Practical articles on tax workflow management, automation, and firm operations for modern accounting teams.
A firm asked us for this back in January: a clear checklist of the documents a client still owes you, pulled straight from last year's return, in language a client can actually read. Then a second firm asked. Then it was in half my demos. ...
Grant Lacy
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One less step at the start of every return The first thing a preparer does with a new client is grab their documents. In practice, that means switching tabs, ...
The problem we're solving There's a problem in this industry that's been ignored for 20 years. Your systems don't talk to each other.
Everyone wants to talk about what AI made faster. We should also talk about what it made harder.
The short version The hardest tax documents are where extraction accuracy gets tested. For us, that means brokerage statements that run hundreds of pages, ...
Better tools deserve to talk to each other There are more good tools available to tax firms than ever before. Practice management systems like Canopy give ...
The short version The shift isn't speed. It's where the work happens and who does it. An admin can handle 90% of prep when the data extraction is done up ...