Canopy Accounting

FEBRUARY 29, 2024

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put together a tax return checklist for clients.

tax return 98

tax return Tax tax preparation 98

Intuitive Accountant

NOVEMBER 9, 2022

While both approach have advantages, you need to know the major drawbacks to make the best decision for your accounting firm.

accounting firms 52

accounting firms Account accountant accounted 52

CPA Practice

APRIL 19, 2024

Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses. Invest in technology: Firms must allocate budget resources to invest in innovative technologies to improve efficiency, accuracy, and client service.

Technology 72

Technology cpa firm CPA Non-Profits 72

Ryan Lazanis

SEPTEMBER 6, 2023

Navigating the ever-evolving landscape of accounting requires efficient client management, and that’s where client portals come in. In this article, I present a curated list of the top 12 client portals available in the market today. Table of Contents What are Client Portals for Accountants?

Account 98

Account accountant accounted Technology 98

Canopy Accounting

MARCH 21, 2024

What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. Upon sending an invoice, your clients will receive the usual email notification, which now includes an additional "Pay now" option.

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Withum

FEBRUARY 21, 2024

For the first time, USA TODAY and Statista awarded the titles of “America’s Most Recommended Tax Firms” and “America’s Most Recommended Accounting Firms” through an independent survey based on the number of recommendations received from peers, clients and additional company data.

accounting firms 119

accounting firms Tax Account accountant 119

CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax , which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes. And we have an interesting portal product to discuss with you today from Stanford tax.

Technology 111

Technology Tax Account accountant 111

CPA Practice

SEPTEMBER 27, 2023

While the definition of an “amazing” app varies by user, for the purpose of this article it is one that increases productivity, improves collaboration, assures compliance, can be quickly onboarded by the firm, and requires reasonable training for firm members (as well as for clients) to become proficient.

accounting apps 111

accounting apps Account accountant accounted 111

CPA Practice

FEBRUARY 7, 2024

Kelly also noted that firms are getting many questions from clients about whether they need to file a 1099 based on the business type, i.e. a C-corp or S-corp (in general don’t have to issue a 1099 to C-corp and S-corp; they’re required to report income). They also manage the process of sending copies to 1099 recipients.

Technology 123

Technology accounts payable accounting firms income tax 123

Accounting Insight

FEBRUARY 8, 2024

XBert helps bookkeepers and accountants work faster and smarter, thanks to its unique features that monitor data integrity, automate workflows, provide analytics and insights, and offer a white-labelled client portal. Firms can also create custom alerts to be pro-active and not reactive when it comes to advising clients.

bookkeeping 59

bookkeeping Account accountant accounted 59

CPA Practice

MARCH 5, 2024

Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses. Invest in technology: Firms must allocate budget resources to invest in innovative technologies to improve efficiency, accuracy, and client service.

Technology 64

Technology cpa firm CPA Non-Profits 64

CPA Practice

JANUARY 11, 2023

Most practitioners pride themselves on delivering accurate, complete, and timely information to clients, and engaging with them in a friendly and focused way. What was just described is in fact just table stakes and is properly categorized as “client service.” Other Brands are Delivering An Ideal Client Experience.

CPA 124

CPA accounting and finance auditor bookkeeping 124

CPA Practice

APRIL 9, 2024

Competitive firms looking to seize that opportunity need to modernize their approach to investing in both technology and staff development to enable professionals at all levels of the firm to elevate how they serve clients and dive into their professional purpose as accountants.

cpa firm 122

cpa firm CPA Technology Legal 122

CTP

OCTOBER 5, 2022

Here’s the cold, hard truth: Client experience is what makes or breaks a tax practice. Without a thoughtful and efficient system in place, your clients may end up feeling confused, overwhelmed , and ready to move on to a new tax pro. Fact: Your client is craving communication with you! Keep in mind that you (and your clients!)

Technology 105

Technology Tax Start-ups B2B 105

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. When the source documents are scanned, the systems identify the data and automatically populate client returns with it.

quickbooks 130

quickbooks payroll Technology audit 130

Accounting Insight

APRIL 19, 2024

Practice Analytics to onboard and price clients, and to understand ledgers under management. Manage information and link to smarter workflows and client portals to gather information with ease. How did you get started? The result – a more valuable and profitable practice. Why should visitors come to your stand?

bookkeeping 52

bookkeeping audit Gaming Account 52

CPA Practice

OCTOBER 2, 2023

As part of a larger effort to improve technology, the Internal Revenue Service has added new features to its Tax Pro Account system that allow tax professionals access to new services to help their clients. Other enhancements will allow tax professionals to view their client’s tax information, including balance due amounts.

Tax 119

Tax Account accountant accounted 119

CPA Practice

AUGUST 11, 2023

If you follow the right approach with your firm’s clients, you can nurture your relationships with them and watch them grow over time. Foster a Client-Centric Culture Your clients need you to grow and change with them. One study found that 27% of clients want firms that are more familiar with their industry and business.

accounting firms 94

accounting firms Account accountant accounted 94

ThomsonReuters

FEBRUARY 23, 2023

Sure, you are charging clients for your services; however, the real value is not within your services but within the advisory relationship you are ideally building with your clients. The advisory relationship is the bedrock that enables you to form trust and provide higher-value services to your clients. portal, email, etc.)?

Tax 105

Tax Expense Reimbursements Education Account 105

CTP

JANUARY 23, 2023

Your small goals or objectives may include: Introducing new products Generating higher recurring revenue Landing new clients When you know where you want to go, you must take multiple steps to reach your destination. You’ll want to take this time to analyze your current relationship with clients and customers.

