Tax Management Software Blog

When you think about cloud-based tax document management solutions for accountants, you probably wonder if they're as efficient as they claim to be....

Do you worry about keeping your clients’ data safe? Wondering if your accounting firm’s website is secure? This is where SSL comes in. Secure...

Sending text messages to your clients might not be the first thing you think of, but it's incredibly effective. According to a survey, text is...

Traditional accounting processes can be such a headache. Think piles of paperwork, manual calculations, and endless data entry. No wonder...

As a tax prep company, digital clutter can be a real headache. From overflowing email accounts to chaotic calendars and disorganized photo...

Document management can be tricky. With a constant supply of memos, contracts, and reports, you may feel overwhelmed. Add to that the pressure of...

When companies spend money on a new solution, like document management, they expect it to work right out of the gate. Unfortunately, this sometimes...

Businesses must store data for years, especially tax and client information. Tax audits can happen years after you file the return, and you may need...

If you've trained to be a tax professional, you’re likely great with numbers–they just make sense. However, being great with numbers doesn't always...