Tax & Accounting Blog

Evaluating Your Firm’s Customer Service

Evaluating Your Firm’s Customer Service

Customer service is a vital component of long-term business retention. Service-based businesses like accounting firms realize the importance of top-quality customer service, but in the era of the ever-decreasing attention span, how do you keep your clients’ attention long enough for them to realize what a great experience they’ll have with your firm? Here are … Read More

Q&A: Jeff Law, Executive Director & Chief Appraiser for Tarrant Appraisal District

Q&A: Jeff Law, Executive Director & Chief Appraiser for Tarrant Appraisal District

Fort Worth has always been home to rugged individualists with a pioneering spirit. Established in the mid-19th century as an Army outpost along the Trinity River, it stockyards became a welcome stop for rough and rowdy cowboys driving cattle along the Chisholm Trail and earning a section of the city a distinctive nickname: “Hell’s Half … Read More

EFTPS email system is live

EFTPS email system is live

In 2012, the IRS initiated Rev. Proc. 2012-32. This ruling made it mandatory for all payroll service providers (PSP) to inform their clients — initially upon contract and at least every quarter — that they are filing returns and/or paying taxes on behalf of the clients. The PSP were supposed to encourage their clients to … Read More

Bank account reconciliation

Bank account reconciliation

Reconciling bank accounts is a complex process, but in Accounting CS®, the Actions > Reconcile Bank Accounts screen and the Actions > Reconcile Impound Bank Accounts screen enable you to easily reconcile your bank accounts. You can download transaction data from your financial institution and then match and clear those transactions against transactions … Read More

A shared, single-code line platform helps customers stay current on technology

A shared, single-code line platform helps customers stay current on technology

By Scot Crismon Vice President of Technology With the rapid evolution of technology, it can be a challenge to create a platform that is truly extensible and customizable — not one that uses a series of one-off features designed for individual customers that will never be used anywhere else. To help customers stay up-to-speed on … Read More