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...
Get Early Tax Refunds for Your Clients with Bank Products

Get Early Tax Refunds for Your Clients with Bank Products

Oct 18, 2021

Get Early Tax Refunds for Your Clients with Bank Products With the arrival of October, a tax preparer has to begin preparing for the upcoming tax season’s demands. Including the possibility of offering bank products to clients. Enrollment in bank product...
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...
After 24 years I switched my tax office from a desktop tax program to an online tax program

Goals for Your First Year as a Tax Preparer

Sep 6, 2021

Goals for Your First Year as a Tax Preparer Setting goals is part and parcel of your job as a tax professional. It is part of the service you offer your clients. They’ll come to your office and ask you to help them with reducing the next year’s tax...