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Practice Management

Hosted, cloud solutions, or on-prem: What’s the best option for your tax firm?

March 28, 2022 / Intuit Accountants Team
Hosted, cloud solutions, or on-prem: What’s the best option for your tax firm?

Do you know the differences between cloud, hosted and on-premises technology solutions? Kelsey Uruburu breaks it down so you can make the best decision for your tax and accounting firm.

Full Story

Practice Management

Quick poll: Which platform for virtual meetings do you prefer?

March 25, 2022 / Intuit Accountants Team
Quick poll: Which platform for virtual meetings do you prefer?

Take this 1-minute survey to tell us which platform you prefer for virtual meetings.

Full Story

Tax Law and News

What taxpayers should do if they have incorrect or missing documents

March 24, 2022 / Intuit Accountants Team
What taxpayers should do if they have incorrect or missing documents

Get helpful information to pass on to your clients if they have missing information needed to complete a tax return.

Full Story

Practice Management

Roundtable: Driving a culture of inclusivity and growth when team members are working remotely

March 23, 2022 / Scott Cytron
Roundtable: Driving a culture of inclusivity and growth when team members are working remotely

While working remotely isn’t new, has your firm considered diversity and inclusion for hybrid staff? In this roundtable discussion, Minal Babaria and Al-Nesha Jones break down the topic for all tax professionals – and offer advice you can use in your firm right away.

Full Story

Practice Management

Intuit Rate Survey: COVID-19’s impact on accounting professionals and their clients

March 21, 2022 / Heather Satterley, CPA, MSI
Intuit Rate Survey: COVID-19’s impact on accounting professionals and their clients

How were your firm and clients affected by COVID? Get best practice trends from Heather Satterley, CPA, MSI, in the latest installment in our Rate Survey series.

Full Story

Practice Management

Is your firm prepared to meet the needs of hybrid teams?

March 18, 2022 (Last Modified: April 11, 2022) / Dawn Sabo, CPA
Is your firm prepared to meet the needs of hybrid teams?

Technology and team building are the keys to successful hybrid teams; these tips from Dawn Sabo, CPA, can help you manage both.

Full Story

Grow your practice, Practice Management

5 winning tactics to quitting bad clients

March 14, 2022 / Thomas J. Williams, EA / Iris K. Palma, JD
5 winning tactics to quitting bad clients

Everyone has to resolve a client issue during their career, and procrastinating does no one any good. Get best practices from Thomas J. Williams, EA, and Iris K. Palma, JD.

Full Story

Intuit® Accountants News

Intuit® Tax Council Member Profile: Minal Babaria, CPA, CTC, CTP, CCA

March 11, 2022 / Scott Cytron
Intuit® Tax Council Member Profile: Minal Babaria, CPA, CTC, CTP, CCA

In this profile, get to know Minal Babaria; she has a unique family-owned tax practice, and a unique outlook on the tax and accounting profession.

Full Story

Client Relationships

10 reasons for clients to move their brick-and-mortar businesses online (at least partially)

March 9, 2022 / Dmitry Dragilev
10 reasons for clients to move their brick-and-mortar businesses online (at least partially)

It’s a debate that has been going on for some time: Go online or stay brick-and-mortar. Dmitry Dragilev gives you the info you need to help your clients make these impactful decisions.

Full Story

Practice Management

Why security measures are critical for tax pros

March 8, 2022 / Jorge Olavarrieta
Why security measures are critical for tax pros

Every firm is different when it comes to how they acquire, access, store or share data. Jorge Olavarrieta discusses some key points to help you ensure the security of your clients’ and your firm’s data.

Full Story

Client Relationships

Show clients how much value you bring

March 7, 2022 / Nayo Carter-Gray, EA
Show clients how much value you bring

Nayo Carter-Gray, EA asks what will be the value to the client when they hire you. Will they gain time, money or peace of mind?

Full Story

Practice Management

Intuit® rate survey: Average rates by region, state, credential, and more

March 4, 2022 / Heather Satterley, CPA, MSI
Intuit® rate survey: Average rates by region, state, credential, and more

Get a deep dive into the 2021 Intuit Rate Survey with information on rates by geography, credential, and more.

Full Story

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