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eBook
Beneficial Ownership Information Reporting for Tax & Accounting Professionals
Monday, January 8, 2024 Wolters Kluwer Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.
White Paper
The Cyber Security Crisis
Monday, December 18, 2023 Triad-Resources The growth and sophistication of cybercriminals, ransomware, and hacker attacks has reached epic levels, and NEW protections are now required. We have created this report to inform our local businesses about what’s going on and educate them on new protections we are urging you to put in place.
eBook
3 Ways to Make Your CPA Firm More Efficient
Friday, December 1, 2023 Iris Efficiency is important in accounting because it directly impacts your bottom line. Learn how efficiency reduces costs in your day-to-day operations and can even help improve your output.
Guide
Optimize Your Tax or Accounting Firm's Online Presence
Wednesday, November 22, 2023 TaxProMarketer Get the Digital Marketing Guide designed exclusively for tax & accounting practices, and learn how to attract new prospects online.
White Paper
How to Evolve Your Tax Firm into a CAS Practice
Wednesday, October 25, 2023 SmartVault Accounting Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.
eBook
Is Your Written Information Security Plan (WISP) Compliant?
Monday, October 2, 2023 SmartVault Accounting Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
eBook
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Thursday, September 14, 2023 Suitefiles Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.
eBook
The Do’s and Don’ts of Implementing a DMS
Friday, September 8, 2023 Suitefiles When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.
eBook
The 8 Software Features Essential to Scaling Compliance in the Tax & Accounting Industry
Thursday, September 7, 2023 Iris Technology helps streamline your firm's workflow. Learn more about which features can best help your firm use technology to do more and improve your bottom line.
eBook
Delivering a Data-Driven Audit
Monday, August 21, 2023 Wolters Kluwer Two significant roadblocks stand in the way of firms looking to expand: staffing shortages and burnout. Download this free eBook to learn how data-driven audits are reducing tedious tasks of the job, improving audit quality and benefiting clients.
eBook
How Tax and Accounting Firms Supercharge Efficiency with a Digital Workflow
Friday, August 11, 2023 Wolters Kluwer More than ever, firms need to focus on speed without losing sight of accuracy. This free guide reveals how integrated, digital tax workflow systems help firms to automate lower‑value data collection and input tasks that traditionally take up so much time.
White Paper
Managing Complexity in a Modern Firm
Thursday, July 27, 2023 Wolters Kluwer Firm leaders are navigating increasingly complex tax legislation and accounting standards, managing a blended workforce, and client needs. In this white paper, we’ll share how rising to the challenge requires focus on: people, process, and technology.
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