Learn
Comprehensive guides to help tax professionals automate workflows, reduce manual work, and serve more clients.
Document Management
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
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.
Tax Document Data Extraction: Complete Automation Guide for CPAs
Tax document data extraction guide for accountants: eliminate manual data entry, reduce errors, and save 10+ hours weekly with OCR, AI automation, and intelligent document processing solutions.
Tax Practice Strategy: Building a Profitable CPA Firm in 2025
Tax practice strategy guide for CPAs: business models, pricing strategies, client selection, advisory services transition, and practice management that drives profitability and sustainable growth.
Browse by Topic
Data Extraction →
- Tax Document Data Extraction: Complete Automation Guide for CPAs
- Manual Check Data Extraction Times from PDFs
- Manual Bank Statement Downloads: The Hidden Time Sink for Tax Accountants
- 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
- Automate Tax Data Entry: Cut Hours & Errors in 2025
- IRS Direct File Ending: Tax Prep Client Opportunities
- Tax Practice Business Models: How to Structure Your Firm for Profitability
- Orphan 1040 Clients: Why Tax Professionals Are Abandoning Standalone Returns