Recent Blog Articles

Practice Management

Small Business Checklist for Tax Practice Owners

If you’re a new tax practice owner, here are five things you need to do to get your business up and running.

Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

Practice Management

Why Client Transparency Matters in Your Tax Practice

Every strong relationship is based on trust. Learn how to gain & keep the trust of your clients, increasing transparency & improvi...

Practice Management

What You Need to Know About Filing IRS Form 8821

While you’ll eventually need to file a power of attorney for your clients, consider filing Form 8821 with them first. Here's what ...

Practice Management

8 Simple Ways to Manage Clients Efficiently

It's important to add more time to your week and take control of your hectic schedule. See 8 ways to practice efficient client man...

Practice Management

3 Ways to Help Your Clients Renew Their ITINs

If you have a client with an expiring Individual Taxpayer Identification Number (ITIN), here's how you can help them renew it.

10 Benefits of Managing a Virtual Tax Practice
Practice Management

10 Benefits of Managing a Virtual Tax Practice

Just like many other small businesses today, you can create a virtual team for your tax practice and achieve massive success doing...

Practice Management

How to Reactivate Your Suspended e-Services Account

If the IRS suspends your e-Services account, follow these steps to get it reactivated.

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Practice Management

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to accurately do clients’ tax work. Learn more about the 4 recomm...

Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

Knowledge-Based Authentication (KBA) is an essential component of a multi-layer security strategy within eSign. Learn how to lever...

Practice Management

9 Podcasts for an Accountant's Morning Commute

Be productive during your morning commute and listen to podcasts to polish up your skills and stay updated on industry news. See o...

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