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Guide
How to Get Your Time Back During the Next Tax Season
Monday, April 15, 2024 Iris Are you already dreading the next tax season? For CPA and accounting firms, the days become a blur of numbers, forms, and client meetings. But what if you could get some of that precious time back? We've put together an essential guide that's packed with strategies designed to conquer the chaos when tax season hits and start preparing now for a smoother tax season ahead!
Research / Report
Top 7 Predictions for Tax Automation in 2024
Monday, April 1, 2024 SafeSend Discover the latest insights and predictions shaping the tax automation landscape in 2024.
eBook
The Art of Strategic Storytelling
Monday, March 25, 2024 Suitefiles Learn everything you need to know to use storytelling to better share your value to your client and how you can forge stronger, more trusting relationships in this new eBook: The Art of Strategic Storytelling.
White Paper
The Modern Tax Firm Makeover:  Using Technology to Transform Your Digital Tax Workflow
Monday, March 18, 2024 Intuit The digital-first mentality is rapidly evolving the accounting landscape. Tax firms are investing in automating their workflows to help Employee Burnout, Save Time & Source Talent. Hear from a panel of industry tax experts on the importance of embracing technology to address the challenges and inefficiencies faced during tax season and day-to-day operations.
eBook
Essential Financial KPIs: Unlock the Power of Financial Metrics
Thursday, March 14, 2024 Oracle NetSuite Products Take charge of your company’s success with the perfect mix of financial metrics. Get started with a simple guide to core KPIs.
Guide
5 Simple Steps to Bring a Sense of Calm to Your Life
Thursday, March 7, 2024 Chris Panek, CPA and Financial Adventure, LLC In this guide, you'll learn how to uncover opportunities to prioritize your well-being and experience a sense of calm in your life...even during your high-stress busy seasons. You'll learn how to handle any stressful situation with resilience.
Infographic
The State of Mental Health in Tax & Accounting
Wednesday, March 6, 2024 SafeSend Welcome to a deep dive into the mental health landscape within the tax and accounting profession. In this infographic, we uncover the pressing challenges, alarming statistics, and essential resources shaping mental wellness for professionals in the field.
eBook
6 Ways to Improve Your Firm's Workflow
Monday, March 4, 2024 Iris Streamline your accounting firm's processes and unlock new levels of productivity with these simple yet powerful workflow improvements.
Guide
Top 5 Reasons Accountants Experience BURNOUT & How You Can Avoid It
Thursday, February 29, 2024 Chris Panek, CPA and Financial Adventure, LLC It's crucial for accountants to be PROACTIVE in recognizing the signs of burnout and take steps to address and PREVENT it.
White Paper
Planning ERP Solutions
Tuesday, February 27, 2024 Databloks Inc The best accounting practices benefit from robust enterprise data solutions. Small and mid-cap clients that can't afford to adopt companywide solutions in one big bite can still build a roadmap for successful ERP integration. Here's how.
eBook
4 Ways to Create a Top-Tier Client Experience
Tuesday, February 27, 2024 Canopy Tax Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
eBook
How to Revolutionize Your Client Interactions
Friday, February 16, 2024 Suitefiles We're sharing a free e-book on how you can revolutionize your client interactions through digitization. You'll learn the hidden cost of inefficient workflows, how you can use digitization to your advantage, and the true link between operational efficiency and clients.
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