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Ecosystem Enlightenments: Protection Plus

The mission of Protection Plus is to be the company all taxpayers turn to when faced with the fear and anxiety of a tax audit.

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...

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,...

The Fate of a Finished Filing Season Still in Limbo

One significant concern is the Corporate Transparency Act, which has faced legal challenges and caused confusion among small businesses regarding...

Efficiently Handle IRS Notices with Tech

If you feel like your clients have recently experienced an uptick in IRS notices, you’re not alone. During the pandemic and through most of last...

Tax Technology Outlook for 2024

As we navigate through 2024, the world of tax technology is on the brink of unprecedented transformation. With advancements in artificial...

Client Communication Essentials for Accountants

Whether you're a new accountant or a seasoned professional, it's always good to remember the importance of good communication. Today, we're diving...

Peeling Back the Curtain on the Vendor/Firm Relationship

Late spring to early summer is an excellent time to consider what changes you would like to see in your practice. As busy season closes and you have...

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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Migrating From QuickBooks Desktop

Migrating From QuickBooks Desktop

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Difficult Conversation Every Advisor Must Master

Difficult Conversation Every Advisor Must Master

September 17, 2026 · 2:00 PM ET

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Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

September 18, 2026 · 1:00 PM ET

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See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

September 18, 2026 · 1:30 PM ET

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The CAS Opportunity:  CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

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When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

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