Resources

CCH Axcess iQ provides real-time business intelligence allowing advisors to detect and alert clients of relevant tax law changes, including specific OBBBA provisions and more.

TXF Intelligence is Taxfyle's AI-powered automation tool designed for small and medium CPA firms transforming client PDFs into ready returns and simplifying the process.

Suralink is the leading client collaboration platform that streamlines engagements for audit, tax, and advisory teams.

Learn how SafeSend One automates your entire tax workflow from intake through delivery.

Canopy is an all-in-one practice management software that allows your firm to do more in one place.

Discover how firms use AI for audit accuracy, speed, and quality - without losing judgment.

The future of audit prep: smarter, faster client document requests with AI

Today, 70% of accounting firms use AI at least weekly, and 35% of high-growth firms use it daily. These findings from the 2025 Future Ready Accountant report highlight how rapidly firms are integrating AI to improve client guidance and operational efficiency.

Communicating the value of tax planning can be challenging, yet it's one of the most effective ways CPAs and EAs can strengthen relationships and grow their firms. In today's AI-driven world, clear, client-centered communication supported by tools like Holistiplan sets trusted advisors apart.

Join us to discover practical, easy-to-implement automation solutions that can deliver immediate results and prepare your team for future growth.