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Guide
Monday, August 10, 2026
Figured
Ag Financial Planning & Budgeting Made Easy
A free, three-level framework for turning farm planning and budgeting into a scalable, revenue-generating advisory service — built for accountants who are ready to move clients beyond reactive, spreadsheet-driven budgets.
eBook
Monday, August 10, 2026
Figured
How to Build Client Advisory Services for Agriculture
A simple three-level framework, used by top accounting firms across the USA, to turn your tax and compliance skills into high-value advisory services for your agricultural client base. Get your free copy.
eBook
Monday, August 10, 2026
Accordance
Tax Research in the AI Era
AI is changing the way tax professionals research complex issues, but not every AI tool approaches tax research the same way. Discover how different approaches compare and why methodology matters when accuracy, authority, and client trust are on the line.
Research / Report
Tuesday, July 14, 2026
Suralink
Inside the Client Experience
Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity
Guide
Tuesday, July 14, 2026
TaxGPT
The Agentic Tax Firm
How Forward-Looking Practices Are Restructuring Work Around AI
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
Tuesday, June 23, 2026
Figured
How to Scale Farm Financial Advisory Services
Most farm accounting practices run on a compliance calendar. By the time your client needs a decision, the numbers are months old. JC Ag Financial Services serves 110+ ag clients differently. This guide shows how they moved clients from tax & compliance to ongoing advisory, on always-current data.
eBook
Monday, June 8, 2026
Inscope
The Real Cost of Drafting Financial Statements the Old Way
Drafting financial statements in Word and Excel doesn't just cost you hours. It costs you audit quality, and margin you'll never get back. This ebook breaks down what the manual workflow is really costing your firm, and what your peers are saving once they stop fighting the formatting.
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.
White Paper
Tuesday, April 21, 2026
MyAIP