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Comprehensive guides to help tax professionals automate workflows, reduce manual work, and serve more clients.
Client Documents
Stop chasing client documents. Automate collection, organization, and tracking workflows.
Data Extraction
Eliminate manual data entry from receipts, checks, and tax forms with OCR and AI automation.
Tax Practice Strategy
Build a profitable tax practice with the right business model, pricing, and client selection strategies.
Enabling New Work
How AI automation creates new opportunities for accounting firms instead of eliminating jobs.
Check Images
Process check images from bank statements. Handle handwritten checks, industry-specific workflows, and fraud detection.
Recent Articles
QuickBooks Desktop for Accountants: Why Power Users Stay and How to Automate
QuickBooks Desktop remains the choice of accountants who prioritize speed, control, and advanced features. Learn why Desktop users are right to stay and how to solve the data entry bottleneck.
Fake Paystub Detection: A Tax Preparer's Guide
Fake paystubs cost the IRS billions annually in fraudulent refunds. Learn how to spot fabricated income documents, verify client paystubs, and protect your practice from preparer penalties.
How to Raise Tax Preparation Fees Without Losing Clients
Raise your tax prep fees with confidence: timing strategies, price increase letter templates, scripts for client conversations, and how to handle pushback without discounting.
Tax Practice Pricing Strategies: Value-Based, Fixed-Fee, and Subscription Models
Pricing strategies for tax practices in 2026: shift from hourly to value-based pricing, set profitable minimums, create service tiers, and implement price increases without losing clients.
Value-Based Pricing for Tax Services: The ROI Method That Justifies Premium Fees
Value-based pricing for tax services: calculate fees based on client savings, not hours worked. Includes the ROI method formula, real examples, and scripts for presenting value-priced proposals.
Tax Form Data Extraction: Automate W-2, 1099, K-1 Processing
Automated tax form data extraction cuts W-2, 1099, and K-1 processing by 90%. Compare OCR tools and eliminate manual entry during tax season.
Browse by Topic
Data Extraction →
- Tax Document Data Extraction: Complete Automation Guide for CPAs
- Bank Statement Converter Software for Accountants: 2025 Comparison Guide
- Manual Bank Statement Downloads: The Hidden Time Sink for Tax Accountants
- Manual Check Data Extraction Times from PDFs
- Handwritten Checks in Tax Prep: A CPA's Documentation Nightmare
- IRS Receipt Requirements: What You Need to Keep for Tax Deductions
- Fake Paystub Detection: A Tax Preparer's Guide
- Shoebox Accounting: Why Accountants Dread This Tax Season Ritual
- Best Receipt Scanning Apps: 2025 Comparison Guide
Tax Practice Strategy →
- Tax Practice Strategy: Building a Profitable CPA Firm in 2025
- Practice Management Software for Tax Firms (2025)
- Automate Tax Data Entry: Cut Hours & Errors in 2025
- Tax Practice Business Models: How to Structure Your Firm for Profitability
- CPA Shortage Survival Guide: How Small Firms Win in 2025
- How to Raise Tax Preparation Fees Without Losing Clients
- IRS Direct File Ending: Tax Prep Client Opportunities
- Minimum Fee for Tax Returns: How to Price Without Losing Clients
- Tax Practice Operations & Technology: Modernizing Your Firm in 2025
- Orphan 1040 Clients: Why Tax Professionals Are Abandoning Standalone Returns
- Tax Practice Pricing Strategies: Value-Based, Fixed-Fee, and Subscription Models
- Tax Form Data Extraction: Automate W-2, 1099, K-1 Processing
- TaxDome vs Canopy vs Financial Cents (2025)
- Value-Based Pricing for Tax Services: The ROI Method That Justifies Premium Fees