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Account for Multiple Rates Per User with Canopy

  What's new:   Firms now have the ability to assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished. For instance,...

How Better Workflow Can Be Your Firm's Secret Weapon

Elements of an Effective Accounting Workflow Management System

Is your accounting firm intentional about process and workflow? If the answer is no, it’s only a matter of time until processes start breaking down. Without a well-defined...

11 Best Practices for How to Find Clients for Accounting Firms

One of the top mistakes accountants make is expecting business to come to them. The best practitioners know that this is not enough. They are constantly looking for opportunities...

IRS releases new tax brackets for 2022

On Wednesday, the IRS announced the new and higher federal income tax brackets for 2022 to account for inflation.   

Make More of Your Commute With These 10 Podcasts

One of the most productive things accountants can do during their morning commute is expand their knowledge by listening to industry-related podcasts. No matter what area of...

13 Accounting Influencers You Might Not Be Following

These days, social media is a necessity in today's business world. It's a place to make connections, network and keep a pulse on your industry. Search algorithms have become more...

Top 5 Ways to Manage Workflow at Your Accounting Firm

Without the right processes in place, an office’s organization can quickly devolve into chaos, leaving employees feeling overwhelmed and scatter-brained. Implementing the best...

Update: Improved Task Dashboard Experience in the Practitioner App

What's new:  We’ve made the task dashboard much easier to use. With our recent additions of task priority and assignee photos, you’ll also notice a more friendly and clean look....

What Is Accounting Workflow Software?

High Gas Prices Cause Unusual Midyear Mileage Rate Increase By IRS

If you’ve driven at all in the last few months, you’ve probably noticed the unusually high gas prices across the country. According to AAA, the national average is nearing $5 per...

Study: Clients Want Accountants Who Use the Latest Technology

As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...

The Most Important Tax Issues For Homeowners

The principal residence is probably the one thing that nearly all our clients have in common! So dealing with the tax situations arising from the principal residence is something...

Everything Accountants Need to Know About the IRS Migration to ID.me

This summer, the IRS will transition its online services for tax professionals to third-party authentication software company ID.me. What does that mean for accountants? You’ll...