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Comprehensive guides to help tax professionals automate workflows, reduce manual work, and serve more clients.
Client Documents
Stop chasing client documents. Automate collection, organization, and tracking workflows.
Data Extraction
Eliminate manual data entry from receipts, checks, and tax forms with OCR and AI automation.
Tax Practice Strategy
Build a profitable tax practice with the right business model, pricing, and client selection strategies.
Enabling New Work
How AI automation creates new opportunities for accounting firms instead of eliminating jobs.
Recent Articles
TaxDome vs Canopy vs Financial Cents (2025)
Compare TaxDome, Canopy, and Financial Cents pricing, features, and user reviews. Find the right practice management software for your accounting firm in 2025.
AI Agents for Accounting: From Manual Data Entry to Strategic Advisory
AI agents for accounting automate bank statements, transaction coding, and audit workflows. Big Four firms invest billions while mid-size practices use AI to shift from data entry to advisory.
AI Bank Statement Automation: Eliminate Manual Data Entry Forever
AI bank statement automation eliminates manual data entry, reduces errors by 99%, and saves accounting firms 70-80% of processing time. Learn how OCR and machine learning transform statement processing.
Manual Bank Statement Downloads: The Hidden Time Sink for Tax Accountants
Downloading bank statements and check images manually costs accountants hours per client. Wells Fargo excludes check images from statements, requiring separate portal logins. Here's how the process breaks down.
Enabling New Work for Accounting Firms
How automation removes capacity constraints and enables accounting firms to do entirely new work. From data entry to strategic advisory—Box CEO Aaron Levie's work expansion thesis applied to accounting.
Automate Tax Data Entry: Cut Hours & Errors in 2025
Automate tax data entry and eliminate manual bank statement work. Tax firms cut processing time 85% and errors 75%. Learn how automation works.
Browse by Topic
Data Extraction →
- Tax Document Data Extraction: Complete Automation Guide for CPAs
- Manual Bank Statement Downloads: The Hidden Time Sink for Tax Accountants
- Manual Check Data Extraction Times from PDFs
- Handwritten Checks in Tax Prep: A CPA's Documentation Nightmare
- Best Receipt Scanning Apps: 2025 Comparison Guide
- Shoebox Accounting: Why Accountants Dread This Tax Season Ritual
Tax Practice Strategy →
- Tax Practice Strategy: Building a Profitable CPA Firm in 2025
- TaxDome vs Canopy vs Financial Cents (2025)
- Automate Tax Data Entry: Cut Hours & Errors in 2025
- Tax Practice Business Models: How to Structure Your Firm for Profitability
- IRS Direct File Ending: Tax Prep Client Opportunities
- Orphan 1040 Clients: Why Tax Professionals Are Abandoning Standalone Returns