Emily Frels

October's extension crunch reveals valuable clues about tax workflow bottlenecks. Learn how to find delays across five key workflow stages and fix them.

Before choosing a tax workflow platform, ask these 7 questions about integrations, AI, automation, ROI, client adoption, and busy season performance.

Let's look at where AI earns your trust, where it still needs a watchful eye, and what trustworthy AI for accounting firms actually looks like.

Tax automation software streamlines the entire tax workflow by eliminating repetitive manual tasks that consume staff time.

SafeSend offers automated and AI tax software that saves time and money, and improves client experience and accountants' work-life balance.

QuickBooks® integration features matter—embedded payment links, branded portals and real-time sync. But here’s what matters more: having someone answer when you need help.

New CPA candidates plummeted 32% in just one year—from 41,415 in 2023 to 27,994 in 2024. Combined with 300,000+ accountants who left the profession between 2020 and 2022, the talent pipeline is collapsing.

As a tax and accounting firm, your clients' data is among your most precious commodities. That means its security must be a priority.

Tax and accounting firms can make busy season more bearable with apps for project management, bookkeeping, document management, reporting/analytics, and more.

Want to master your money in 2025? Learn how a solid budget can transform your business dreams into reality.

Discover delicious ways to maintain healthy vitamin D levels when sunshine is in short supply during the darker winter months.

Discover why basic antivirus isn’t enough and the advanced cybersecurity solutions that protect sensitive client data and prevent breaches.

These New Year's resolutions for accountants will help you modernize your firm, embrace new technology, improve culture and crush 2025 goals.

Discover the secrets to staying off your accountant's naughty list! Get tips on organizing receipts, tax planning and more.

Ever wonder if you’re “that person” at the airport? From armrest wars to overhead bin battles, here are some should-be-written-down-but-aren’t travel rules.

🎵 Sing along as we dive into our festive year-end checklist with the 12 days of accounting. No partridge included! 🎵

Discover thoughtful and practical gifts for accountants (and staff) that show your appreciation—from tech to wellness items.

Discover essential accounting firm best practices wrapped in holiday charm. This modern take on a classic shows how firms can become modern.

If your holiday party games are as stale as last year’s fruitcake, fear not. Check out this list of 7 games sure to create memories…and maybe a little chaos.

Explore a day in the life—and the timesavings—of a typical firm integrating accounting and AI into their most common tasks.