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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
Monday, March 9, 2026
SkyStem
ART: Your Guide to Month-End Close Automation
Are you curious about how your team can automate their month-end close and gain back weeks of time each quarter? Get your overview here and discover how modern finance teams are replacing spreadsheets and manual processes with automated workflows, real-time visibility, and stronger controls.
Guide
Tuesday, March 3, 2026
SkyStem
The Essential Guide to Purchasing a Month-End Close Solution
If you’ve heard of month-end automation, you know it can save huge amounts of time, even eliminating up to 90% of manual tasks. But when is the right time to start looking for the right tool? This checklist covers the key signs your team is ready for an automated month-end close.
Guide
Tuesday, February 24, 2026
VeriFee
A Smarter Way to Recover Payment Processing Costs Without Surcharging
Help clients recover payment processing costs without surcharging. This CPA-focused guide explains blended net effective rates, gross-up calculations, and compliant pricing strategies that protect margins and reduce regulatory risk.
Video
Monday, February 23, 2026
SkyStem
Customer Story: Bar Harbor Bank & Trust Scores an A+ on their Audit
Bar Harbor Bank & Trust’s SVP and Controller shares how the organization moved from a mostly manual month-end close to a modern, automated process with ART by SkyStem. Learn how this shift delivered stronger controls, improved visibility, and a faster, more reliable close
Guide
Wednesday, February 18, 2026
Bawn, Inc.
FTC Safeguards Rule Compliance Kit for CPA Firms
A practical implementation toolkit built specifically for CPA firms to meet FTC Safeguards Rule requirements. Includes compliance guidance, documentation frameworks, and clear steps to build a defensible security program.
Guide
Tuesday, January 27, 2026
IRIS Global
A Guide to Selecting the Right Payroll Outsourcing Partner
Learn how a managed payroll provider can lighten the load for your firm while helping you grow your business. This guide will help you understand why outsourcing makes sense and what to look for in the perfect partner for your accounting firm.
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
Monday, January 5, 2026
Capterra
Advisor Insights: Top Financial Planning Tools to Tackle 2026’s Economic Shifts
2026 is shaping up to be another year of economic uncertainty. This free guide highlights expert-backed financial planning tools that help businesses like yours adapt quickly, budget wisely, and stay ahead, no matter what the market throws at you.
Guide
Tuesday, December 16, 2025
IRIS Global