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  • IRS FIRE Filing: What Tax Professionals Need to Know About the Move to IRIS

    November 12, 2026
    IRS FIRE Filing: What Tax Professionals Need to Know About the Move to IRIS

    For tax professionals who prepare information returns, January often brings a different set of filing responsibilities than the traditional income…


  • Workflow Automation: Stop Losing Hours to Tasks Your Tax Workflow Can Handle

    November 10, 2026
    Workflow Automation: Stop Losing Hours to Tasks Your Tax Workflow Can Handle

    A document arrives. Someone checks for it, updates a spreadsheet, and tells the preparer. A signature comes back. Someone checks…


  • Tax Year 2026 Gift Tax Rules and What They Mean for Your Clients

    November 10, 2026
    Tax Year 2026 Gift Tax Rules and What They Mean for Your Clients

    A client helps an adult child buy a home, pays a grandchild’s tuition, or transfers appreciated stock to a family…


  • How AI and connected tax software support practice growth

    November 5, 2026
    How AI and connected tax software support practice growth

    Many tax professionals already use digital intake, electronic signatures, and tax preparation software. The next opportunity is to make those…


  • AI & Cybersecurity in Tax Practice: How to Protect Your Firm and Your Clients

    November 5, 2026
    AI & Cybersecurity in Tax Practice: How to Protect Your Firm and Your Clients

    Updated Novemberber 2026 Artificial intelligence (AI) is changing the cybersecurity landscape. While AI can help businesses detect suspicious activity and…


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