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Technical Paper
Thursday, November 6, 2025
IRIS Global
The Essential Guide for a Successful Payroll Software Conversion & Data Migration
This essential guide provides a clear roadmap for navigating the challenges of payroll software conversion and data migration. We offer detailed insights to ensure your firm’s transition is efficient, accurate, and successful.
eBook
Thursday, October 30, 2025
IRIS Global
A Practical Guide for Accounting Firms for Turning Payroll Services into Major Profit
Payroll is essential for all businesses, and while many CPAs find it a challenging and low-margin task due to its complexity and heavy regulation, some are discovering its potential for profitability. Read this guide to find out how they did it.
Case Study
Friday, October 10, 2025
Datamatics Business Solutions, Inc.
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.
On-Demand Webinar
Thursday, September 25, 2025
magentIQ
Agentic AI in Finance: Faster Closes, Sharper Insights, Real Results
Finance leaders are under pressure to deliver more speed, accuracy, and cost savings without adding headcount or risk. This session shows how agentic AI removes friction, boosts performance, and scales capacity, all while keeping human expertise in control.
Guide
Monday, September 22, 2025
Fishbowl
Inventory Accounting: 6 Effective Strategies
Unlock Accurate Inventory Accounting: A Proven Guide for Accountants & CPAs
White Paper
Wednesday, September 17, 2025
magentIQ
The Exec’s Guide to a Multi-Agent Workforce
AI is reshaping every industry, but most initiatives stall or fail to deliver value. This guide shows how the multi-agent workforce AI agents working alongside people drives speed, scalability, and smarter outcomes without losing human judgment.
Case Study
Wednesday, September 17, 2025
Suralink
DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink
Seeking a more reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction.
White Paper
Wednesday, September 17, 2025
Suralink
AI at Suralink: Built for trust. Designed for you.
Suralink’s new AI features are here to support your work, simplify engagement tasks, and keep your data safe, every step of the way.
White Paper
Tuesday, September 16, 2025
magentIQ
Agentic AI in Finance: The Executive Playbook
Finance leaders face a choice: fall behind with outdated systems or lead with agentic AI. This guide reveals how CFOs can drive accuracy, compliance, and growth by pairing AI’s scale with human judgment.
Research / Report
Tuesday, September 2, 2025
Suralink
How Clients Really Feel About The Engagement Process: An Original Research Report
Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity.
eBook
Monday, August 25, 2025
Oracle NetSuite Products
Your quick MBA refresh. Built for today’s CFOs.
In his new report, MBA for Lunch, Jack McCullough distills the sharpest insights from top MBA programs into actionable strategies for navigating today’s complex landscape—from AI and data science to marketing and leadership.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
