Tax departments face a changing landscape, where tax technology casts a shadow over the future of the profession. But successful firms aren’t turning away from the changes; they are embracing them. While no one knows exactly what kinds of work tax professionals will be doing in the future, its clear that technology will play an […]

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Have you ever returned from a conference, nearly bursting with ideas about changes you want to make in your life, your work or your firm? Our consultants attend conferences all over the country, and when they return, the idea spill is enormous. But everyone has limited time and resources. We can’t possibly implement every idea, no […]

The post Evaluating Technology Initiatives: A Simple Idea-Vetting Framework appeared first on Tax & Accounting Blog.

Many firms using engagement software believe they have all of the document management features they need. However, most firms could benefit from using document management and engagement software together. These two types of solutions actually complement each other, with distinct functions and benefits at different stages of your workflow. Capture files not specific to your […]

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Tax-refund fraud in 2016 reached about $21 billion, up from just $6.5 billion in 2014, according to the IRS. With recent rises in tax-related identity theft and phishing attacks, thieves can take over the credentials of firm staff or their clients to gain access to confidential financial data including tax returns, financial statements and more. […]

The post 2-Step Verification: Stronger Security for your CCH Axcess Portal Account appeared first on Tax & Accounting Blog.

It’s hard to believe, but with the calendar flipping to July, we’re closer to the start of 2018 than the start of 2017. In addition to preparing all those extension returns, firms are starting to think about next tax season. So that’s why now is a great time to take advantage of the various training […]

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Marketing, Economics and the 4Ps I am progressing through “Implementing Value Pricing” by Ron Baker, and really enjoying the process and the parallels that are drawn to everyday topics and other industries. I was amused and excited to hit a section where he began an interesting parallel of pricing strategy to… farming. Now, I’m a South […]

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