Tips to Encourage 7216 Consent Form Sign-Off
A practical guide for CPA and tax firms on obtaining IRS Section 7216 consent when using offshore support. It explains consent requirements, best practices for confidentiality, data security, and compliance, highlights key benefits, and includes sample cover letters, engagement language, and 7216 consent forms for 1040 and non-1040 taxpayers.
Tax Outsourcing Planning Sheet (2026)
This is not a sales guide. It’s a practical planning worksheet to help you decide what to outsource, how much, and when it actually works.
A Guide to Selecting the Right Payroll Outsourcing Partner
Learn how a managed payroll provider can lighten the load for your firm while helping you grow your business.
This guide will help you understand why outsourcing makes sense and what to look for in the perfect partner for your accounting firm.
2026 Association Management Survey
The 2026 Annual Association Survey reveals the top trends and challenges shaping associations this year, backed by real data from industry professionals.
Thinking About a New AMS? Lessons from 400+ Successful Implementations
Ensure AMS implementation success with expert guidance from 400+ projects. Get practical tips for planning, team building, and partnership.
Stop Churn Before It Starts: Proven Strategies to Boost Membership Renewals
Member retention is revenue. Yet most associations unknowingly lose members for preventable reasons.
This guide breaks down what leading associations are doing differently to keep more members, for longer.
Sales Camp: A Practical Framework for Building a Sustainable Sales Culture at Your Credit Union
Credit unions across the country know they need to grow, but many struggle to translate “deeper relationships” into consistent, measurable action. This executive overview outlines what it really takes to build a sales culture that aligns with your values and actually sticks.
4 Time-Tested Tactics to Expand Your Loan Portfolio
In times of economic uncertainty and rising interest rates, it's common for loan applicants to preserve their credit health by not loan shopping too much. But how does the Credit Union survive these times? This report delves into these matters and more.
Trusted Contacts: Fraud Defense Meets Deposit Growth
For credit unions, Trusted Contacts represent a rare opportunity to strengthen fraud defense while reinforcing the trust and loyalty that define the credit union difference.
Telemedicine Software Pricing Guide
Get a clear, data-backed view of telemedicine software pricing in 2026. This guide breaks down real subscription costs, common pricing models, and what providers can expect to pay as features and complexity increase.
Family Practice EMR Software Pricing Guide
Get a clear view of what family practice software really costs in 2026. This guide breaks down pricing tiers, common features, and hidden costs so you can budget with confidence and avoid surprises.
Compare Costs for Top Telemedicine Software Platforms
Explore real pricing data and see what telemedicine tools offer at different budget tiers—from entry-level options to enterprise-ready systems.
The Definitive Guide to the ROI of Document Automation
See where the real return hides (beyond time saved) to win your business case for document automation.
The 2026 Legal Consumer Choice Report
Most legal marketing advice is built around rankings, clicks, and traffic. But new behavioral research shows that the majority of legal prospects never reach your website at all, and many firms are being eliminated before a click ever happens.
The Annual Report Filing Handbook for Corporate Counsel
Staying in good standing is more than just getting paperwork right, it’s about protecting your business from avoidable risk.
Fareboxes in 2026: Are They Still Relevant in a Digital Fare System?
For decades, the metallic farebox was the undisputed entry point to public transit—the spot where every passenger paid their way, often with a familiar clatter of coins. But in an era where riders simply "tap-and-go" with a mobile wallet or a contactless bank card, is the old box still relevant?
The Rail Cybersecurity Landscape in 2025
Download the document to get a structured, evidence-first view of what changed in 2025, and a practical “what good looks like” operator playbook for 2026.
The True Cost of Free Transit: What Zero-Fare Policies Mean for Agencies
Zero-fare transit programs promise improved access and equity, but they also introduce real operational and financial challenges. This e-guide examines what actually happens when fares are eliminated and what you should consider before making the shift.
