Renewing CCH Axcess is an easy choice
It’s time for CCH Axcess Renewal. It’s a no brainer for me that we are going to be renewing CCH Axcess. But the question is: Are…
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Don’t Forget the Post Tax Season Postmortem!
With tax season coming to an end this week, the next 60 to 90 days offers firms a chance to take a deep breath, consider…
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Tax Season 2017: Hang on, we’re almost there!
We are more than half way through tax season 2017, and I can see the light. Or is that a train? All kidding aside, except…
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Electronic Signatures Streamline Tax Workflows, Save Time and Money
During the heat of tax season, firms of all sizes look for ways to save time, reduce costs and deliver value to clients as a trusted…
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Client Satisfaction Depends on the Basics
Improving client satisfaction is a key goal for many CPA firms. However, what firms think clients want and what clients actually want sometimes diverge. A…
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Tax Preparation Outsourcing: What you need to know
Tax preparation outsourcing services can help public accounting firms of all sizes. These firms cut costs by up to 60 percent by supplementing in-house staff with highly…
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New Tax Technology for a New Tax Season
Who’s Excited for Tax Season? I am. It’s my favorite time of the year! I know it’s a sickness. But when else do you have…
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Tax Workflow Efficiency Tips
Tax season is officially here with the opening of Federal Electronic Filing on Monday, January 23rd. But it’s not too late to take steps to…
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IRS Security Standards: Safeguarding your client information
To help firms protect their clients from the increasing threat of identify theft and fraud, the IRS recently enacted new security standards for protecting client data.…
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Tax preparation software – year in review
With the end of the year right around the corner, now is the time to reflect back to see where we’ve been. 2016 was an…
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