Astra’s release as a brand-new flagship model is making waves in a community that expands beyond just accounting, but Anthropic’s flagship model got a facelift as well. It’s all happening smack-dab in the middle of extension season...
All three span most or all of the tax return workflow, from workpapers through delivery. A stage-by-stage look at intake, workpapers, preparation, and delivery, and which one a firm is better off working with.
Every vendor pitch sounds the same in a demo, especially in the age of AI. Here are the seven factors that determine which tax workflow platforms actually hold up, from non-negotiable security to real firm adoption...
Moving your firm’s client workflow mostly online used to be a worthy goal. Now it’s one of the most important things a firm can prioritize, and it starts with a simple question: what will this feel like for my clients?...
AI isn’t “the future” anymore, and the market is flooded with tools claiming to make firms run more efficiently. Here are the six criteria that separate the best tax workflow platforms from the middling ones...
Constant back-and-forth is the mortal enemy of progress during tax season. Emails asking for documents, waiting on e-signatures, and giving instructions that generate follow-up questions can slow things to a crawl...
Opening your finished tax return and seeing “balance due” is a frustrating feeling...
When the new year starts, the feeling of dread is familiar in firms across the country. Volume of tax returns is a challenge for any successful accounting practice...
Experimentation without regulation is coming to an end. Accounting firms and tax software vendors alike will now need to adjust accordingly...
We hear it all from accounting firms during tax season, and we’ve combed through the data as well. From chasing clients, to struggles with portals...
Roughly 4,000 people attended AICPA Engage at the Aria Resort & Casino in Las Vegas last week. We can only speak from the perspectives of six of them. Truss’ team flew in from every corner of the country...