Tax Prep Technology: Where to start in choosing the right fit
Tax technology is its own beast. For professionals, there are the major players, the minor players, and the direct to consumer players...
Saying No: A Formula for Success
Have
you ever wanted to yell NO to a client project because you knew it would mean you were stuck in an office...
Canopy: The Real Story of Discontinuing Their Tax Compliance Product
A little over a month ago, Canopy dropped a bomb on its tax compliance customers – they decided to discontinue their support...
Should you move to electronic signatures for Form 8879?
More tax preparers are offering electronic signatures for Forms 8879 than ever. Is it time to jump on the bandwagon? Should you move to...
10 Benefits of Having a Niche Advisory Services Practice
As automation and technology replace and ease some of the traditional compliance and bookkeeping activities for tax and accounting professionals, those working in advisory services have...
Tips to Remote Tax Teams
Wait, an international pandemic is causing accountants to welcome the future?! Welcome to the joys and protections of remote work! Here at...
Tax Practice of the Future: Create an Advisory Workflow in the Cloud
Creating an advisory workflow in the cloud is the second pillar common to leading firms on the journey to create their ideal...
Digital Signatures and Tech Update With eFileCabinet
In this week's Q&A, we sit down with eFilcCabinet CEO Jesse Wood.
The Internal Revenue Service has loosened its...
Adjusting to Working From Home
I started working from home when I started my position at Insightful Accountant, back in 2017. It was my first full time...
Remote Work: Structuring HR Policies + Culture
This article was co-authored with Liz Mason, Editor of Tax Practice News
Managing a remote team is intimidating to...
Latest article
National Tax Security Awareness Week opens with warnings to tax pros and taxpayers as...
The Internal Revenue Service and the Security Summit partners today issued warnings to all taxpayers and tax professionals to beware of scams...
Four Steps to a Tax Advisory Business Model
Compliance, advisory performance, and advisory strategy are the main component of accounting services. Most accounting firms and accountants focus on compliance. While...
Effective Remote Training
Virtual and remote training is on the rise, in part to innovation and part to good old COVID. Whatever the reason, there...