Firm Management

CPE  Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle…

 $3B budget surplus for January

February 14, 2013 

$3B budget surplus for January

The United States posted a $3B federal budget surplus for the month of January, marking the first surplus in about five years.

 CPA Select for TurboTax is also good for CPAs

February 12, 2013 

CPA Select for TurboTax is also good for CPAs

TurboTax this year unveiled a product called CPA select. While this has some benefits for consumers who want a CPA to do their taxes but don’t want to guess at what the cost will be, there are some benefits for up-and-coming CPA firms as well:

Dave McClure