Industry Partners · Free Guides, Reports and Research
Partner Resources
Practical guides, research and programs from the companies and organizations that work alongside the CPA Trendlines Academy. Use them to put AI to work in your tax practice, build new service lines, modernize your tax workflows and keep pace with the profession.
Free Guides & Reports
Download-ready playbooks from our industry partners, published with CPA Trendlines.
Future-Proof Your Firm with Tax AI: How ProConnect Tax’s AI Integrations Amplify Your Expertise
Intuit ProConnect Tax
How AI tools built into ProConnect Tax cut routine work, sharpen accuracy and improve the staff experience, so your team can spend more time on advisory services.
From Generalist to SALT-Savvy: How Accounting Practitioners Can Build Sales Tax Expertise That Wins Clients
Avalara · with CPA Trendlines
Sales tax is getting harder for clients as they sell across more state and local lines. This playbook shows how firms can build a sales tax service line without first becoming SALT specialists.
How to Turn K-1 Problems into Profits with A.I. Automation
K1x · with CPA Trendlines
Private market tax is heading for a collision. This report explains why it is time to evolve K-1 workflows, and how AI automation turns a compliance bottleneck into a source of new profit.
Tax Transformation Best Practices in Alternative Investments: A Step-by-Step Guidebook for Modernizing K-1 Processes
K1x · with CPA Trendlines
More than half of K-1 work now lands in a three-month crunch. New research shows how firms are modernizing K-1 workflows to end the chaos of the expanding K-1 ecosystem.
Research from CPA Trendlines
Benchmarks and analysis from CPA Trendlines Research, the Academy’s strategic partner.
The 2025 Rosenberg MAP Survey, 27th Annual Edition
National Study of CPA Firm Statistics
The leading practice management benchmark report: 248 pages of analysis and firm-by-firm data by revenue band, with an optional Excel database of 300 firms for your own comparisons.
Gen AI in Accounting: Epic Transformation, or Overheated Hype?
Cornerstone Report · CPA Trendlines Research
How generative AI is changing accounting work, where firms are adopting it, and what it means for staffing, services and pricing.
Bot Wars: Wolters Kluwer, Intuit and Thomson Reuters Battle for AI Dominance in CPA Firms
Cornerstone Report · CPA Trendlines Research
Inside the surge behind agentic AI: how the major tax and accounting platforms are competing for your firm, and the questions to ask before you buy.
CPA PE Deal Tracker™: 621 Deals, 10 Years
CPA Trendlines Research
Every private equity transaction involving accounting and tax firms from 2016 through October 2026. Search and sort by acquired firm, investor, platform or date.
Programs & Media
Shows, communities and publications from our partners.
CPA Trendlines Streaming Network
Videos & Podcasts
The Disruptors, Accounting Voices, It’s Not Just the Numbers, MOVE Like This and more, with new episodes every week.
CPA Trendlines Daily
The profession’s intelligence agency
Research, analysis and briefings relied on by more than 600,000 tax, accounting and finance professionals.
PE Deal Ready
Hitendra R. Patil · Accountaneur
How private equity already scores your firm, whether you plan to sell, merge or stay independent. From Academy faculty member Hitendra Patil.
Become an Academy Partner
Reach the accountants and tax professionals who are building the firm of the future. Partner with the CPA Trendlines Academy on white papers, sponsored webinars and CPE programs.
Contact Us About PartneringPartner resources are created by or with the companies named. Some downloads require registration, and your information may be shared with the sponsoring partner. Partner resources are not CPE programs unless noted.