Blog

It’s Not Too Late to Have Your Best Tax Season Ever

October 15 came and went, and the same conversation is starting inside a lot of firms: everyone agrees something needs to change, and nobody is sure there’s time left to change it. We looked at 107 firms that signed up for Truss in the fourth quarter, and the numbers say a successful rollout needs far less runway than most firms assume...

Zach Mansell Oct 20, 2026

All Tax Workflow Client Management Best Practices Events Q&A

Client Management Read time: 7 min

What the New IRS App Launch Means for CPA Firms

The IRS app was launched on Sept. 25, 2026, replacing the longstanding incumbent platform IRS2Go. It was designed to give individual taxpayers their balances, histories, transcripts, and notices without disrupting the job for tax professionals. Clients will now see IRS activity on mobile before many firms do...

Jackson Roberts Sep 29, 2026

Client Management Read time: 7 min

What the New IRS App Launch Means for CPA Firms

Jackson Roberts Sep 29, 2026

Best Practices Read time: 7 min

Should Accountants Switch from Claude Fable 5.1 to GPT-6 Astra?

Astra’s release as a brand-new flagship model is making waves in a community that expands beyond just accounting, but Anthropic’s flagship model got a facelift as well. It’s all happening smack-dab in the middle of extension season, so the question of switching models is naturally creating a mixture of excitement and apprehension.

Jackson Roberts Sep 11, 2026

Best Practices Read time: 7 min

Should Accountants Switch from Claude Fable 5.1 to GPT-6 Astra?

Jackson Roberts Sep 11, 2026

Tax Workflow Read time: 13 min

Truss vs. SafeSend vs. SurePrep: Which Tax Workflow Tool is Best for My Firm?

All three span most or all of the tax return workflow, from workpapers through delivery. A stage-by-stage look at intake, workpapers, preparation, and delivery, and which one a firm is better off working with.

Jackson Roberts Aug 31, 2026

Tax Workflow Read time: 13 min

Truss vs. SafeSend vs. SurePrep: Which Tax Workflow Tool is Best for My Firm?

Jackson Roberts Aug 31, 2026

Tax Workflow Read time: 7 min

Top 7 Factors That Determine Good Tax Workflow Software

Every vendor pitch sounds the same in a demo, especially in the age of AI. Here are the seven factors that determine which tax workflow platforms actually hold up, from non-negotiable security to real firm adoption...

Jackson Roberts Aug 3, 2026

Tax Workflow Read time: 7 min

Top 7 Factors That Determine Good Tax Workflow Software

Jackson Roberts Aug 3, 2026

Tax Workflow Read time: 6 min

How Do I Get My Tax Firm Mostly Online?

Moving your firm’s client workflow mostly online used to be a worthy goal. Now it’s one of the most important things a firm can prioritize, and it starts with a simple question: what will this feel like for my clients?...

Jackson Roberts Jul 24, 2026

Tax Workflow Read time: 6 min

How Do I Get My Tax Firm Mostly Online?

Jackson Roberts Jul 24, 2026

Tax Workflow Read time: 6 min

How to Choose Tax Workflow Software in 2026: A Guide for Accounting Firms

AI isn’t “the future” anymore, and the market is flooded with tools claiming to make firms run more efficiently. Here are the six criteria that separate the best tax workflow platforms from the middling ones...

Jackson Roberts Jul 9, 2026

Tax Workflow Read time: 6 min

How to Choose Tax Workflow Software in 2026: A Guide for Accounting Firms

Jackson Roberts Jul 9, 2026

Client Management Read time: 7 min

How to Write Client Emails That Get Responses During Tax Season

Constant back-and-forth is the mortal enemy of progress during tax season. Emails asking for documents, waiting on e-signatures, and giving instructions that generate follow-up questions can slow things to a crawl...

Jackson Roberts Jul 2, 2026

Client Management Read time: 7 min

How to Write Client Emails That Get Responses During Tax Season

Jackson Roberts Jul 2, 2026

Best Practices Read time: 5 min

“Why Do I Owe Taxes This Year?” An Easy Explainer for Your Firm’s Clients

Opening your finished tax return and seeing “balance due” is a frustrating feeling...

Jackson Roberts Jul 1, 2026

Best Practices Read time: 5 min

“Why Do I Owe Taxes This Year?” An Easy Explainer for Your Firm’s Clients

Jackson Roberts Jul 1, 2026

Tax Workflow Read time: 6 min

How to Consolidate Tax Workflow in 2026

When the new year starts, the feeling of dread is familiar in firms across the country. Volume of tax returns is a challenge for any successful accounting practice...

Jackson Roberts Jun 29, 2026

Tax Workflow Read time: 6 min

How to Consolidate Tax Workflow in 2026

Jackson Roberts Jun 29, 2026

Best Practices Read time: 7 min

AI Trust and Safety in Tax Preparation: What New IRS Guidelines Mean for Firms and Vendors

Experimentation without regulation is coming to an end. Accounting firms and tax software vendors alike will now need to adjust accordingly...

Jackson Roberts Jun 26, 2026

Best Practices Read time: 7 min

AI Trust and Safety in Tax Preparation: What New IRS Guidelines Mean for Firms and Vendors

Jackson Roberts Jun 26, 2026

Q&A Read time: 5 min

Questions CPAs are actually searching

We hear it all from accounting firms during tax season, and we’ve combed through the data as well. From chasing clients, to struggles with portals...

Jackson Roberts Jun 16, 2026

Q&A Read time: 5 min

Questions CPAs are actually searching

Jackson Roberts Jun 16, 2026

Events Read time: 5 min

Truss: Reflections on Engage 2026

Roughly 4,000 people attended AICPA Engage at the Aria Resort & Casino in Las Vegas last week. We can only speak from the perspectives of six of them. Truss’ team flew in from every corner of the country...

Jackson Roberts Jun 16, 2026

Events Read time: 5 min

Truss: Reflections on Engage 2026

Jackson Roberts Jun 16, 2026