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Tips For Meeting Clients Virtually

With the presence of a pandemic, it may be a long time until you have another in-person meeting with clients. Luckily with the advancement of technology, virtual meetings all over the world are still happening so that we all stay connected without…

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Working Virtually: IRS Tips to Keep Client Data Safe

At the beginning of the pandemic, almost every aspect of life was switched to online platforms including all things finance, accounting, and taxes. Six months later, we’re still performing several services remotely and cybersecurity especially is a concern most tax preparers and…

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Ways to Unplug After Tax Season [COVID Edition]

The extended tax season is finally over! While most people in the industry use this time to take a vacation and travel, that’s becoming a bit of a challenge during COVID times. Pandemic or not, if you’ve been knee deep in tax…

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