Why Tech-Forward Tax Firms Have the Inside Track to the Future
Efficiency, lower costs, enhanced client experience, a better handle on the staffing crisis—all are benefits for firms that embrace new tech.
How Automation and Tech-Stack Consolidation Could’ve Helped Your Firm This Past Busy Season
Some tax and accounting firms are processing significantly more returns during busy season without having to put in 80-hour works or hire tons of seasonal employees.
We’re Still SafeSend: What the Thomson Reuters Acquisition Means for Tax and Accounting Professionals
We know you have questions and concerns, but don’t worry. SafeSend remains fully committed to innovation, customer support, unrivaled client experience, and everything else you’ve come to expect of us.
How To Leverage This Past Busy Season To Make the Next One Better
The key to making this busy season the last one to overload your firm and burn out your staff is getting out in front of next busy season.
5 Security Questions CPA Firms Should Ask Tax Automation Vendors
As a tax and accounting firm, your clients’ data is among your most precious commodities. That means its security must be a priority.
7 Apps That Make Busy Season Easier for CPAs
Tax and accounting firms can make busy season more bearable with apps for project management, bookkeeping, document management, reporting/analytics, and more.
The Return to Work Controversy: What's the Right Decision for Your Accounting Firm?
Return to office mandates have been controversial across many industries, including tax and accounting. As a CPA, there are several things you need to consider, especially with the professional amid a staffing crisis.
What Your Clients Need To Know About Taxes Under a Second Trump Administration
Donald Trump has outlined several tax proposals for his second term as president, many of which will directly impact your clients. Here’s what they should know, and some questions you as a CPA need to be prepared to answer.
SafeSend Announces its New Client Portal: A Centralized, Easy-to-Use Taxpayer Dashboard to Simplify Document Management
The new feature within SafeSend One provides taxpayers with a dashboard to seamlessly manage all tasks and documents throughout the tax lifecycle, addressing key challenges for both firms and their clients.
The CPA Staffing Crisis: How AI and Succession Planning Can Save Your Firm
Almost three-fourths of all CPAs are set to retire within the next handful of years. But this doesn’t have to be an extinction-level event. There are things firms can–and should–do now to prepare.