Bianca Lee

A Walk in the Cloud Could Clear Away the Tax Reform Blues

August 24, 2018 March 5, 2019 / Bianca Lee

The Tax Cuts and Jobs Act (TCJA) was signed into law on Dec. 22, 2017. It is broadly considered the largest piece of tax legislation in 30 years, and tax professionals are quickly trying to get up to speed on the...

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Practice Management, Workflow tools

Top 3 Tips to Improve Your Practice This Season

January 31, 2017 / Bianca Lee

Tax season has officially begun, and we know that means your schedule is heating up. We’ll keep these in-season tips brief and targeted on ways to help you save time, while offering stellar customer service to your clients. #1: Go...

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Practice Management, Workflow tools

Small Changes with a Big Impact

December 23, 2016 October 19, 2017 / Bianca Lee

To sail efficiently through tax season, you will want to have powerful, time-saving tax software in place, including Intuit® ProConnect™ Tax Online, Lacerte® or ProSeries®. These tools can save you up to 52 minutes on a complicated return.* However, additional opportunities...

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Practice Management, Workflow tools

Are New Tax Laws Increasing Your Liability as a Tax Professional?

November 16, 2016 / Bianca Lee

New regulations have dramatically increased the number of e-filed returns in recent years. While this shift in the filing process saves time for tax professionals and their clients, it also opens a new window of liability for tax professionals. Where...

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Practice Management, Workflow tools

E-Filing is the New Norm; Digital Signatures Should Be, Too

October 18, 2016 / Bianca Lee

Since the IRS mandate in 2012 requiring that a tax professional or firm filing more than 11 forms in a year must use e-file, the volume of tax returns filed online has skyrocketed. In fact, according to efile.com, 91 percent...

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Practice Management, Workflow tools

Digital Workflow is the New Norm

August 25, 2016 October 19, 2017 / Bianca Lee

While there are still legitimate concerns over data security across financial arenas, the days of digital doubt are long gone. Software security measures have advanced to such a degree that even simple transactions can be protected with bank-level security encoding....

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Practice Management

How Your Tax Peers are Using Audit Assistance

June 24, 2016 October 17, 2017 / Bianca Lee

You’ve told us that many clients are intimidated by the IRS and get upset when they get a notice that they are being audited. In fact, it’s not uncommon for clients to bring a stack of unopened letters to the...

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Practice Management

Serving Convenience and Ease to Savvy Customers

November 30, 2015 October 17, 2017 / Bianca Lee

Customers today need – and want – fast and easy access to their money, especially their IRS tax refund. That’s why Intuit® provides an alternative option for your clients to receive their refund: American Express Serve®. With this prepaid debit...

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Practice Management, Workflow tools

Money Management Made Easy and Convenient

November 30, 2015 October 17, 2017 / Bianca Lee

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Practice Management

Could There be a Silver Lining to Rising ID Theft?

September 29, 2015 July 29, 2016 / Bianca Lee

Identity theft is estimated to hit another American every two seconds.1 While the implications are not fun for anyone, we like to believe that every cloud has a silver lining, so we dug deep to uncover a few ways to look...

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