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Case Study
How One Firm Cut Tax Appointments by 90%
Friday, August 15, 2025 SafeSend GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
Case Study
How BMSS Cut Tax Prep Time and Boosted Staff Morale
Friday, August 15, 2025 SafeSend BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
Guide
How to unlock CAS opportunities through AI and outsourcing
Thursday, August 14, 2025 Taxfyle Accounting firms can unlock new growth by using AI and outsourcing to free up capacity for higher-value advisory services. This transformation hinges on distinguishing tasks best handled by technology from those requiring human insight, allowing firms to deepen client relationships and drive long-term profitability.
Guide
How AI Empowers Small Accounting Firms
Friday, August 8, 2025 Taxfyle Small accounting firms face steep competition from larger players with bigger budgets and more staff, but AI is helping level the playing field. Download this guide to learn how AI can help your firm boost efficiency, reduce burnout, and deliver the high-value advisory services clients now expect.
White Paper
The Art of Subtraction: Scaling Your Firm By Strategically Offboarding Clients
Friday, August 8, 2025 Intuit for Retirement Discover why the smartest way to grow your accounting or tax firm might be by letting go. The Art of Subtraction explores proven strategies to offboard non-ideal clients while protecting relationships, freeing up resources, and creating new revenue opportunities.
eBook
21 Proven Strategies To Slash Your Business Expenses Fivefold
Wednesday, August 6, 2025 Forwardly A practical guide for business owners to identify hidden costs, reduce spending fast, and boost operational efficiency without cutting corners.
Guide
How Technology Keeps Small Firms Competitive
Monday, August 4, 2025 Taxfyle Small accounting firms can no longer rely on traditional methods to stay competitive. This guide explores how embracing modern technology helps firms streamline operations, reduce risk, and provide a more valuable client experience.
White Paper
2025 Accountant Tech Outlook: Strategies for Growth, Efficiency & Competitive Advantage
Friday, August 1, 2025 Intuit Discover the key technology and advisory trends shaping the future of accounting firms in 2025. This white paper, based on insights from Intuit’s exclusive Accountant Technology Survey, reveals how leading firms are leveraging AI, automation, and strategic advisory to stay ahead.
Research / Report
Compare Top Payroll Tools by Price and Functionality
Friday, July 25, 2025 Capterra Payroll software shouldn’t be a guessing game. This guide shows you which products offer the most value, based on real user ratings.
Guide
Your Guide to Payroll Software Costs and Features
Friday, July 25, 2025 Capterra This guide uses real buyer data to show what payroll systems actually cost, what features you get at each tier, and how top-rated tools compare.
Guide
The Forensic Accountant’s Guide to Accelerating Financial Intelligence in Restructuring Cases
Tuesday, July 8, 2025 Valid8 Financial This guide uses real-world case studies and expert insights to explore the challenges, strategies, and technologies that enable efficient financial intelligence in restructuring cases, while upholding the standards required in forensic accounting.
White Paper
How to Attract and Retain Gen Z Talent in Your Tax & Accounting Firm
Tuesday, July 8, 2025 Intuit Gen Z is entering the workforce with new expectations around purpose, flexibility, and technology. This guide explores what motivates them—and how your firm can adapt to attract, engage, and retain the next generation of accounting professionals