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Tax Season Articles

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Code TT Is Coming for Your January

Every filing season has one small box that swallows an outsized share of staff hours. This year, keep your eyes on Box 12, Code TT of the Form W2.

Busy Season Is Your Best Sales Season

Every January, tax firms get something most businesses would pay a fortune for: a scheduled conversation with nearly every client, who shows up ready...

Why Accounting Firms need to Safeguard their Multifunction Printers

While multifunction printers are a critical component of most office networks, they are often the most overlooked from a cyber security standpoint.

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...

IRS Introduces Draft Form 7217: Implications for Partnership Distributions

The Internal Revenue Service (IRS) has unveiled draft Form 7217, "Partner's Report of Property Distributed by a Partnership," set for implementation...

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...

How to Get Things Done When You Feel Overwhelmed

Did everyone take a long post-tax season vacation or is everyone diving into the never-ending to-do list that piles up in the months leading up to...

Beyond Survival: Transforming the Busy Season with AI and Proactive Strategies

Talk to almost any accountant about a part of their job they dread, and you’ll hear them respond, “The busy season.” Client demands continue, no...

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New (and favorite) Apps for QuickBooks

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

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

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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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How to Reduce B2B Credit Card Processing Fees

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November 10, 2026 · 2:00 PM ET

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Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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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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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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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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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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