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SafeSend Suite and KBCA: Case Study

Inefficiencies in the final stretch of tax prep fanned the flame of desire for a more streamlined tax preparation workflow for Scott Gasquoine, Partner at KBCA LLC. He was tired of the constant trading … Read More

Top 7 Predictions for Tax Automation in 2024

Hot topics in 2024 will revolve around artificial intelligence (AI), e-sign to e-file, vendor relations, and an increased focus on the firm-client relationship through remote experiences. Both firms and vendors will be looking for … Read More

Automation Solutions Help Firms Get Tax Ready

The days get shorter, the nights cooler, and the focus turns to gathering client information for tax and accounting professionals. Tax automation solutions that help firms—and their clients—get tax ready have improved significantly since … Read More