Prepare for Disaster: Important Tips for Your Financial Safety

Prepare for Disaster: Important Tips for Your Financial Safety

Nov 22, 2021

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

How to Prep Clients Using Handy Resources from the IRS

Nov 15, 2021

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

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...