Close Advanced Search Filters
Search
Companies
Topics
Content Types
Results: (100)
Advanced Search Filters
Clear Filters
Research / Report
PREMIER PARTNER
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
PREMIER PARTNER
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
PREMIER PARTNER
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
Fueling Forward: From Compliance to Advisory
How leading tax professionals are transforming their firms through advisory services.
Case Study
PREMIER PARTNER
Thursday, July 23, 2026
Suralink
Unlock Over 4,600 Hours of Accounting Capacity — How a Top 20 CPA Firm Transformed Assurance with Suralink
Discover how Eide Bailly replaced DataSnipper, streamlined audit workflows, and boosted efficiency using Suralink’s integrated Workpaper Suite.
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.
eBook
Wednesday, July 15, 2026
Becker
