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

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

Get the Most Out of Your Tax Software

Get the Most Out of Your Tax Software

Tax season is over, and you’re probably still decompressing and taking things a little easier. We can’t blame you; if anyone deserves a break, it’s you and your fellow tax professionals. But we want to make sure you don’t lose out on the advantages your tax software can bring you after tax season has ended, … Read More

Going Beyond Passwords — How We Work Together to Keep You Safe

Going Beyond Passwords — How We Work Together to Keep You Safe

Many of the online accounts and software products you use every day are protected by a login and password. That password is the single factor in the authentication process — the way that those products or services can confirm your identity. Passwords can be easily stolen or hacked, unfortunately, which means that the accounts and … Read More