Technology

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…

Featured Articles

Off-the-Shelf SOHO Document Management

November 15, 2006 

Off-the-Shelf SOHO Document Management

Easy Data Access (EDA) recently announced the release of the Professional Edition of its Docsvault document management software, which is geared toward individual professionals and Small Office/Home Office (SOHO) businesses, helping them to effectively organize, manage, and secure their paper and data files. The Professional Edition includes the document management software in addition to an...…

Increase Your Batting Average In Employee Recruitment With Technology

November 1, 2006 

Increase Your Batting Average In Employee Recruitment With Technology

From the Nov. 2006 Issue [Note to sole practitioners: Even if you don’t intend to hire new staff, this article will help you develop a game plan for leveraging technology for your personal benefit.] I’ll be the first to admit that technology can’t solve all of the problems of the world; in fact, it is...…

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