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Guide
Friday, October 9, 2026
G2
7 Questions to Ask Before Buying Accounting Software
Go beyond the software demo. Use these seven questions to uncover hidden costs, assess integrations, and evaluate whether an accounting platform fits your business.
White Paper
Thursday, October 8, 2026
Intuit
Green Light Your Advisory Growth
The opportunity to grow your advisory practice extends beyond tax season. See how tax professionals can use the data they already have to uncover planning opportunities, evaluate strategies, and deliver actionable advice to clients year-round.
eBook
Thursday, October 8, 2026
Datamatics Business Solutions, Inc.
The Outsourced Bookkeeping Go-Live Checklist for CPA Firms
Prepare your CPA firm for a smooth outsourcing transition with our comprehensive bookkeeping go-live checklist. Learn the essential steps, best practices, and implementation strategies to ensure seamless onboarding, improved efficiency, and long-term success.
Research / Report
Friday, October 2, 2026
G2
5 Top-Rated Accounting Software Options for Midsize Businesses
Outgrowing your accounting tools? Compare five top-rated platforms using verified user reviews, feature comparisons, and pricing insights from G2.
Research / Report
Wednesday, September 30, 2026
Bloomberg Tax
Help Clients Make Smarter Tax Moves Before Year-End
Bloomberg Tax's 2026 Mid-Year Individual Tax Planning Guide brings together the key considerations tax professionals should be discussing with individual clients now, from income and deduction timing to investments, retirement, credits, and more
Guide
Friday, September 25, 2026
Bloomberg Tax
2026 AI Guide for Tax Professionals
In tax, not every AI tool is built for the job. Download the complimentary 2026 AI Guide for Tax Professionals to learn how leading tax teams are approaching AI responsibly and what to look for when evaluating solutions.
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.
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
Wednesday, August 12, 2026
Datamatics Business Solutions, Inc.
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Smart CPA and Tax 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.
White Paper
Monday, July 27, 2026
Intuit
Fueling Forward: From Compliance to Advisory
How leading tax professionals are transforming their firms through advisory services.
White Paper
Thursday, July 16, 2026
CSSI
Unlocking Real Estate Tax Savings: A CPA's Guide to Key Depreciation Provisions
A CPA's guide to real estate depreciation strategy such as cost segregation, bonus depreciation, partial asset disposition, QIP, and more with practical guidance for delivering defensible, high-value tax outcomes for property-owning clients.
Guide
Wednesday, July 15, 2026
Oracle NetSuite Products
