E-books and Guides

We create a variety of e-books, guides, and white papers to provide in-depth information on the latest industry trends and step-by-step instructions for solving problems in your firm.

E-Books and Guides
Getting Paid Today: Trends CPAs Need to Know

Learn how technology is continuing to reshape the way professional service firms like yours conduct business, and why a modern payment solution is crucial to providing an exceptional client experience today.

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E-Books and Guides
Returning to the Office: A Guide for Accountants

Making the transition back to working from an office after working remotely for several months can be tricky. Our whitepaper offers helpful tips to support you as you navigate this challenging situation.

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E-Books and Guides
CPACharge Solution Guide

Download our comprehensive product guide to learn more about the payment solution that's trusted by more than 150,000 professionals, recommended by the AICPA and over 30 state CPA societies.

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E-Books and Guides
The CPA’s Ultimate Guide to Credit Card Processing

Whether you're considering accepting credit or debit cards for the first time, you're shopping for a new payment processor, or you just want to offer informed advice to your clients—this guide has everything you need to know.

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E-Books and Guides
Building a Secure Practice: A Guide for CPAs

Safeguarding your firm’s and your clients’ data is more important than ever. This guide offers step-by-step instructions for optimizing your firm’s security, with tips on everything from passwords to network configuration and more.

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