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Author's posts
#Accounting templates, #Accounting workflow
Your guide to writing an accounting engagement letter (with template)
Find out how to write an engagement letter for accounting services and why it’s important to ensure all clients sign it before getting to work.
5 Ways to Protect Your Clients Against Tax Identity Theft
Is your client’s accounting and tax data properly protected from cyberhackers? Here’s a look at five ways on how to prevent tax identity theft.
6 Tactics to Prevent “Clients Not Paying” Situations After Your Work Is Done
Learn how to handle a client who doesn’t pay for work completed and see our simple solution to getting paid every time. Automate invoicing with TaxDome today.
Sydney H. Highley CPA Experience: How to Meet Tax Season Challenges with TaxDome
Sydney H. Highley, the founder of Sydney H. Highley CPA, told us how they adopted TaxDome two weeks before the start of tax season 2021, and how it helped them to complete the most returns in their practice.
How to Introduce TaxDome to Your Non-Tech-Savvy Customers
With TaxDome you can serve more clients online in less time, enabling you to scale your business cost-effectively. But some accounting clients are hesitant about going remote and prefer to meet in person. We have some advice on how to introduce TaxDome to non-tech people.
Data Security for Tax and Accounting: 5-Step Plan to Securing Client Data
Why is data security important now more than ever? Learn why accounting & tax firms need to create a data security plan & how to do it in 5 steps.
Top accounting job boards and sites to find your next employee
A rundown of top-ranking accounting job boards where you could discover many seasoned individuals with an immense amount of expertise and hand-pick your prospective employee.
Top accounting blogs guide: news, expert opinions and growth tips
We look at the top 12 accounting blogs on the net to keep you entertained, help you scale your firm, and gain industry-specific knowledge.
How to start a tax preparation business from home: a comprehensive guide
Want to start a tax preparation business from home? This complete guide to starting a tax prep company covers credentials, legal entity, tax software, marketing and other key steps.
Typed or Not E-signatures: which ones are legal?
This article will cover all there is to know about typed signatures so you can have a better understanding of the legality behind this signature use.
4 Simple Ways to Get Documents from Clients (+3 Hacks to Automate Your Document Flow)
Getting documents from clients can be resource-intensive. Learn four key ways to get documents from clients and how to automate using client document portal software.
Best Email Examples for Requesting a Client Review After Tax Season is Over
Want to send clients a review request template for your business? Read through our email examples and tips on how to ask for a review the right way.
10 Zapier Accounting Integrations You Should Know
Accountants and bookkeepers use many apps and tools to increase efficiency and productivity. These 10 zaps can help.
Top Providers of Websites for Accountants
The right accounting website builder will not only reduce set-up time, but it will also create a better visitor experience. Here are the top accountant website builders available.
Top 25 accounting podcasts: let your knowledge grow on the go
For accountants and bookkeepers, learning never stops. Listen to these podcasts and get the latest in your industry. Enjoy our top 25 accounting podcasts!
#Accounting workflow, #Document workflow
How to Document Your Accounting Firm’s Internal Processes
Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to keep at it until it’s perfect.
Creating a Website About Your Accounting Firm
If you are looking to create a website for your accounting firm, an accounting firm website template can be your best option. Here’s how you can get started.
What Is the Best Tax Software for a Small Accounting Firm?
We’ve narrowed down the best tax office management tax software for small tax firms. With this best business tax software list, you can decide which solution is ideal for your company.
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