View profile

What's Next for Accounting? - Issue #53

What's Next for Accounting?
I was nominated for an AICPA award! Cast your vote on this page, I think voting closes this week.

🤖 Automate My Thing
Create Better Tax Forms
We’ve all seen the myriad of ways people will incorrectly complete tax forms, but what if you could build your own, plain-English form to help clients complete troublesome forms?
I ran through an example of how to build this for W-9s: create your own custom logic to simplify the process, then generate a filled pdf for the user to sign.
The holy grail here is a simplified workflow for completing W-4s 🤡
💎This Week's Sponsor
Meet the first workflow system that makes getting client answers a breeze
👷‍♀️ This Week I Made
You Need A New Practice Management System
You Need A New Practice Management System
😍From The Community
We have 27 live events planned between now & the end of the year. Some highlights:
  • Monthly roundtables hosted by Rachel Fisch, Chad Davis, Nayo Carter-Gray, Brandon Hall and ME
  • “Show Me Your” events, where we demo our live client setups. We have events scheduled for renewal processes, client communication plans, your 1099 process, and tax intake
  • Live demos with several exciting new startups in our space
  • User group meetups for Karbon and TaxDome
  • A book club
  • An AMA with Nayo about running virtual events
My community Realize is a private space for people to swap ideas & collaborate. At $120/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 200 members strong.
🕵️‍♂️Where to Find Me
🎧 Podcast Interviews:
Are you a software co looking to advertise? Subscribe to weekly ad updates here.
Did you enjoy this issue? Yes No
Jason Staats
Jason Staats @jstaatscpa

Weekly accounting & tax tech updates

In order to unsubscribe, click here.
If you were forwarded this newsletter and you like it, you can subscribe here.
Created with Revue by Twitter.