Tax Technology Trends: What’s Old is New Again
It is time to start viewing technology as your best friend. The goal of our work hasn’t changed much in the past thirty years. However,…
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Implement New Tax Workflow Processes in Time for Tax Season
During the Dog Days of summer, it’s sometimes hard to believe that school will soon be starting, football games will become a Sunday standard, and…
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Tax Technology and the Future of Tax
Tax departments face a changing landscape, where tax technology casts a shadow over the future of the profession. But successful firms aren’t turning away from…
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Evaluating Technology Initiatives: A Simple Idea-Vetting Framework
Have you ever returned from a conference, nearly bursting with ideas about changes you want to make in your life, your work or your firm? Our…
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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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