Accounting and tax practice
Licensed practice delivering tax, assurance and advisory work, with extreme seasonal concentration.
Six short steps. No email or account.
Family
Professional services and agencies
You sell expertise and time, delivered as engagements or retainers.
- Priority decisions
- 10
Operating reality
What makes this different
The realities that change which tools can actually work for you.
Tax season concentration means capacity planning and workflow tracking matter more than at any other point.
Professional liability cover is a licensing and practice requirement, not an option.
IRS data security rules apply to tax practitioners, including a written security plan. Treat this as mandatory.
Client document collection is the bottleneck for the entire season, so portal adoption is a revenue issue.
Where to start
The decisions that matter here, in order
You do not have to take them in this order, and you do not have to take all of them. This is where most businesses like yours start.
- 1Documents and client portals
Keep files organised and share them with clients securely.
- 2Passwords and security
Stop sharing logins over text, and protect the accounts that hold money.
- 3Business insurance
Cover the things that could end the business in one bad afternoon.
- 4Project management
Track multi-step work and who owes what by when.
- 5Invoicing
Send the bill, and let people pay it without writing a cheque.
- 6Accounting software
Track income and expenses so tax time is a report, not an archaeology dig.
- 7Customer records and follow-up
One place for every customer, conversation and next step.
- 8Appointment booking
Let people book a time without the back-and-forth.
- 9Payroll
Pay employees and handle the tax filings that come with it.
- 10Email and file storage
Email at your own domain, and files everyone can find.
Your next step
Answer six short questions about your accounting and tax practice business: your team, where the work happens and what you want to fix first. You get an operating plan in the order to tackle it, with the must-haves and comparison points for each area.
Answers
Common questions
- What software does a accounting and tax practice business need?
- Licensed practice delivering tax, assurance and advisory work, with extreme seasonal concentration. The decisions that matter most are 10 areas, starting with the ones tied to how the work actually gets done and paid for.
- What makes running a accounting and tax practice business different?
- Tax season concentration means capacity planning and workflow tracking matter more than at any other point. Professional liability cover is a licensing and practice requirement, not an option. IRS data security rules apply to tax practitioners, including a written security plan. Treat this as mandatory. Client document collection is the bottleneck for the entire season, so portal adoption is a revenue issue.