Industry Insights
Advice and information for transforming your accounting business and growing your talented team.


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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…Topics
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Take the Fit Assessment
Is TaxExact right for your firm?
Take the fit assessment quiz to find out if your firm is compatible with an automated 1040 review solution.