6 min read

2021 Tax Filing Season in Data as of 04/01

By Mark McAndrew on 4/13/21 10:15 AM

Welcome back to the third installment of the 2021 tax filing season in data! And with this update, we bring welcome news – the 04/01 update shows a significant jump in the 2021 filing pace, despite the IRS and Treasury extending the federal filing and payment date to 05/17/2021.

Topics: Tax Public Accounting Tax Season in Data
6 min read

2021 Tax Filing Season in Data as of 03/15

By Mark McAndrew on 3/25/21 9:00 AM

Welcome back to the Tax Season in Data, where we take a look at the 2021 tax season filing pace for 1040, 1065, 1120-C, and 1120-S returns compared to the same period last year.

Topics: Tax Analytics Tax Season in Data
6 min read

2021 Tax Filing Season in Data as of 03/01

By Mark McAndrew on 3/11/21 9:00 AM

Click here to read the most recent Tax Season in Data Post!

Topics: Tax Tax Season in Data
3 min read

How to Build a CAS Roadmap for Success: Defining the Menu

By Staff on 2/25/21 12:00 PM

You know that CAS is one of the fastest-growing service lines for accounting firms, and you've gotten firm-wide buy-in for building a CAS practice, but how do you begin? What steps should you take to business a CAS practice that will not only grow, but grow and scale sustainably?

Topics: Client Accounting Advisory Services Outsourcing Remote Staff increasing capacity Client Services
3 min read

Data for All: Big Data is Within Your Reach

By Christian Morrow on 2/11/21 12:00 PM

Big data and analytics seem to be the words of the decade in the business world. Unfortunately, these words can also create a sense of anxiety or fear in some professionals. That fear may be due to concerns that they don’t have the technical knowledge to harness the real power of data or that an advanced degree or a deep understanding of statistics is needed to comprehend what the data is telling them.

Topics: Technology Growth Analytics
3 min read

Get Ready for Tax Season by Leveraging Strategic Tax Outsourcing

By Staff on 2/4/21 12:00 PM

This post contains highlights from a January 19, 2021 webinar discussing how accounting firms can utilize international tax outsourcing to increase firm productivity, reduce tax season compression, and improve capacity to focus on high-value services.

Topics: XCM Spotlight Outsourcing Tax Tax Outsourcing
2 min read

XCMworkflow Productivity Tips & Tricks

By Staff on 1/28/21 12:00 PM

Every piece of technology has little tricks to increase its functionality and get a few more minutes back in your day. These aren’t always new features but may be unappreciated or not used to their full potential.

Topics: Technology XCM Spotlight Workflow & Productivity Enablement Productivity Enablement
5 min read

Workflow 101 : Improve Your Workflow by Removing Bottlenecks

By Hillarie Diaz, CPA on 1/21/21 12:00 PM

Every organization is challenged to complete work accurately and on time. After all, “lost time is never found again,” or so said Benjamin Franklin. Unfortunately, the technology to create more hours in the day doesn’t exist, so how do we create more time without bending the laws of physics?

Topics: Lean Six Productivity Enablement Workflow 101
3 min read

Make Profitable Client Accounting Services Your 2021 New Year's Resolution

By Staff on 1/11/21 9:00 AM

This post contains highlights from a December 08, 2020 webinar discussing the bottlenecks that hinder growth in Client Accounting Services (CAS), and what steps are necessary to create more capacity to focus on the growth of your CAS offerings.

Topics: Technology XCM Spotlight Client Accounting Advisory Services Outsourcing Remote Staff
3 min read

The Myths and Facts About International Tax Outsourcing Part 2

By Ray Barlow on 1/7/21 9:00 AM

Welcome back to the myths of international tax outsourcing! If you missed the first installment, click here to read it, and keep reading to learn about some of the most common international tax outsourcing myths, as well as how to handle the 7216 conversation with clients. Let’s dive right back in!

Topics: Outsourcing Tax Tax Outsourcing