Tax & Accounting Blog

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More

Are Accountants Keeping Pace with Today’s Consumer?

Are Accountants Keeping Pace with Today’s Consumer?

Almost overnight, mobile devices, the cloud and social media have created massive changes in consumer behavior and expectations. With the surge of user-friendly conveniences like Amazon® same-day delivery, Apple Pay™ and Uber, there is no question that today’s consumers are constantly connected, community-oriented, and design-conscious—not to mention impatient. Not only do these consumer behaviors describe … Read More

Taxologist Blog Series Part 6: Lay the Foundation for a Successful Implementation

Taxologist Blog Series Part 6: Lay the Foundation for a Successful Implementation

Our 7-part Taxologist blog series will offer best practices on how to ensure you have a smooth implementation once you have started your tax technology journey. Missed a step? Check out our previous posts to catch up on the conversation!  7. Decide on the best methods of regular communication Typically, your technology provider will initiate … Read More