Blogs

Get insights and emerging trends shaping the future of tax

Dec 4, 2025

Backup Withholding Explained: A Practical Workflow for CPA Firms

CPA Workflows

Backup Withholding Explained: A Practical Workflow for CPA Firms

Arihant Kothari

Dec 4, 2025

CPA Workflows

The CPA Workflow for Preparing Form 1040 X (Amended Returns)

Gaurav Pansari

Dec 2, 2025

How CPA Firms Should Prepare Form 1099-R: A Complete Review Workflow

Gaurav Pansari

Nov 27, 2025

Estate Planning With IDGTs: A CPA-Focused Workflow Guide

Gaurav Pansari

Oct 29, 2025

Estate Planning

Estate Tax 2026

IDGT

Gift Tax

Tracking Cryptocurrency Basis Across Wallets: A Workflow Guide for CPA Firms

Gaurav Pansari

Oct 23, 2025

Crypto Tax

Digital Assets

IRS 2026

TaxTech

Advanced Energy Property Credits: A Complete 48C Workflow for Small CPA Firms

Gaurav Pansari

Oct 16, 2025

Tax Credits & Incentives

Energy & Manufacturing

CPA Workflows

Federal Tax Compliance

What the 1099-K Expansion Changes in Your Workflow This Season

Gaurav Pansari

Oct 14, 2025

Tax & Compliance

CPA Workflow

1099-K

Tax Updates

Workflow Optimization

IRS 2026 Inflation Adjustments: What Tax Firms Need to Know for 1040 Filers

Gaurav Pansari

Oct 10, 2025

IRS Forms & Filing

IRS 2026

1040 Filing

Tax Updates

Tax Planning

Evolving SALT Cap Workarounds: How Small CPA Firms Can Streamline Pass-Through Entity Taxes

Gaurav Pansari

Oct 9, 2025

State & Local Tax (SALT)

PTET Compliance

TaxWorkflows

Tax Automation & Technology

TaxTech

How CPA Firms Can Avoid Gift Tax Surprises with Early Form 709 Planning

Gaurav Pansari

Oct 7, 2025

Tax & Compliance

Form 709

Gift Tax

CPA Firm Practice Management

Tax Planning

Mastering Form 941: Workflows for Small CPA Firms

Gaurav Pansari

Sep 30, 2025

Tax & Compliance

Form 941

IRS Forms & Filing

TaxWorkflows

What Happens to Section 199A After 2025? A CPA’s Guide to the Sunset

Gaurav Pansari

Sep 23, 2025

Updates

Section 199A

TCJA Sunset

Tax Planning & Advisory Best Practices

OCR Limitations in Tax Prep: 1099s, K-1s & Schedule C

Gaurav Pansari

Sep 17, 2025

Tax Automation & Technology

OCR & Data Capture

TaxWorkflows

AI in Tax

Navigating State Conformity After the TCJA Sunset

Gaurav Pansari

Sep 16, 2025

TCJA Sunset

Tax Law & Policy

Federal vs state conformity

TaxWorkflows

TaxTech

DeFi Yield Tax Gaps: Practical Strategies for CPA Firms

Gaurav Pansari

Sep 10, 2025

DeFi & Digital Assets

Cryptocurrency

Tax & Compliance

Tax Strategy

TaxInsights

How Data Mapping Transforms Tax Compliance for CPA Firms

Gaurav Pansari

Sep 5, 2025

Tax & Compliance

Data Mapping

Workflow Optimization

IRS 2026

Navigating Digital Asset Tax: Smarter Workflows for CPAs

Gaurav Pansari

Sep 3, 2025

Digital Assets

Tax & Compliance

Cybersecurity

Cryptocurrency

Tax Automation & Technology

TaxWorkflows

Form 5471 & 8858: Essential Compliance Insights for CPA Firms

Gaurav Pansari

Aug 29, 2025

Tax & Compliance

TaxWorkflows

IRS 2026

TaxTech

FORM 5471

FORM 8858

Internation Tax

Schedule K-1 Automation: A Technical Guide

Gaurav Pansari

Aug 27, 2025

K-1

TaxTech

Tax Strategy

TaxWorkflows

Tax & Compliance

Pass-Through Entity Tax Elections 2026 Explained for CPAs

Gaurav Pansari

Aug 22, 2025

PTET

Tax & Compliance

TaxTech

TaxInsights

How CPAs Can Prevent AI Data Leaks and Protect Client Data

Gaurav Pansari

Aug 20, 2025

AI - security

Tax Automation & Technology

FutureOfTax

Tax & Compliance

Cybersecurity

Estate Tax Changes 2026: What CPAs Need to Know

Gaurav Pansari

Aug 16, 2025

Tax Planning

CPA Firm Practice Management

Estate Planning

Wealth Management

Estate Tax 2026

Exit Planning for Baby Boomer Clients: CPA Guide

Gaurav Pansari

Aug 13, 2025

CPA Firm Practice Management

Exit planning & Succession

Tax & Compliance

TaxWorkflows

Industry Trends

How IRS Paperless Processing Will Impact Clients in 2026

Gaurav Pansari

Aug 6, 2025

IRS 2026

TaxTech

TaxWorkflows

CPA Firm Practice Management

FutureOfTax

2026 TCJA Sunset: What CPA Firms Need to Know

Gaurav Pansari

Jul 30, 2025

Tax Law & Policy

CPA Firm Practice Management

Tax Automation & Technology

TCJA Sunset

Customer Stories

Trusted by firms across the board

"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."

Tax Manager

Sama Tributa

"80% faster first drafts. What used to take us two days is now done in two hours."

Managing Partner

Northbridge Tax Advisory

Customer Stories

Trusted by firms across the board

"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."

Tax Manager

Sama Tributa

"80% faster first drafts. What used to take us two days is now done in two hours."

Managing Partner

Northbridge Tax Advisory

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection

Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection
Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection

Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions