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Your Review Process Is the Bottleneck

In most small tax practices, the bottleneck isn’t staffing or software. It’s you....
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Today's November 4 QBTalks-Apps is Murph's New Apps for QuickBooks

Today, I will be presenting some great new(er) Apps for QBO and at least one of my favorites of our 90-minute edition of QBTalks-Apps....
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Recover Lost Time and Improve Profitability

New AI-powered features help firms automate administrative tasks, identify unbilled work, and uncover opportunities to expand advisory services....
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Applications for the 2027 Top Advisor Awards Currently Being Accepted

Insightful Accountant is currently accepting Applications and Nominations (by third parties) for the 2027 Top Advisor Awards....
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The IRS Is Coming for Sloppy Preparers: Is Your Paper Trail Ready?

An inspector general just told the IRS it isn’t policing return preparers well enough, and the IRS agreed to fix that. If you run a small tax practice,...
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Before the Agreement Is Signed: The Tax Professional's Role in Partnership Planning

When clients approach me about forming a partnership, I encourage them to plan as carefully as they would for a marriage....
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Before the Agreement Is Signed: The Tax Professional's Role in Partnership Planning

When clients approach me about forming a partnership, I encourage them to plan as carefully as they would for a marriage.

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Intuit Accountant Suite's Tax Prep for ProConnect Tax

Tax Prep in Intuit Accountant Suite integrates ProConnect Tax Online into a unified, single platform, designed to eliminate context-switching and...

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The One Thing You Must Do Before Tax Season

As tax season approaches, the pressure mounts for tax and accounting professionals to ensure a smooth and efficient process for their clients. While...

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A Cautionary Tale for Tax Practitioners

The recent case of Gagliardi v. Prager Metis CPAs LLC (No. 1:23-cv-07454, S.D.N.Y. 2024) has sent ripples through the tax preparation community,...

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IRS Maintains ERC Moratorium Despite Pressure

The Internal Revenue Service (IRS) has announced it will continue its moratorium on processing new Employee Retention Credit (ERC) claims, citing...

Free IRS Tax Practicioners Tax Preparation Paycheck Protection Program Covid-19

The Great COVID Heist: IRS Announces Billions in Fraud

As the United States grappled with the devastating effects of the COVID-19 pandemic, the government rolled out an unprecedented relief plan to help...

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Understanding Reportable Transactions: What Tax Preparers Need to Know

Many tax preparers may not often run into a reportable transaction situation, however most returns require disclosures about whether an entity does...

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IRS Accepting Applications for Tax Counseling for TCE and VITA Grants

The Internal Revenue Service is accepting applications for the Tax Counseling for the Elderly (TCE) and Volunteer Income Tax Assistance (VITA)...

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Creating ‘No Touch’ Tax Returns

No touch tax returns are the way of the future, or the present depending on who you ask. In either case, firms need to be jumping on the bandwagon.

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Insightful Accountant Webinars

Webinar Calendar

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Webinars This Month

Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Nov 24
Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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No webinars scheduled for this month.

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