Thursday 21st of January 2021
CPACharge
Sample Security Policy for CPA Firms

This free sample policy provides a great starting point, and you can adapt it to meet your firm's unique needs.

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Tuesday 19th of January 2021
Receipt Bank
The Pricing Survival Guide for Accountants

In this guide, we gathered advice and strategies from pricing expert Ron Baker on how to make the move from hourly billing to value-based pricing, so that you can have easier and more fruitful conversations with clients when the time comes to transition.

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Thursday 14th of January 2021
SurePayroll
Helping Small Business Clients Weather Uncertainty with These Winning Strategies

New research highlights the pivotal role of accounting firms in the road to recovery for small businesses in the wake of COVID-19.

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Tuesday 12th of January 2021
Ooma
Improve 'Work from Home' Productivity and Safeguard Your Business as it Evolves In the Future

In 2020, the percentage of people working from home has increased to over 66%. Download this whitepaper and learn some easy and cost effective ways to stay competitive, attracting and keeping top talent and enabling them to work remotely.

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Tuesday 12th of January 2021
UFC for Legal and Accounting
Proven Lead Magnet for Working with More Business Owners

Find more clients using this business valuation playbook.

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Friday 8th of January 2021
iManage for Law Firms
Remote Working in a Pandemic World

See how other organizations and firms have not only survived, but thrived during a pandemic world.

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Thursday 7th of January 2021
Doc.It
10 Steps to True Document Management in Today’s Remote Landscape

If finding a file takes more than seven seconds, a DMS is a necessity. Have a look at this whitepaper outlining the 10 steps to a true document management system.

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Monday 4th of January 2021
Exterro
3 Techniques for Effectively Managing e-Discovery and Information Governance

How legal teams can have a big impact on e-Discovery processes using limited resources.

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Monday 4th of January 2021
Exterro
The Comprehensive Guide to Buying e-Discovery Software

Navigate the complex process of purchasing e-discovery software using lessons learned from three in-house e-discovery experts.

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Tuesday 29th of December 2020
Exterro
5 Things to Consider When Selecting Data Retention Software

Download your copy of this complimentary whitepaper before making this important decision.

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Tuesday 15th of December 2020
AccountantsWorld
Practical Guide for Payroll Processors

This new ebook reveals why some payroll practices are highly profitable, while others are not.

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Thursday 10th of December 2020
NetDocuments
Dropbox For Lawyers: What Are You Risking?

Simply put, commercial storage options like Dropbox, Box, and Google Drive can be risky. Is the solution you’re currently using 100% compliant with the requirements you have to keep client data safe? The answer may surprise you.

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Thursday 10th of December 2020
NetDocuments
The Small Law Firm's Definitive Guide to Document Management

Security breaches are one of the biggest threats a law firm can face—and a firm’s document system is a prime target. That’s why choosing the right document management system (DMS) is critical, but what else can a DMS do for your firm?

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Tuesday 1st of December 2020
iManage for Law Firms
Remote Working: You’ve Covered the Basics, Now What?

This free article provides information on what organizations can do with their document management system and Cloud to be able to closely simulate in-office processes.

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Friday 20th of November 2020
Hennes Communications
5 Steps for Damage Control

Journalism and communications have undergone dramatic change in the past decade - with profound implications for anyone caught up in a news story, especially attorneys and their clients. Are you ready?

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Wednesday 18th of November 2020
Divvy
Rethinking Your Clients’ Spending: How Enforceable Budgets Keep Spending In Check

Are your clients staying in budget with their spending? Between siloed financial technology, delayed expense reports and chasing receipts, this question can often be difficult to answer. Learn how accounting firms are solving this problem for their firm and their clients with enforceable budgets.

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Tuesday 17th of November 2020
Fretzin
The Attorney's Networking Handbook

Get exclusive access to the first 4 chapters of the acclaimed book: The Attorney’s Networking Handbook - 14 Principles to Growing Your Law Practice In Less Time With Greater Results.

