Close Advanced Search Filters
Search
Use Advanced Search
Companies
No results found
Select Company
Capterra for Accounting
Datamatics Business Solutions, Inc.
Intuit
Suralink
Topics
Accounting and Reporting
Audit and Assurance
Financial Accounting
Firm Practice Management 
Tax 
Technology 
Content Types
Case Study

Results > case-study: (5)

Advanced Search Filters
Clear Filters
Case Study
Unlock Over 4,600 Hours of Accounting Capacity — How a Top 20 CPA Firm Transformed Assurance with Suralink
Thursday, July 23, 2026 Suralink Discover how Eide Bailly replaced DataSnipper, streamlined audit workflows, and boosted efficiency using Suralink’s integrated Workpaper Suite.
Case Study
How One Firm Turned Administrative Time into Advisory Capacity
Thursday, July 2, 2026 Intuit As accounting firms grow, administrative work can quickly become the biggest obstacle to scaling. In this case study, discover how Motta Financial built a modern operating model that transformed manual tax preparation into capacity for higher-value advisory services, stronger client relationships, and continued growth.
Case Study
Tax preparation in the cloud
Tuesday, March 10, 2026 Intuit 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.
Case Study
Highest-Rated Accounts Payable Tools (According to Real Users)
Friday, November 14, 2025 Capterra Which AP platforms are actually worth your time and money? This shortlist ranks the top 25 tools by user satisfaction and online buzz—so you can skip the guesswork and start comparing smarter.
Case Study
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
Friday, October 10, 2025 Datamatics Business Solutions, Inc. The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.