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Results > technology: (68)

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eBook
Tax Research in the AI Era
Monday, August 10, 2026 Accordance 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.
eBook
How to Build Client Advisory Services for Agriculture
Monday, August 10, 2026 Figured 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.
Guide
Ag Financial Planning & Budgeting Made Easy
Monday, August 10, 2026 Figured 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.
White Paper
Prepare Your CPA Firm for the AI Revolution: Close the Readiness Gap Today
Thursday, July 23, 2026 CETROM NC Discover why most accounting firms are more exposed than they realize and learn how Zero Trust security empowers safe, compliant AI adoption.
Guide
The Agentic Tax Firm
Tuesday, July 14, 2026 TaxGPT How Forward-Looking Practices Are Restructuring Work Around AI
Research / Report
Inside the Client Experience
Tuesday, July 14, 2026 Suralink Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity
Case Study
How One Firm Turned Administrative Time into Advisory Capacity
Thursday, July 2, 2026 Intuit 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
How to Scale Farm Financial Advisory Services
Tuesday, June 23, 2026 Figured 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.
Case Study
Is Your Accounting Firm's IT Holding You Back From Growth?
Friday, June 12, 2026 CETROM NC Discover How AGT CPAs & Advisors Modernized Their Operations for Multi-State Growth and Unmatched Resilience.
eBook
The Real Cost of Drafting Financial Statements the Old Way
Monday, June 8, 2026 Inscope 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
Elevate Your Practice: The Essential Tax Software Buyer's Guide
Monday, May 4, 2026 Thomson Reuters 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.
White Paper
How Tax Firms Can Fix Disconnected Tech Stacks and Work More Efficiently
Friday, May 1, 2026 Intuit 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.