Tax Prep Workflow; A Christmas Story
Once upon a time, in an Arizona Desert far from the North Pole, there lived a tax nerd named Liz. She was a giant...
Tax Prep Technology: Where to start in choosing the right fit
Tax technology is its own beast. For professionals, there are the major players, the minor players, and the direct to consumer players trying to...
Canopy: The Real Story of Discontinuing Their Tax Compliance Product
A little over a month ago, Canopy dropped a bomb on its tax compliance customers – they decided to discontinue their support for their...
Effective Remote Training
Virtual and remote training is on the rise, in part to innovation and part to good old COVID. Whatever the reason, there is no...
Five Tips for 1099s in QuickBooks Online
As if 2020 hasn’t been challenging enough now at the mad dash to the year-end we need to learn and comply with the new...
Q&A with Canopy Tax
The next part of this Q&A series is with Weldon McKenzie of Canopy Tax.
What service or solution does your company provide? Please provide your "elevator...
How to “Cloud Accounting” for Tax: Intro
In the wake of tax practices all over the world having to shut down due to Covid-19, I have received many questions from practitioners...
Formations selects Xero as preferred accounting solution
Xero, the global small business platform, today announced that Formations, a financial management solution for full-time self-employed workers and Xero platinum partner, has chosen...
Digital Signatures and Tech Update With eFileCabinet
In this week's Q&A, we sit down with eFilcCabinet CEO Jesse Wood.
The Internal Revenue Service has loosened its digital signature policy in light of...
Your Path to Paperless Checklist
Editor’s Note: This is the third in a six-part series from Insightful Accountant on why, what and how today’s companies are approaching going paperless....
Latest article
Top 10 Federal Tax Implications of Rescheduling Cannabis as a Schedule III Drug
In a letter dated August 29, the Department of Health & Human Services made an official recommendation to the Drug Enforcement Administration (DEA) to...
1099-K Delay Announced by IRS
Early last week the IRS announced another in the changes to 1099-K reporting requirements. The requirements have been plaguing tax preparers for the last...
Protect Your Clients, Protect Yourself
The IRS and Security Summit partners have developed the following "Tip Sheet" for tax professionals, businesses, taxpayers
Earlier this year the Security Summit’s Protect Your Clients;...