Browse all articles tagged with tax. 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.
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.
Software and SaaS subscriptions have no dedicated Schedule C line. Here is where they actually go, Office expense or Other expenses, and how to stay consistent.
A line-by-line guide to every Schedule C expense category, the gray areas people get wrong (software, home office, meals, vehicle), and what is not deductible.
A line-by-line guide to every T2125 expense category for Canadian sole proprietors, the CCA and home-office traps, GST/HST, and what you cannot deduct.
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.