CalCPA Knowledge Hub

Guide

Friday, August 29, 2025 Taxfyle

How AI helps small tax firms transition toward more CAS

Small accounting firms can leverage AI to expand advisory services, streamline routine tasks, and deliver insights previously available only to larger firms. This guide shows how AI empowers you to provide strategic guidance, risk management, and advanced tax planning while maintaining the personal client relationships that drive long-term success.

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.

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

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 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.

White Paper

Friday, June 13, 2025 Intuit

Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?

Move beyond the billable hour. Learn how tax and accounting firms are using value-based and subscription pricing models to increase revenue, retain clients, and reduce burnout—while delivering more value.

White Paper

Tuesday, March 25, 2025 Intuit

Supercharge Your Tax Firm with Client-Focused Advisory Services

Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner

eBook

Monday, January 27, 2025 Wolters Kluwer Tax

How Tax and Accounting Firms Supercharge Efficiency With a Digital Workflow

Explore how AI technologies can help your firm achieve peak productivity by automating data entry and other routine tasks. Download this eBook now to learn how to enhance your workflow and deliver exceptional client service.

White Paper

Tuesday, January 14, 2025 K1x, Inc

Maximizing Revenue Opportunities

In today’s rapidly evolving business environment, tax preparers face mounting pressure to differentiate themselves, increase operational efficiency, and create new revenue streams.

Guide

Thursday, October 31, 2024 Taxfyle

Want to Diversify Your Services? Here's How Your Firm Can Implement CAS

Shifting beyond the traditional bread-and-butter services like tax return preparation and routine bookkeeping can help drive revenue to your firm and reduce employee turnover. Our guide can help you get started shift toward offering CAS.

White Paper

Wednesday, August 21, 2024 Intuit

5 Key Industry Trends For Tax and Advisory Firms 2024-2025

The tax accounting industry is in flux, with trends such as tax advisory services, transparency, automation, AI and remote workforce shaping its future. These trends present exciting opportunities for growing firms.

Guide