Whitepaper

The Ultimate Guide to AI for Auditors

Auditing October 14, 2025 

The Ultimate Guide to AI for Auditors

Artificial intelligence is becoming an integral part of modern audit practices. As new tools emerge, understanding how to evaluate them effectively is essential. The Ultimate Guide to AI for Auditors provides a practical framework to help audit professionals, firm leaders, and teams make informed decisions about adopting AI.

 How Client Accounting Services (CAS) Can Grow Your Firm

January 23, 2020 

How Client Accounting Services (CAS) Can Grow Your Firm

Whether you’re establishing a new CAS practice, looking for ways to take your existing CAS practice to the next level, or actively evaluating CAS-specific process and workflow technology, this whitepaper is a must-read.

iStock-524376782_2

November 19, 2019 

Whitepaper: Lean Six Sigma & Automated Workflow Technology

In today’s business environment and ever-changing landscape of digital disruption, firms need to seek out every competitive advantage. One competitive advantage that leading firms have found is leveraging Lean Six Sigma and workflow technology to ...

4CommonMyths2

November 10, 2019 

Are You Spending Too Much Time on PBC Request Lists?

Every culture or group has its own set of myths. Accounting and audits are no different. Some myths are good; they help bring people together and distill complex concepts into relatable terms. And some myths aren’t as good; they reinforce ideas that ...

Taxfyle Screen Shot Video2

November 4, 2019 

Onshore Your Tax Work

Send Your Work to Our U.S. Based CPAs. Digitally transform your firm and free up partner and staff time. LEARN MORE!

Liscio Top 10 Cybersecurity

October 16, 2019 

10 Steps to Improve Your Firm’s Cybersecurity

Security is a top concern for accounting firms and other financial professionals. With increasing reliance on interconnected data and the importance of constant connectivity, where do firm managers start when developing a proactive cyber security plan? Download this free infographic to see the steps your firm can take to be better prepared and more secure....…

Portal whitepaper cover

August 29, 2019 

Protect Client Documents with a Secure Portal

How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.