Take your customer retention and referral marketing to the next level! Textellent is the text message based marketing platform integrated with your Online tax software. Send and receive messages from your clients, schedule tax prep appointments, request referrals, and much more! Marketing is often a second thought when starting your own tax prep business; when … Continue reading "Textellent - Grow your tax prep business with text message marketing"

This course covers the tax aspects of identity theft; How to identify potential fraudulent filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future.

This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance … Continue reading "Advanced Security for Tax Offices"