Tips to Efficiently Track Your Clients’ E-Filed Returns
As we close in on the final week before the April tax filing deadline, we wanted to pass along some quick tips on how you can efficiently track your clients’ e-filed returns. We highly suggest utilizing the “Fed EF Status” column as a quick and easy way to check the status of your client’s e-filed […]Read more
Benefits of Automatic Mileage and Expense Tracking
We all know self-employed clients are immensely valuable to a tax prep office. Their returns tend to be longer and more complex than the average client’s and, therefore, more profitable.Read more
Protection Plus: Like Equifax, a Data Breach Can Happen
Stolen information? Lost identity? The data breach that hit Equifax is the most recent reminder that a data breach can happen to any company. If you were one of the 145.5 million people who had their personal information compromised in Equifax’s data breach, you are probably in the midst of dealing with chaos and paying for […]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
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