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Guide
2026 AI Guide for Tax Professionals
Friday, September 25, 2026 Bloomberg Tax In tax, not every AI tool is built for the job. Download the complimentary 2026 AI Guide for Tax Professionals to learn how leading tax teams are approaching AI responsibly and what to look for when evaluating solutions.
Case Study
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
Monday, August 31, 2026 Thomson Reuters Learn how Crowe LLP leveraged Thomson Reuters Additive to automate complex K-1 data extraction, improve accuracy, and empower their tax professionals to deliver higher-value client services.
Guide
A Tax Firm's Playbook for Adopting AI Agents
Thursday, August 27, 2026 TaxGPT A step-by-step framework for evaluating, piloting, and scaling AI agents in your practice - without risking compliance or client trust
eBook
Tax Research in the AI Era
Monday, August 10, 2026 Accordance AI is changing the way tax professionals research complex issues, but not every AI tool approaches tax research the same way. Discover how different approaches compare and why methodology matters when accuracy, authority, and client trust are on the line.
Guide
Modernize Your Fixed Asset Management: The CPA Firm’s Essential Guide for Efficiency and Growth
Tuesday, July 28, 2026 FirmPro Discover how to eliminate costly manual processes, reduce risk, and scale your firm’s fixed asset management with a modern system built for today’s tax landscape.
White Paper
Fueling Forward: From Compliance to Advisory
Monday, July 27, 2026 Intuit How leading tax professionals are transforming their firms through advisory services.
Case Study
Unlock Over 4,600 Hours of Accounting Capacity — How a Top 20 CPA Firm Transformed Assurance with Suralink
Thursday, July 23, 2026 Suralink Discover how Eide Bailly replaced DataSnipper, streamlined audit workflows, and boosted efficiency using Suralink’s integrated Workpaper Suite.
Guide
A CFO’s Guide to AI-Enhanced Finance
Wednesday, July 15, 2026 Oracle NetSuite Products Download the guide to discover how NetSuite’s AI capabilities can empower your financial leadership and drive your organization’s success.
Research / Report
Inside the Client Experience
Tuesday, July 14, 2026 Suralink Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity
Guide
The Agentic Tax Firm
Tuesday, July 14, 2026 TaxGPT How Forward-Looking Practices Are Restructuring Work Around AI
Research / Report
The State of AI in Audit & Finance
Monday, July 13, 2026 DataSnipper - Accounting How are accounting, finance, and audit professionals adopting AI? Explore new research on AI implementation, governance, trust, and the future of finance.
Case Study
How One Firm Turned Administrative Time into Advisory Capacity
Thursday, July 2, 2026 Intuit As accounting firms grow, administrative work can quickly become the biggest obstacle to scaling. In this case study, discover how Motta Financial built a modern operating model that transformed manual tax preparation into capacity for higher-value advisory services, stronger client relationships, and continued growth.