Practical, no-fluff articles on tie-out, automation, and running a modern tax practice.
At 9 p.m., a review partner is still moving between a drafted 1040, W-2s, 1099s, brokerage statements, and a workpaper full of figures that look almost right. One interest amount
Monday morning starts with a familiar 1040 review problem. A senior reviewer opens three engagement folders and finds W-2s in one mailbox, K-1s forwarded by a preparer, and brokerage 1099s
A senior reviewer at a mid-size CPA firm is finalizing a batch of client returns when a staff accountant clicks a link that appears to lead to the firm's document
The return is due, the reviewer is waiting, and a temporary preparer needs access to one client file before the partner signs off. In many CPA firms, that request still
Remote access security controls are layered technical and administrative safeguards that govern how, when, and to what users connect to firm systems from outside the office. They're now an exam-survival
Most advice about tax firm software starts in the wrong place. It tells CPA firms to replace the core tax engine, migrate every client, retrain every preparer, and hope the
By 9:15 on a March Monday, a mid-sized CPA firm can already be behind. Partners are opening returns with stacks of source documents, seniors are matching transactions manually, and a
