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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.
White Paper
A Practical Approach to Audit Programs  and Compliance: 7 Audit Scoping and  Project Management Best Practices
Wednesday, February 12, 2025 Fastpath Explore best practices for audit scoping, helping organizations streamline compliance efforts, enhance risk management, and improve audit efficiency.
On-Demand Webinar
Future-Proof Your Data Governance: Navigating the Transition from TRIM
Wednesday, February 12, 2025 RecordPoint 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.
White Paper
Tax Transformation Best Practices in Alternative Investments
Monday, February 10, 2025 K1x, Inc 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.
White Paper
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
Thursday, February 6, 2025 Intuit 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.
On-Demand Webinar
Succession Planning Considerations for Accountants
Wednesday, January 29, 2025 Intuit for Retirement You take great care of your clients and their businesses. Are you taking care of your business?
eBook
How Tax and Accounting Firms Supercharge Efficiency With a Digital Workflow
Monday, January 27, 2025 Wolters Kluwer Tax Explore how AI technologies can help your firm achieve peak productivity by automating data entry and other routine tasks. Download this eBook now to learn how to enhance your workflow and deliver exceptional client service.