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

CPAs Tackle Covid

April 22, 2020 

How Can CPAs Tackle the Covid-19 Pandemic

Wondering how CPAs and accounting firms can maintain a regular work routine and achieve business continuity during this lockdown? This ebook will show solutions for firms to best tackle today's challenges.

 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.

 Whitepaper: Lean Six Sigma & Automated Workflow Technology

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 ...

 Onshore Your Tax Work

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!