The Landscape of Automation Softwares

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In light of the recent capital raise by Workato, I thought it prudent to discuss a few of the workflow automation tools out there...

How to Build and Maintain Client Relationships Virtually

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The virtual world and the business world have integrated considerably over the past few years, and even more so during the pandemic, to transform...

Three Untapped Niches of Opportunity for Your Firm in 2021

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Dentistry. Construction. Real estate. Working with clients in these industry verticals can provide your firm with incremental growth. While these niches are certainly solid...

Five Questions to Help You Evaluate the Profitability of a Potential Niche Market

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A common challenge that many accounting firms face when adopting a niche strategy to increase revenue is trying to determine which niche they should...

Five Tips for 1099s in QuickBooks Online

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As if 2020 hasn’t been challenging enough now at the mad dash to the year-end we need to learn and comply with the new...

Follow these Five Steps to Expedite Your Firm’s Niche Market Success

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Niching, the business strategy that allows your firm to leverage its expertise in one or more industry vertical, has become a trendy topic in...

Tax Season Preparation: Your Marketing Technology Checklist

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We are quickly approaching the end of the year, and for accountants that means one thing: tax season is almost upon us once again....

Redefining success amid the pandemic and beyond

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Even while some organizations thrived by helping others pivot to remote work, or found new opportunities that proved quite lucrative amid the ongoing pandemic,...

New Enhancements to Canopy Notices Empower Quick and Easy IRS Notice Resolution

Canopy, the leading cloud-based practice management platform for accounting professionals, today announced enhancements to its Notices tool that will enable industry professionals to drastically reduce time...

Smart Strategies for Developing 20/20 Vision Across Your Firm’s Operations

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If there was ever a year when having 20/20 vision across your firm’s operations was critical it was, ironically, 2020. None of us need...

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Inauguration, Insurrection at the Capitol and Social Media

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Our country collectively exhaled a major sigh of relief when Biden was sworn in yesterday and there were no bombings or other violent acts....

Why Your Cannabis Clients May Need to Pay Multi-state Sales Taxes

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Cannabis taxes are a challenge across the industry. Everyone working in cannabis knows that IRC Section 280(e) presents some big challenges for anyone operating...

TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices

2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks...