Practice Management

What You Need to Know About Filing IRS Form 8821

While you’ll eventually need to file a power of attorney for clients you’re representing to the IRS, you may consider filing Fo...

Micala Ricketts Micala Ricketts
7 Oct, 2019
Practice Management

8 Simple Ways to Manage Clients Efficiently

One way to add more time to your week, and take control of your hectic schedule, is to practice efficient client management.

Micala Ricketts Micala Ricketts
4 Oct, 2019
Practice Management

3 Ways to Help Your Clients Renew Their ITINs

If you have a client with an expiring Individual Taxpayer Identification Number (ITIN), here's how you can help them renew it.

Meg Monk Meg Monk
20 Sep, 2019
Practice Management

10 Benefits of Managing a Virtual Tax Practice

Just like many other small businesses today, you can create a virtual team for your tax practice and achieve massive success do...

Carly Moore Carly Moore
11 Sep, 2019
Practice Management

How to Go Paperless in Your Tax Practice

Going paperless will allow you to spend more time on meaningful work, save you money, and help grow your tax practice.

Micala Ricketts Micala Ricketts
21 Aug, 2019
Practice Management

How to Reactivate Your Suspended e-Services Account

If the IRS suspends your e-Services account, follow these steps to get it reactivated.

Micala Ricketts Micala Ricketts
2 Aug, 2019
Practice Management

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to accurately do clients’ tax work. Potential clients need to ...

Jessica Lundin Jessica Lundin
22 May, 2019
Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

Knowledge-Based Authentication, or KBA, is an essential component of a multi-layer security strategy within eSign that ensures ...

Micala Ricketts Micala Ricketts
17 May, 2019
Practice Management

9 Podcasts for an Accountant's Morning Commute

One of the most productive things accountants can do during their morning commute is expand their knowledge by listening to ind...

Micala Ricketts Micala Ricketts
15 May, 2019
Practice Management

SOC 2 Compliance and Why It Matters

SOC reports, specifically SOC 2 certification, are an excellent way for tax firms to show their clients that their data securit...

Micala Ricketts Micala Ricketts
5 Apr, 2019
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