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Practice Management, Workflow tools

3 Ways I’m Using eSignature to Improve my Practice

August 17, 2015 October 17, 2017 / Akilah Curtis, CPA
electronic signatureImagine this: It is 4:57 p.m. and you are frantically searching for the nearest location to print, sign and fax the service agreement for a client before the 5:00 p.m. deadline. Time is running out, so what do you do?...

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Client Relationships

Ron Baker’s Value Pricing Webinars Now Available for Download

August 13, 2015 September 14, 2018 / Scott Cytron
webinars for tax prosPrice is the number one driver of profitability in any business, but too often, professional firms and accountants still enforce the outdated and flawed hourly billing method, driving away some of the best and brightest from the profession. There is...

Full Story

Tax Law and News

April Fools Day Alert: Phone Scams Continue to be Serious Threat Nationwide

August 12, 2015 October 17, 2017 / Scott Cytron
tax professional on the phoneAs April 1 approaches, the IRS warns taxpayers not to be fooled by the tricks scammers use to take advantage of those they target. Scammers use fake names, provide bogus IRS badge numbers and alter caller ID numbers to make...

Full Story

Practice Management

5 Strategies to Grow Critical Thinking Skills

August 11, 2015 October 17, 2017 / Sandra Wiley, Journal of Accountancy
Brainstorm to innovateCritical thinking skills are often mentioned as a key trait employers seek in potential hires. But what exactly is critical thinking? Conversations with other professionals show that not everyone is certain about the definition. Critical thinking can be described as...

Full Story

Practice Management

Protect Your Firm From Fraud With New IRS Signature Guidance

August 10, 2015 October 17, 2017 / Darrell Layman, CPA
identity theft and fraudWell, the time has finally arrived that allows tax preparers to obtain electronic signatures on Form 8879. It has been a long time coming, but the IRS, in 2014, finally allowed electronic signatures. At long last, another obstacle to achieving...

Full Story

Practice Management

5 Tips to Make You More Productive This Tax Season

August 10, 2015 June 28, 2016 / Stephanie Friswell
Go fasterEverybody wants more time. Becoming more efficient is a sure way to add minutes and even hours to your day. Here are five new habits tax pros should start practicing now so that come tax season, you will become the...

Full Story

Client Relationships

How to Keep Clients for Life

August 10, 2015 October 16, 2017 / Stacy Kildal
Tax clientsThreepio and R2. Sam and Frodo. ByTor and the Snowdog. Great duos, am I right? (Well, maybe the Rush reference was stretching it. But, did you see Alex on that guitar??). Regardless, all of these naturally go together, just like...

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Practice Management

Above the Forms: IRS Security Summit

August 10, 2015 October 17, 2017 / CeCe Morken
Form W-2As you can imagine, I regularly talk with professional tax preparers to learn and gain insights on how we can make a difference in their lives and also in the lives of their clients. Each and every one I have...

Full Story

Practice Management

Your Personal ID Has Been Stolen: What Do You Do Now?

August 9, 2015 October 17, 2017 / Frank Abagnale
hacked fraud securityNo matter how many precautions you take, your time may come when you least expect it: You will be the victim of identity theft. After the initial shock, panic and anger, you must quickly regroup, calm down and figure out...

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Client Relationships

Above the Forms: Preventing Tax-Related Identity Theft

August 8, 2015 October 17, 2017 / CeCe Morken
be mindful of securityAs part of our ongoing series detailing the IRS’ annual “Dirty Dozen” most common tax scams to avoid during tax season, next on the list is identity theft. Fighting identity theft is a top priority and an ongoing battle for...

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