Whitepaper

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.

Featured Articles

 Mapping the Evolution of Collaboration in Audit and Tax (and Predicting What’s Next)

October 26, 2021 

Mapping the Evolution of Collaboration in Audit and Tax (and Predicting What’s Next)

It’s no secret that technology has fundamentally changed the way we communicate—both in our personal lives and at work. What might be more surprising is the speed and scale at which that evolution has taken—and will continue to take—place. Read this white paper to understand the evolution of collaboration in audit and tax engagements, discuss...…

 Power Up Your Practice

October 12, 2021 

Power Up Your Practice

Running a successful accounting firm is like playing a game of chess. You need to start with the end in mind and plot every move thinking many steps ahead.

RightNetworks2

October 4, 2021 

The 5 Technology Imperatives for Small Business Success

Now is a great time to invest, but how can business and firm owners acquire and implement the right technology without breaking the bank or burdening their staffs? In this eBook, Gene Marks, CPA and noted small-business expert, shares 5 “imperatives” every business owner must consider when looking for new technology. Read it to discover:...…

RightNetworks1

October 4, 2021 

Managed IT Cloud Services and the Modern Firm: Building the Perfect Partnership

You need to keep your firm moving forward by offering new services to clients and keeping employees happy and productive. But when servers need maintenance, software needs updating and security issues become scary, dealing with IT issues can take precious time away from running your business. In this eBook, learn about outsourced IT and what...…

PRIORITY_10042021

October 4, 2021 

Make merchant client relationships longer and more profitable

As an accountant, you know your merchant clients need reliable payment processing. But did you know you can supply them with solutions that make your job easier, make you more integral to their success, and also provide recurring revenue for you? Learn how to make your relationship with your merchant clients more “sticky” and more...…