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Research / Report
Rising Beyond the Challenge
Thursday, April 3, 2025 Karbon Using data collected from before, during, and after the Covid pandemic, this report analyzes the key distinctions between firms that excelled through this period, and those that didn’t.
White Paper
Supercharge Your Tax Firm with Client-Focused Advisory Services
Tuesday, March 25, 2025 Intuit Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
Guide
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Tuesday, March 18, 2025 Blue J Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
White Paper
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.
White Paper
Tax Transformation Best Practices in Alternative Investments
Monday, February 10, 2025 K1x, Inc The K-1 season can significantly strain resources, with over 50% of K-1 aggregation work occurring within a compressed three-month period. This white paper tackles the critical elements of people, process, and technology.
White Paper
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
Thursday, February 6, 2025 Intuit What’s the real cost of low-value work in your firm? It’s more than wasted time—it’s lost revenue, talent burnout, and missed growth opportunities.
Guide
21 Essential Tips for Ensuring Customers Pay
Thursday, January 30, 2025 Forwardly Get paid on time, every time, with our tips and tricks for avoiding debtors and follow-ups.
White Paper
Will AI Replace Tax Practitioners?
Wednesday, January 22, 2025 Blue J As AI continues to advance, more and more sectors are embracing the technology. In this whitepaper, we address the anxieties tax professionals can feel around these advancements and provide a path forward to thrive when working alongside AI.
Guide
Automate This! The Ultimate Guide to Overcoming Accounting Hurdles with Automation
Monday, January 20, 2025 Forwardly Explore how automating critical bookkeeping functions can transform your firm with insights from accounting industry leaders.
Guide
Tax Season Survival Guide for CPAs and Accounting Firms in 2025
Thursday, January 16, 2025 Infinity Globus The tax season is upon us and accounting firms owners should be applying these tips to not only survive but thrive during the busy tax season.
Research / Report
5 Top-Rated Billing and Invoicing Tools for Accountants
Thursday, January 16, 2025 Software Advice for Accounting Tired of endless manual tasks, delayed payments, and lost invoices? If your answer is yes, investing in a billing and invoicing tool can be a financial lifesaver.
White Paper
Maximizing Revenue Opportunities
Tuesday, January 14, 2025 K1x, Inc In today’s rapidly evolving business environment, tax preparers face mounting pressure to differentiate themselves, increase operational efficiency, and create new revenue streams.