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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.
Guide
Tuesday, April 21, 2026
SkyStem
8 Warning Signs Your Manual Reconciliation Process May Be Creating Risk
This guide uncovers eight common breakdowns finance teams encounter when relying on spreadsheets, paper-driven workflows, and disconnected review processes, including mistakes that may be costing more than you realize.
Guide
Tuesday, April 21, 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.
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.
Guide
Friday, April 17, 2026
SkyStem
5 “Top Shelf” Recipes for a Smoother Month-End Close
This guide serves up five “top shelf” recipes to help finance teams improve controls, document more effectively, meet deadlines, collaborate with confidence, and create a smoother, more audit-ready close.
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
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
Tuesday, December 16, 2025
IRIS Global
Payroll Software Buyers Guide
Whether you’re starting to offer payroll services or considering a software upgrade, this guide will help you identify the key features to look for and recognize when it’s time for a change.
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