How This Top Growing ABM Platform Slashed Data Costs by 50% A mid-market ABM platform generating $50-60M annually transformed its data strategy by switching from a traditional data broker to Five By Five Data (5×5) in...
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Getting Started with Tax ID Validation: Best Practices, Tools, and Action Plan
Getting Started with Tax ID Validation: Best Practices, Tools, and Action Plan Learn how to validate tax IDs effectively with best practices, automation tools, and a step-by-step action plan to reduce compliance risk...
Recorded Tax Planning Demo: How to Scale Tax Planning Across Clients in Minutes
Recorded Tax Planning Demo: How to Scale Tax Planning Across Clients in Minutes This session demonstrates how Holistiplan turns raw tax documents into clear planning opportunities in minutes. The walkthrough covers real...
Roth Projection Workshop with Emily Rassam
Roth Projection Workshop with Emily Rassam This workshop walks advisors through a practical, repeatable process for evaluating Roth conversions using real client examples. Emily Rassam demonstrates how to move from...
The practical guide to pitch indirect tax automation to CFOs
The practical guide to pitch indirect tax automation to CFOs Built from 100s of real-world tax automation cases, this guide breaks down the strategy, structure, and metrics a tax team needs to secure funding and drive...
Beyond Tax Preparation: The CPA’s Path to Proactive Tax Planning
Beyond Tax Preparation: The CPA’s Path to Proactive Tax Planning Tax preparation is becoming more transactional and price-sensitive, while clients increasingly pay premium rates for ongoing tax planning. This whitepaper...
Customer Service AI Use Case Playbook
Customer Service AI Use Case Playbook Where does AI have the biggest impact on customer service? It all depends on the industry. This playbook breaks down the most impactful use cases by industry, including what they...
10% of tax data changes yearly. Here’s how companies like Amazon, Twilio, and Remote keep up.
10% of tax data changes yearly. Here’s how companies like Amazon, Twilio, and Remote keep up. Outdated VAT/GST IDs cause audit risk and lost revenue. See how leading companies automate revalidation to protect operations...
The Practical Guide to Tax ID Validation for Global Compliance
The Practical Guide to Tax ID Validation for Global Compliance If you’ve already read our Essential Guide to Tax ID Validation, you know why validation matters, the benefits it unlocks, and the challenges to watch out...
Efficiency as a Model: 7 Automated Workflows That Grow Margins Without Hiring
Efficiency as a Model: 7 Automated Workflows That Grow Margins Without Hiring Advisory teams are reaching their limits because manual tax workflows drain time, create bottlenecks, and force firms to consider hiring...