Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
February 21, 2017
Tax Preparers Beware: Hackers in Your Rear View
If a CPA or tax pro receives their clients’ W2s, 1099s, 4562s, 8829s, pay stubs, banks statements, TINs and SSNs in email, they are putting their clients at risk. The CPA or tax pro is also putting themselves and their business at risk.
February 21, 2017
IRS List of Most Common Tax Scams
Perpetrators of illegal schemes can face significant fines and possible criminal prosecution. IRS Criminal Investigation works closely with the Department of Justice to shut down scams and prosecute the criminals behind them. Taxpayers should keep in ...
February 21, 2017
Scam Targets Professional Tax Software Users
The IRS, state tax agencies and the tax industry say preparers should be alert to the emails, which come with the subject line, “Access Locked.” It tells recipients that access to their tax prep software accounts has been “suspended due to errors in ...
February 21, 2017
Thomson Reuters Launches New Digital Security App
With this new app tool, Thomson Reuters provides embedded security controls that offer convenient and secure user authentication for firm staff and firm clients. When multi-factor authentication is enabled, users and their clients are granted ...
February 21, 2017
Millennials Save More for Vacation than Retirement
What matters to millennials when it comes to saving? LendingTree surveyed 2,000 people about their spending, saving habits, and the reasons they put cash aside for future endeavors.
February 21, 2017
Report Shows 556 Sales Tax Changes Across U.S. in 2016
2016 was a business year for for state legislatures, at least when it comes to sales and use taxes. Across the country, there were 556 sales and use tax rate changes at the state, county and local level, according to the annual Sales Tax Rate Report ...
February 21, 2017
Professionals on the Move – February 21, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 21, 2017
Cloudnine and Results Software Acquired by AbacusNext
With these two acquisitions, AbacusNext enters the professional accounting space and says it is positioned as the largest TaaS (Technology as a Service) solutions provider in the professional services industry.
February 20, 2017
4 Ways Accounting Firms Can Reduce Risk During Busy Season
Past practices for using temporary and part-time workers may not be adequate. Be clear on the scope of work each employee is able to perform as well as the level of oversight necessary to ensure accuracy. Integrate them into the workflow process to ...
February 18, 2017
When Will You Get Your 2017 Income Tax Refund? IRS Says Delay for Late Refunds Is Almost Over
In an effort to fight fraud, the IRS delayed all returns with either of those credits this year. But the good news is, the IRS says it has started processing them and they should start being direct deposited the week of ...
February 18, 2017
Will the Big Four Change Hiring Practices in the Coming Years?
The Big Four firms are not quite at the stage of having computers replace people. The challenge they have now is hiring a balance of people who can do the interpreting and people who will make sure the computers are set up to interrogate properly.
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February 17, 2017
Xero Introduces Dating App for Small Business Owners
Xero Dater matches entrepreneurs using a proprietary algorithm, delivering the most accurate matchmaking ever for small business owners.