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White Paper
Tuesday, January 13, 2026
Intuit
5 Tech Trends To Watch in 2026
Five key technology trends are set to transform the tax and accounting profession in 2026, with artificial intelligence leading the charge.
Guide
Tuesday, January 6, 2026
AcoBloom
Due Diligence Checklist for Evaluating Accounting & Tax Partners
Outsourcing support can scale your firm—but only with the right safeguards in place. Download a practical due diligence checklist built for accounting and tax professionals
White Paper
Thursday, December 18, 2025
The Ohio Society of CPAs
Leading in Scarcity
Traditional leadership models—built in an era when talent was plentiful—no longer fit today’s labor realities. This white paper explores how scarcity influences leadership behavior and provides four evidence-based shifts that leaders in accounting, finance, and professional services can make to attract, retain, and engage their people.
White Paper
Thursday, December 18, 2025
The Ohio Society of CPAs
The LeaderShift Toolkit: Five Practical Behaviors for High-Commitment Leadership
If your organization is ready to move beyond compliance toward a culture of shared ownership and engagement, start by operationalizing these five LeaderShift behaviors.
Guide
Friday, December 5, 2025
Intuit
Unlock Higher Firm Valuation with the Cloud Advantage
Discover why cloud-based tax and accounting firms are commanding premium valuations and how firm owners can scale profitably without sacrificing sanity. This exclusive guide reveals actionable strategies to boost cash flow, build capacity, enhance firm value, and prepare for your next chapter.
Guide
Wednesday, December 3, 2025
QX Accounting Services
The Tax Automation Buyer’s Checklist
A C-suite checklist for choosing the right tax automation tool. Learn the must-have features, hidden red flags, key integrations, and how leading firms speed up delivery by 30–40%. Includes a quick decision matrix to guide your 2026 automation strategy.
On-Demand Webinar
Tuesday, November 25, 2025
QX Accounting Services
The Death of Busy Season?
For many firms, busy season feels less like a cycle and more like a crisis. Staff are stretched thin, reviews pile up, and efficiency drops right when clients need you most. The old model? No longer works. This webinar unpacks how forward-thinking firms are rewriting the playbook. Read more here.
eBook
Saturday, November 22, 2025
SmartVault Accounting
Going Digital for Intake Wasn’t Enough— And It’s Costing Your Firm Time, Clients, and Staff
Get proven strategies and step-by-step solutions to finally fix client intake for good.
Guide
Wednesday, November 19, 2025
Valid8 Financial
The Silent Killer in Your Investigations
Stop wasting billable hours fixing errors and patching spreadsheets in financial investigations. This guide makes the case for shifting to a forensic verification platform that delivers court-ready speed, accuracy, and defensibility for high-stakes cases.
Case Study
Friday, November 14, 2025
QX Accounting Services
What Top 200 CPA Firms Know (That You Don’t)
Discover how top firms are rethinking capacity, talent, and technology to build sustainable growth. This toolkit brings together real-world case studies, practical outsourcing FAQs, and a step-by-step playbook on how Outsourcing 3.0 outperforms traditional models. Everything you need to start building your future-ready firm—in one powerful guide.
White Paper
Thursday, November 6, 2025
Intuit
The Remote Advantage: How Tax Firms Are Scaling Smarter
Discover how leading firms are redefining productivity, flexibility, and growth through remote work. See how modern tax practices are thriving anywhere with the right technology, mindset, and cloud-based tools.
eBook
Thursday, October 30, 2025
IRIS Global
