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Case Study
Friday, October 10, 2025
Datamatics Business Solutions, Inc.
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.
Case Study
Wednesday, September 17, 2025
Suralink
DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink
Seeking a more reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction.
Case Study
Friday, September 5, 2025
SavvyMoney
From Scores to Solutions: How HAPO Credit Union Turned Financial Wellness into Loan Growth
Financial wellness isn’t just a mission; it’s a growth strategy. See how HAPO Credit Union leveraged embedded credit tools to build member trust, drive engagement, and unlock measurable loan growth.
Case Study
Tuesday, September 2, 2025
Clio
AI for Small Law Firms: Work Smarter, Cut Costs, Win More
Running a small law firm often means juggling client work, admin, and firm management, sometimes all at once. This guide offers a clear, unbiased look at AI tools designed to automate routine tasks, improve efficiency, and help smaller firms stay competitive without breaking the bank.
Case Study
Monday, August 18, 2025
LexSelect
How to Evaluate Legal AI Tools: A Practical Guide for Document Review and Drafting Workflows
Cut through the hype around legal AI. Learn how to evaluate market-leading tools and select those that fit with your practice.
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GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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.
Case Study
Friday, August 8, 2025
FI Strategies
Gen Z in the Workplace: A Challenge? or Your Greatest Opportunity?
Discover how forward-thinking credit unions are transforming their cultures to attract and retain Gen Z talent, and why your long-term success depends on it.
Case Study
Friday, August 1, 2025
Capterra
Your Essential HR Software Buying Guide With AI-Enabled Features
With hundreds of AI promises flooding the HR software space, this report cuts through the noise. Discover which tools HR professionals actually rate—and what makes them stand out.
Case Study
Thursday, July 10, 2025
Q2
How One Credit Union Tripled Commercial Membership with a Smarter Digital Banking Experience
Discover how Hoosier Hills Credit Union modernized operations, boost efficiency, and drive major growth—all while better serving rural business communities.
Case Study
Wednesday, July 9, 2025
ContractPodAi
Beyond AI: Why Meta-Agents Are the Future of Legal Tech
Traditional AI has already transformed legal work. But the next wave- meta-agents- is taking things even further. Learn how this shift could redefine your legal operations.
Case Study
Wednesday, July 2, 2025
Software Advice