Does Your Tax Software Support Mobile Document Uploads?
Tax preparers, you regularly need clients to send W-2s, 1099s, receipts, and missing documents. For the client, taking a photo on their phone is a...
How Data Analytics in Tax Software Improves Client Service
Tax preparer software holds information from each client's return. That history can tell you a lot about a client before tax season starts. Maybe...
Meeting IRS Security Standards with the Right Tax Software
Tax software stores Social Security numbers, income records, bank information, and other sensitive client data. Federal rules require tax preparers...
What To Automate in Your Tax Workflow (And What Needs Manual Review)
Tax software can take a significant amount of repetitive work off your plate during tax season. Importing a W-2 is one example. Why type every box...
How to Secure Accurate Tax Withholding and Reporting
Finding out at tax time that a client hasn't withheld enough is never a good situation. Now you have to explain why they owe more than expected and,...
How to Get the Most Out of Cloud Tax Software
Switching to cloud-based tax software sounds perfect during the demo. You get to work from anywhere, access files from home, and stop worrying about...
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...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
Does Your Tax Software Support Mobile Document Uploads?
Tax preparers, you regularly need clients to send W-2s, 1099s, receipts, and missing documents. For the client, taking a photo on their phone is a simple way to send over a paper form they already have in front of them. The important question is whether your tax...
How Data Analytics in Tax Software Improves Client Service
Tax preparer software holds information from each client's return. That history can tell you a lot about a client before tax season starts. Maybe they keep owing at filing. Maybe their income changed significantly from last year, or another part of their tax situation...
Meeting IRS Security Standards with the Right Tax Software
Tax software stores Social Security numbers, income records, bank information, and other sensitive client data. Federal rules require tax preparers to protect that information. Your professional tax software can help with some of those requirements. Knowing what the...
What To Automate in Your Tax Workflow (And What Needs Manual Review)
Tax software can take a significant amount of repetitive work off your plate during tax season. Importing a W-2 is one example. Why type every box yourself when the software can pull that data in directly? For other parts of a return, tax preparer software can surface...
How to Secure Accurate Tax Withholding and Reporting
Finding out at tax time that a client hasn't withheld enough is never a good situation. Now you have to explain why they owe more than expected and, in some cases, why there is an underpayment penalty too. The problem often starts months earlier. A client changes...