Free Resources
Client letters, white papers, guides, templates, and toolkits of all kinds.
FREE GUIDES & TEMPLATES:
Template & Guide
How to Create a Written Information Security Plan (WISP) for your Tax & Accounting Practice (+ a Free WISP Template)
Secure your clients’ data with a well structured WISP and stay compliant with the IRS and FTC.
Checklist
Checklist of Estate Administration Issues & Responsibilities
In the event of a death of a client’s loved one, ensure you and your clients take an organized and methodical approach to estate administration.
Guide
The Post-Tax-Season Growth Toolkit
When it’s not the busy season, use these 15 practical strategies to grow your tax practice.
FREE WHITE PAPERS:
White Paper
The Strategic Value of Continuing Professional Education (CPE)
Why Investing in Employee Education Is a Win-Win for Accounting Firms
White Paper
Preparing for the Next Generation of Accounting Standards
IFRS and US GAAP Convergence and Ensuring Compliance
White Paper
The Role of Data Analytics in Enhancing Audit Quality and Efficiency
Technology has caught up to auditing. Here’s what to know about it.
White Paper
Embracing the Future of Accounting
Transforming Your Firm for Success in the Digital Age
White Paper
Cybersecurity for Accounting Firms
Protecting Client Data and Ensuring Compliance
White Paper
The Impact of Artificial Intelligence on Auditing and Assurance Services
It’s Here. Here’s What You Need to Know.
White Paper
The Future of Work in Accounting: Remote Teams, Automation, and Upskilling
How to Adapt — or Get Left Behind
Latest
Free | Client Letter
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
02-06-2025 | TaxByte
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
02-06-2025 | TaxByte
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
02-06-2025 | TaxByte
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
Free Download | Client Letter
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
Free Download | Client Letter
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
Free Download | Client Letter
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.
Free Download | Client Letter
Yes, IRS Direct File Still Exists — For Now
The IRS’s Direct File program is still here, despite some confusion on social media.