Filing Season Is HERE!
I have had the pleasure of reading many articles and watching conversations around the new tax forms and how “easy” tax preparation will be. It...
Simplifying Tax Season for Your Desktop Clients
As 2018 comes to a close and financial professionals begin their preparation for a busy 2019 tax season, everyone is of course trying to...
Tax Practice Management – Onboarding 1099 Clients and The Process
As the year comes to a close, we are thinking about presents, visiting with family, and celebrating the upcoming new year. What our team is...
4 Strategies for Generating New Tax Clients During Tax Season
Tax season is typically the busiest time of year for CPAs and accountants, with many firms needing accountants to work 9-10 hours a day, 5-7 days...
Tax Practice Management – Why Does It Matter?
Being a tax preparer, you have certain due diligence requirements for the preparation of income tax returns. The AICPA sets a minimum standard that we...
Three Reasons You Should Start Using a Client Portal
Client portals have come a long way since they were first introduced.
Revolutionary as they were, the first portals were simple tools— clunky and barely...
Latest article
AICPA requests IRS contingency plan in case of government shutdown
The American Institute of CPAs (AICPA) submitted a letter to the Department of the Treasury, the Internal Revenue Service (IRS) and Congressional leadership requesting the release of the...
Fearing the future: Where firms are falling behind
This past weekend, Botkeeper hosted AI Unchained in Boston. The three-day event was centered around technology for accountants and bringing your practice to the next level....
AICPA endorses key STEM legislation
The American Institute of CPAs (AICPA) has voiced its strong support for bipartisan, bicameral legislation establishing the accounting profession as a STEM career pathway and supporting...