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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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…
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