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Tuesday, March 25, 2025
Intuit
Supercharge Your Tax Firm with Client-Focused Advisory Services
Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
Monday, March 24, 2025
Valid8 Financial
The Evolution of Fraud Analysis in Corporate Distress
Understanding key fraud indicators and implementing best practices in data analysis are essential for forensic accountants managing corporate distress cases. With the right strategies and tools, they can quickly surface meaningful insights by identifying questionable transactions, cash flow anomalies, and asset movements.
Tuesday, March 4, 2025
Suralink
The State of Audit Efficiency
This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
Monday, March 3, 2025
RecordPoint
Modernizing Records Management Through Legacy ECM and EDRM Migration
A legacy EDRMS is no longer a fit-for-purpose solution for organizations that wish to limit risk and improve productivity. Learn why and how to move to a modern records solution.
Tuesday, February 18, 2025
SmartVault Accounting
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
Wednesday, February 12, 2025
Fastpath
Automating Your Control Environment: Get a Clear View of Access Risk Across Multiple Systems
This whitepaper explores the importance of automating control environments to improve compliance, manage access risks, and streamline security across multiple business applications.
Wednesday, February 12, 2025
Fastpath
A Practical Approach to Audit Programs and Compliance: 7 Audit Scoping and Project Management Best Practices
Explore best practices for audit scoping, helping organizations streamline compliance efforts, enhance risk management, and improve audit efficiency.
Wednesday, February 12, 2025
RecordPoint
Future-Proof Your Data Governance: Navigating the Transition from TRIM
In this webinar we cover top tips on navigating the transition from TRIM or other legacy EDRMS and talk about some of the most common challenges organizations face in the process.
Monday, February 10, 2025
K1x, Inc
Tax Transformation Best Practices in Alternative Investments
The K-1 season can significantly strain resources, with over 50% of K-1 aggregation work occurring within a compressed three-month period. This white paper tackles the critical elements of people, process, and technology.
Thursday, February 6, 2025
Intuit
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
What’s the real cost of low-value work in your firm? It’s more than wasted time—it’s lost revenue, talent burnout, and missed growth opportunities.
Wednesday, January 29, 2025
Intuit for Retirement
Succession Planning Considerations for Accountants
You take great care of your clients and their businesses. Are you taking care of your business?
Monday, January 27, 2025
Wolters Kluwer Tax