Industry Insights

Janel Sykora How to eliminate the 1040 tax workflow bottleneck for reviewers, managers, and partners Looking back on yet another stressful tax season, we are hearing a lot about the continued bottleneck and pressure on reviewers, managers, and accounting firm partners. You can automate the… Tax Preparation & Advisory Services

Building Future Trusted Advisors

Meet Liam. Liam interned at a public accounting firm while in college, and then joined private industry for a short stint before joining Roberts… Practice Management Tax Preparation & Advisory Services

How to Implement Tax Preparation Automation to Save Time and Close a Skills Gap

Today’s narrative in the accounting profession is often about automating manual tasks for certain compliance processes like tax preparation and bookkeeping. Bots, OCR and… Tax Preparation & Advisory Services

How to Expedite the 1040 Review Process This Tax Season

A common theme in the accounting industry is the shift from compliance work to advisory work. There has been much written about it, hundreds… Practice Management

How To Set Up An Automated Workflow For Your 1040s This Tax Season In 10 Minutes

With the official beginning of tax filing season for 2021 now pushed to February 12, this tax season is already starting off more compressed… Practice Management

Why Your Marketing Message Needs to Be Updated This Year

When was the last time you updated your marketing message? I know- tax season is here, and you’re busy. And, I get that you… Practice Management

PPP (People, Process, Product) Game Plan for 2021

So how do you feel about the brand new acronym that will forever remind us of 2020? Do you love it because it has… Features & Updates

Why I Left an Accounting Technology Giant to Join a Tax Technology Startup

I love working with accounting and tax firms. As a marketer, they are my niche and my passion. More on that in a minute.… Tax Preparation & Advisory Services

Thinking Beyond Automating the Tax Preparation Process- How to Transform Your Final Review

Until now, the focus has largely been on automating the tax preparation process. Technology has given us the ability to scan in client documents… Tax Preparation & Advisory Services

Revelation for the Accounting Industry

I’m straight up a man of faith. I’m going to lay that out there and tell you right now that God has been hard… Tax Preparation & Advisory Services

SBA Form 159: How to receive agent compensation for your firm’s PPP loan assistance

Overdue tax returns, unread emails and a growing call-back list.  All things that you and I are accustomed to dealing with during our tax… Practice Management

Why the right sales strategy is so imperative for today’s CPA firms.

Let’s begin by addressing the obvious…most accountants are not natural salespeople. I doubt many of you got your CPA license, found a position at… Practice Management

The Key Position Every CPA Firm Needs to Fill

We are faced with a lot in our profession - competition is getting more fierce, technology is evolving faster than ever, the talent pool…