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Guide
Monday, April 15, 2024
Iris
How to Get Your Time Back During the Next Tax Season
Are you already dreading the next tax season? For CPA and accounting firms, the days become a blur of numbers, forms, and client meetings. But what if you could get some of that precious time back? We've put together an essential guide that's packed with strategies designed to conquer the chaos when tax season hits and start preparing now for a smoother tax season ahead!
Research / Report
Monday, April 1, 2024
SafeSend
Top 7 Predictions for Tax Automation in 2024
Discover the latest insights and predictions shaping the tax automation landscape in 2024.
White Paper
Monday, March 18, 2024
Intuit
The Modern Tax Firm Makeover: Using Technology to Transform Your Digital Tax Workflow
The digital-first mentality is rapidly evolving the accounting landscape. Tax firms are investing in automating their workflows to help Employee Burnout, Save Time & Source Talent. Hear from a panel of industry tax experts on the importance of embracing technology to address the challenges and inefficiencies faced during tax season and day-to-day operations.
Infographic
Wednesday, March 6, 2024
SafeSend
The State of Mental Health in Tax & Accounting
Welcome to a deep dive into the mental health landscape within the tax and accounting profession. In this infographic, we uncover the pressing challenges, alarming statistics, and essential resources shaping mental wellness for professionals in the field.
eBook
Monday, January 8, 2024
Wolters Kluwer
Beneficial Ownership Information Reporting for Tax & Accounting Professionals
Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.
eBook
Friday, December 1, 2023
Iris
3 Ways to Make Your CPA Firm More Efficient
Efficiency is important in accounting because it directly impacts your bottom line. Learn how efficiency reduces costs in your day-to-day operations and can even help improve your output.
Guide
Wednesday, November 22, 2023
TaxProMarketer
Optimize Your Tax or Accounting Firm's Online Presence
Get the Digital Marketing Guide designed exclusively for tax & accounting practices, and learn how to attract new prospects online.
White Paper
Wednesday, October 25, 2023
SmartVault Accounting
How to Evolve Your Tax Firm into a CAS Practice
Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.
eBook
Monday, October 2, 2023
SmartVault Accounting
Is Your Written Information Security Plan (WISP) Compliant?
Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
eBook
Thursday, September 14, 2023
Suitefiles
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.
eBook
Friday, September 8, 2023
Suitefiles
The Do’s and Don’ts of Implementing a DMS
When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.
eBook
Thursday, September 7, 2023
Iris