Tax and Practice Management
Features
U.S. Treasury - Internal Revenue Service
IRS Publication 15-T & Tax Estimator for New (2020) W-4 Form
Even though the IRS issued their new (2020) W-4 form, they are just getting around to rolling out their proposed regulations and the related 'jargon' that is really supposed to go along with the new form. Read more
Canopy Releases Significant Practice Management Product Feature Updates
Canopy's new updates will further boost accountant productivity this tax season. Read more
Why More Practices are Adopting Subscription-based Accounting
What if you could set up your practice in such a way that all your clients paid you steadily - month over month, year over year? It’s not too good to be true - it’s called subscription accounting. Read more
8 ways your AP process leaks spend – and how AI can prevent it
Optimizing your AP process may seem like a big undertaking, but it’s much easier than it might seem, and worth the effort. Even if you’re ready to improve your AP process, one pesky question remains: How do you actually do it? Read more
Should you move to electronic signatures for Form 8879?
More tax preparers are offering electronic signatures for Forms 8879 than ever. Is it time to jump on the bandwagon? Should you move to electronic signatures for Form 8879? Let’s start with the facts. Read more
A Few Ways to Build a Cloud Accounting Future
Your future is what you make it and the tools are being created to guide your firm along the way. Take the first step. Read more
Why Automation is the Cornerstone to Your Success in 2020
The future is bright for accountants and bookkeepers and as they move further into the digital space, the motivation behind accounting technology is not to replace these roles but to make them so much better. Read more
Accounting Firms: Strategizing for the Next Tax Season
Whether you’re trying to increase your profitability, expand your clientele, or improve your retention numbers this tax season, it’s important to review the previous year and explore what you could do better. Read more
The Top 5 Small Business Health Insurance Options in 2020
The cost of health care isn’t just something impacting individuals and their families—it also affects businesses that want to prioritize employee health benefits. As an accountant, navigating the health care field is often on the top of the list. Read more
Getting Started with Client Advisory Services
Are you setting yourself up for failure by not expanding the scope of your services? Read more