Resources for accounting professionals

Practice management, compliance, and client service insights.

Practice Management8 min read

How small accounting firms can stop drowning in client emails

The average accountant sends 47 follow-up emails per client per tax season. Here's how to get that to zero.

January 15, 2025

Compliance12 min read

PIPEDA requires you to protect client financial data — but most accountants have no idea what that means in practice.

January 8, 2025

Practice Management7 min read

TaxDome is powerful — but for many practices, it's more complexity and cost than the problem requires.

February 1, 2025

Compliance9 min read

Everything you need to know about the T1013 form — what it authorizes, how to get it signed, and how to file it with CRA.

February 15, 2025

Productivity7 min read

The 30 days before March 15 will determine whether tax season is controlled chaos or just chaos. Here's how to prepare.

January 2, 2025

Client Experience6 min read

Client portals were supposed to make document collection easier. For most firms, they made it worse. Here's why.

December 20, 2024

Practice Management10 min read

Switching your document collection workflow mid-season feels risky. Here's how to do it without disrupting existing clients.

December 12, 2024