Resources

Does your business have the right tools and resources in place for a smoother tax season? Listen to the podcast "How Businesses Can Better Prepare for the Tax Season" to learn more.

This report will dive into the top issues dominating the 2023 filing season, from the latest in tax legislation and regulations, to IRS service issues, technology developments, staffing questions, and more.

Most organizations start their lease accounting compliance journey with a scramble to gather their lease data and find the right accounting resources.

Our annual selection of a dozen tasks you can take on over the next 12 months to advance your firm.

What happens when you add automation across your tax workflow? Learn more.

Automation is vital for firms looking to improve efficiency and promote connectivity between staff and clients. How can you use automation to optimize operations and keep your firms moving forward? Learn more.

Automation offers many potential benefits to firms: APIs and RPAs allow firms seamless access to client data; reduce time, risk, and cost; connect teams and clients no matter where they are in the world; free up expert staff for tasks that really matter; and allow firms to make data-backed business decisions with built-in analytics. Learn more.

Remote work, along with the tools used to connect teams and apps, is on everyone's mind these days. How do you know when it's time to automate processes? How do you know when you need tools to connect teams? Learn more.

As accounting firms look to increase efficiency by streamlining processes, many are starting with connected technology that simplifies document storage and access, as well as automates workflows. Baker Newman Noyes began their automation journey by trying to create visibility around specific dimensions and elements coming out of GoFileRoom and FirmFlow. Learn how Baker Newman Noyes created data visibility across the tax workflow with APIs.

Tax and accounting professionals can be risk-averse and take a conservative, measured approach to analyzing facts and figures, leaving no stone unturned, and always proceeding with caution. This approach is why they're successful in business. But this same cautious approach has caused the accounting profession to fall behind other industries in adopting new technology and a digital first mindset that can help firms evolve their business. Read on to learn more.