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Guide
The FileCabinet CS® Sunset
Friday, August 15, 2025 SmartVault Accounting 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
Beyond FileCabinet CS:
Friday, August 15, 2025 SmartVault Accounting 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.
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.
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Friday, August 15, 2025 SafeSend GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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.
White Paper
How Firms Can Leverage This Past Busy Season
Tuesday, May 13, 2025 SafeSend 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
How to Actually Take Care of Yourself During Busy Season
Tuesday, April 22, 2025 SafeSend 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
The Mental Health Wake-Up Call for Accounting Firms
Thursday, April 10, 2025 SafeSend 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
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
Busy Season Survival Guide for Tax
Tuesday, March 18, 2025 SafeSend 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.
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.
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.
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.