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Thursday 12th of November 2020
Lawyers With Purpose
Medicaid Planning Opportunities

Let us show you how to make a real difference to those in need in your community while increasing your firm's bottom line.

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Tuesday 10th of November 2020
Fluency Security
Cybersecurity Brief for CPAs

Audit Analytics cites a 400% increase in cyber breaches since 2011. They also note on average it takes 108 days to discover a breach. Can you really afford to have your clients' data made public for that long before you know? Are you prepared? Download this brief for helpful suggestions.

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Friday 6th of November 2020
Paymerang
Support Your Business Continuity Plan with ePayments

This 5-page white paper highlights 3 steps to help you manage through business disruptions, including, 1.Addressing unforeseen business circumstances, 2. Enabling a remote workforce and business payments, and 3. Solving critical payment gaps in business continuity. Download today and learn more!

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Friday 6th of November 2020
AccountantsWorld
New Ebook Unlocks The Secret to Boosting Accounting Profits

Download this complimentary eBook to learn how you can cure the accounting pain of your clients while also growing your practice.

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Monday 2nd of November 2020
SafeSend
Seizing the Opportunity to Make the New Normal a Best Practice

No one could have predicted the broad impact of COVID-19 and how rules, business norms, and operational expectations changed almost overnight. Explore key insights into how tax practices will emerge more nimble and productive as a result of enduring this sudden shift to the new normal.

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Monday 26th of October 2020
Receipt Bank
Cash Flow Survival Guide - Steps to Turning the Tide

Crisis or not, positive cash flow is essential for any enterprise, and negative cash flow is one of the toughest hurdles to get over. We gathered advice and strategies from experts within the wider accounting and bookkeeping industry to better understand this element of business growth. Download this complimentary 18-page guide to learn more!

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Friday 23rd of October 2020
iManage for Law Firms
Check List for Law Firms

Download this comprehensive checklist so you can be confident in your DMS decision.

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Friday 16th of October 2020
Big Mouth Marketing
High Converting Websites For Law Firms: A Step by Step Guide

Download your complimentary guide and learn the exact process that turns visitors into appointments.

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Friday 16th of October 2020
Big Mouth Marketing
Step by Step Guide to Dominating Google’s New Human AI to Find New Clients

Download your complimentary guide and learn the powerful new SAO client acquisition strategy.

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Tuesday 6th of October 2020
iManage
Checklist for Legal Operations

Download this comprehensive checklist so you can be confident in your DMS decision.

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Tuesday 6th of October 2020
Exterro
IDC's 2020 Legal Tech Buyer Survey

For a limited time, get complimentary access to this analyst report

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Tuesday 6th of October 2020
Exterro
4 Data Retention Impacts of the CCPA

The U.S. is inching closer to GDPR-like requirements. Download this important white paper and ensure you’re fully prepared.

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Wednesday 23rd of September 2020
Receipt Bank
How Aprio Cloud Became the Leader In Cloud Accounting

The Atlanta-based firm, Aprio Cloud, relies on cloud accounting tools to support companies across the nation with everything from accounting and bookkeeping services, to investment planning and exit strategies. Download this FREE case study to discover how Aprio Cloud's unique technology stack helped them become the top cloud accounting firms in the world.

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Monday 21st of September 2020
Doc.It
Document Management: On-Premises or Cloud?

Accountants rely on document management systems to store their information, the question is, where exactly should the information be stored? Cloud options are extremely popular in today's environment, but may not always be the best fit for you. Explore your needs before choosing a long term solution.

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Tuesday 15th of September 2020
QuickFee
Get Paid Faster and Increase Firm Cash Flow Overnight!

Sit back, relax, and watch your cash flow improve and accounts receivable disappear when you begin accepting credit cards and ACH (eCheck), as well as fully funded payment plans.

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Monday 14th of September 2020
Divvy
How CPAs Are Rethinking Status Quo Processes with Modern FinTech

The new age of financial technology is already here. Learn how modern accounting firms are rethinking the status quo processes used to manage their client's day-to-day financial operations and reduce cost for everyone.

