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Guide
Friday, October 3, 2025
SmartVault Accounting
Intuit ProConnect™ Guide: Proven Strategies to Maximize Client Collaboration
How to Save 10+ Minutes Per Return with the ProConnect-SmartVault Integration
Guide
Friday, October 3, 2025
SmartVault Accounting
Work Less, Earn More with Intuit ProConnect™
Build a Firm (and Life) You Want With Efficient Processes and Better Work-Life Balance
Guide
Thursday, September 11, 2025
Software Advice
Accounts Payable Software: Pricing and Features Compared
See what real users are paying for top AP tools—plus what’s included at each tier.
Guide
Saturday, August 16, 2025
SmartVault Accounting
The FileCabinet CS® Sunset
Prepare your firm for FileCabinet CS end-of-life in 2027. This step-by-step guide outlines how to migrate successfully, reduce risk, and modernize your operations with SmartVault.
Guide
Friday, August 15, 2025
SmartVault Accounting
Beyond FileCabinet CS:
Thomson Reuters has officially announced FileCabinet CS will reach end-of-life in 2027. But before you rush into picking a FileCabinet CS alternative, there are critical factors you must consider.
Guide
Tuesday, July 29, 2025
Karbon
Standardize Your Firm’s Workflows and Scale with Confidence
Download this free playbook to learn how top accounting and tax firms document and standardize internal processes. Includes audit worksheets, mapping tools, and real examples to help your firm scale smarter.
Guide
Friday, July 25, 2025
Capterra
Your Guide to Payroll Software Costs and Features
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
Thursday, June 5, 2025
Figured
How To: Farm Financial Planning & Budgeting at Scale
Learn how to easily deliver financial planning and budgeting services to your farm & agriculture clients. Download this free guide that covers the types of actions to take throughout the year, when, and how - without adding to your workload.
Guide
Thursday, May 1, 2025
Figured
What Great Farm Financial Management Looks Like
Based on 10+ years of experience with 35,000+ farm businesses and advisors, learn how CPAs serving agriculture clients can streamline farm accounting and deliver scalable, high-value advisory services that drive stronger financial results for farmers.
Guide
Tuesday, April 22, 2025
SafeSend
How to Actually Take Care of Yourself During Busy Season
Tax season doesn’t have to mean burnout. This guide offers strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.
Guide
Tuesday, March 18, 2025
SafeSend
Busy Season Survival Guide for Tax
Busy season means long hours and high pressure. This guide covers five key challenges and offers simple ways to cut stress, protect energy, and stay focused using tools like music, laughter, smarter systems, and automation.
Guide
Wednesday, March 12, 2025
Karbon