Switching Tax Software? How to Migrate Old Returns
Switching tax software comes with one major worry. You have to figure out how to transfer your client history from your old database safely. Years...
Using E-Signatures and Secure Client Portals Effectively
Chasing down paper signatures is one of those tasks that eats up more time than it should. One client forgets to sign Form 8879. Another leaves it...
The Hidden Cost of Tax Filing Mistakes
You spot the typo a day after filing. It might be a transposed digit in a client's social security number or a missed 1099-INT. It takes you ten...
Inflation’s Impact on Taxes: What Tax Pros Need to Know
Inflation gets plenty of attention for its effect on grocery bills and housing costs, but its direct impact on taxes gets far less coverage. For...
Tax Software Isn’t Just for CPAs: Professionals Who Can Benefit
Ask most people who use professional tax software, and they will guess it's CPAs. It's a common assumption that you need a major accounting degree...
What Tax Service Bureaus Really Do (And What They Don’t)
The term "service bureau" comes up often in tax prep circles, but most preparers only have a partial picture of what they actually provide. Many...
How to Help Clients with Tax-Exempt Status Applications
Tax preparers don't always specialize in nonprofit work, but many will eventually encounter clients who need help applying for tax-exempt status....
Do You Know the Rules? A Tax Pro’s Guide to Circular 230
Circular 230 sets the rules for how tax professionals conduct themselves when dealing with the IRS. If you prepare returns for clients, it should be...
Transition from Desktop to Cloud-Based Tax Software Without Disrupting Your Workflow
Switching from desktop to cloud-based tax software feels like a bigger deal than it usually turns out to be. Your staff is used to doing things a...
PPR vs. Unlimited Filing: When Does Your Tax Business Need Each?
Choosing between pay-per-return (PPR) and unlimited filing comes down to how your tax business operates today and where you expect it to go. Your...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
Switching Tax Software? How to Migrate Old Returns
Switching tax software comes with one major worry. You have to figure out how to transfer your client history from your old database safely. Years of complex returns, asset depreciation lists, and multi-state carryforward amounts all need to land accurately in your...
Using E-Signatures and Secure Client Portals Effectively
Chasing down paper signatures is one of those tasks that eats up more time than it should. One client forgets to sign Form 8879. Another leaves it on the kitchen counter for three days. Someone else drops it off with a signature in the wrong place. Meanwhile,...
The Hidden Cost of Tax Filing Mistakes
You spot the typo a day after filing. It might be a transposed digit in a client's social security number or a missed 1099-INT. It takes you ten minutes to file the amendment. You don't charge them for the extra time, and you assume the case is shut. Then, the client...
Inflation’s Impact on Taxes: What Tax Pros Need to Know
Inflation gets plenty of attention for its effect on grocery bills and housing costs, but its direct impact on taxes gets far less coverage. For independent tax offices, ignoring these changes is a costly oversight. Inflation directly changes dozens of IRS figures...
Tax Software Isn’t Just for CPAs: Professionals Who Can Benefit
Ask most people who use professional tax software, and they will guess it's CPAs. It's a common assumption that you need a major accounting degree to use high-level filing tools. Professional tax software is designed for anyone who prepares returns, manages client...