Getting a Grip on Tax Extensions: K-1 Distribution Automation

While your firm prepares extended tax returns, you may be considering ways to improve the outdated processes that have been taking a frustrating toll on your time, budget, and client’s overall [...]

Changing Workflows and Processes: Electronic Signatures for CPAs

Changing Workflows and Processes: What we learned by being the first-mover of E-signatures for CPAs It’s a challenge and an opportunity to have a revolutionary solution for the accounting [...]

Top 5 Tax Tools to Automate Your Firm

If you ask 10 accounting professionals what the least efficient and most stressful part of their job is, the answer will be unanimous: taxes. The tax accounting process, from filing to delivering [...]

Tax Return Assembly, A Broken Process Resolved

Would you say tax season was a breeze this year? If you’re like most tax and accounting firms operating today, the answer to that question is most likely “no,” or “absolutely not.” And among all [...]