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...

Honing the Client Proposal

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We have all had that moment, where the pit of our stomach tightens into an anxious knot, when we realize that we took on...

App Aware: Intuit Practice Management

Intuit Practice Management (IPM) powered by Karbon is a platform used to manage workflows, collaborate with teams, and provide integration with Gmail, Microsoft Exchange,...

The Importance of Brand Identity

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Oftentimes when people think of branding, they think of a company logo. But branding is so much more than that. Yes, a company logo...

SurePrep and Ledgible Launch Strategic Partnership for Crypto Tax Automation

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SurePrep and Legible have joined forces to automate Virtual Currency and Crypto Tax compliance for professionals. This partnership ensures tax professionals have the tools...

Four Steps to a Tax Advisory Business Model

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Compliance, advisory performance, and advisory strategy are the main component of accounting services. Most accounting firms and accountants focus on compliance. While it’s still...

Effective Remote Training

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Virtual and remote training is on the rise, in part to innovation and part to good old COVID. Whatever the reason, there is no...

Social Media Deeper Dive: Facebook

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It’s hard to imagine a world without Facebook. Once little more than a diversion for college students, Facebook today has integrated itself into nearly...

Strategies for Complete Visibility Across Your Firm & Advanced Techniques to Automate and Standardize...

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Jeremy Herbel and Clayton Crouch of Intuit Practice Management will be presenting two webinars over the next few weeks over on Insightful Accountant, focusing...

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IRS Guidance on the Employee Retention Credit (ERC)

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The IRS published additional guidance on the Employee Retention Credit (ERC) this week. This guidance is helping advisors navigate the waters of taking the...

SBA rules PPP borrowers can use gross income

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The U.S. Small Business Administration (SBA) issued new Paycheck Protection Program (PPP) rules that allow self-employed individuals who file Form 1040, Schedule C,  Profit...

Managing Anxiety During Tax Season

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While you're busy taking care of your practices and clients this tax season, make sure to check in with yourself as well. Here are...