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White Paper
Friday, May 1, 2026
Intuit
How Tax Firms Can Fix Disconnected Tech Stacks and Work More Efficiently
Many firms are operating with disconnected systems that create inefficiencies, manual work, and unnecessary complexity. This white paper breaks down the “Franken-stack” problem and how a platform strategy can streamline workflows and unlock capacity for growth.
Guide
Tuesday, April 21, 2026
Software Advice
7 Questions That Separate Great Accounting Software from Costly Errors
Choosing accounting software is a high-stakes decision. This guide walks you through the key questions to ask vendors so you can avoid costly mistakes and choose with confidence.
Guide
Tuesday, April 21, 2026
SkyStem
8 Warning Signs Your Manual Reconciliation Process May Be Creating Risk
This guide uncovers eight common breakdowns finance teams encounter when relying on spreadsheets, paper-driven workflows, and disconnected review processes, including mistakes that may be costing more than you realize.
White Paper
Monday, April 20, 2026
Intuit
Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?
Move beyond the billable hour. Learn how tax and accounting firms are using value-based and subscription pricing models to increase revenue, retain clients, and reduce burnout—while delivering more value.
Guide
Friday, April 17, 2026
SkyStem
5 “Top Shelf” Recipes for a Smoother Month-End Close
This guide serves up five “top shelf” recipes to help finance teams improve controls, document more effectively, meet deadlines, collaborate with confidence, and create a smoother, more audit-ready close.
White Paper
Monday, April 13, 2026
Thomson Reuters
How Firms Can Leverage This Past Busy Season
Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes.
eBook
Monday, March 23, 2026
Ace Cloud Hosting
Beyond Spreadsheets: The Tech Stack Every Accounting Firm Needs
Explore the tools recommended by Geni Whitehouse, Zane Stevens, and Seth Fineberg to build a more modern, efficient accounting firm.
Guide
Monday, March 23, 2026
Gaapio
A Controller's Guide to AI in Technical Accounting
How forward-looking accounting teams are using AI to research faster, document better, and close with more confidence
eBook
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
Sellable isn’t a future event. It’s an operating condition that makes your firm easier to buy — and run. Learn how to adopt the sellable standard and create more clarity, consistency, and confidence where it matters most.
Case Study
Tuesday, March 10, 2026
Intuit
Tax preparation in the cloud
This white paper shows how integrating ProConnect Tax with SmartVault creates an end-to-end, cloud-native workflow that eliminates document bottlenecks, improves accuracy and security, and enables high-volume firms to scale revenue and advisory services without adding headcount.
Guide
Monday, March 9, 2026
Oracle NetSuite Products
The CFO Agenda 2026: 12 Ways to Flourish Now
We’ve gathered a dozen action items to help CFOs achieve their 2026 goals, focusing on efficiency, data use, and cash flow while navigating risks and adopting AI in a way that forwards business objectives.
eBook
Sunday, February 22, 2026
Ace Cloud Hosting