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Case Study
Friday, October 10, 2025
Datamatics Business Solutions, Inc.
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.
Case Study
Saturday, August 16, 2025
SafeSend
How One Firm Cut Tax Appointments by 90%
GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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.
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.
Case Study
Friday, August 15, 2025
SafeSend
How BMSS Cut Tax Prep Time and Boosted Staff Morale
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
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.
White Paper
Tuesday, May 13, 2025
SafeSend
How Firms Can Leverage This Past Busy Season
Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes.
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.
Infographic
Thursday, April 10, 2025
SafeSend
The Mental Health Wake-Up Call for Accounting Firms
Stress and burnout are hitting accounting pros harder than ever. This infographic brings together industry stats that reveal the toll tax season takes on mental health and what firms can do about it. Start the conversation your team might need most.
eBook
Monday, March 31, 2025
SmartVault Accounting
A Guide for UltraTax CS Users
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
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.
Summary
Friday, August 9, 2024
AAA Impact Hub
Do Wealth Taxes Drive Firms to Increase Dividend Payouts?
A “wealth tax” like those currently levied in several European countries and being debated in the United States, is considered a recurrent annual tax on individual or household net wealth. The study examines the effect of individual wealth taxes on the...
eBook
Wednesday, August 7, 2024
SmartVault Accounting