Account 96

Account accountant accounted accounting firms 96

CPA Practice

JULY 12, 2023

SmartVault, a leading provider of an integrated, cloud-based document management system (DMS) and client portal platform, has launched SmartRouting, a feature that creates logical, effortless organization between Thomson Reuters UltraTax CS tax application and SmartVault.

tax return 52

tax return Tax Account accountant 52

ThomsonReuters

FEBRUARY 23, 2023

Sure, you are charging clients for your services; however, the real value is not within your services but within the advisory relationship you are ideally building with your clients. The advisory relationship is the bedrock that enables you to form trust and provide higher-value services to your clients. portal, email, etc.)?

Tax 98

Tax Expense Reimbursements Education Account 98

ThomsonReuters

JANUARY 31, 2024

Tax season can be a stressful and hectic time for both tax professionals and their clients. By using data analytics, client portals, and scalable tax software, you can provide more value to your clients, streamline your workflows , and stand out from the competition.

Tax 52

Tax Technology Account accountant 52

Accounting Insight

DECEMBER 4, 2023

“Our team at Swoop for Advisors deeply appreciates the invaluable contribution bookkeepers make to their clients. “To show our gratitude, we’ve designed a tailored package for bookkeepers, enabling them to enhance their services and deliver even greater value to their clients.”

bookkeeping 59

bookkeeping Account accountant accounted 59

Xero

DECEMBER 10, 2023

In today’s accounting and bookkeeping practices, you can find yourself juggling client communications, compliance and acting increasingly in advisory roles – all while still managing your ever-growing daily management tasks. So how can you streamline time spent on admin, workflows and processes?

bookkeeping 87

bookkeeping Start-ups Account accountant 87

Canopy Accounting

FEBRUARY 20, 2023

"I’m able to spend more quality time with my clients. And because I’m more organized and the client has already been able to complete a lot of the paperwork through the client portal, the time we spend together is more efficient for both of us." We were having problems getting files and documents from clients.

Oregon 52

Oregon Tax tax consultant Start-ups 52

CPA Practice

NOVEMBER 9, 2023

In the years preceding this recent reacquisition, Sam partnered with industry-veteran Randy Johnston to develop the DoMore Platform , a remarkably adaptable Business Management System that serves a broad array of global clients in various sectors and industries.

quickbooks 97

quickbooks Technology Account accountant 97

ThomsonReuters

OCTOBER 6, 2023

Taking a strategic approach to the planning phase is crucial because it prepares staff and clients well before the official rollout and allows firms to sidestep preventable errors. Tax season is hard enough: you don’t need to make it harder on your team and clients with outdated technology and a stagnant process.

tax preparation 64

tax preparation Tax tax return Technology 64

CPA Practice

JANUARY 18, 2024

In today’s fast-paced world, you are constantly juggling between client needs, regulatory demands, and staying abreast of ever-changing tax laws. Accepting new tax preparation clients for the 2024 filing season. What type of clients to you work with? How can clients get in touch with you? link to your contact page] d.

CPA 111

CPA income tax quickbooks Tax 111

CPA Practice

MARCH 14, 2023

You know your client base, service offerings, and strategy. Are you consciously selecting the best items for your firm and clients? Or are you being reactive to client requests? Throughout the years, I have focused on technologies that provide leverage, ease of use, or client experience.

Technology 116

Technology Gaming cpa firm Construction 116

CPA Practice

OCTOBER 18, 2023

It’s easy to understand why many accounting firms have not been focused on evolving the technology they use, especially when faced with the ongoing compliance, client, and workload demands. This could potentially take your entire firm down and with it your ability to generate revenue.

Technology 110

Technology Utah accounting software Maine 110

Xero

JUNE 21, 2023

Tennick Accountants has done just this, with unwavering commitment to client care, innovative use of technology, and their dedication to knowledge sharing within the community. The team undertook coaching qualifications to enhance their understanding of their clients’ struggles and ensure effective communication.

Account 118

Account accountant accounted accounting and finance 118

CPA Practice

OCTOBER 12, 2023

Such as handling client documents (In hardcopy and in email, which is a security risk in both cases). AI can eliminate the need to do this by allowing you to provide clients with self-service portals. The improved efficiency can also create quicker turnarounds and enhanced client satisfaction.

Technology 119

Technology Account accountant accounted 119

CPA Practice

JANUARY 22, 2024

SmartVault, a leading provider of an integrated, cloud-based document management and client portal platform, has launched its Accounting Unlimited Plan that includes unlimited usage of eSignatures, knowledge-based authentications (KBAs), storage, PDF form fills, quotes, and more.

Account 52

Account accountant accounted CPA 52

Canopy Accounting

JULY 24, 2023

The importance of communication in accounting starts (and ends) with client relationships. Are you making communication easy and seamless for clients? A client portal? The way you communicate is your personal brand. Are you providing personalized service? Are you using SLAs? Automation?

Account 52

Account accountant accounted accounting firms 52

CPA Practice

FEBRUARY 17, 2023

Hurried filers inundate tax preparers working furiously to help their clients file on time while the dreaded tax deadline looms. Often, securing customer data includes prompting all customers to communicate and transmit documents through a secure portal protected by advanced identity verification tools. Tax season is always stressful.

Tax 122

Tax tax preparation cpas Legal 122

Xero

APRIL 11, 2023

Refreshed partner portal We’ll be updating the Hubdoc partner portal soon, which helps accountants and bookkeepers easily find and manage their clients’ documents. You’ll have a new column that shows your client email beside their name, and your clients will be kept separate from your practice organisation.

bookkeeping 98

bookkeeping accounting apps Start-ups Expense Management 98