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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.
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 16, 2026
CSSI
Unlocking Real Estate Tax Savings: A CPA's Guide to Key Depreciation Provisions
A CPA's guide to real estate depreciation strategy such as cost segregation, bonus depreciation, partial asset disposition, QIP, and more with practical guidance for delivering defensible, high-value tax outcomes for property-owning clients.
Research / Report
Monday, July 13, 2026
DataSnipper - Accounting
The State of AI in Audit & Finance
How are accounting, finance, and audit professionals adopting AI? Explore new research on AI implementation, governance, trust, and the future of finance.
Case Study
Thursday, July 2, 2026
Intuit
How One Firm Turned Administrative Time into Advisory Capacity
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.
Guide
Friday, May 29, 2026
Intuit
Intuit Accountants Tax Planning Guide 2026-2027
Stay ahead with insights to guide clients through changing tax laws and evolving strategies
White Paper
Friday, May 1, 2026
Intuit
How Tax Firms Can Fix Disconnected Tech Stacks and Work More Efficiently
Many firms are operating with disconnected systems that create inefficiencies, manual work, and unnecessary complexity. This white paper breaks down the “Franken-stack” problem and how a platform strategy can streamline workflows and unlock capacity for growth.
White Paper
Monday, April 20, 2026
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.
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.
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
Friday, December 5, 2025
Intuit
Unlock Higher Firm Valuation with the Cloud Advantage
Discover why cloud-based tax and accounting firms are commanding premium valuations and how firm owners can scale profitably without sacrificing sanity. This exclusive guide reveals actionable strategies to boost cash flow, build capacity, enhance firm value, and prepare for your next chapter.
Case Study
Friday, November 14, 2025
Capterra