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US-focused insights on tax, finance, and AI for modern firms and small businesses.

IRS-Friendly e-Signatures: What to Automate (and What Not To)

IRS-Friendly e-Signatures: What to Automate (and What Not To)

IRS-Friendly e-Signatures: What to Automate (and What Not To)
Tax Studio AI
Published on: 05/09/2025

A practical guide to IRS-friendly e-signs on 8878/8879: identity proofing, audit trails, retention, and what to automate—without breaking compliance.

Tax TechnologyPractice Management
Work Without a Portal: Clients Email, You Run Everything From One Hub

Work Without a Portal: Clients Email, You Run Everything From One Hub

Work Without a Portal: Clients Email, You Run Everything From One HubTax Studio AI
Published on: 03/09/2025

Clients 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 TechnologyAI & AutomationPractice ManagementClient Experience
One Hub. Zero Re-Entry: How QuickBooks & Xero Integrations Cut Busywork for Small Tax Firms

One Hub. Zero Re-Entry: How QuickBooks & Xero Integrations Cut Busywork for Small Tax Firms

One Hub. Zero Re-Entry: How QuickBooks & Xero Integrations Cut Busywork for Small Tax FirmsTax Studio AI
Published on: 29/08/2025

For 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 TechnologyAI & AutomationPractice Management
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