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
March 17, 2015
The Internal Revenue Service and Free File Inc., also known as the Free File Alliance,have made a five year agreement to provide free, federal tax preparation software products for 70 percent of all taxpayers.
Small Business March 13, 2015
We live in an app-based world that not only affects our business lives, but also many social aspects, such as finding good restaurants, going on road trips and shopping.
March 10, 2015
As a long-time tax practitioner, I’ve conducted thousands of client interviews over the years. I’ve learned that when a client comes prepared for their interview, it results in less need for post-meeting follow-up calls and document gathering, which ...
February 18, 2015
It’s that time of year for part-time help at the local tax-preparation location, when drivers can see seasonal staff standing at busy intersections wearing costumes of the Statue of Liberty or Uncle Sam. But they’re not the only ones who are hired part ti
February 13, 2015
Last year, Intuit launched a newly-redesigned online collaborative accounting system designed for accounting professionals who serve small businesses that use QuickBooks. The company has, of course, offered online versions of its traditional QuickBooks...
February 13, 2015
Zoho Invoice, your pocket friendly app is the best way to invoice, remind and accept payments from your clients. You can send quotes, track time for projects, monitor expenses, invoice for projects, accept credit card payments and send thank you ...
February 12, 2015
Are your clients in need of easy tools to help them manage their finances? There are many options available. We asked some of CPA Practice Advisor’s contributors, Thought Leaders, and award winners for recommendations of their favorite money management apps and have added a few of our own for your perusal. Mint.com – CPA Practice Advisor...…
February 10, 2015
The IRS and other groups warn that people shouldn’t trust their private financial documents to just anyone. It’s good to know exactly what their tax preparer’s credentials mean, and whether they really qualify as credentials at all.
February 9, 2015
The Internal Revenue Service has released IRS2Go 5.0, an update to the only official IRS smartphone application, compatible with both Apple and Android devices.
February 8, 2015
TurboTax was forced to suspend electronic filing of all state income tax returns on February 5 after more than a dozen states sounded alarms about criminal hacks. However, it turns out that the program was not hacked.
February 6, 2015
Intuit announces its new iPad-based online POS system, QuickBooks Point of Sale powered by Revel.
January 27, 2015
The Internal Revenue Service is once again warning taxpayers to be on the lookout for unscrupulous income tax return preparers, one of the most common “Dirty Dozen” tax scams seen during tax season.