How to Get the Most Out of Your Seasonal Staff This Tax Season
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We’ve rounded up some of our best blog posts that discuss ways to make tax season more efficient, more enjoyable, and less of a headache.
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You’re no stranger to the marathon that is tax season every year. With the long hours and increase of work, tax season can quickly become painful. While we can’t make it painless, we can help make it a bit easier by offering good resources. So we’ve rounded up some of our best blog posts that discuss ways to make tax season more efficient, more enjoyable, and less of a headache. Check them out!
The Tax Season Survival Guide for Professionals
This guide covers everything from preparing for tax season to surviving it and then recovering after. In this guide you’ll find efficiency tips, employee recognition ideas, and more.
What You Need to Know for Tax Season 2021 (Ebook)
Want to brush up on some of the main tax changes you need to know for tax year 2020? This ebook goes over the highlights including things like tax bracket inflation adjustments and PPP guidance.
How Your Small Business Clients Should Prepare for 2021
Your small business clients have a more complicated tax situation than your non-business clients. By following these best practices, they’ll be better prepared to have a meaningful tax meeting with you.
How to Have an Effective Virtual Meeting with Your Client
With many people making the switch to remote offices and meetings, you probably have a lot of virtual meetings lined up with your clients this tax season. Check out these tips for making those virtual meetings more effective.
How to Gather and Manage Client Data More Effectively
Software makes gathering and managing client data more efficient than ever. This blog post discusses four tools you can start using in your firm to improve how you deal with that data.
How to Get the Most Out of Your Seasonal Staff This Tax Season
Seasonal staff members can bring a lot of value to your firm during tax season. Here are a few suggestions for helping them be even more successful this busy season so that less of the burden falls to your full-time team.
If you're interested in digging a little deeper into improving your firm's tax season experience beyond just reading the provided content resources, consider investing in accounting practice management software. A good practice management solution provides functionality for managing your clients, projects, time, and more so that your focus can be on running your business and not on completing busywork.
Schedule a demo of Canopy to learn more about how we can help take the pain out of tax season.
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