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Elevate your accounting firm: Building the ideal tech stack

Supported by the right technology, your accounting firm can focus on client needs instead of routine (but essential) tasks. Here’s how to make that happen.

16 min read

Accountants in a casual meeting at the office, with the man in a suit and the woman in a plaid shirt, illustrating a consultation or discussion about the terms of an accounting engagement letter.
Accountants in a casual meeting at the office, with the man in a suit and the woman in a plaid shirt, illustrating a consultation or discussion about the terms of an accounting engagement letter.

How to write an accounting engagement letter (plus examples)

The accounting engagement letter is the first official step in your relationship with a new client. Cover all your bases with this template.

8 min read

Professional accountant reviewing tasks on a laptop in a relaxed outdoor setting with plants and a rustic decor.
Professional accountant reviewing tasks on a laptop in a relaxed outdoor setting with plants and a rustic decor.

11 best task management software solutions for accounting firms [2025]

Accounting task management software can be the key to maximizing client satisfaction. Here are the top-rated tools to keep your firm on track.

22 min read

A focused accounting professional evaluating project management software on a laptop in a well-organized workspace.
A focused accounting professional evaluating project management software on a laptop in a well-organized workspace.

9 top project management software tools for tax and accounting firms [2025]

Project management software can be the difference between running an accounting firm and growing it. Here are the top rated tools to keep your firm on track.

18 min read

A diverse group of accounting professionals collaboratively working in a bright office, with one focused individual using a laptop to provide outsourced client accounting services.
A diverse group of accounting professionals collaboratively working in a bright office, with one focused individual using a laptop to provide outsourced client accounting services.

Client Accounting Services (CAS): Definition, benefits, and examples

Everything you need to know about Client Accounting Services (CAS), including strategies for growing your CAS delivery.

11 min read

An accounting professional setting showing a payroll checklist template on a laptop with additional payroll processing tools like a calculator and tablet on the desk, exemplifying streamlined payroll best practices.
An accounting professional setting showing a payroll checklist template on a laptop with additional payroll processing tools like a calculator and tablet on the desk, exemplifying streamlined payroll best practices.

How to streamline payroll with a workflow checklist and template

Payroll is critical but demands a high degree of compliance. Don’t miss a beat with this checklist to keep you on track every single time.

4 min read

Two accounting professionals focused on their laptops, meticulously working through a month-end close process checklist template to ensure accurate financial reporting.
Two accounting professionals focused on their laptops, meticulously working through a month-end close process checklist template to ensure accurate financial reporting.

What is month-end close? The process, best practices and a checklist

Use this template to make your firm’s month-end close process more efficient, repeatable, and accurate so you can retain more clients and grow your practice.

9 min read

An accountant working on individual tax return forms 1040/1041 using a tax form template, in a well-lit office space.
An accountant working on individual tax return forms 1040/1041 using a tax form template, in a well-lit office space.

Simplify filing with free templates for form 1040 and 1041 preparation

Tax season doesn’t have to be a nightmare if you use the right tools and process. Begin with this tax template and automation tips.

5 min read

Close-up of an accountant's hands typing on a laptop, indicative of the diligent work that goes into maintaining a comprehensive bookkeeping checklist.
Close-up of an accountant's hands typing on a laptop, indicative of the diligent work that goes into maintaining a comprehensive bookkeeping checklist.

Monthly bookkeeping made easy: Follow this checklist (with template)

Here are 8 items for your monthly bookkeeping checklist, including a customizable template.

5 min read

Two accounting professionals review a bookkeeping onboarding checklist together in a well-lit office, with a laptop and documents on the table to ensure a thorough client onboarding process.
Two accounting professionals review a bookkeeping onboarding checklist together in a well-lit office, with a laptop and documents on the table to ensure a thorough client onboarding process.

Bookkeeping onboarding checklist for 2025 (with template)

Your onboarding process sets the foundation for your entire relationship with a client. Use this checklist to make it strong and stable.

7 min read

A 3D illustration of a rising bar graph on a laptop screen, symbolizing technological advancements in accounting firm growth strategies.
A 3D illustration of a rising bar graph on a laptop screen, symbolizing technological advancements in accounting firm growth strategies.

Accounting firm growth 101: Strategies to expand your business

Here are 5 strategies you can use to help grow your accounting firm.

11 min read

An accounting team working together with modern tax accounting software, emphasizing streamlined client service and internal collaboration during tax season.
An accounting team working together with modern tax accounting software, emphasizing streamlined client service and internal collaboration during tax season.

10 best tax practice management software for accounting firms

Tax practice management software can make the tax filing season at your accounting firm flow smoother. Here are the top rated tools to keep your accounting firm on track.

21 min read