PICPA Knowledge Hub

eBook

Monday, March 25, 2024 Suitefiles

The Art of Strategic Storytelling

Learn everything you need to know to use storytelling to better share your value to your client and how you can forge stronger, more trusting relationships in this new eBook: The Art of Strategic Storytelling.

eBook

Tuesday, February 27, 2024 Canopy Tax

4 Ways to Create a Top-Tier Client Experience

Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.

eBook

Friday, February 16, 2024 Suitefiles

How to Revolutionize Your Client Interactions

We're sharing a free e-book on how you can revolutionize your client interactions through digitization. You'll learn the hidden cost of inefficient workflows, how you can use digitization to your advantage, and the true link between operational efficiency and clients.

eBook

Wednesday, January 17, 2024 Canopy Tax

How to Fix the Business of Your Firm

Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.

eBook

Monday, January 8, 2024 Wolters Kluwer

Beneficial Ownership Information Reporting for Tax & Accounting Professionals

Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.

eBook

Wednesday, November 29, 2023 Suralink

The Accounting Firm's Guide to Preparing for the Tech Stack of the Future

The accounting industry has been changing rapidly—and there are a number of factors at play that are causing those changes. Firms that want to succeed will have to quickly adapt to this moving landscape by adopting new strategies.

eBook

Monday, October 2, 2023 SmartVault Accounting

Is Your Written Information Security Plan (WISP) Compliant?

Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.

eBook

Thursday, September 14, 2023 Suitefiles

How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges

Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.

eBook

Friday, September 8, 2023 Suitefiles

The Do’s and Don’ts of Implementing a DMS

When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.

eBook

Monday, August 21, 2023 Wolters Kluwer

Delivering a Data-Driven Audit

Two significant roadblocks stand in the way of firms looking to expand: staffing shortages and burnout. Download this free eBook to learn how data-driven audits are reducing tedious tasks of the job, improving audit quality and benefiting clients.

eBook

Friday, August 11, 2023 Wolters Kluwer

How Tax and Accounting Firms Supercharge Efficiency with a Digital Workflow

More than ever, firms need to focus on speed without losing sight of accuracy. This free guide reveals how integrated, digital tax workflow systems help firms to automate lower‑value data collection and input tasks that traditionally take up so much time.

eBook