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White Paper
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Tuesday, July 25, 2023 SmartVault Accounting Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.
White Paper
Tax Season Survival
Tuesday, April 5, 2022 SafeSend Accounting professionals know that the tax season brings a heavier workload to all involved. Learn the ways to combat the negative side effects of the busy season, both physically and mentally, throughout the first quarter of the year and beyond.
White Paper
The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate
Thursday, September 16, 2021 SafeSend Client organizers are one of the largest paper-based processes in the tax engagement life cycle, but the transition to go totally paperless can been admittedly slow. Learn about the profession’s first digital and FILLABLE client organizers.
White Paper
Top 10 Traits of a Successful Tax & Accounting E-Sign Solution
Friday, May 21, 2021 SafeSend The ability of your e-sign solution to master the tax-specific workflow is critical. Get tips for selecting and implementing the right e-sign solution for your firm.
White Paper
Seizing the Opportunity to Make the New Normal a Best Practice
Monday, November 2, 2020 SafeSend No one could have predicted the broad impact of COVID-19 and how rules, business norms, and operational expectations changed almost overnight. Explore key insights into how tax practices will emerge more nimble and productive as a result of enduring this sudden shift to the new normal.