Guides, tips, and best practices for accounting firms.
If you use any third-party software to handle client tax data, you need written consent under IRC Section 7216. Here's what the law requires and how to comply.
Read moreEmail is how most firms communicate with clients. Here's why that's a security risk and what to use instead.
Read moreIRS Publication 4557 requires tax professionals to have a WISP. Here's a practical guide to creating one.
Read moreThe average accounting firm spends 3-5 hours onboarding each new client. Here's how to cut that to under 30 minutes with automation.
Read moreAn honest comparison of TaxDome and Veniara for small accounting firms. Features, pricing, and use cases.
Read moreYour clients' tax documents contain SSNs, financial data, and personal information. Here's how to share them securely and stay compliant.
Read moreHow modern accounting firms communicate with clients without the email chaos. Strategies for faster responses, fewer missed messages, and happier clients.
Read moreCanopy is powerful but complex. If you're a solo practitioner or small firm that needs a client portal without full practice management, here are your options.
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