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eBook
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
Sellable isn’t a future event. It’s an operating condition that makes your firm easier to buy — and run. Learn how to adopt the sellable standard and create more clarity, consistency, and confidence where it matters most.
Case Study
Tuesday, March 10, 2026
Intuit
Tax preparation in the cloud
This white paper shows how integrating ProConnect Tax with SmartVault creates an end-to-end, cloud-native workflow that eliminates document bottlenecks, improves accuracy and security, and enables high-volume firms to scale revenue and advisory services without adding headcount.
Guide
Friday, January 30, 2026
QX Accounting Services
Tax Outsourcing Planning Sheet (2026)
This is not a sales guide. It’s a practical planning worksheet to help you decide what to outsource, how much, and when it actually works.
Worksheet
Friday, January 16, 2026
Intuit for Retirement
Downsizing your client base: A 9-step transition checklist
If you’re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind.
White Paper
Tuesday, January 13, 2026
Intuit
5 Tech Trends To Watch in 2026
Five key technology trends are set to transform the tax and accounting profession in 2026, with artificial intelligence leading the charge.
Guide
Friday, December 5, 2025
Intuit
Unlock Higher Firm Valuation with the Cloud Advantage
Discover why cloud-based tax and accounting firms are commanding premium valuations and how firm owners can scale profitably without sacrificing sanity. This exclusive guide reveals actionable strategies to boost cash flow, build capacity, enhance firm value, and prepare for your next chapter.
Guide
Wednesday, December 3, 2025
QX Accounting Services
The Tax Automation Buyer’s Checklist
A C-suite checklist for choosing the right tax automation tool. Learn the must-have features, hidden red flags, key integrations, and how leading firms speed up delivery by 30–40%. Includes a quick decision matrix to guide your 2026 automation strategy.
On-Demand Webinar
Tuesday, November 25, 2025
QX Accounting Services
The Death of Busy Season?
For many firms, busy season feels less like a cycle and more like a crisis. Staff are stretched thin, reviews pile up, and efficiency drops right when clients need you most. The old model? No longer works. This webinar unpacks how forward-thinking firms are rewriting the playbook. Read more here.
Guide
Monday, November 17, 2025
CPA Pilot
AI for Tax Professionals: When to upgrade from General Purpose AI tools
A practical framework for evaluating AI adoption in tax and accounting workflows
Case Study
Friday, November 14, 2025
QX Accounting Services
What Top 200 CPA Firms Know (That You Don’t)
Discover how top firms are rethinking capacity, talent, and technology to build sustainable growth. This toolkit brings together real-world case studies, practical outsourcing FAQs, and a step-by-step playbook on how Outsourcing 3.0 outperforms traditional models. Everything you need to start building your future-ready firm—in one powerful guide.
White Paper
Thursday, November 6, 2025
Intuit
The Remote Advantage: How Tax Firms Are Scaling Smarter
Discover how leading firms are redefining productivity, flexibility, and growth through remote work. See how modern tax practices are thriving anywhere with the right technology, mindset, and cloud-based tools.
Guide
Monday, November 3, 2025
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