Practice Management

Security for tax professionals

Why Emailed Documents Are a Bigger Security Risk Than the Cloud

An Efficient Workflow Can Help You Speed Your Way Through Tax Season

lacerte portal

New! Personalized “Smart” Training Portal is Now Open

Affordable, Effective Help for Clients Facing Audits or ID Theft

Efficiency leads to performance

Small Changes with a Big Impact

Jackie Meyer, CPA, Meyer Tax Consulting

Intuit® ProConnect™ Tax Online Customer Profile: Jackie Meyer

Pros and Cons of Virtual Assistants

Cloud computing

What is the difference between cloud and hosted tax software?

5 Productivity Tools for Accountants and Tax Professionals

Start Your Own Tax Practice

Q&A with Mariette Martinez, EA: How to Start Your Own Tax Practice

tax practice client review

Reporting Apps to Enhance Your Tax and Accounting Practice

U.S. Income Tax Return forms

IRS Guidelines on Retention of Tax Records