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…
read more
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…
read more
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…
read more
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…
read more
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…
read more
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…
read more
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…
read more
Tax Prep Software Review: Which system is the best fit?
Technology changes pretty quickly, as do client and staff expectations. if you’re not careful, you’ll end up way behind the curve. Many firms put off…
read more