an AI Redline Solution
AI redlining is no longer a future concept. It's transforming the way teams handle contracts today. But not all solutions are ready for high-stakes use. When the risks are high and the pressure is on, teams need more than automation. They need AI that thinks like they do: clear, controlled, consistent, and contract-ready.
Guide
Tuesday, August 12, 2025
Cybis Productions