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2019 tax software survey

  • September 12, 2019

Learn how industry-leading products stacked up in CPAs' estimation through a tax season with many far-reaching law changes in The Tax Adviser and Journal of Accountancy's annual survey. Continue Reading

Implementing tax automation and digital workflow

  • September 3, 2019

Firms can wow their clients by embracing tech tools that streamline many processes, including creating seamless onboarding, using e-signatures for tax engagement letters, and automating procedures for filling out annual tax organizers. Continue Reading

Estate planning for digital assets

  • August 27, 2019

Everyone today owns a huge amount of scattered data, including emails, financial accounts, music, movies and cryptocurrencies. What happens to those digital assets when someone dies or becomes incapacitated? Here are steps to take to plan ahead. Continue Reading