survey: records management tops email challenges
phishing, spam, malware come next.
by randy johnston and brian tankersley
the accounting firm operations and technology survey
surveys & research
survey: how firms market cas offerings
flipped referrals, facebook groups, competitor reviews and more.
by hitendra patil
client accounting services: the definitive success guide
survey: 78% use outside email servers
some still use free personal accounts.
by randy johnston and brian tankersley
the accounting firm operations and technology survey
pros surge ahead in tax prep
refunds are up overall, but down in direct deposit.
by beth bellor
are those diyers losing ground while the tax professionals gain it? why yes. that’s exactly the case.
more: tax pros handle 53% of e-filings | tax pros hold their ground | pros tackle 49% of e-filed returns | survey: tax season swings into the red | another tax season from hell?
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the pros pulled out of the red year-over-year and solidly hit the black – or green, according to our chart – by preparing 55.5 million electronic filings of individual income tax returns, 3.4 percent higher than the same week last year. factor in that 2021’s season started 18 days later, and there is some real reason to preen.
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tax pros handle 53% of e-filings
refunds larger overall, but down for direct deposit.
by beth bellor