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Guide
Wednesday, September 9, 2026
Swyft Filings
Transform Compliance into Recurring Advisory Revenue — A Practical Guide for CPA Firms
Discover how to deepen client relationships, boost recurring revenue, and streamline entity management with proven strategies tailored for accounting professionals.
Guide
Wednesday, September 9, 2026
Inscope
10 Things Your Firm Should Automate Before Busy Season
This complimentary guide identifies 10 time-consuming audit and accounting tasks that can be automated before workloads peak, along with an estimate of the hours each one consumes and where automation can make the biggest impact.
Guide
Thursday, September 3, 2026
FirmPro
Unlock New Advisory Revenue with The CPA’s 2026 Cost Segregation Opportunity Guide
Leverage permanent 100% bonus depreciation changes to expand your firm’s tax strategy offerings and deepen client relationships.
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
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.
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
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
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
Guide
Wednesday, August 12, 2026
Datamatics Business Solutions, Inc.
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Smart CPA firms don't wait for the deadline crunch. Learn why the July–January window is the ideal time to onboard an outsourcing partner, cut costs by up to 60%, and walk into 2026's tax season fully prepared.
eBook
Monday, August 10, 2026
Accordance
Tax Research in the AI Era
AI is changing the way tax professionals research complex issues, but not every AI tool approaches tax research the same way. Discover how different approaches compare and why methodology matters when accuracy, authority, and client trust are on the line.
Guide
Tuesday, July 28, 2026
FirmPro
Modernize Your Fixed Asset Management: The CPA Firm’s Essential Guide for Efficiency and Growth
Discover how to eliminate costly manual processes, reduce risk, and scale your firm’s fixed asset management with a modern system built for today’s tax landscape.
White Paper
Monday, July 27, 2026
Intuit