ThomsonReuters

FEBRUARY 28, 2024

She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. A culture of happiness and growth In the six years after she became a CPA, Shaul worked at several accounting firms and experienced some less-than-ideal managers.

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ThomsonReuters

JANUARY 29, 2024

The challenge for CPA firms is to create an environment and a career path that talented young people find appealing. This is where technology, particularly tax automation, plays a pivotal role. The role of tax automation Automation is a strategic asset in recruitment and retention.

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ThomsonReuters

JUNE 8, 2023

Consider technology to improve your tax process Technology can be a powerful asset to any tax practice, particularly when utilizing automation tools such as UltraTax CS or SurePrep to reduce manual data entry and streamline processes. Are you ready to take your CPA firm to the next level and stay ahead of the competition?

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ThomsonReuters

OCTOBER 31, 2023

Some of the most notable impacts include: Data collection and analysis Tax research and optimization Strategic planning and forecasting Streamlining back-end operations As an evolving technology, AI is far from perfect, and it still lacks certain capabilities. appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

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ThomsonReuters

FEBRUARY 13, 2024

Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions. It’s only natural for clients to wonder why their CPA firm doesn’t provide a similar service. Is every member of your team saving files in the correct folders?

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ThomsonReuters

FEBRUARY 2, 2022

You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Use case studies, white papers, and other educational content for marketing purposes. Turning tax clients into full-service clients.

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ThomsonReuters

JANUARY 14, 2022

For more tips on managing your workplace wellness, visit our tax blog or download our white paper on how accountants can work from home successfully. The post How to avoid burnout during this tax season and beyond appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

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