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Guide

Friday, November 13, 2026 Thomson Reuters

Is Your Accounting Firm Ready for AI? How to Build a Smarter Tax Technology Stack

Discover how AI, automation, and integrated tax technology can help your accounting firm improve efficiency, strengthen client relationships, and unlock new opportunities for growth.

White Paper

Friday, November 13, 2026 Thomson Reuters

Is Manual Tax Processing Costing Your Accounting Firm More Than You Think?

Discover how to calculate the ROI of tax automation, reduce costly inefficiencies, and improve your firm's profitability and productivity.

Guide

Friday, November 13, 2026 Thomson Reuters

Is Tax Technology Worth the Investment? Discover the ROI of Automation for Accounting Firms

Learn how tax automation can reduce preparation time, lower operating costs, address staffing challenges, and help your accounting firm increase profitability.

Guide

Friday, November 13, 2026 Thomson Reuters

Getting Staff Buy-In for New Tax Technology: A Guide to Successful Adoption

Discover practical strategies to overcome employee resistance, streamline technology implementation, and maximize your accounting firm's investment in tax software.

Case Study

Monday, October 26, 2026 Intuit

Tax Firm’s Journey From Desktop to Cloud

See why one high-volume tax firm made the move from desktop to cloud and what its leaders learned about workflow, flexibility, and efficiency along the way.

White Paper

Thursday, October 8, 2026 Intuit

Green Light Your Advisory Growth

The opportunity to grow your advisory practice extends beyond tax season. See how tax professionals can use the data they already have to uncover planning opportunities, evaluate strategies, and deliver actionable advice to clients year-round.

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.

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