SurePrep: Integrating with Your Existing Tax Software

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SurePrep delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax...

FileCenter DMS: Document Management for Small Businesses

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This week, we talked to FileCenter. FileCenter DMS is the most fully-featured and inexpensive document management software for small offices. It combines easy scanning and...

[Webinar] Simplifying Tax Resolution Cases with Tax Software

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May 28, 2020 | 2:00 p.m. Eastern Time | Presented by Jeffrey McNeal This Insightful Accountant webinar will guide users...

Digital Signatures and Tech Update With eFileCabinet

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In this week's Q&A, we sit down with eFilcCabinet CEO Jesse Wood. The Internal Revenue Service has loosened its...

Upcoming Virtual Learning & Webinars

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Insightful Accountant has several upcoming webinars you may want to check out. With many in-person events canceled this spring & summer, virtual...

Live with Will + Liz: Update on PPP and Coronavirus Relief Efforts

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Watch as Liz Mason (Editor for TPN) and Will Lopez (Head of Gusto's Accounting Community) chat about how different banks, Gusto, and other technology companies are handling the new laws aimed at economic relief. We dive deep into the actual calculations and requirements, and discuss the self-employed application opening.

Q&A with Canopy Tax

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The next part of this Q&A series is with Weldon McKenzie of Canopy Tax.

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...

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

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

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...

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Don’t Tell the Fraudsters

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Have you heard that Economic Impact Payments for approximately 4,000,000 people will be issued via prepaid debit cards? Fortunately for those who...

Paycheck Protection Program Flexibility Act – Passed by the House

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Earlier today the House of Representatives passed H.R.7010 - Paycheck Protection Program Flexibility Act of 2020 that would favor many small business owners. This bill is now sitting on the Senate to vote on and move forward.

How to “Cloud Accounting” for Tax: The Template for Change Management

In the last article, I address the three pillars of change management. Please read that here. Once you have a good, fundamental...