Is Tax Dome the next tech?
In a recent survey of small firm practices, Tax Dome came out as one of the most used CRM software. What does Tax Dome...
Survey says: US tax executives lean into technology
US tax executives’ top goal for their tax departments in 2022 is planning for domestic and global tax changes, according to BDO’s "2022 Tax...
It’s not the CRM, it’s you — How to make tech work for you
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You already have tried multiple pieces of software to solve a problem and each time you’re sold a bill of goods that does...
3 ways to protect your client data
The IRS is warning about new cyber security risks and fraud scams on a weekly basis. There is no doubt that accountants are at...
Your tax tech stack for 2022
Technology was adopted by more firms than ever out of necessity during the pandemic. Firms that still operated with in-person meetings and paper documents...
Your 5-step plan to growing your social media prowess
Historically, CPA firms have not been the best self-advertisers. Stemming back to our code of conduct that regulates how and what we promote to...
5 tech tools for running an efficient practice
Work smarter not harder. There are a lot of places that CPAs add value to their clients, consulting, planning and strategic thinking, but there’s...
How Canopy is helping practitioner headaches this tax season
Tax practitioners have been saying since 2020 that tax seasons cannot get much more challenging than they are. While taxpayer relief programs were well-intentioned...
Plan Ahead to Prepare Your Firm for New Developments and to Meet Emerging Challenges...
There is a confluence of regulatory changes, emerging trends, and an evolving technology landscape that is reshaping the accounting profession. With so many developments...
Cybersecurity & Compliance: Is Antivirus Enough?
A question that comes up a lot is, "I have antivirus on my computer. Isn't that enough for whatever I (or anyone else) should...
Latest article
AICPA endorses bill to simplify tax filing extensions
The American Institute of CPAs (AICPA) has endorsed bipartisan legislation introduced by Representatives Judy Chu (D-CA) and Mike Carey (R-OH) to simplify the tax filing extension...
Simple estate planning conversations
Not all tax practitioners love the idea of offering estate and trust services and that’s okay. It is difficult to specialize in all the...
More CPAs on the way?
The CPA profession has been struggling for years to retain talent in the industry. The number of overall graduates coming out of school with...