Practical tips, guides, and insights for independent tax preparers and small firms.
What practice management software actually covers for a tax firm, the four jobs it has to do, the questions a demo will not answer, and how per-seat and flat pricing differ.
ComparisonThe TaxDome tiers we could verify, the single-user cap on Essentials, what term length does to the rate, and where the widely quoted $58 figure actually comes from.
ComplianceWhat the ERO handbook asks of you: identity verification for remote signatures, what happens after three failed KBA attempts, and the two record retention clocks.
BillingPer-form, flat-fee, and value pricing compared as methods, each with an illustrative worked example, plus scope creep, raising prices, and getting paid.
DocumentsThe best tax document organizer does more than store files — it tracks which clients submitted what and flags exactly what's still missing. What to look for in 2026.
Getting StartedWhat an EFIN is, why tax preparers need one to e-file, how it differs from a PTIN, and the step-by-step process to get one from the IRS.
ComplianceTax preparers are required to have a Written Information Security Plan. What a WISP is, why the FTC and IRS require it, what it must include, and how to build one.
ComplianceWhat knowledge-based authentication is, why the IRS ties it to e-signing Form 8879, its limitations, and how document + selfie verification compares.
Practice ManagementWhy the engagement letter protects your practice, and exactly what to include — scope, fees, client responsibilities, and limits of liability.
ComparisonAn honest rundown of the best TaxDome alternatives for tax preparers and small firms — by price, features, complexity, and who each one is really for.
SoftwareWhat makes a great client portal for a tax practice, and how the top options compare on security, mobile uploads, document requests, e-signature, and price.
SoftwareThe best e-signature options compared on what actually matters for Form 8879: built-in identity verification, compliance, cost per return, and workflow fit.
ComplianceA plain-English guide to e-signing Form 8879 remotely: what the IRS requires under Publication 1345, the approved identity-verification methods, and record-keeping.
WorkflowA practical system for collecting tax documents without endless email chasing — checklists, portals, organizers, reminders, and the habits that actually work.
WorkflowA step-by-step guide to setting up a client portal — choosing a tool, branding it, configuring document requests, inviting clients, and getting adoption.
SoftwareCompare the top tax preparer software options for 2026. Learn which features matter most for independent preparers and small firms.
Getting StartedEverything you need to know to start your own tax preparation business in 2026, from PTIN registration to getting your first clients.
Client Management10 practical tips for tax preparers to stay organized, manage client workflows, and avoid the chaos of tax season.
WorkflowWhich parts of a tax practice are worth automating, which are not, and how pipelines, reminders, and status rules fit together without hiding what is happening.
BillingA complete guide to invoicing for tax preparers. Learn pricing strategies, payment collection tips, and how to reduce accounts receivable.
Getting StartedStep-by-step guide to setting up IRS e-file as a new tax preparer. PTIN, EFIN, e-Services, and everything you need to file electronically.
Client ManagementEmail templates and communication best practices for tax preparers. Onboarding, document requests, filing confirmations, and more.
Business GrowthA practical guide to growing your tax preparation business from a solo practice to a multi-preparer firm with systems, hiring, and delegation.
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