US-focused insights on tax, finance, and AI for modern firms and small businesses.
Tax Studio AIA practical guide to IRS-friendly e-signs on 8878/8879: identity proofing, audit trails, retention, and what to automate—without breaking compliance.
Tax Studio AIClients hate portals. With Tax Studio AI, they keep emailing while you centralize, assign by client/office/preparer, and manage from one hub—no extra steps for the client.
Tax Studio AIStop re-typing GL figures. Learn a clean, auditable way to map the general ledger to tax return categories and automate roll-ups from QuickBooks/Xero.
Tax Studio AIFor 2–15-person tax firms: connect QuickBooks or Xero to an AI-assisted hub. Map GL to tax forms and end duplicate typing with zero re-entry and push/pull sync
Tax Studio AIPlaybook for small tax firms: missing-item flags, tested reminder cadence, paste-ready copy, and a one-hub workflow to cut follow-ups and reclaim 5–10 hrs/week.
Tax Studio AILearn proven timing and copy for 8879 reminders. Reduce follow-ups, boost e-sign completion, and keep clients in one hub with audit trails.
Join firms saving hundreds of hours with AI-driven document handling, reconciliations, and review-ready outputs—so you can focus on advisory.
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