Content Hub

Your Easy, Two-Step Plan to Spend Less Time on Email

So you’ve decided that you need to spend less time on email. It’s a worthwhile goal, but it can also be daunting. A Google search on the topic yields so many tips and tricks on...

2 Simple Ways to Help Millennials Trust Your Tax Practice

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your practice...

The Do's and Don'ts of Using Twitter for Your Tax Practice

Twitter can be a great platform for networking, expanding your online presence, and increasing awareness among potential clients—if used effectively. If not, it can turn into a...

5 Biggest Mistakes People Make in Dealing with the IRS

For many people, dealing with the IRS isn’t too difficult. They file a tax return each year, and either enjoy a refund or pay the balance due. But for others, dealing with the IRS...

What You Need to Know to Help Clients Who Use Bitcoin

In January 2009, a new peer-to-peer currency was created by the name of “Bitcoin.” It's a digital payment system where transactions and payments take place between users directly,...

Tax Resolution Pricing Report 2017

New Feature: Workflow for Improved Task Management

New Feature: A Simple, New Way to Manage Client Communication

Keeping track of your communications with clients is hard. Email is the go-to option for most tax pros, despite its drawbacks. Email is difficult to keep organized, makes...

3 Ways to Get an IRS Lien Withdrawn

On a list of ways to deal with the IRS, “I’ll worry about it later” falls firmly in the Really Bad Idea column. Unfortunately, most of the taxpayers who come to you for help with...

Changes to Be Made to e-Services Summer 2017

Having problems pulling IRS transcripts electronically? The IRS is gearing up for maintenance and an upgrade to e-Services, so there will be times from this week through June when...

To Grow Your Practice, Get Out of Your Comfort Zone

Being an expert in your industry isn’t enough to make your business succeed. It’s a reality that makes a lot of small business owners uncomfortable, and tax professionals are no...

3 Steps to Managing a Virtual Tax Practice

Working remotely has become more common in the last few years. While the accounting industry remains traditional in a lot of ways, tax pros who work from home are not unheard of....

3 Tips That Make Networking Easier (And More Successful)

Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...

What Tax Professionals Should Keep in Mind with Trump's Tax Reform...

On April 26, the Donald Trump Administration released a tax reform plan that will eventually be proposed to the House and Senate. The one-page document, “2017 Tax Reform for...

America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...