See the work. Use the tools. Bring the useful pieces into the firm
Hearth's resource library gives accounting firms direct access to sample work, methodology, working tools, educational guides, and partner diligence materials.
Inspect HearthRC before you use it with a client
Review the finished work product, the completed source intake, and the methodology behind the analysis so the firm can see how the output connects back to the facts and framework behind it.
Use the tools that support the client conversation and the work behind it
Use these tools in the client conversation or when preparing the underlying engagement.
Start a HearthRC intake
Use the actual working questionnaire when preparing a client for a HearthRC report. Capture the client and role facts the analysis needs, then complete gaps as the engagement progresses.
S-Calc
Model the S-Corp conversation and give clients a clearer educational starting point.
Practical references for your team and clients
Use these references internally or bring them into client conversations when they are relevant.
2026 Federal Tax Reference Guide
A concise two-page reference covering federal brackets, capital-gains rates, retirement limits, estate-tax information, and selected current-law provisions.
Open the guide →S-Corp Advisory Summary
A client-facing leave-behind explaining the salary/distribution split, potential benefits, and the operating responsibilities that come with an S-Corp election.
Read the advisory summary →Educational resources and calculators are informational tools, not legal, tax, financial, or investment advice. Estimates are simplified illustrations; client-specific decisions belong with the appropriate qualified professional.
Evaluating a Hearth partnership?
Review the responsibility matrix, client protections, security materials, capability-specific terms, and Legacy diligence materials.
Move from research to the capability your firm actually needs
Start with HearthRC, Bookkeeping onboarding, a Practice Management implementation, Legacy qualification, or a broader practice discussion.