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White Paper
Monday, January 30, 2023
Mariner Wealth Advisors
What to Ask Your Business Owner Clients
Most business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
White Paper
Friday, October 28, 2022
Thomson Reuters
Find Your Flow: 1040 Tax Workflow Best Practices
Are inefficient tax workflow processes costing your firm time, money, and its competitive edge? That is a question tax preparers should consider as an increasingly complex and tech-driven environment raises the stakes for a growing number of firms.
White Paper
Saturday, October 15, 2022
BILL, LLC.
How to Strengthen Client Loyalty with Bill Pay
Done right, managing bill pay for your high-net-worth clients will make them happier and stickier.
White Paper
Monday, October 10, 2022
BILL, LLC.
The Family Office Playbook for Evaluating New Technology
Practical tips for identifying the most important technology needs of family offices and evaluating solutions.
White Paper
Thursday, August 4, 2022
Dext
The Meteoric Rise of Digital Commerce
This whitepaper explores how accounting and tax firms can accelerate their clients’ growth by embracing the right kind of tech to minimize ‘busy work’, provide valuable business insights and become a trusted business partner.
White Paper
Friday, June 10, 2022
Suralink
The Future of Technology in Accounting
Predicting how your firm’s needs and client needs will change in the next five to ten years can be tricky. This white paper will help you review the factors involved when choosing between buying an API software solution or building your own.
White Paper
Tuesday, April 5, 2022
SafeSend
Tax Season Survival
Accounting professionals know that the tax season brings a heavier workload to all involved. Learn the ways to combat the negative side effects of the busy season, both physically and mentally, throughout the first quarter of the year and beyond.
White Paper
Wednesday, February 9, 2022
Dell Technologies
Leveraging Data to Achieve Better Business Outcomes, Faster
The Dell Technologies Digital Transformation Index reveals how to manage the data deluge and create new value for your organization.
White Paper
Wednesday, December 15, 2021
Inflo
Digitalization and Innovation in Auditing Solutions
Download this exclusive white paper to learn how firms have successfully adopted Digital Audit tools and what they are ultimately doing to implement a full Digital Audit process.
White Paper
Thursday, September 16, 2021
Suralink
Evolving Your Remote Audit Practices with Technology to Keep Pace in a Changing World
Learn 10 best practices that show how you can create a modern and flexible technology-based audit practice that results in greater efficiencies and more satisfied clients.
White Paper
Thursday, September 16, 2021
SafeSend
The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate
Client organizers are one of the largest paper-based processes in the tax engagement life cycle, but the transition to go totally paperless can been admittedly slow. Learn about the profession’s first digital and FILLABLE client organizers.
White Paper
Thursday, July 15, 2021
AccountantsWorld