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Guide
Is AI Replacing Tax Practitioners?
Wednesday, April 23, 2025 Taxfyle AI isn’t replacing tax practitioners, it’s enhancing them. This guide debunks the fear-driven myths and shows how firms can use AI to boost efficiency, deliver better client outcomes, and stay ahead of the curve.
Guide
AI Is Changing the Game for Finance—Is Your Firm Ready?
Monday, April 21, 2025 Oracle NetSuite Products Learn how AI is transforming the accounting profession and discover practical strategies CPAs can use to lead AI initiatives in their firms. This free guide offers real-world use cases, step-by-step advice, and insights to help you stay ahead in an AI-driven future.
eBook
Beyond the Balance Sheet: A Deep Dive into Real-Life White Collar Crime Investigation
Friday, April 18, 2025 Valid8 Financial This guide draws on real-world case studies & industry expertise to describe how fraud schemes operate, the challenges of traditional investigation methods, & how Valid8’s Verified Financial Intelligence (VFI) is transforming fraud detection & recovery.
Research / Report
5 Top-Rated Financial Reporting Tools for Accountants
Tuesday, April 8, 2025 Software Advice for Accounting Financial reporting software can be a game changer—it can help automate data collection and report generation, helping you uncover financial trends and make informed decisions while saving time and reducing errors.
eBook
Better Together: Why you need Microsoft 365 and RecordPoint
Monday, April 7, 2025 RecordPoint Accurate and reliable records management is an essential process for any business — but it’s often incredibly complex and inefficient when using outdated systems. That’s why we want to highlight a few of the most common challenges and how you can use the combined power of Microsoft 365 and RecordPoint for the best outcome.
eBook
A Guide for UltraTax CS Users
Monday, March 31, 2025 SmartVault Accounting Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
White Paper
Supercharge Your Tax Firm with Client-Focused Advisory Services
Tuesday, March 25, 2025 Intuit Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
eBook
The Evolution of Fraud Analysis in Corporate Distress
Monday, March 24, 2025 Valid8 Financial 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.
White Paper
The State of Audit Efficiency
Tuesday, March 4, 2025 Suralink 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.
Guide
Modernizing Records Management Through Legacy ECM and EDRM Migration
Monday, March 3, 2025 RecordPoint 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.
eBook
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
Tuesday, February 18, 2025 SmartVault Accounting 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.
White Paper
Automating Your Control Environment: Get a Clear View of Access Risk Across Multiple Systems
Wednesday, February 12, 2025 Fastpath This whitepaper explores the importance of automating control environments to improve compliance, manage access risks, and streamline security across multiple business applications.