Thought Leadership

Efficiency, lower costs, enhanced client experience, a better handle on the staffing crisis—all are benefits for firms that embrace new tech.

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.

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.

As a tax and accounting firm, your clients’ data is among your most precious commodities. That means its security must be a priority.

SafeSend Co-Founder and Chief Growth Officer Andrew Hatfield forecasts what’s in store for tax and accounting automation in 2025.

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.

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.

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.

AI is the en-vogue thing right now, but what does it specifically do and how does it work? Here we break down AI’s applications for tax and accounting workflows with some real-world use cases.