Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
August 14, 2025 Sponsored
June 30, 2025 Sponsored
June 24, 2025
September 29, 2015
With summer vacation over and school back in session, it’s time to help those extreme tax procrastinators get their returns filed. But what about the rest of your clients − the “good” ones whose taxes you completed way back in April?
September 24, 2015
Thomson Reuters has released its Checkpoint Learning 2015 Tax Update program, which helps tax professionals and accounting firms educate their clients, prospects and client service teams on the latest developments in the field.
September 18, 2015
The Tax Fundamentals Certificate Program provides practitioners with the basic knowledge and tools they need to understand and confidently expand their practices to tax planning, compliance with tax return preparation, and reporting requirements for ...
September 16, 2015
People whose income is the same compared to last year may enjoy a lower effective tax rate while taxpayers that fail to comply with return filing and tax payment requirements will face larger penalties in 2016 because of a combination of legislative ...
September 15, 2015
The Avalara Sales Tax Compliance App provides an automated sales tax calculation and return filings compliance solution within the familiar QBO interface. It’s cloud-based and always up to date, ensuring that sales tax rate, rule and boundary ...
September 11, 2015
Intuit looks to empower connect large accountant firms with its QuickBooks Connect Accountant Track.
September 10, 2015
Planner CS is part of the CS Professional Suite of tax products from Thomson Reuters. Part of the CS Professional Suite of tax, accounting and practice management applications. Planner CS offers full integration with other Thomson Reuters while also ...
September 10, 2015
ProSystem fx Planning is part of the ProSystem fx Suite of products from CCH. ProSystem fx Planning integrates with other CCH tax products. ProSystem fx Planning can also be used as a stand-alone product. While not currently available as an online ...
September 10, 2015
BNA’s Tax Planner is available as either a desktop product or as web-based software, which is hosted by Bloomberg BNA. BNA’s user interface has a menu bar at the top of the screen that offers access to various program functions.
September 10, 2015
Drake Tax Planner is a good fit for firms that have less complicated tax planning needs. Designed for both individuals who wish to map out their own tax plan, as well as firms providing tax planning services, the product offers straightforward tax ...
September 2, 2015
On your lunch break you play Candy Crush, then check your personal email. Did you count how many times your data was vulnerable? Probably not. These apps are all from reputable companies, and you downloaded them through an app store. They had to be ...
August 18, 2015
A new law includes a streamlined automatic 60-day extension request process for federal tax filings of Form 990. The New York State Society of CPAs’ Exempt Organizations Committee had made the recommendation to the Internal Revenue Service ...