Special Reports and Whitepapers

A Better Way to Onboard New Clients

Firm Management June 22, 2026 

A Better Way to Onboard New Clients

Stop chasing client information. Download free intake templates from 8am™ CPACharge to reduce onboarding delays, cut administrative back-and-forth, and move engagements forward faster.

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August 10, 2016 

Improving Economy Makes State NOLs a Top Priority – Bloomberg BNA Study

With economic growth and corporate profitability going hand in hand, many corporate tax departments are starting to look for ways to preserve cash flow and reduce tax liabilities. One key strategy is to take advantage of net operating losses (NOLs). But, because state NOL rules are complex and vary from state to state, managing state...…

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January 6, 2016 

7 Habits of Highly Successful Accounting Firms

It’s clear to even passive observers that the profession has undergone a tremendous technological evolution over the past 10-20 years, moving from a service bureau and 13-column worksheets to tax software and general ledger applications.

Mark Albrecht

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September 10, 2015 

Free Whitepaper on Tax Planning for Profit

“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results. Download Whitepaper Here.  

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October 31, 2014 

The 2015 Guide to Cloud Accounting

In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.

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October 28, 2013 

New Whitepaper Offers Tips on Growing, Managing Successful Firm

Every accounting firm is capable of “pulling specific levers” to capitalize on strategies that successful firms use to harness the speed and velocity of change that’s driving leading-edge technology as well as talent development in the new economy.