Canopy upgrades Engagement Letters and Proposals
Canopy recently announced the launch of Canopy Engagements, a customizable and seamless solution that enables accountants to elevate and automate their client experiences with...
Lovable New Intuit Tax Features
Tax season efficiency ahead? Even if you have a love/hate relationship with Intuit, you’re going to have a hard time not being intrigued by...
Five ways to leverage ChatGPT – Lesson 5
If you have been following our ChatGPT and AI series, welcome to week 5. If you missed weeks one through four, make sure to...
Five ways to Leverage ChatGPT – Lesson 4
Providing advisory services can be a key opportunity to add revenue to your bottom line. As accountants and tax professionals, we often are in...
A digital tax season ahead
If you want some statistics that will boggle your mind, one in five accounting practices still use paper for workpapers and documents. Yikes! Almost...
5 ways to leverage ChatGPT – Lesson 3
Did you know ChatGPT can help you with your books? There are several different prompts that can be a huge help with bookkeeping clean...
5 ways to leverage ChatGPT: Lesson 2
Recently, we looked at how to use ChatGPT for business writing. Here, we will take a deeper dive into using this tool for building...
HubSync unveils Gateway
SaaS software company HubSync Co. is introducing the next-generation of tax and accounting automation platforms with Gateway. The centralized dashboard empowers CPA firms of all sizes, providing...
5 ways to leverage ChatGPT — Lesson 1
AI is definitely all the rage. But is ChatGPT just an amplified Google or can it really help you run your business? Over the...
Assessing your firm with the balanced scorecard
The balanced scorecard is a management tool that has been used since its original development in 1987. Art Schneiderman first developed it while working...