Browse all articles tagged with tax-software. 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.
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.
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.
A client portal for accountants only works when the firm gets a real client file and clients finish the work. Here is how to judge firm needs against client friction.
Looking for a TaxDome alternative? Compare full-suite practice management with a lean admin layer for questionnaires, doc reminders, and e-sign.