Client Relationships

Tax fraud

4 Tips to Help Your Clients Avoid Tax Season Phishing S…

tax professional with clients

Tax Return Triggers for Basic Estate Planning

What to Tell Clients Who Can’t Pay Their Taxes

tax practice in the cloud

Leveraging the cloud to deliver better client outcomes

Tax accountant at work

Helping Your Self-Employed and On-Demand Clients Implem…

identity theft and fraud

Make Your Clients Aware: W-2 Email Scam Resurfaces

technology for tax professionals

Tech Tools to be More (or Sometimes Less) Connected to …

tax refunds

What to Tell Your Clients About Tax Refund Delays

Meet the Difference Makers: John Jones

team at a tax firm

How to Get Your Clients Ready for Tax Season

Client Data Collection in Five Easy Steps

efficiency in a tax firm

Improve your life, your team’s lives, and your cu…