Blog

How Do I Get My Tax Firm Mostly Online?

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?...

Jackson Roberts Jul 24, 2026

Illustration of outlined geometric shapes on a green and blue gradient, representing a tax firm workflow moving online

Workflow Read time: 6 min

How Do I Get My Tax Firm Mostly Online?

Jackson Roberts Jul 24, 2026

Grain-textured illustration of a cursor selecting a checkmark from a grid of workflow software options

Workflow Read time: 6 min

How to Choose Tax Workflow Software in 2026: A Guide for Accounting Firms

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...

Jackson Roberts Jul 9, 2026

Workflow Read time: 6 min

How to Choose Tax Workflow Software in 2026: A Guide for Accounting Firms

Jackson Roberts Jul 9, 2026

Illustration of a computer mouse and keyboard representing client email communication during tax season

Workflow Read time: 7 min

How to Write Client Emails That Get Responses During Tax Season

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...

Jackson Roberts Jul 2, 2026

Workflow Read time: 7 min

How to Write Client Emails That Get Responses During Tax Season

Jackson Roberts Jul 2, 2026

Illustration of puzzle pieces with a question mark representing tax balance due questions

Workflow Read time: 5 min

“Why Do I Owe Taxes This Year?” An Easy Explainer for Your Firm’s Clients

Opening your finished tax return and seeing “balance due” is a frustrating feeling...

Jackson Roberts Jul 1, 2026

Workflow Read time: 5 min

“Why Do I Owe Taxes This Year?” An Easy Explainer for Your Firm’s Clients

Jackson Roberts Jul 1, 2026

Illustration of documents flowing through a consolidated tax workflow

Workflow Read time: 6 min

How to Consolidate Tax Workflow in 2026

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...

Jackson Roberts Jun 29, 2026

Workflow Read time: 6 min

How to Consolidate Tax Workflow in 2026

Jackson Roberts Jun 29, 2026

Illustration of a key and lock representing AI trust and safety in tax preparation

Security Read time: 7 min

AI Trust and Safety in Tax Preparation: What New IRS Guidelines Mean for Firms and Vendors

Experimentation without regulation is coming to an end. Accounting firms and tax software vendors alike will now need to adjust accordingly...

Jackson Roberts Jun 26, 2026

Security Read time: 7 min

AI Trust and Safety in Tax Preparation: What New IRS Guidelines Mean for Firms and Vendors

Jackson Roberts Jun 26, 2026

Stylized illustration of buildings and a paper airplane for Truss at AICPA Engage 2026

Events Read time: 5 min

Truss: Reflections on Engage 2026

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...

Jackson Roberts Jun 16, 2026

Events Read time: 5 min

Truss: Reflections on Engage 2026

Jackson Roberts Jun 16, 2026

Illustration of speech bubble, pencils, and calculator for CPA tax workflow questions

Q&A Read time: 5 min

Questions CPAs are actually searching

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...

Jackson Roberts Jun 16, 2026

Q&A Read time: 5 min

Questions CPAs are actually searching

Jackson Roberts Jun 16, 2026