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...
7 Tax Tech Trends Every Tax Services Business Should Embrace
Change has always been part of tax work, but the pace keeps getting faster. New tools and client expectations are reshaping the industry. For tax...
How to Attract and Win New Tax Clients With These Strategies
Many tax practitioners struggle to attract new clients, even when they're excellent at the work itself. Being good at taxes is one thing. Getting...
Glitch Happens: How to Address Tax Prep Software Errors and Problems
Software problems strike tax practices without warning. A form fails to load correctly, error messages block e-filing, or the program crashes...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
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...
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 by line because the export didn't format correctly, or key the same EIN into three different fields across two systems....
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 depreciation schedules, manage net operating losses, and stay current on compliance rules. The right corporate tax software...
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 data entry or to chase missing documents. Those bottlenecks cut into your profits and leave clients waiting longer than...