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White Paper
Tuesday, April 21, 2026
MyAIP
AI Audit Software in 2026: What CPA Firms Need to Know
A practitioner-level overview of how AI is being used across the external audit lifecycle in 2026, what leading platforms do, where gaps remain, and the governance and data protection questions firms should ask before adopting any AI audit tool.
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.
eBook
Wednesday, August 20, 2025
AICPA Member Insurance Programs for ICPAS
Crafting Engagement Letters That Help Protect Your Firm
Engagement letters are a critical piece in the foundation of a CPA firm’s risk management strategy—simple yet powerful tools that help safeguard your practice and set clear expectations with clients. Discover actionable tips and customizable tools that you can use to create engagement letters tailored to your firm’s needs.
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.
eBook
Wednesday, January 1, 2025
SmartVault Accounting
Work Less, Earn More: A Guide for Intuit Users on How to Build a Self-Sustaining Accounting Firm
You’ve built a firm with a robust book of business, so robust that you never get a moment’s peace. Now comes the fun part — creating a firm that lets you transition from being an operator stuck in the day-to-day to being able to step away without worry!
eBook
Wednesday, November 13, 2024
SmartVault Accounting
Intuit Users: Create a Consistent and Efficient Client Experience with this 5-Step Checklist
Discover how to boost efficiency, increase client satisfaction, and grow your practice without adding overhead.
On-Demand Webinar
Tuesday, September 24, 2024
SmartVault Accounting
UltraTax Efficiency Hack: Replace FileCabinetCS with Modern, Reliable Tools
Is FileCabinetCS slowing down your firm with crashes, limited scalability, and poor client experience? It’s time for an upgrade.
eBook
Wednesday, August 7, 2024
SmartVault Accounting