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Guide
Friday, October 9, 2026
G2
7 Questions to Ask Before Buying Accounting Software
Go beyond the software demo. Use these seven questions to uncover hidden costs, assess integrations, and evaluate whether an accounting platform fits your business.
eBook
Thursday, October 8, 2026
Datamatics Business Solutions, Inc.
The Outsourced Bookkeeping Go-Live Checklist for CPA Firms
Prepare your CPA firm for a smooth outsourcing transition with our comprehensive bookkeeping go-live checklist. Learn the essential steps, best practices, and implementation strategies to ensure seamless onboarding, improved efficiency, and long-term success.
White Paper
Thursday, October 8, 2026
Intuit
Green Light Your Advisory Growth
The opportunity to grow your advisory practice extends beyond tax season. See how tax professionals can use the data they already have to uncover planning opportunities, evaluate strategies, and deliver actionable advice to clients year-round.
Research / Report
Friday, October 2, 2026
G2
5 Top-Rated Accounting Software Options for Midsize Businesses
Outgrowing your accounting tools? Compare five top-rated platforms using verified user reviews, feature comparisons, and pricing insights from G2.
Research / Report
Wednesday, September 30, 2026
Bloomberg Tax
Help Clients Make Smarter Tax Moves Before Year-End
Bloomberg Tax's 2026 Mid-Year Individual Tax Planning Guide brings together the key considerations tax professionals should be discussing with individual clients now, from income and deduction timing to investments, retirement, credits, and more
Guide
Friday, September 25, 2026
Bloomberg Tax
2026 AI Guide for Tax Professionals
In tax, not every AI tool is built for the job. Download the complimentary 2026 AI Guide for Tax Professionals to learn how leading tax teams are approaching AI responsibly and what to look for when evaluating solutions.
Guide
Thursday, September 17, 2026
DataSnipper
9 AI Templates to Streamline Your Audit Workflows
Put AI to work in your audit workflows. Get 9 practical templates for reviewing agreements, policies, board minutes, valuations, and more, helping you find critical information faster and spend more time analyzing what matters.
Guide
Wednesday, September 9, 2026
Inscope
10 Things Your Firm Should Automate Before Busy Season
This complimentary guide identifies 10 time-consuming audit and accounting tasks that can be automated before workloads peak, along with an estimate of the hours each one consumes and where automation can make the biggest impact.
Guide
Monday, August 31, 2026
Figured
Ag Financial Planning & Budgeting Made Easy
A free, three-level framework for turning farm planning and budgeting into a scalable, revenue-generating advisory service — built for accountants who are ready to move clients beyond reactive, spreadsheet-driven budgets.
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.
Guide
Wednesday, August 12, 2026
Datamatics Business Solutions, Inc.