Client Document Request Generator for Bookkeepers
Generate a complete, industry-specific document request checklist for any client in two clicks. 32 checklists covering monthly close, year-end, tax prep, and onboarding. Free.
The Tax Tip Vault
Uncommon tax tips for W-2 earners, freelancers, founders, and equity comp earners.
What To Do When Clients Ask You To File Their Taxes
Bookkeepers: when clients ask you to file their taxes, you have 4 options. Learn which one lets you keep the client, earn 10% of tax filing revenue, and take on zero liability.
How Peter Thiel Turned $1,700 Into $5 Billion Tax-Free
In 1999, Peter Thiel put $1,700 of PayPal founder stock into a Roth IRA. By 2019 it was worth $5 billion. Federal tax owed: zero. Here's the structure he used.
Should I File an Extension? A Decision Tool for CPAs
Answer 5 questions about your client's situation and get an instant file-or-extend recommendation with a downloadable PDF summary.
How AI Tax Prep Automation Works: A Guide for CPA Firms
Learn how AI automation is helping CPA firms prepare 5x more returns with zero manual data entry. A practical guide to automated tax preparation with Drake and UltraTax.
1040 Safe Harbor Checker
Free tool for tax pros: instantly check if your client hit safe harbor for 2025. Enter 3 numbers from the prior-year return for an instant IRS ยง6654 verdict.