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.

Shain AI RD Tax Credits Whitepaper

July 29, 2019 

Free Working Capital for SMBs – Whitepaper

This paper explores how CPA firms can boost their revenue by offering additional services for claim preparation of the R&D Tax Credit. Experts predict that claiming the RTC will soon become as routine as standard bookkeeping.

Security Right

July 22, 2019 

8 Security Essentials for the Modern Firm

Without a proper security plan in place, you are putting your clients and your firm in jeopardy. Download the eBook Security Essentials & Best Practices for the Modern Firm and learn the 8 steps you can take to protect your clients and your firm from ...

Rootworks Whitepaper

July 22, 2019 

The Role of Client Experience in your Firm’s Success

Are your clients happy? If their experience with your firm is superior, you have a client for life. If it’s bad, you will most certainly lose out to a firm that has mastered the art of client experience. Download a free copy of this whitepaper.

The-Cloud-and-Beyond-PHOTO-NEW

July 18, 2019 

The Cloud and Beyond – Free Whitepaper

What drives new technology in accounting? One driver is efficiency gains as technology allows people to do more in less time. Also driving technology adoption is client expectations and behaviors.

Practice-of-Now-2019-PHOTO

July 18, 2019 

Practice of Now 2019 – Free Whitepaper

As the accounting profession prepares for the coming decade, it is becoming abundantly clear that clients are more demanding, technology can inspire better ways of working, and core beliefs previously driving the profession should now be re-evaluated.

Practice of Now Sage 2018 5bc772e0419c2

December 11, 2018 

The Practice of Now – Free Report

Sage surveyed 3,000 accountants from across the globe to hear first-hand how the accounting landscape is changing. Based on these survey results, the Practice of Now report analyzes the findings and discusses key topics raised. It provides advice on how to keep pace and thrive with shifts in the accounting profession. See what your peers...…