Client Hub Launches a Free Recategorize Plan
Firms using Client Hub can now connect a client’s QuickBooks file to that client’s workspace in Client Hub. Then, they simply designate a QuickBooks account for uncategorized transactions.
Intuit
Chart Shows Estimated 2023 IRS Tax Refund Dates – When Will You Get Your Refund?
Early tax filers who are a due a refund can often see them as early as mid- or late February. Use this chart to see when you may be able to get refund.
The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.