Protection Plus: 4 Ways to Help Prevent a Data Breach

In addition to preparing your clients taxes, you are also responsible for keeping their private information safe. As a tax professional, you have access to a lot of confidential information that cybercriminals want. Here are some important procedures you can implement to reduce your chances of a data breach. Take precaution: It may seem obvious, […]
Read more



Protection Plus: Cyber Liability Information

Cyber criminals are targeting tax professional systems to access taxpayer data. There is much talk addressing consumer concerns, but little is said about protecting the tax professional from the impact of a data breach. A study sponsored by IBM and conducted by the Ponemon Institute released in June 2016 found the average cost of a […]
Read more



SurePayroll: Survey Reveals What Taxes Business Owners at Tax Time

A number of small business owners came away from tax season asking a curious question: Why did I pay more taxes when I made less revenue? 
Read more



Protection Plus: PATH Act Effect on EITCs and CTCs

President Obama signed the “Protecting Americans from Tax Hikes Act of 2015,” or the PATH Act, on December 18, 2015. It was the most notable tax legislation to be passed by Congress last year, and it will have a great effect on the upcoming tax season. It extended many expiring tax provisions, permanently in some […]
Read more



BluePay: How to Simplify Payment Reconciliation for Your Practice

Generating new business is always exciting, but sometimes managing the increased income isn’t — especially if you accept payments through many different channels.
Read more



Biz2Credit: Financial Tips Webinar for Accountants

This webinar features tips and advice specifically for tax professionals from Biz2Credit, small business funding experts in accounting and small business finance. Topics include best sources of capital, and growth strategies for tax preparers, CPAs, and their clients. The webinar features Tracy Kelleher, Vice President of Business Development at Biz2Credit.
Read more



Protection Plus: General Audit Information

Who does the IRS audit? 1. Taxpayers with Suspicious Activity This can include taxpayers who have made mathematical errors on their returns, who claim an unusually high amount of charitable donations, who are self-employed and report too many losses or business expenses, who fail to include part of their income, or who round up a […]
Read more



Webiquity: Five Local Marketing Tricks That Win

A successful and effective online presence for a small business starts with these five must haves.
Read more



BluePay: Expand Your Tax Preparation Business with a Virtual Terminal

Whether you prepare taxes in a brick-and-mortar storefront location, in your home, or on the road, you can easily hand-key credit, debit, or ACH payments using a virtual terminal.
Read more



SurePayroll: Five Ways to Evaluate Your Tax Business after Filing Season

For many accountants and professional tax preparers, the end of filing season can bring a sigh of relief and a welcome slowdown in client work. Although the tax deadline can bring back some sense of work-life balance, successful tax preparers use the month of May and beyond to evaluate the filing season, their business and […]
Read more