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  • New Feature: Smarter Document Collection That Identifies and Organizes Client Uploads 

    February 13, 2026
    New Feature: Smarter Document Collection That Identifies and Organizes Client Uploads 

    Designed to simplify secure document exchange and reduce administrative workload, this enhancement automatically identifies and organizes client-uploaded IRS forms and supporting documents.…


  • Compare Professional Tax Software

    February 6, 2026
    Compare Professional Tax Software

    In the middle of the busy tax season, when you may suddenly need more credits for individual returns, Drake’s Pay-Per-Return…


  • IRS Research: Five IRS Tax Changes to Watch This Tax Season

    January 26, 2026
    IRS Research: Five IRS Tax Changes to Watch This Tax Season

    Tax professionals should start the 2026 filing season fully informed of the major shifts in tax law and IRS procedures.…


  • Desk Reference Guide for 2025 – Version 3 is here!

    January 26, 2026

    Save time during the busy filing season with a comprehensive tax reference guide for tax year 2025. It’s ready —…


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

    January 21, 2026
    AI & Cybersecurity in Tax Practice: How to Protect Your Firm and Your Clients

    As tax professionals, we handle some of the most sensitive data in the financial ecosystem — Social Security numbers, bank…


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