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Monday 14th of September 2020
SOBERLINK
How Parenting Plans are Being Modified During Covid

Download this free report for information every family lawyer should know.

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Wednesday 2nd of September 2020
Paymerang
A Four-Step Strategy Checklist for Mitigating Risk

This checklist will provide CPAs and accounting teams and the businesses they work for with the upper hand against payment fraud.

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Tuesday 1st of September 2020
Receipt Bank
How Automation is Transforming Accountancy

Automation is the future of accounting. The future success of your firm is dependent on whether you can adapt to, and adopt, a software approach to accounting. It's a substantial shift for some practices, but it's not a change that should be viewed as a threat. Learn more in this FREE 8-page eBook.

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Tuesday 1st of September 2020
Big Mouth Marketing
A Step By Step Guide To Rapidly Growing Your Law Firm

A simple systematic approach based on real case studies from U.S. Law Firms

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Tuesday 1st of September 2020
Big Mouth Marketing
The Super Attorney

A step by step guide to growing your law firm without working harder or raising your fees.

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Monday 31st of August 2020
CobbleStone Software
How to Build an Irresistible Business Case for Contract Management Software

This free guide will help you translate the value you see into value that stakeholders can clearly see.

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Monday 31st of August 2020
iManage
Modern Document Management: How Law Departments Can Work Smarter

This 8-page white paper will illustrate how a modern document management system (DMS) enables legal professionals to work more effectively, productively and securely by overcoming the challenges faced by legal departments.

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Monday 31st of August 2020
Lawyers With Purpose
The Key to a Profitable Law Firm in any Economy

Download the Revenue Focuser today and be on your way to your best year yet! This free tool will help you understand your firm’s revenue needs and how to keep those needs and income balanced.

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Saturday 29th of August 2020
AccountantsWorld
Emerging Stronger in 2021: A Strategic Guide for Accountants

We have all experienced an unprecedented crisis. But what if you could help your firm actually emerge stronger in the long run? The truth is, not only can you bounce back, but you can thrive for years to come - if you take this as a wake-up call to reinvent your practice.

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Thursday 27th of August 2020
SOBERLINK
What Does “Best Interests of the Child” Standard Mean and How to Uphold It

In most family law custody cases, the phrase “best interests of the child” comes up again and again. Navigating the bests interests of the child is a critical factor in supporting the entire family and preventing any harm from coming to the child. Download this report to continue reading.

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Wednesday 26th of August 2020
Exterro
STATE OF E-DISCOVERY 2020

This report offers a closer look at where legal departments are heading, and how they’re getting to their destinations

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Wednesday 26th of August 2020
CPACharge
Getting Paid Today: Trends CPAs Need to Know

Learn how payment technology is reshaping the way CPA firms like yours conduct business, and why a modern payment solution is crucial to providing an exceptional client experience today.

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Tuesday 25th of August 2020
Doc.It
Resolve 3 Common Challenges in the Accounting and Tax Profession

The top two thought leaders in the accounting industry weigh in on three challenges most faced in the profession.

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Tuesday 25th of August 2020
Divvy
Eliminating Expense Reports for Your Clients

RLJ Financial was spending too much time helping get their clients’ expense reports across the line. Learn how Divvy helped them not only only reduce that time but eliminate expense reports altogether for their clients.

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Tuesday 25th of August 2020
Divvy
Partnering with Divvy to Streamline Accounting Tasks

Sick of chasing receipts and manually categorizing your clients' credit card spend? Learn how one firm automated the process with Divvy's free software.

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Tuesday 25th of August 2020
Doc.It
Choosing a Client Portal for Your Accounting Firm

Now, it's easier than ever to collaborate with your clients using technology. Doc.It has built a guide on choosing a client portal that fits your needs.

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Wednesday 29th of July 2020
CPACharge
Password Management Guide

This free guide lists the top eight dos and don’ts every CPA should know about creating and managing strong, effective passwords.

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