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 CPA Launches TaxWorkFlow Practice Management System

November 5, 2013 

CPA Launches TaxWorkFlow Practice Management System

TaxWorkFlow, LLC announced today that it has released the beta version of TaxWorkFlow, proprietary practice management software designed to simplify the tax preparation process while ensuring optimal organization of client data, efficient internal and external communication, and successful tax return completion.

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October 28, 2013 

Capturing Clients on LinkedIn? Yes…You…Can!

From the Nov. 2013 issue. The ongoing confusion within the profession about how social media effectively supports marketing and sales efforts is valid. While there is ample high-level educational content on the topic of social media, there are few strategies that are proven and tested. And even for those programs that do exist, it’s likely...…

Kristy Short, Ed.D.