Recent Blog Articles

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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.

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Practice Management

3 Spooky Clients You Should Avoid

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

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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...

IRS-Form-8821
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 ...

manage-clients-effectively
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...

Renew-ITIN
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...

reactivate-eServices-account-
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...

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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...

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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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