Lisa Chaud

Is your client’s accounting and tax data properly protected from cyberhackers? Here’s a look at five ways on how to prevent tax identity theft. 

With tax season upon us, it's crucial to consider the business tax deadline for 2022. We'll cover the most important deadlines and changes to consider.

Tired of the chaos during busy season? Missed deadlines, overworked employees, and too many things slipping through the cracks are clear signs that your firm needs to synchronize your team's efforts. I

Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to...

Knowing how to get rid of a difficult client is the key to a successful practice. You will no longer feel drained and your client can get the help they need, but which isn’t what you offer. So how do you get rid of a client politely and without feeling bad? Here are...

A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available. 

Overcoming objections is difficult for any service provider, but it's possible with a few tips. Learn how to close deals faster and handle client objections, too.

The right accounting website builder will not only reduce set-up time, but it will also create a better visitor experience. Here are the top accountant website builders available.

Should you have a document management system apart from your tax software for secure document sharing? If so, then what is the ideal all-in-one solution?