Prepare for Disaster: Important Tips for Your Financial Safety
Prepare for Disaster: Important Tips for Your Financial Safety One of the most important things you need to discuss with your clients is financial safety. Clients will need to be aware of the possibility of the loss of personal records and the damage that can wreak on...
How to Prep Clients Using Handy Resources from the IRS
One of your responsibilities as a tax professional involves prepping tax clients for the coming tax season. While you are being paid to handle their tax matters so they don’t have to do it themselves, you can provide a more effective service if both of you are...
Learn the Best Practices for Keeping Client Data Safe
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...