Client communications

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.

Communications between you and your clients can contain sensitive information that neither of you would want distributed to others.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.

When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

Keep your videos brief and focused on a single point to make them most impactful.

When you announce the new tax season to your clients, let them know it's a new benefit you're offering.

Plus, Wolters Kluwer launches solution for shortened securities settlement cycle; and other accounting technology news.