Browse all articles tagged with accounting firm tools. Expert insights for tax accountants.
Canadian tax firms need e-signature as a workflow, not a brochure feature: request the right document, route multi-signers, remind until it lands, and keep a certificate you can explain.
Before the 2027 rush, Canadian firms need a tax document checklist that asks by client type, not a vague 'send everything.' Use conditional intake and reminder stages so the client file fills before return work starts.
Solo and small Canadian firms collect tax documents from clients with a request, remind, and upload workflow that lands in the client file, not another email thread.
Chasing documents, collecting T183 signatures, sorting bank statements into T2125 categories, retyping invoices. These are the hours nobody pays you for. Here is the workflow that removes them, plus an honest account of what the software does and does not do.
The IRS requires knowledge-based authentication when a client e-signs Form 8879 remotely. Here is when KBA applies, when it does not, and what to do instead.
Chasing documents, collecting 8879 signatures, sorting bank statements into Schedule C categories, retyping invoices. These are the hours nobody pays you for. Here is the workflow that removes them, plus an honest account of what the software does and does not do.
Form 8879 authorizes e-filing a tax return; Form 8878 authorizes e-filing an extension with a payment. Here is the difference, and when you need each one.
The CRA accepts electronic signatures on the T183, with no identity quiz required. Here is what the rules require, and how to collect a clean signed T183.
A flat tax client questionnaire makes you build every document list by hand. Here is a copy-paste template, and how to let the answers request the documents.
Tax workflow automation explained through one accountant's day, before and after. What to automate first, what to skip, and how it changes busy season.