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Video
Tuesday, September 1, 2026
FPA Live
FPA LIVE: Why Your Hiring Process Is Losing You the Best Candidates
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Tuesday, September 1, 2026
CETROM IL
26 Essential Questions Every CPA Firm Must Ask Before Hiring an IT Provider
Protect Your Practice, Streamline Busy Season, and Partner with IT Experts Who Understand Accounting
Guide
Tuesday, September 1, 2026
CosmoLex
The Modern Client Experience: AI-Powered Intake for Growing Law Firms
When a prospective client reaches out, they're already deciding. And 74% hire the first firm to respond, often within minutes. This guide breaks down how AI-powered intake helps firms respond faster, reduce manual follow-up, and create a smoother path from first contact to signed client without extra work for your team.
Research / Report
Monday, August 31, 2026
Thomson Reuters
Discover the $370,000 Hidden in Your Current Tax Workflow
How Automation with SafeSend, SurePrep, and UltraTax CS Can Recover Hours, Reduce Burnout, and Transform Your Firm’s Tax Season
Case Study
Monday, August 31, 2026
Thomson Reuters
Discover How June CPA Achieved True Paperlessness and Scalable Growth with SurePrep + SafeSend
A 40-Year-Old Hilton Head CPA Firm’s Proven Workflow to Boost Efficiency, Enhance Client Experience, and Empower Remote Work
Case Study
Monday, August 31, 2026
Thomson Reuters
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
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.
White Paper
Friday, August 28, 2026
CSSI R&D
Innovation Deserves a Return: The CPA’s Practical Guide to the R&D Tax Credit
This practical guide for CPA's and Tax Professionals breaks down the essentials of the R&D Tax Credit including what serves as qualified research, the IRS' Four-Part Test, amending returns for retroactive opportunities, and ultimately how to discern if your client's business qualifies.
Guide
Friday, August 28, 2026
Figured
A New Kind of Financial Reporting for Agriculture
An introduction to Reporting Studio, Figured's reporting builder for ag accounting firms and farm advisers. See the reports you could be sending your clients, how they're built on live farm data, and what it takes to run them across a full client portfolio.
White Paper
Friday, August 28, 2026
Sportworks Global LLC
Making Multimodal Mobility Visible: A Data-First Approach
An estimated 9.1 million bike-on-bus trips go untracked across North America each year. Learn how automated tracking lets agencies see what's happening with their bike rack investments in real time, so riders can board with confidence and everyone can plan ahead. Backed by pilot data from VTA and SDMTS.
Guide
Thursday, August 27, 2026
TaxGPT
A Tax Firm's Playbook for Adopting AI Agents
A step-by-step framework for evaluating, piloting, and scaling AI agents in your practice - without risking compliance or client trust
White Paper
Thursday, August 27, 2026
RideCo
Control the Paratransit Cost Curve: Modernize Your ADA Service End to End
Part 2 of An Executive Guide to Improving Operational Execution Through Replacing Fragmented Legacy Systems with An Integrated Stack
Guide
Wednesday, August 26, 2026
Clio