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IRS spotlights requirement to have a written information security plan

  • January 28, 2020

Data security continues to be a hot topic for tax professionals — and the IRS. That is because tax practitioners and their clients continue to be frequent targets of data breaches. Although the IRS has implemented many successful tactics to fight tax refund fraud, more work is needed, especially as cyberthieves continue to become more sophisticated. Continue Reading

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