Do You Really Need a CRM?
Customer Relationship Management (CRM) systems come in too many forms to truly categorize them as one group of software. However, they all...
Social Media and the Tax Practice
Since its advent over a decade ago, social media has solidly ingrained itself in the business world. What was once merely a...
Path to Paperless: Why it Should Matter to You & Your Firm
Editor’s Note: This is the first in a six-part series from Insightful Accountant on why, what and...
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Canopy, the leading cloud-based practice management platform for accounting professionals announced new features and updates across its software suite to equip industry...
Meeting of the Minds: HR and Marketing Collaborate to Improve Employee Engagement
Public relations, marketing, and advertising are well-established disciplines focused on communicating specific messaging to specific external audiences at specific times. Today, more...
Is it a Hobby or a Business?
You’re a tax professional, so I don’t need to tell you that whether your client thinks his hobby is just a hobby...
IRS & Security Summit: Phishing Emails
Tax and accounting firms are prime targets for Phishing Attacks, which are emails which generally have an urgent message, such as your...
Finding Inspiration in the Mundane
The deadline is less than a week away. It is almost over. Tax deadlines tend to bring out the most negative thoughts...
Transitioning to Work from Home: Learning to operate your firm remotely
According to recent Stanford research the new “working-from-home economy,” which is likely going to continue for the unforeseen future, poses new challenges,...
From the Security Summit: Plan to Protect Taxpayer Data When Working Remotely
Federal law administered by the Federal Trade Commission requires all “professional tax preparers” to create and maintain a written security plan that...
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...