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Guide
Tuesday, September 19, 2023
VERITO
Unlock Your Guide to Cybersecurity for Tax and Accounting Firms
Don't miss out on our comprehensive ebook designed to help tax and accounting professionals like you navigate the complex world of cybersecurity. Click to learn how to protect your sensitive data and maintain client trust.
eBook
Thursday, September 14, 2023
Suitefiles
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.
eBook
Friday, September 8, 2023
Suitefiles
The Do’s and Don’ts of Implementing a DMS
When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.
Case Study
Friday, April 1, 2022
Suralink
Case Study: How One Firm Streamlined their Request List Process
Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
On-Demand Webinar
Monday, March 28, 2022
Tri-Merit
Insight on IRS Guidance for Filing R&D Tax Credits, Tax Treatment of R&D Expenses & More
Randy Crabtree, host of "The Unique CPA" and John Kapral from Tri-Merit Specialty Tax Professionals discuss the recently released and complex IRS guidance on filing Research and Development tax credits. Watch this insightful video now.
Guide
Wednesday, March 9, 2022
Tri-Merit
8-Point Checklist for Selecting the Right R&D Tax Credit Partner
The complexity involved in R&D tax credit studies requires providers with the right credentials. Learn how to have confidence in who you trust to advise your clients with this 8-point checklist.
Guide
Thursday, February 17, 2022
Tri-Merit
How Restaurants Can Find Relief with the Employee Retention Credit (ERC)
See how one restaurant found relief from the pandemic’s governmental restrictions and closures with the utilization of the Employee Retention Credit (ERC).
eBook
Monday, January 10, 2022
Suralink