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Research / Report
Monday, August 31, 2026
Thomson Reuters
Discover the $370,000 Hidden in Your Current Tax Workflow
How Automation with SafeSend, SurePrep, and UltraTax CS Can Recover Hours, Reduce Burnout, and Transform Your Firm’s Tax Season
Case Study
Monday, August 31, 2026
Thomson Reuters
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
Learn how Crowe LLP leveraged Thomson Reuters Additive to automate complex K-1 data extraction, improve accuracy, and empower their tax professionals to deliver higher-value client services.
Case Study
Monday, August 31, 2026
Thomson Reuters
Discover How June CPA Achieved True Paperlessness and Scalable Growth with SurePrep + SafeSend
A 40-Year-Old Hilton Head CPA Firm’s Proven Workflow to Boost Efficiency, Enhance Client Experience, and Empower Remote Work
White Paper
Monday, July 27, 2026
Intuit
Fueling Forward: From Compliance to Advisory
How leading tax professionals are transforming their firms through advisory services.
Guide
Wednesday, July 15, 2026
Oracle NetSuite Products
A CFO’s Guide to AI-Enhanced Finance
Download the guide to discover how NetSuite’s AI capabilities can empower your financial leadership and drive your organization’s success.
Case Study
Thursday, July 2, 2026
Intuit
How One Firm Turned Administrative Time into Advisory Capacity
As accounting firms grow, administrative work can quickly become the biggest obstacle to scaling. In this case study, discover how Motta Financial built a modern operating model that transformed manual tax preparation into capacity for higher-value advisory services, stronger client relationships, and continued growth.
Guide
Friday, May 29, 2026
Intuit
Intuit Accountants Tax Planning Guide 2026-2027
Stay ahead with insights to guide clients through changing tax laws and evolving strategies
Guide
Monday, May 4, 2026
Thomson Reuters
Elevate Your Practice: The Essential Tax Software Buyer's Guide
Navigating today's complex tax landscape demands the right tools. Discover how to select tax preparation software that drives efficiency, ensures compliance, and enhances client satisfaction.
Guide
Friday, May 1, 2026
Thomson Reuters
The Tax Pro's 3-Step Guide: Finding and Fixing Gaps in Your Software
Transform your tax season from chaotic to controlled. Learn how to identify and resolve software and workflow inefficiencies to boost productivity and secure your firm's competitive edge.
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.
Case Study
Wednesday, April 29, 2026
Thomson Reuters
Transform Your Tax Practice: Unlock Efficiency and Client Delight with Integrated Technology
Discover the blueprint one firm used to revolutionize their operations, elevate client experience, and drive profitability through a connected technology stack.
Guide
Tuesday, April 21, 2026
Software Advice