The power of an integrated tech stack: Maximize efficiency, reduce errors
Improve your accounting firm’s workflows with seamless technology integration. Discover how integrated tech stacks reduce errors and boost efficiency.
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ArticleTax & AccountingUpdated September 26, 2025
Modernizing payments: The shift from paper checks to digital
The US Treasury's mandate to end paper checks by 9/30/25 will impact all tax preparers. Learn how to best support your clients during this transition. -
ArticleTax & AccountingSeptember 24, 2025
Digital audit transformation: Preparing for what's possible with AI
Learn how AI is transforming audit workflows: streamlining onboarding, planning, fieldwork, and review for smarter, faster, higher-quality audits. -
ArticleComplianceTax & AccountingSeptember 23, 2025
Tax relief for victims of Wisconsin severe storms, straight-line winds, flooding, and mudslides: IRA and HSA deadlines postponed
Due to destruction caused by severe storms that took place in parts of Wisconsin beginning August 9, 2025, the IRS has announced that affected taxpayers will receive tax relief. As a result, certain IRA and HSA deadlines are extended. -
ArticleComplianceTax & AccountingSeptember 23, 2025
SEP and SIMPLE Plans: Contribution deadline and IRS Form 5498 reporting
Employers can make SEP and SIMPLE contributions until their tax-filing deadline, including extensions. Contribution reporting by IRA custodians/trustees is completed based on the year contributions are received, not the year for which they are made. -
WebinarFinanceTax & AccountingSeptember 17, 2025
Demo: CCH® ProSystem fx® Engagement
Learn how ProSystem fx Engagement enables you to manage, organize and prepare financial reports using powerful automation and reporting tools. -
ArticleComplianceTax & AccountingSeptember 15, 2025
SIMPLE IRA plans: Annual Summary Description and employer notification requirements
The deadline for a SIMPLE IRA custodian/trustee to provide employers with a Summary Description of their Plan is fast approaching. This must be done timely, therefore, allowing employers adequate time to provide employees with their annual notice. -
ArticleTax & AccountingSeptember 10, 2025
The Accounting Firm Technology Guide
Explore how integration eliminates busywork, improves client service, and gives firm leaders the visibility and control they need to grow. -
ArticleTax & AccountingSeptember 10, 2025
Simplify client closings and speed up tax prep with automated trial balance workflows
Streamline client closings and reduce prep time with automated trial balance tools that integrate directly into your tax workflow.