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Friday, January 17, 2025
Clio Draft
How to Automate Your Law Firm with Clio Draft
Learn how to minimize tedious work—so that you can put more time towards clients and a healthier work-life balance.
Wednesday, January 15, 2025
Keeper
Master 1099 Management Year-Round
A practical guide for year-round 1099 management. Brush up on the latest requirements for 2025, learn time-saving tactics, and explore strategies you can implement TODAY for efficient 1099 management.
Tuesday, January 7, 2025
Oracle NetSuite Products
The CFO Agenda: 25 Ideas for 2025
With rapidly advancing technologies, new regulations, and evolving best practices, CFOs need to stay on the lookout for fresh ideas. Populate your agenda with ideas from finance leaders and experts in our latest guide to help you prepare for 2025.
Monday, January 6, 2025
Keeper
Safeguarding Client Data: What Accountants Should Know
Now, more than ever, it's important to understand the cybersecurity challenges impacting accounting practices nationwide. Learn how to eliminate bad data habits and explore simple, proactive steps you can take to better protect your clients data.
Friday, January 3, 2025
Keeper
The Bookkeeper's Blueprint for Scaling
Whether you're a solo bookkeeper or managing a growing team, this blueprint will help you confidently navigate the challenges of scaling.
Thursday, January 2, 2025
Clio Draft
How to Implement Process Optimization at Law Firms
Identify friction in routine work to ease frustration and boost productivity.
Thursday, January 2, 2025
GrowthZone
Transform Your Association: Unlock Year-Round Community Engagement!
Struggling to keep members engaged year-round? Download GrowthZone’s guide, "How to Create a Community Your Members Can’t Get Enough Of," and discover proven strategies to create a thriving, connected community your members will love.
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!
Tuesday, December 31, 2024
SmartVault for Credit Unions
The Smart Way to Work in the Cloud
A Credit Union Roadmap for Implementing Cloud-Based Document Management and Collaborative Workflow.
Thursday, December 19, 2024
LinkSquares, Inc.
2025 Forecast: Emerging Trends & Challenges Shaping the Future of Legal Teams
In this forecast, we discuss the issues that will impact legal teams in 2025 and beyond.
Monday, December 16, 2024
Clio Draft
The Essential Guide to Legal Document Automation
Best practices to consider when evaluating potential solutions, and when implementing new technology at your firm.
Friday, December 13, 2024
AICPA Member Insurance Programs for CalCPA