While you’re getting ready to join us at this year’s User Conference – take the time to learn about some of the many attractions San Francisco has to offer. The “city by the bay” is packed with a colorful assortment of activities that’s sure to please outdoorsy types, foodies and curious wanderers of all ages. […]

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Looking for tips to avoid audit documentation deficiencies? Any CPA firm conducting audits these days likely is. With ever changing regulations around conducting audits added to much stricter rules from the AICPA regarding proper documentation, it is no wonder! To help, Wolters Kluwer recently presented a webinar on this exact topic. Industry thought leaders Vincent […]

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How was your after-tax season party? Did you celebrate a successful tax season or did you drink to forget a crazy tax season? Or did you just add another notch to your desk as one more completed? It was one of the most unique seasons for my firm. I travel frequently. Having anytime, anywhere technology […]

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The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating document management as an additional concern associated with each step of your process, it can be helpful to think of your document management system as the hub of your 1040 […]

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