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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.
White Paper
Thursday, November 6, 2025
Intuit
The Remote Advantage: How Tax Firms Are Scaling Smarter
Discover how leading firms are redefining productivity, flexibility, and growth through remote work. See how modern tax practices are thriving anywhere with the right technology, mindset, and cloud-based tools.
eBook
Thursday, October 30, 2025
IRIS Global
A Practical Guide for Accounting Firms for Turning Payroll Services into Major Profit
Payroll is essential for all businesses, and while many CPAs find it a challenging and low-margin task due to its complexity and heavy regulation, some are discovering its potential for profitability. Read this guide to find out how they did it.
Guide
Monday, October 6, 2025
IQ BackOffice, Inc
Bridging the F&A Talent Gap with Offshoring: A Strategic Guide for CFOs
Discover how offshoring can transform your firm’s operations, enhance resilience, and drive growth in an evolving workplace landscape.
White Paper
Tuesday, September 30, 2025
Intuit
AI Is Reshaping Tax & Accounting. Is Your Firm Ready?
AI is transforming tax practices. Learn how leading firms are using AI and automation to save time, reduce errors, and elevate client service. Download the white paper to see the strategies shaping the future of the profession.
Guide
Monday, September 29, 2025
IQ BackOffice, Inc
The CFO's Guide to Accounts Payable Models
How Finance Leaders Can Evaluate In-House, Shared Services, and Outsourced Solutions
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.
Guide
Tuesday, July 29, 2025
Karbon
Standardize Your Firm’s Workflows and Scale with Confidence
Download this free playbook to learn how top accounting and tax firms document and standardize internal processes. Includes audit worksheets, mapping tools, and real examples to help your firm scale smarter.
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
White Paper
Friday, June 13, 2025
Intuit