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Research / Report
Monday, October 27, 2025
Clio
2025 Legal Trends Report
Artificial intelligence has sparked the most rapid technological transformation in the history of the legal profession. Clio’s new Legal Trends Report reveals what the top firms are doing right now to stay ahead.
Guide
Friday, October 24, 2025
Convert It Marketing
Booked Solid: The Lawyer’s Guide to Consistent Growth
A practical playbook built specifically for attorneys of proven marketing strategies that generate a predictable flow of clients.
On-Demand Webinar
Friday, October 24, 2025
New Law Business Model
Switch to Estate Planning
Discover the Path One Attorney Took to Go from Stressed-out Family Lawyer to $49,600/mo Estate Planning Business Owner
Video
Thursday, October 23, 2025
FPA Live
FPA LIVE: Angela York and Elyse Stoner on Growth Through Client Events
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 tune in whenever you want.
Guide
Thursday, October 23, 2025
Verito Inc.
Unlock the Hidden Costs of DIY IT: Protect Your Accounting Firm Today
Discover how handling IT in-house may be costing your practice more than you think—and what to do about it.
Guide
Thursday, October 23, 2025
Gimmal
Is Your Data Ready for AI? Download the AI Readiness & Data Quality Checklist
Get Gimmal’s AI Readiness & Data Quality Checklist — a step-by-step framework to strengthen data governance, eliminate errors, and prepare your organization for trustworthy AI adoption. Perfect for IG and data management professionals.
Worksheet
Wednesday, October 22, 2025
Verito Inc.
Secure Your Firm’s Future: Essential WISP Self-Assessment for Accountants and Tax Professionals
Protect client data, meet regulatory requirements, and prevent costly breaches with our comprehensive WISP Self-Assessment Guide.
Infographic
Tuesday, October 21, 2025
Cloudstaff USA LLC
10 AI-Powered Capabilities Shaping the Future of Accounting Firms
The accounting profession is at a defining crossroads. AI isn’t just changing workflows; it’s reshaping how firms create value. Tasks that once took hours now take minutes, freeing capacity that can either boost profitability or be lost to inefficiency.
Guide
Tuesday, October 21, 2025
Ecolane
Choosing Your Transit Software Provider
Discover key factors to consider when selecting a transit software provider, from functionality and affordability to customer service and ROI. This guide offers practical checklists and critical questions every transit executive should ask before making a decision.
Guide
Monday, October 20, 2025
Verito Inc.
Protect Your Practice and Stay Ahead of Compliance: Essential Guide to the FTC Safeguards Act for Accountants and CPAs
Navigate the New Data Security Landscape and Turn Compliance into a Competitive Advantage
Guide
Monday, October 20, 2025
VeriFee
Turn Effortless, AI Cost Reduction Into Residual CAS Revenue
Discover how hidden credit card processing fees quietly drain billions from businesses each year and how CPAs can uncover and reclaim them. This guide reveals the inside playbook of overcharges, fine print traps, and new AI tools that turn cost recovery into residual revenue.
Guide
Monday, October 20, 2025
EY LLP