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

Blackbaud Whitepaper Nonprofit Software 57c48d90a2947

August 29, 2016 

Why Nonprofits Need Nonprofit Accounting Software

Nonprofit organizations rise and fall on their reputations. Increased requests for transparency and accountability in financial reporting coupled with donor demand that contributions be used as intended has nonprofit financial managers reviewing their ...

QB Pro Consulting 57aa03a778759 1  57b222a943bbd

August 15, 2016 

The Essential Cloud Partner for Client Migration

Cloud has become a primary component in the evolution of information technology, especially when considering online accounting. Quantifiable benefits like resource utilization, agility, and lower costs have encouraged initial adoption.

7 Habits Cover 568d0051172cf

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

TaxCoach_TaxCoachS_10071321

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.  

Tax Planning for Profit TaxCoach 55b918f7f3b88

July 29, 2015 

Introduction to 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.

Payroll whitepaper 552fe34a13277

April 16, 2015 

Should Accounting Firms Manage Payroll or Use an Outsourced Solution?

Accurate and timely payroll management is paramount to the successful operation of any business, whether a company has five employees or 5,000. If employees are not paid on time — and if employers fail to follow state and federal directives for employee classification, payroll tax filing, and other regulatory issues—management can soon find itself facing...…

hero_large_1_.544f96a4af863

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.