Practice Management

How to Keep Your Clients' Data Secure

From cybercriminals to hurricanes, there are dozens of forces that could compromise your clients’ data. Here are 4 ways to keep...

Brandon Jones Brandon Jones
14 Feb, 2020
Practice Management

How to Get Your Tax Clients to Pay on Time

Getting late-paying clients to shape up can be tricky, so here are some strategies for getting tax clients to pay on time—or ev...

Micala Ricketts Micala Ricketts
28 Jan, 2020
Practice Management

How to Get the Most Out of Your Seasonal Staff This Tax Season

Want to get more out of your seasonal staff this tax season? We've got a few suggestions to help your seasonal staff be more su...

Brandon Jones Brandon Jones
22 Jan, 2020
Practice Management

7 New Year's Resolutions for Tax and Accounting Professionals

We rounded up seven resolutions for tax and accounting professionals to consider this year.

Micala Ricketts Micala Ricketts
16 Jan, 2020
Practice Management

How to Volunteer Your Time as a Tax Professional

As an accounting or tax professional, you have a unique skillset to offer your community through volunteering.

Micala Ricketts Micala Ricketts
11 Dec, 2019
Practice Management

Why Tax Professionals Should Be Using the Cloud

If your tax firm isn’t already taking advantage of cloud computing technology, there’s no better time to start.

Carly Moore Carly Moore
15 Nov, 2019
Practice Management

How to Use Time Batching to Boost Productivity in Your Virtual Tax Practice

Anastasia Masters of G2 outlines 4 steps for using time batching to boost your productivity and run your virtual tax practice e...

Anastasia Masters Anastasia Masters
14 Nov, 2019
Practice Management

Small Business Checklist for Tax Practice Owners

If you’re a new tax practice owner, here are five things you need to do to get your business up and running.

Micala Ricketts Micala Ricketts
13 Nov, 2019
Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

Jessica Lundin Jessica Lundin
23 Oct, 2019
Practice Management

Why Client Transparency Matters in Your Tax Practice

Every strong relationship is based on trust, and the key to gaining and keeping the trust of your clients is practicing transpa...

Micala Ricketts Micala Ricketts
9 Oct, 2019
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