How to Gather and Manage Client Data More Efficiently

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As a tax professional, you gather, review, and manage a lot of client data. At times, it can be overwhelming—especially if you have to call and...

What You Need to Know About E-Signatures

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With so many of us moving to a #firmofthefuture business model, the use of e-signatures for Forms 8878 & 8879 are becoming more common. The Internal Revenue...

Simplifying Tax Season for Your Desktop Clients

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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

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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...

Three Reasons You Should Start Using a Client Portal

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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...

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Top Tax Efficiency Software

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What’s going to save you the most time this tax season? We read all the reviews and tallied up the stars and here are...

Don’t Forget About K-2 and K-3

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You may remember the pre-tax season stress at the end of 2022 when the IRS updated schedules K-2 and K-3. These little-known schedules made...

Access the Free Online Video: Webinar on 2023 Form 1099-K Rules for Payment App...

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WASHINGTON — The Internal Revenue Service today posted a free online video of a recent 2023 Form 1099-K webinar, a resource among many helpful...