Tips to Remote Tax Teams

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Wait, an international pandemic is causing accountants to welcome the future?! Welcome to the joys and protections of remote work! Here at High Rock...

Q&A with Aero

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I recently had a Q&A with Sarah Sivesind from Aero Workflow to gather some high-level information to share with our readers so that you can stay...

Tax File Organization

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If you have been in tax preparation you have likely seen or developed a million ways to organize your client files. And, if you...

Uphold and TaxBit Introduce Industry-First Suite of Tax Services For Cryptocurrency Users: 1099-B Tax...

Uphold, the digital money platform that powers ‘anything to anything’ trades between cryptos, national currencies, metals, and more, is proud to announce that it...

Alternative Hosting: Microsoft Azure Virtual Machine

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Most of the tax software is desktop software, meaning it is not a cloud product. This means that many tax firms are still installing...

Saying No: A Formula for Success

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Have you ever wanted to yell NO to a client project because you knew it would mean you were stuck in an office all weekend?...

Canopy: The Real Story of Discontinuing Their Tax Compliance Product

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A little over a month ago, Canopy dropped a bomb on its tax compliance customers – they decided to discontinue their support for their...

Should you move to electronic signatures for Form 8879?

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More tax preparers are offering electronic signatures for Forms 8879 than ever. Is it time to jump on the bandwagon? Should you move to...

To Cloud or Not to Cloud

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Yes. The End! Just kidding, let’s dig into why some firms have been reluctant to adopt cloud technologies and address the most common fears. The...

Tax Practice of the Future: Create an Advisory Workflow in the Cloud

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Creating an advisory workflow in the cloud is the second pillar common to leading firms on the journey to create their ideal practice. Among...

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Top Tax Efficiency Software

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What’s going to save you the most time this tax season? We read all the reviews and tallied up the stars and here are...

Don’t Forget About K-2 and K-3

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You may remember the pre-tax season stress at the end of 2022 when the IRS updated schedules K-2 and K-3. These little-known schedules made...

Access the Free Online Video: Webinar on 2023 Form 1099-K Rules for Payment App...

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WASHINGTON — The Internal Revenue Service today posted a free online video of a recent 2023 Form 1099-K webinar, a resource among many helpful...