Browse all articles tagged with tax-software. Expert insights for tax accountants.
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.
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.
Turning a bank statement into tax-ready categories means mapping each transaction to a Schedule C or T2125 line. Here is the workflow, minus the hand-sorting.
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.
Chasing client documents, not the accounting, is the real tax-season bottleneck. Why it happens, why the usual fixes fail, and how to remove the chase for good.
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%.
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.
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.
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