1 min read
Don’t Patch Compliance Together – Design it from the Start
Audit-Ready Starts at Intake Putting together a patchwork quilt requires preparation. You must gather your fabric, select a pattern, determine which...

Tax workflows shouldn't require a treasure hunt through endless email chains and versioned PDFs. Here you'll find actionable guidance from the team powering tax automation for 40% of America's top 25 accounting firms—straight talk on IRS challenges, AI that actually works, and workflow fixes that deliver real results during busy season and beyond.
1 min read
Audit-Ready Starts at Intake Putting together a patchwork quilt requires preparation. You must gather your fabric, select a pattern, determine which...
2 min read
Still stuck using paper and printing processes to send engagement letters? In 2026, that’s as outdated as sending messages via carrier pigeon or...
2 min read
Document management in tax and accounting has been just “fine” for too long. Not good, not efficient, just... fine. Fine enough that no one wants to...
2 min read
How AI-supported workflows reduce friction, restore capacity, and improve the client experience
2 min read
If there’s one theme that jumps out from an episode of Let’s Sync with John McGowan, it’s this: the biggest threat to accounting firms isn’t a new...
1 min read
IRS modernization is forcing every firm to rethink how it works, and yet, many still operate with disconnected systems, manual chases, and...
2 min read
For the first time in decades, the IRS is modernizing at a pace that’s outstripping much of the profession. What used to be a predictable,...
2 min read
Tax talent shortage leads CFOs to rethink ROI
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Tax season doesn’t have to mean chaos.If your team is drowning in emails, chasing documents, and constantly asking, “Where is this return?”, the...
2 min read
SaaS in accounting didn’t start with the cloud. On Episode 2 of Let’s Sync with John McGowan, John sits down with Kevin Robert, former CEO of Wolters...