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eBook
The Accountant Complete Guide to the Corporate Transparency Act
Monday, July 1, 2024 FincenFetch For Accounting This guide uses data and insights collected from over 5,000 conversations with professional services firms. With over 30 million companies still needing to file, it’s important to know where your firm stands in this emerging $7 billion filing market.
White Paper
Transforming Tax Practices: Boosting Efficiency and Client Value with Technology
Friday, May 17, 2024 Intuit 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
Top 7 Predictions for Tax Automation in 2024
Monday, April 1, 2024 SafeSend Discover the latest insights and predictions shaping the tax automation landscape in 2024.
White Paper
The Modern Tax Firm Makeover:  Using Technology to Transform Your Digital Tax Workflow
Monday, March 18, 2024 Intuit 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
The State of Mental Health in Tax & Accounting
Wednesday, March 6, 2024 SafeSend 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
How to Evolve Your Tax Firm into a CAS Practice
Wednesday, October 25, 2023 SmartVault Accounting 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
Is Your Written Information Security Plan (WISP) Compliant?
Monday, October 2, 2023 SmartVault Accounting Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
eBook
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Thursday, September 14, 2023 Suitefiles 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
The Do’s and Don’ts of Implementing a DMS
Friday, September 8, 2023 Suitefiles 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.
On-Demand Webinar
ACA Penalty Letters: What they are, and what to do if you get one
Tuesday, August 15, 2023 ACA Champ Since ACA enrollment and the issuance of subsidies are on the rise, employers need to prepare. But if your clients with employees have already received one of these notices, what exactly should you do? Watch our on-demand webinar to learn more.
White Paper
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Tuesday, July 25, 2023 SmartVault Accounting Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.
Infographic
The CAF American Donor Fund: A Brief Overview
Friday, June 23, 2023 CAF America 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.
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