How to Recognize and Avoid Fraud for Tax Preparers
Scammers who target tax professionals typically have the same goal: gain access to your information so that they can access… Read more
How to Help Clients Send Tax Documents Securely
Safeguarding sensitive client data is paramount for tax professionals. Understanding how to send tax documents securely, … Read more
IRS Direct File vs. Tax Preparer: How Your Business Compares
The IRS Direct File service is a new tax tool that allows some eligible taxpayers to prepare and file their federal tax returns… Read more
Effective EFIN Activity Monitoring for Tax Professionals
Data security is more important now than ever before, as identity thieves are targeting tax… Read more
Tax Preparers: What To Do In the Event of a Tax Data Breach
Data theft is a very real threat to professional tax preparers, accountants, and bookkeepers. The type of personal information… Read more
5 Tax Preparation Marketing Ideas for Your Business
With tax season a few months away, now is the perfect time to ramp up your marketing plan. We’ve rounded up our favorite ideas… Read more