Blogs

Few things derail a clean filing calendar like an identity-related rejection. You are ready to e-file, the client is expecting confirmation, and then the acknowledgement comes back: the IRS already received a return

If your firm handles 1099s for clients, the shift from the legacy FIRE platform to the IRS Information Returns Intake System (IRIS) is not just a technology change. It is a workflow change that hits

Last Saturday, we were together with our colleagues, but not because our clients needed us or we had an important deadline.Finsmart turned 19 last week, and it was a moment of celebration. If you

“Most firms don’t have a team problem. They have a decision problem.”— Gaynor Hardy.  There’s a moment in almost every growing accounting firm where progress quietly stalls. The team is capable. Clients

Offshore tax support can be a huge capacity unlock for CPA and accounting firms, but it comes with one question that matters more than cost or turnaround time: are you handling taxpayer data the right

Data security used to be a background concern. Now it is a delivery issue. Clients expect their CPA firm to move fast, collaborate digitally, and keep their data safe across portals, e-sign, email threads

“Sales is a core part of it — whether we like it or not.” That line lands harder than most accountants expect. Not because it’s controversial, but because it exposes something quietly expensive: the years

A lot of CPA firms are already using GenAI, even if it is unofficial. Someone uses it to rewrite a client email. Someone asks it to summarize an IRS notice. Someone uses it to turn

Generative AI is already changing how tax teams work, even in firms that have not “officially adopted” it. Some staff use it to rewrite client emails. Some use it to summarize a notice. Some use