Form 8879 IRS-Compliant Electronic Signature
Tax professionals filing electronically need to get IRS form 8879 or form 8878 signed by their clients. However, traditional e-signature services may not support the IRS electronic signature requirements, specifically the knowledge-based authentication (KBA) requirement for electronic signatures performed remotely.
Are You on the Accountants' Wall of Shame?
Recent incidents at small accounting firms have many accountants worried, and for good reason. For no fault of yours, the entire reputation and goodwill you have built up for your accounting practice could suddenly be at grave risk. How does it happen? What can you do to protect yourself?
Best Client Portals for Accounting and Finance
Can I use the client portal that came with my website? Or choose one of the old brands? The wrong secure client portal could cost you dearly in client retention, as well as security. We compare 11 client portals and additionally discuss 7 portal alternatives (such as DropBox) for accountants and tax practitioners.
Convenience Plus Security
Email is convenient. You do not need to create an account for your client or recipient - they already have an email address. But email is not secure. Client portals are secure. But a hassle to convince the client to sign up. How can we get the best of both worlds?
Data Security for Tax Preparers Overview
Why did IRS release Pub. 4557, titled Safeguarding Taxpayer Data? Because tax preparers are extremely juicy targets for identity thieves. The client information containing social security numbers and all the related personal data is super valuable on the black market. Learn how you can stay protected.