Emily Frels

Automox delivers stronger platform security with MFA, SSO, RBAC, audit trails, and API access included for every customer. Hardened architecture, trusted vendor partnerships, and day-zero OS support help you reduce supply chain risk and protect

Some tax and accounting firms are processing significantly more returns during busy season without having to put in 80-hour works or hire tons of seasonal employees.

We know you have questions and concerns, but don't worry. SafeSend remains fully committed to innovation, customer support, unrivaled client experience, and everything else you've come to expect of us.

Learn how to mine your busy season experience for insights that will transform your client roster and identify who best aligns with your firm’s values and vision.

The key to making this busy season the last one to overload your firm and burn out your staff is getting out in front of next busy season.

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

Should your firm implement a return to work mandate, or should you allow for remote and hybrid arrangements? Here's what should consider.

Donald Trump has outlined several tax proposals for his second term as president, many of which will directly impact your clients. Here's what they should know, and some questions you as a CPA need to be prepared to answer.

Explore the RACI model, a flexible framework for project management that clarifies roles, accountability, and communication within teams. Learn how RACI can help small businesses streamline processes, reduce role confusion, and enhance efficiency

SWOT (strengths, weaknesses, opportunities, and threats) analysis is a framework that aids you in making informed, strategic decisions for your business.

Almost three-fourths of all CPAs are set to retire within the next handful of years. There are things firms can--and should--do now to prepare.

AI is the en-vogue thing right now, but what does it specifically do in tax and accounting, and how does it work? Here we break down AI's applications with some real-world use cases.

If your firm isn’t working in an intelligent cloud platform, you may as well be running your business in the Wild West. Why? It’s risky. When you add another app to your tech stack, you have as many new passwords as you do staff. If your firm is…

Hiss…zap! What’s that sound? It’s the initial spark of your new client relationship. It’s that first moment of mutual understanding and alignment where you and your client realize you’re on the same page. They’re looking for specific products or…

It’s no secret that being part of the accounting profession has its challenges. Firms share many struggles—from never-ending tax seasons and staff burnout to cumbersome workflow processes and outdated business models. If you’re dealing with these…

I can guess what you’re thinking: Here we go…someone else talking about DEI initiatives for accounting firms…again. But stay with me. DEI (diversity, equity and inclusion) is more than just hiring a diverse group of people to check the “incorporate…

In part one of this two-part series, I talked about how you can implement our first two smart pillars: Smart Firm Management and Smart Client Management. Applying these two concepts to your accounting business model can help you build the firm to…

In my previous blog article, I covered Rootworks’ smart pillars, which create a strong foundation for The Modern Firm®. By applying these four concepts to your accounting business model, you build a high-performance practice that can lead your firm…

When you emerge from the throes of busy season, what better way to celebrate than by attending Empower 2023? In early May, more than 300 attendees—firm owners, staff, the Rootworks team and several vendors—did just that. And in the picturesque…

Many accounting firms are ready to take the first step toward becoming a modern firm…but are overwhelmed with where to start. Stop me if these scenarios don’t apply to you: Your client list is too long and full of non-ideal clients. Tax seasons never…