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Monday, August 31, 2026
FPA Live
FPA Live Ep. 71
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to...
Research / Report
Monday, August 31, 2026
Thomson Reuters
Discover the $370,000 Hidden in Your Current Tax Workflow
How Automation with SafeSend, SurePrep, and UltraTax CS Can Recover Hours, Reduce Burnout, and Transform Your Firm’s Tax Season
Case Study
Monday, August 31, 2026
Thomson Reuters
Discover How June CPA Achieved True Paperlessness and Scalable Growth with SurePrep + SafeSend
A 40-Year-Old Hilton Head CPA Firm’s Proven Workflow to Boost Efficiency, Enhance Client Experience, and Empower Remote Work
Case Study
Monday, August 31, 2026
Thomson Reuters
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
Learn how Crowe LLP leveraged Thomson Reuters Additive to automate complex K-1 data extraction, improve accuracy, and empower their tax professionals to deliver higher-value client services.
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.
White Paper
Friday, August 28, 2026
Sportworks Global LLC
Making Multimodal Mobility Visible: A Data-First Approach
An estimated 9.1 million bike-on-bus trips go untracked across North America each year. Learn how automated tracking lets agencies see what's happening with their bike rack investments in real time, so riders can board with confidence and everyone can plan ahead. Backed by pilot data from VTA and SDMTS.
Guide
Thursday, August 27, 2026
TaxGPT
A Tax Firm's Playbook for Adopting AI Agents
A step-by-step framework for evaluating, piloting, and scaling AI agents in your practice - without risking compliance or client trust
White Paper
Thursday, August 27, 2026
RideCo
Control the Paratransit Cost Curve: Modernize Your ADA Service End to End
Part 2 of An Executive Guide to Improving Operational Execution Through Replacing Fragmented Legacy Systems with An Integrated Stack
Guide
Wednesday, August 26, 2026
Clio
Is Your AI Actually Built for Legal Work?
See what general-purpose AI can miss, and what law firms should look for when choosing AI for confidential, high-stakes legal work.
Guide
Wednesday, August 26, 2026
Helpr
Subsidy vs. Reimbursement Care Programs
Reimbursement care benefits look fair on paper, but fail lower earners who can't front the cost. See why subsidy design closes the gap: -Why reimbursement filters out employees who need care most -EBRI data: 47% of FSA holders forfeited funds, $4.5B nationally -How Helpr pays providers directly, no receipts, no wait
Guide
Wednesday, August 26, 2026
Helpr