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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
Friday, August 28, 2026
Figured
A New Kind of Financial Reporting for Agriculture
An introduction to Reporting Studio, Figured's reporting builder for ag accounting firms and farm advisers. See the reports you could be sending your clients, how they're built on live farm data, and what it takes to run them across a full client portfolio.
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
Monday, August 10, 2026
Figured
Ag Financial Planning & Budgeting Made Easy
A free, three-level framework for turning farm planning and budgeting into a scalable, revenue-generating advisory service — built for accountants who are ready to move clients beyond reactive, spreadsheet-driven budgets.
eBook
Monday, August 10, 2026
Figured
How to Build Client Advisory Services for Agriculture
A simple three-level framework, used by top accounting firms across the USA, to turn your tax and compliance skills into high-value advisory services for your agricultural client base. Get your free copy.
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.
White Paper
Thursday, July 23, 2026
CETROM TX
Prepare Your CPA Firm for the AI Revolution: Close the Readiness Gap Today
Discover why most accounting firms are more exposed than they realize and learn how Zero Trust security empowers safe, compliant AI adoption.
Case Study
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