Resource Library

In this eBook, find out how tax season went for other accounting firms and how the Great Resignation is causing problems firms haven’t yet solved.

A disaster can happen at any time and damage your firm severely. Learn in this eBook how to develop a plan for data backup and recovery.  

Did you know that the cybercrime economy is currently valued at $1.5 trillion? In 2022, the workforce is more virtual than ever—is your business prepared to protect against cybersecurity threats and vulnerabilities? Join nationally recognized journalist, best-selling author and business owner Gene Marks, CPA as he shares advice, lessons and actions to position your company for security against cyberthreats.

Most accounting firms aren’t as good as they need to be at managing cybersecurity. Learn what your firm can start doing today to get better at it.

Learn why your accounting firm isn’t as secure as you think it is and why you need a multifaceted approach to security that goes far beyond basic technology

In this eBook, discover how you can improve your small accounting firm through automation without breaking your budget.

Join Roman Kepczyk, Director of Firm Technology Strategy, to learn the necessary components of an accounting firm’s security, including the latest on IRS legal requirements for information security and resources to reduce human error through education.

In this eBook, find out what big data means to small accounting firms and what your firm can do to take advantage of data analytics.

Join CPA and Forbes Tech columnist Gene Marks for a fast-paced look at the best workflow automation software, hardware, platforms and services that will increase the productivity of your people, add profits and keep costs under control.