TXCPA Knowledge Hub

White Paper

Friday, August 8, 2025 Intuit for Retirement

The Art of Subtraction: Scaling Your Firm By Strategically Offboarding Clients

Discover why the smartest way to grow your accounting or tax firm might be by letting go. The Art of Subtraction explores proven strategies to offboard non-ideal clients while protecting relationships, freeing up resources, and creating new revenue opportunities.

White Paper

Friday, August 1, 2025 Intuit

2025 Accountant Tech Outlook: Strategies for Growth, Efficiency & Competitive Advantage

Discover the key technology and advisory trends shaping the future of accounting firms in 2025. This white paper, based on insights from Intuit’s exclusive Accountant Technology Survey, reveals how leading firms are leveraging AI, automation, and strategic advisory to stay ahead.

White Paper

Tuesday, July 8, 2025 Intuit

How to Attract and Retain Gen Z Talent in Your Tax & Accounting Firm

Gen Z is entering the workforce with new expectations around purpose, flexibility, and technology. This guide explores what motivates them—and how your firm can adapt to attract, engage, and retain the next generation of accounting professionals

Guide

Sunday, June 29, 2025 Fisher\SMB for Accounting

Tax Savings Strategies for Businesses

Utilize retirement plans to further minimize taxes for business owners and reduce tax liability while turbo-charging retirement savings.

White Paper

Friday, June 13, 2025 Intuit

Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?

Move beyond the billable hour. Learn how tax and accounting firms are using value-based and subscription pricing models to increase revenue, retain clients, and reduce burnout—while delivering more value.

Guide

Monday, May 19, 2025 Intuit

Stay Ahead of the Curve: Get the 2025 Tax Planning Guide for Tax and Accounting Professionals

Stay on top of your tax year with an overview of the key tax law changes that come into effect in tax year 2025, plus every critical deadline, to-do, and other considerations that will help keep you and your clients on track.

White Paper

Tuesday, May 13, 2025 SafeSend

How Firms Can Leverage This Past Busy Season

Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes.

Guide

Wednesday, April 23, 2025 Taxfyle

Is AI Replacing Tax Practitioners?

AI isn’t replacing tax practitioners, it’s enhancing them. This guide debunks the fear-driven myths and shows how firms can use AI to boost efficiency, deliver better client outcomes, and stay ahead of the curve.

Guide

Tuesday, April 22, 2025 SafeSend

How to Actually Take Care of Yourself During Busy Season

Tax season doesn’t have to mean burnout. This guide offers strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.

Infographic

Thursday, April 10, 2025 SafeSend

The Mental Health Wake-Up Call for Accounting Firms

Stress and burnout are hitting accounting pros harder than ever. This infographic brings together industry stats that reveal the toll tax season takes on mental health and what firms can do about it. Start the conversation your team might need most.

eBook

Monday, March 31, 2025 SmartVault Accounting

A Guide for UltraTax CS Users

Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.

White Paper