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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Digital tax workflow: 3 myths about tax technology
When a firm wants to improve its digital tax workflow, technology improvements can make a big difference. However, a few popular myths can get in…
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Onscreen Review in CCH Axcess Tax: A Walk-Through
Tax returns are the bane of my existence and they are also my bread and butter. Just like many of you, I need the onscreen…
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Tax Season Efficiency: 10 Signs Your Tax Software Didn’t Perform Well This Year
Before you embark on another tax season, make sure your firm does a full analysis of its tax season efficiency. Although you may think switching…
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Beyond the Basics in Tax Software
When considering switching tax software, many firms take the “wait until next year” approach, waiting for the “perfect time” to make the switch. But there…
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Automate Your Way to a Successful Tax Season
Does your firm’s tax workflow still look like it did in the days of old? If so, you may be risking your firm’s reputation with a process…
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The 5 Most Useless Items in Your Tax Firm
After April 15, many firms begin to research new technology or processes to help make their offices more efficient before crunch time hits again. But…
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CPA Firms share proven strategies for tax workflow efficiency
Many tax season frustrations are unpredictable: last-minute legislative changes, IRS delays and disorganized clients can all wreak havoc on a CPA firm. However, there is…
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