Why You’re Still Wasting Time on Manual Tax Data Entry
Manual data entry has a way of taking over. You retype W-2 figures pulled from a client's photo of a crumpled form, reconcile a bank statement line...
What Your Tax Software Needs for Corporate Credits and Deductions
Preparing business returns for corporations comes with challenges such as handling credits and applying deductions correctly. You need to track...
Top 10 Hacks For Your 1040 Workflow
As you work through tax season, you might notice your 1040 workflow slowing you down. Without an efficient process, it's easy to get stuck on manual...
8 Essential Computer Maintenance Tips To Get Your Tech Tax-Ready
During tax season, your computer turns into your most important tool. From accessing client files to e-filing returns, it handles almost everything...
A Tax Preparers’ Guide to Meeting the 5 IRS Criteria
If you prepare taxes for a living, staying on the IRS's "good side" is essential to your reputation and your bottom line. Whether you're just...
7 Top Client Queries That Tax Preparers Must Confidently Answer
A tax season isn't a tax season without clients asking questions about their returns. These may come from first-time filers or long-time clients...
Backup Strategies to Boost Data Security for Tax Pros
Data is at the center of every tax preparation business. The more client files and financial records are stored digitally, the more there is to lose...
9 Tips for Tax Preparation Businesses to Stay Motivated and Focused Throughout Tax Season
Tax season is a time when work can pile up quickly. Between answering client questions and reviewing returns before deadlines, it's easy to find...
Prioritizing Internal Training in Your Tax Prep Office
Internal training is becoming the new standard for tax prep offices looking to grow. More and more firms are finding that investing in staff...
Beginner Tax Preparer? Watch Out for These Common Mistakes
The path to becoming a skilled tax preparer is a challenging one with roadblocks at each step. Many new preparers begin struggling after a few...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
Why Every Tax Preparer Needs a Written Information Security Plan (WISP)
Imagine a staff member clicks a link in what looks like a legitimate email and unknowingly hands over login credentials. This is extremely common and happens to experienced preparers who are simply moving fast during a busy season. Now, you have a breach and no...
What to Know Before Offering Bank Products to Your Tax Clients
Bank products are a legitimate way to add value for your clients and bring more flexibility into your practice. However, they come with obligations that go beyond simply signing up with a provider. For example, you need to understand how these products affect your...
Drowning in Paperwork? How Tax Software Helps You Stay Organized
Paperwork chaos rarely starts with one big mistake. A client emails a W-2 as a photo, another drops off a folder of receipts, and you file a few scanned forms somewhere temporarily that you never revisit. Before long, you are buried in scattered emails and...
Running a Service Bureau? Here’s What You Need from Your Tax Software
A service bureau operates at a different level than a single tax practice. You are supporting other preparers across multiple locations while keeping a high volume of returns moving accurately and on schedule. The revenue model reflects this, with fees coming from...
The Role of Tax Software in Your Data Security Strategy
Tax work puts sensitive client information in your hands. Bank details, identity documents, wage records, and financial history all pass through your practice at some point. That information is valuable to criminals, and a single lapse can create serious consequences...