Tax tips, insights, and news for tax accountants. Learn how to streamline your tax practice with expert advice and industry updates.
The CRA issued $43.8 billion in refunds for the 2024 tax year. Here's the average by province, the methodology, and why it varies.
By TaxFormify | 4/27/2026
Everything accountants need to know about client portals in 2026 what they are, which features matter most, and how the right portal cuts client follow-ups by up to 80%.
By TaxFormify | 3/27/2026
A practical 2026 guide for accounting firms looking for a TaxDome alternative comparing pricing, setup time, and features across TaxFormify, Canopy, Karbon, and Financial Cents.
By TaxFormify | 3/19/2026
Accounting practice management software centralizes client communication, document collection, e-signatures, and workflow tracking in one place. Top options in 2026 include TaxDome, Karbon, Canopy, Financial Cents, and TaxFormify.
By TaxFormify | 3/17/2026
A no-nonsense 2026 comparison of CPA practice management software features, pricing, and which platform fits solo CPAs vs. growing firms in the US and Canada.
By TaxFormify | 3/11/2026
Running a tax practice in 2026 means managing dozens sometimes hundreds of clients, each with their own documents, deadlines, and questions. Without the right system, that workload buries you. Tax practice management software exists to solve exactly that problem, giving accountants and CPA firms a central hub for client communication, document collection, e-signatures, and workflow automation.
By TaxFormify | 3/3/2026
TaxDome vs Karbon: Which tax practice management software is better? Compare pricing, workflow features, and Canadian tax firm suitability.
By TaxFormify | 1/21/2026
Compare TaxDome vs Canopy tax practice management software. Detailed analysis of pricing, contracts, Canadian features, and setup time for accounting firms.
By TaxFormify | 1/5/2026
Here's something I discovered while building Taxformify: the average accountant uses only 20% of the features in their tax practice management software.
By TaxFormify | 12/3/2025
TL;DR: Month-to-month tax software billing shifts financial risk from your firm to the vendor, eliminates $7,000-12,000 upfront commitments, and protects against costly implementation failures. With 78% of businesses reporting unexpected software costs and implementation taking 3-6 months, flexible billing lets you exit without penalty if the software fails to deliver value.
By TaxFormify | 11/21/2025