Is AI taking accounting jobs?
If artificial intelligence (AI) still sounds like a scene from the matrix, you’re not as ready for the future of accounting as you think....
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...
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;...