Do You Really Need a CRM?

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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

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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

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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

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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

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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?

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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

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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

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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

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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

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Federal law administered by the Federal Trade Commission requires all “professional tax preparers” to create and maintain a written security plan that...

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National Tax Security Awareness Week opens with warnings to tax pros and taxpayers as...

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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

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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...

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...