Resources

Navigating life after the loss of a loved one is one of the hardest transitions families face, and CPAs are often in a trusted position to guide clients through the financial and emotional complexities.

Discover how Intuit ProConnect Tax uses AI-powered automation to streamline tax preparation while seamlessly integrating with accounting and advisory workflows.

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.