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Tax Prep

Most business owners only need to keep track of a few key indicators. Which measure the performance of their marketing and sales efforts, to ensure that their firms are prosperous and growing. Learn what to keep up with this tax season. Read more

Tax Practice News

I’m sure you’re wondering how the federal government shutdown will affect your tax business and your clients. Luckily, our friends at Latino Tax Pro have released this informative article to help you plan for an already stressful tax season. Read more

Tax Practice News

Along with the new year comes sales tax rate changes and laws that may affect your clients’ businesses. Check out Firm of the Future's state-by-state layout of these changes. Read more

Tax Practice News

As I sit here in my office staring at a 700 page Tax Reform finder, I have to wonder why anyone would think that just because the forms changed that the actual preparation of the returns has become simpler. Read more

Tax Practice News

As financial professionals begin their preparation for a busy 2019 tax season, everyone is of course trying to come up with ways to optimize/streamline their processes for their own staff as well as their clients. Learn how Qbox can help. Read more

Tax Practice News

This year, ditch the “same old” and be intentional about client experience. Read more

Tax Practice News 1 Comments

Today’s client portals have come a long way. No longer just for file sharing, modern client portals offer a whole range of features and upgrades that make you more efficient. Canopy gives you three reasons client portals are worth implementing. Read more

Tax Practice News

October 29 at 2 ET: Find out how you can stop typing data into your tax software and stop chasing the paper in your office and, instead, focus your time on providing real tax value to your clients. Presented by Sara Cavender. Sponsored by GruntWorx. Read more

Educational Webinars

Learn more about what's going on at Latino Tax Fest in Las Vegas today! Read more

Training Center

Latino Tax Fest in Las Vegas has a great number of vendors, some of which are giving away some pretty cool prizes! Read more

General Ledger

August 2, 2018 at 2:00 p.m. EST: Stop typing data into your tax software and stop chasing the paper in your office! Instead, let Sara Cavender show you how to focus on providing real tax value to your clients in this webinar. Sponsored by GruntWorx. Read more

Educational Webinars

August 15, 2018 at 2:00 p.m. EST: More than 200 million IRS notices are sent each year with hundreds of different types of penalties. Let Jeffrey McNeal help you get them resolved, the most efficient way possible for your clients. Sponsored by Canopy Read more

Educational Webinars

July 26, 2018 at 2:00 p.m. EST: More than 200 million IRS notices are sent each year with hundreds of different types of penalties. Let Jeffrey McNeal help you get them resolved, the most efficient way possible for your clients. Sponsored by Canopy Read more

Educational Webinars

June 20, 2018 at 2:00 p.m. EST: More than 200 million IRS notices are sent each year with hundreds of different types of penalties. Learn how to get them resolved in the most efficient way possible for your clients. Sponsored by Canopy. Read more

Educational Webinars

September 12, 2018 at 2:00 p.m. EST: This webinar from John Torvi will provide an overview of the various types of computer crime and fraud, methods to help prevent them, and explain insurance options. Sponsored by Landy Insurance. Read more

Educational Webinars

May 31, 2018 at 2:00 p.m. ET: Stop typing data into your tax software and stop chasing the paper in your office! Instead, let Sara Cavender show you how to focus on providing real tax value to your clients in this webinar. Sponsored by GruntWorx. Read more

Educational Webinars

Common Tax Filing Mistakes for Entrepreneurs

As the tax deadline draws closer, reduce the stress on your business by following these tips. Read more

Apr 3, 2018 6:00 AM From The Publisher 1 Comments

Given the new lower corporate tax rate, it might seem a good idea to become a C corporation. But then again, maybe not. Read this AICPA's blog post and learn what to consider before making the switch. Read more

Tax & Practice Management

TaxDocs Software helps tax prep service providers earn more revenue with less stress and workload. Read more

Vendor Corner

Cari Weston, CPA, gives you her Top 10 Resources for a successful upcoming tax season. Read more

Tax & Practice Management

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