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Research / Report
Top 7 Predictions for Tax Automation in 2024
Monday, April 1, 2024 SafeSend Discover the latest insights and predictions shaping the tax automation landscape in 2024.
White Paper
What Third-Party Apps Are Right For My Practice?
Tuesday, March 19, 2024 Intuit for Accountants A guide to evaluation and selection of third-party apps for accounting practices.
White Paper
Planning ERP Solutions
Tuesday, February 27, 2024 Databloks Inc The best accounting practices benefit from robust enterprise data solutions. Small and mid-cap clients that can't afford to adopt companywide solutions in one big bite can still build a roadmap for successful ERP integration. Here's how.
Guide
Where Firms Go Wrong with Practice Management Software
Thursday, December 7, 2023 Canopy Tax Is there something holding your firm back? Or maybe it's a lot of things. Get the tools you need with practice management software.
eBook
The Accounting Firm's Guide to Preparing for the Tech Stack of the Future
Wednesday, November 29, 2023 Suralink The accounting industry has been changing rapidly—and there are a number of factors at play that are causing those changes. Firms that want to succeed will have to quickly adapt to this moving landscape by adopting new strategies.
eBook
Top 5 Considerations When Selecting a Payroll Software Platform
Friday, October 27, 2023 Iris A software purchase is a big decision for you and your clients. Maybe you are looking to get into payroll or maybe you are looking to switch providers. Either way, you are looking to make a smart decision.
eBook
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Thursday, September 14, 2023 Suitefiles Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.
eBook
The Do’s and Don’ts of Implementing a DMS
Friday, September 8, 2023 Suitefiles When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.
Guide
The CFO's Daily Checklist
Tuesday, September 5, 2023 Oracle NetSuite Products Uncover the daily methods CFOs practice in order to perform at an ultra-high level. Not only will this checklist help cement your role as a strategic advisor – it may help you achieve a CEO promotion.
eBook
Delivering a Data-Driven Audit
Monday, August 21, 2023 Wolters Kluwer Two significant roadblocks stand in the way of firms looking to expand: staffing shortages and burnout. Download this free eBook to learn how data-driven audits are reducing tedious tasks of the job, improving audit quality and benefiting clients.
Guide
The Ultimate Guide to Scenario Planning
Monday, August 14, 2023 Oracle NetSuite Products Tomorrow is closer than you think. Start preparing now with this practical scenario planning guide.
eBook
How Tax and Accounting Firms Supercharge Efficiency with a Digital Workflow
Friday, August 11, 2023 Wolters Kluwer More than ever, firms need to focus on speed without losing sight of accuracy. This free guide reveals how integrated, digital tax workflow systems help firms to automate lower‑value data collection and input tasks that traditionally take up so much time.
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