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eBook
Friday, April 18, 2025
Valid8 Financial
Beyond the Balance Sheet: A Deep Dive into Real-Life White Collar Crime Investigation
This guide draws on real-world case studies & industry expertise to describe how fraud schemes operate, the challenges of traditional investigation methods, & how Valid8’s Verified Financial Intelligence (VFI) is transforming fraud detection & recovery.
Research / Report
Friday, April 18, 2025
Karbon
How Top Accounting Firms Rose Above the Pandemic
This special report reveals the strategies, tools, and processes that helped high-performing firms boost efficiency, retain top talent, and deepen client relationships. If you’re a CPA or firm leader looking to adapt, grow, or simply do more with less—this is your roadmap.
Guide
Tuesday, April 1, 2025
AICPA Member Insurance Programs for NYSSCPA
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.
eBook
Monday, March 31, 2025
SmartVault Accounting
A Guide for UltraTax CS Users
Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
Guide
Friday, March 28, 2025
AICPA Member Insurance Programs for ICPAS
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, March 25, 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.
White Paper
Tuesday, March 25, 2025
Intuit
Supercharge Your Tax Firm with Client-Focused Advisory Services
Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
Guide
Thursday, March 20, 2025
AICPA Member Insurance Programs for TXCPA
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, March 18, 2025
Blue J
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
White Paper
Tuesday, March 4, 2025
Suralink
The State of Audit Efficiency
This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
eBook
Tuesday, February 18, 2025
SmartVault Accounting
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
White Paper
Monday, February 10, 2025
K1x, Inc