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On-Demand Webinar
Thursday, September 25, 2025
magentIQ
Agentic AI in Finance: Faster Closes, Sharper Insights, Real Results
Finance leaders are under pressure to deliver more speed, accuracy, and cost savings without adding headcount or risk. This session shows how agentic AI removes friction, boosts performance, and scales capacity, all while keeping human expertise in control.
White Paper
Wednesday, September 17, 2025
Suralink
AI at Suralink: Built for trust. Designed for you.
Suralink’s new AI features are here to support your work, simplify engagement tasks, and keep your data safe, every step of the way.
Case Study
Wednesday, September 17, 2025
Suralink
DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink
Seeking a more reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction.
White Paper
Tuesday, September 16, 2025
magentIQ
Agentic AI in Finance: The Executive Playbook
Finance leaders face a choice: fall behind with outdated systems or lead with agentic AI. This guide reveals how CFOs can drive accuracy, compliance, and growth by pairing AI’s scale with human judgment.
Research / Report
Tuesday, September 2, 2025
Suralink
How Clients Really Feel About The Engagement Process: An Original Research Report
Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity.
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
Wednesday, August 20, 2025
AICPA Member Insurance Programs for NYSSCPA
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
Wednesday, August 20, 2025
AICPA Member Insurance Programs for CalCPA
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
Friday, June 13, 2025
Datamatics Business Solutions, Inc.
Overcome Staffing Challenge - A Step-by-Step Guide for Tax Professionals and CPAs to Unlock Growth
Create Your Outsourcing-Offshoring Team in Just 2 Weeks
eBook
Tuesday, June 3, 2025
Suralink
Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.
eBook
Thursday, May 29, 2025
Datamatics Business Solutions, Inc.
Scale Smarter: How Outsourcing Accounting Services Drives Growth
Ready to scale smarter, not harder? This practical guide helps CPAs kickstart their outsourcing journey with confidence. Learn how to choose the right provider, sidestep common pitfalls, boost productivity, elevate client experience, and enhance growth.
eBook
Monday, March 24, 2025
Valid8 Financial