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eBook
The Evolution of Fraud Analysis in Corporate Distress
Monday, March 24, 2025 Valid8 Financial Understanding key fraud indicators and implementing best practices in data analysis are essential for forensic accountants managing corporate distress cases. With the right strategies and tools, they can quickly surface meaningful insights by identifying questionable transactions, cash flow anomalies, and asset movements.
White Paper

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The State of Audit Efficiency
Tuesday, March 4, 2025 Suralink This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
eBook
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
Tuesday, February 18, 2025 SmartVault Accounting As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
eBook
Work Less, Earn More: A Guide for Intuit Users on How to Build a Self-Sustaining Accounting Firm
Wednesday, January 1, 2025 SmartVault Accounting You’ve built a firm with a robust book of business, so robust that you never get a moment’s peace. Now comes the fun part — creating a firm that lets you transition from being an operator stuck in the day-to-day to being able to step away without worry!
eBook
Checklists to Help You Survive Tax Season
Friday, December 13, 2024 AICPA Member Insurance Programs for CalCPA Stay ahead of the upcoming tax season with checklists to help you manage risks associated with providing tax services. We created 1 Guide with 13 Checklists and 69 Tips & Considerations. What are you waiting for?
Guide
The Ultimate Engagement Letter Checklist
Monday, November 25, 2024 Mango Practice Management Feeling the weight of crafting an engagement letter that strikes the perfect balance between professionalism and clarity?
White Paper
The Impact of AI on Fraud Investigations: What Forensic Accountants Need to Know
Monday, November 25, 2024 Valid8 Financial This white paper explores real-world applications, key benefits, and critical risks, providing forensic accountants with the knowledge they need to integrate AI effectively into their investigative practices.
eBook
Head to Head Comparison: SmartVault vs FileCabinet CS
Friday, November 15, 2024 SmartVault Accounting Have UltraTax CS? SmartVault's UltraTax integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team.
eBook
Intuit Users: Create a Consistent and Efficient Client Experience with this 5-Step Checklist
Wednesday, November 13, 2024 SmartVault Accounting Discover how to boost efficiency, increase client satisfaction, and grow your practice without adding overhead.
eBook
The CPA's Guide to Growing Your Firm
Tuesday, November 12, 2024 AICPA Member Insurance Programs for CalCPA You achieved your goal of opening your own accounting practice and are now ready to expand it to the next level. This guide will provide tips on how to seize opportunities & help minimize risk.
Infographic
A Handy Checklist for Auditing Your Accounting Firm
Thursday, November 7, 2024 Mango Practice Management This checklist will help you evaluate all areas of your firm's performance and chart a path to success.
eBook
How to Maximize Efficiency  With SmartVault and Thomson  Reuters® UltraTax CS
Thursday, October 31, 2024 SmartVault Accounting Take this self-assessment to identify how you can boost productivity with this powerful tech stack.