Close Advanced Search Filters
Search
Use Advanced Search
Companies
No results found
Select Company
Appli
Associations North Insights
Bankjoy
Capterra for Accounting
Capterra for HR
Capterra for Staffing
CETROM IL
CETROM NC
CETROM TX
Clio
Clowder
Convert It Marketing
Datamatics Business Solutions, Inc.
Electrical Generating Systems Association
FI Strategies
Figured
FMSI
Granicus
IGNITION APP
Intellek
Intuit
Invo Solutions
Legal Marketing Network
Marketing General Inc.
Morae
mot-r
Nasdaq, Inc.
One Too Many Insurance Agency, Inc.
Oracle NetSuite Products
Pramata Corporation
Q2
RideCo
SavvyMoney
SilverRide Inc
SOBERLINK
Software Advice for HR
Software Advice for Staffing
Suralink
Thomson Reuters Tax & Accounting
TopClass
Content Types
Case Study

Results > Case Study: (63)

Advanced Search Filters
Clear Filters
Case Study
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
Monday, August 31, 2026 Thomson Reuters Learn how Crowe LLP leveraged Thomson Reuters Additive to automate complex K-1 data extraction, improve accuracy, and empower their tax professionals to deliver higher-value client services.
Case Study
Discover How June CPA Achieved True Paperlessness and Scalable Growth with SurePrep + SafeSend
Monday, August 31, 2026 Thomson Reuters A 40-Year-Old Hilton Head CPA Firm’s Proven Workflow to Boost Efficiency, Enhance Client Experience, and Empower Remote Work
Case Study
How IndyGo Access Tripled Paratransit Trips While Raising On-Time Performance
Thursday, August 20, 2026 SilverRide Inc How SilverRide scaled Indianapolis's paratransit service more than threefold while lifting on-time performance into the mid-90s.
Case Study
How Flagstar Bank Streamlined Its D&O Questionnaire Process
Tuesday, August 18, 2026 Nasdaq, Inc. See how Flagstar Bank moved away from a time-consuming, paper-based D&O questionnaire process to automate reminders, reduce administrative work, and improve collaboration and compliance.
Case Study
How Triangle Credit Union Built A Predictable Branch Experience
Monday, August 17, 2026 FMSI Five years of data, one clear result: Triangle Credit Union turned unpredictable lobby traffic into a scheduled, staffable operation, growing appointments 334% and shifting 86% of lobby visits from walk-in to planned. See how they did it.
Case Study
How ABCA Reached 1,000+ Daily Member App Logins
Thursday, August 6, 2026 Clowder See how the American Baseball Coaches Association created a year-round mobile member hub that increased resource use, engagement, and retention.
Case Study
CPA Manitoba Cuts Course Access Support Requests by 95%
Thursday, August 6, 2026 TopClass See how CPA Manitoba used TopClass LMS to give members instant course access, automate credentialing, and reduce administrative work.
Case Study
When Flexibility Meets Reliability: How SilverRide and RideCo Deliver Microtransit in Milpitas, California
Thursday, August 6, 2026 SilverRide Inc Great technology needs a great operator. See how SilverRide achieved 100% schedule adherence, grew ridership 38%, and scaled capacity 50% overnight during a transit crisis in Milpitas, California.
Case Study
Unlock Over 4,600 Hours of Accounting Capacity — How a Top 20 CPA Firm Transformed Assurance with Suralink
Thursday, July 23, 2026 Suralink Discover how Eide Bailly replaced DataSnipper, streamlined audit workflows, and boosted efficiency using Suralink’s integrated Workpaper Suite.
Case Study
How GoDurham Increased Trip Capacity 40% Without Expanding Its Fleet
Tuesday, July 21, 2026 SilverRide Inc See how GoDurham integrated SilverRide into existing operations to increase daily trips and on-time performance without any trip returns or additional capital investment.
Case Study
Transform Indirect Lending Members into Engaged Digital Banking Users
Friday, July 17, 2026 Bankjoy How CommunityWide Federal Credit Union turned indirect members into highly engaged digital banking users
Case Study
How One Firm Turned Administrative Time into Advisory Capacity
Thursday, July 2, 2026 Intuit As accounting firms grow, administrative work can quickly become the biggest obstacle to scaling. In this case study, discover how Motta Financial built a modern operating model that transformed manual tax preparation into capacity for higher-value advisory services, stronger client relationships, and continued growth.