Decedent, gift, estate, and trust taxation

Decedent, gift, estate, and trust taxation

Get a summary of what you need to know to help your clients understand their tax obligations, as well as how to advise them in these areas.
How to implement AI in your tax practice

How to implement AI in your tax practice

It's time to put AI into action. In this downloadable white paper, begin using AI in your practice right away, from taking meeting notes to compiling tax research. Don't miss it!
What clients need to know about the Big Beautiful Bill

What clients need to know about the Big Beautiful Bill

We surveyed the Intuit Tax Council to get their input on what they think clients should know about the Act; here is what they had to say.
September 2025 tax and compliance deadlines

September 2025 tax and compliance deadlines

What’s up in September? For many tax pros, you’ll get back to business after a busy summer with family and
Will ChatGPT recommend your firm?

Will ChatGPT recommend your firm?

Discover how artificial intelligence can help you "get found" in order to market your firm to prospects and referral sources.
2024 Tax Relief Act update for tax pros

One Big Beautiful Bill summary and tax changes

Get a summary of the key provisions in the Big Beautiful Bill.
"Deduct This! with Carrie and Lexi" podcast launches

“Deduct This! with Carrie and Lexi” podcast launches

Dive into the critical topics that matter most to today's firm owners, including advisory, tax tools, and leveraging AI.
How to increase revenue without increasing clients Vertical

Strategies for scaling personal service in your firm

How to disengage clients right after tax season Vertical

How to disengage clients right after tax season

Google review templates for tax pros Vertical

Google review templates for tax pros

7 tips for more efficient client communications Vertical

7 tips for more efficient client communications

Save Your Sanity This Tax Season Vertical

4 ways to deal with unprepared or late tax clients

Love your clients: How you make them feel valued

Show your clients some love

Handling complex client scenarios Vertical

Handling complex client scenarios

Happy Accountant Vertical

I like it when my clients …

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