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eBook
Wednesday, August 20, 2025
AICPA Member Insurance Programs for CalCPA
Crafting Engagement Letters That Help Protect Your Firm
Engagement letters are a critical piece in the foundation of a CPA firm’s risk management strategy—simple yet powerful tools that help safeguard your practice and set clear expectations with clients. Discover actionable tips and customizable tools that you can use to create engagement letters tailored to your firm’s needs.
Guide
Monday, August 18, 2025
Taxfyle
How AI Can Empower Solo Tax Professionals
Running a solo tax practice shouldn't mean constant burnout and overwhelm. Download this guide to see how AI can help you reclaim your time, reduce stress, and turn your solo firm into a more strategic, profitable business.
Guide
Friday, August 15, 2025
SmartVault Accounting
The FileCabinet CS® Sunset
Prepare your firm for FileCabinet CS end-of-life in 2027. This step-by-step guide outlines how to migrate successfully, reduce risk, and modernize your operations with SmartVault.
Guide
Thursday, August 14, 2025
Taxfyle
How to unlock CAS opportunities through AI and outsourcing
Accounting firms can unlock new growth by using AI and outsourcing to free up capacity for higher-value advisory services. This transformation hinges on distinguishing tasks best handled by technology from those requiring human insight, allowing firms to deepen client relationships and drive long-term profitability.
Guide
Tuesday, August 12, 2025
AICPA Member Insurance Programs for CalCPA
Navigating the Client Lifecycle: Strategies for Success at Every Stage
Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability.
Guide
Friday, August 8, 2025
Taxfyle
How AI Empowers Small Accounting Firms
Small accounting firms face steep competition from larger players with bigger budgets and more staff, but AI is helping level the playing field. Download this guide to learn how AI can help your firm boost efficiency, reduce burnout, and deliver the high-value advisory services clients now expect.
White Paper
Friday, August 8, 2025
Intuit for Retirement
The Art of Subtraction: Scaling Your Firm By Strategically Offboarding Clients
Discover why the smartest way to grow your accounting or tax firm might be by letting go. The Art of Subtraction explores proven strategies to offboard non-ideal clients while protecting relationships, freeing up resources, and creating new revenue opportunities.
Guide
Monday, August 4, 2025
Taxfyle
How Technology Keeps Small Firms Competitive
Small accounting firms can no longer rely on traditional methods to stay competitive. This guide explores how embracing modern technology helps firms streamline operations, reduce risk, and provide a more valuable client experience.
White Paper
Friday, August 1, 2025
Intuit
2025 Accountant Tech Outlook: Strategies for Growth, Efficiency & Competitive Advantage
Discover the key technology and advisory trends shaping the future of accounting firms in 2025. This white paper, based on insights from Intuit’s exclusive Accountant Technology Survey, reveals how leading firms are leveraging AI, automation, and strategic advisory to stay ahead.
Guide
Wednesday, July 30, 2025
Taxfyle
How To Tell Your Clients Your Firm Is Using AI
Adopting AI in your firm is only half the challenge. Communicating it effectively to clients is just as important, and this guide shows how to position AI as a tool that strengthens accuracy, efficiency, and client relationships without sacrificing trust or professional oversight.
Guide
Tuesday, July 29, 2025
Karbon
Standardize Your Firm’s Workflows and Scale with Confidence
Download this free playbook to learn how top accounting and tax firms document and standardize internal processes. Includes audit worksheets, mapping tools, and real examples to help your firm scale smarter.
White Paper
Tuesday, July 8, 2025
Intuit
