Tax Management Software Blog

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...

It can be scary to switch from paper to digital platforms. It can be stressful switching from one digital platform to another. Will you be able to...

Poor customer service can kill a business. Not only can you lose the initial customer, but they are likely to post a bad review of your company if...

The craziness of the tax season is finally over. You have a few stragglers who forgot the deadline or file extensions, but the bulk of your work for...

People share everything online with total strangers–what they had to eat, where they were every waking minute of the day, their thoughts, their work...