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eBook
Monday, March 23, 2026
Ace Cloud Hosting
Beyond Spreadsheets: The Tech Stack Every Accounting Firm Needs
Explore the tools recommended by Geni Whitehouse, Zane Stevens, and Seth Fineberg to build a more modern, efficient accounting firm.
eBook
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
Sellable isn’t a future event. It’s an operating condition that makes your firm easier to buy — and run. Learn how to adopt the sellable standard and create more clarity, consistency, and confidence where it matters most.
Case Study
Tuesday, March 10, 2026
Intuit
Tax preparation in the cloud
This white paper shows how integrating ProConnect Tax with SmartVault creates an end-to-end, cloud-native workflow that eliminates document bottlenecks, improves accuracy and security, and enables high-volume firms to scale revenue and advisory services without adding headcount.
eBook
Sunday, February 22, 2026
Ace Cloud Hosting
Choosing the Right Cloud Vendor for Your Accounting Firm: A Practical Checklist
Built for accounting professionals, this guide addresses tax-season scalability, application performance, compliance, and disaster recovery. Use a structured framework to evaluate cloud vendors confidently and reduce operational risk.
Guide
Wednesday, February 18, 2026
Bawn, Inc.
FTC Safeguards Rule Compliance Kit for CPA Firms
A practical implementation toolkit built specifically for CPA firms to meet FTC Safeguards Rule requirements. Includes compliance guidance, documentation frameworks, and clear steps to build a defensible security program.
Guide
Friday, January 30, 2026
QX Accounting Services
Tax Outsourcing Planning Sheet (2026)
This is not a sales guide. It’s a practical planning worksheet to help you decide what to outsource, how much, and when it actually works.
Research / Report
Monday, January 19, 2026
Software Advice
5 Top-Rated Accounting Software For Small and Midsize Businesses
A side-by-side look at five top-rated accounting platforms built to support the complexity, scale, and reporting needs of midsize businesses.
Guide
Friday, January 16, 2026
Software Advice
Budgeting & Forecasting Software Pricing Guide
How do you know if you’re spending too much or too little on Budgeting & Forecasting software?
White Paper
Tuesday, January 13, 2026
Intuit
5 Tech Trends To Watch in 2026
Five key technology trends are set to transform the tax and accounting profession in 2026, with artificial intelligence leading the charge.
White Paper
Thursday, December 18, 2025
The Ohio Society of CPAs
Leading in Scarcity
Traditional leadership models—built in an era when talent was plentiful—no longer fit today’s labor realities. This white paper explores how scarcity influences leadership behavior and provides four evidence-based shifts that leaders in accounting, finance, and professional services can make to attract, retain, and engage their people.
White Paper
Thursday, December 18, 2025
The Ohio Society of CPAs
The LeaderShift Toolkit: Five Practical Behaviors for High-Commitment Leadership
If your organization is ready to move beyond compliance toward a culture of shared ownership and engagement, start by operationalizing these five LeaderShift behaviors.
Guide
Friday, December 5, 2025
Intuit
