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Research / Report
Rising Beyond the Challenge
Thursday, April 3, 2025 Karbon Using data collected from before, during, and after the Covid pandemic, this report analyzes the key distinctions between firms that excelled through this period, and those that didn’t.
eBook
A Guide for UltraTax CS Users
Monday, March 31, 2025 SmartVault Accounting Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
Guide
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Tuesday, March 18, 2025 Blue J Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
Guide
How to Identify, Evaluate, and Choose the Right Practice Management Software for Your Accounting Firm
Wednesday, March 12, 2025 Karbon A robust accounting practice management tool is at the core of every high-performing accounting firm. This guide will help you identify, evaluate, and choose the right accounting practice management tool for your firm.
eBook
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
Tuesday, February 18, 2025 SmartVault Accounting As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
Summary
How Industry Expertise Shapes Audit Fees and Quality
Thursday, February 13, 2025 AAA Impact Hub This study explores how an audit partner's industry experience affects the practice of fee discounting (or "lowballing") and its impact on audit fees and audit quality.
Summary
Does Volunteering Make Auditors Better at Their Jobs?
Tuesday, February 11, 2025 AAA Impact Hub This study investigates the relationship between audit partners’ participation in charitable volunteer work and their professional performance in auditing.
White Paper
Tax Transformation Best Practices in Alternative Investments
Monday, February 10, 2025 K1x, Inc The K-1 season can significantly strain resources, with over 50% of K-1 aggregation work occurring within a compressed three-month period. This white paper tackles the critical elements of people, process, and technology.
Guide
21 Essential Tips for Ensuring Customers Pay
Thursday, January 30, 2025 Forwardly Get paid on time, every time, with our tips and tricks for avoiding debtors and follow-ups.
White Paper
Tax Compliance Best Practices for Tax Exempts
Monday, January 27, 2025 K1x, Inc Stay informed, stay compliant, and lead your organization to success with the best practices outlined in our definitive guide on tax compliance for tax-exempts.
Research / Report
5 Top-Rated Billing and Invoicing Tools for Accountants
Friday, January 24, 2025 Software Advice for Accounting Tired of endless manual tasks, delayed payments, and lost invoices? If your answer is yes, investing in a billing and invoicing tool can be a financial lifesaver.
White Paper
Will AI Replace Tax Practitioners?
Wednesday, January 22, 2025 Blue J As AI continues to advance, more and more sectors are embracing the technology. In this whitepaper, we address the anxieties tax professionals can feel around these advancements and provide a path forward to thrive when working alongside AI.