Protect Your Client’s Information

Protect Your Client’s Information

As a CPA, you go above and beyond to help your client get the most out of their tax return and finances. However, as the industry migrates more and more into the digital space, you need to balance your efforts number-crunching and with protecting the highly sensitive...
What Did You Spend Your Tax Season Working On?

What Did You Spend Your Tax Season Working On?

Any CPA will tell you that the typical workday is completely different during tax season compared to the rest of the year. Long hours and work on the weekend are inevitable. It’s a time to pause continuing education and get down to the nitty-gritty. It’s tough and...
Get Client Approvals Faster

Get Client Approvals Faster

If you’re trying to speed up your business processes to overall grow your firm by taking on more clients and reach other goals, one process you may consider looking into improving is getting approvals from current clients. Like any good firm, you require client...
Document Management for Home Businesses

Document Management for Home Businesses

Running a home business means wearing multiple hats. You’re the CEO, you’re the bookkeeper, you’re the legal department and if you have any employees, you’re HR. These responsibilities are on a much smaller scale than larger businesses, but they’re still important...
Tips and Tricks: eFileCabinet Online Preview Window

Tips and Tricks: eFileCabinet Online Preview Window

Using the preview window eFileCabinet Online Another beautiful Tips and Tricks Tuesday for you! Calling all eFileCabinet Online users! Need to add a quick signature to a file, quickly redact some information, or pop in a quick annotation? eFileCabinet’s preview window...