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EFC Shut Down

EFC Shut Down

Dec 13, 2021

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Sunday, December 26, 2021, at...
How to Do a Great Tax Client Interview

How to Do a Great Tax Client Interview

Dec 6, 2021

The tax preparation profession involves more than the processing of income tax returns. This is a client-facing profession, where one’s reputation can depend on successful client interactions. Always strive to leave a good impression when you are dealing with...
Tips to Improve Client Experience This Year

Tips to Improve Client Experience This Year

Nov 29, 2021

Tips to Improve Client Experience This Year Every customer counts for your business. Tax preparation is all about delivering a service. You have the tools and the knowledge to do so. But you’ve got to do more. You’ve got to set yourself apart from the...
Learn the Best Practices for Keeping Client Data Safe

Learn the Best Practices for Keeping Client Data Safe

Nov 1, 2021

Professional tax software is designed to be secure. Sensitive customer data is protected behind a private account. Only an authorized user can access the information in the system. That doesn’t mean you don’t have to think about security. If an account...
The Virtual Tax Office

The Virtual Tax Office

Oct 4, 2021

How to work together as team in a virtual tax office The idea of a virtual tax office has become a popular one in recent years. Indeed, months of lockdowns and limited face-to-face interactions have broadened the acceptance of remote office work. We may be seeing now...