20 on file
Educational guides
How to evaluate, roll out, and govern AI tooling in an accounting practice.
- 01Read
Xero Black Friday Deals (2026): Live Offers and Plan Discounts
Xero Black Friday and Cyber Monday deals for 2026 — the evergreen new-customer offer that is live right now, how the discount applies, and a dated placeholder for any BFCM-specific promo.
- 02Read
QuickBooks Black Friday Deals (2026): Live Offers and What Changed
QuickBooks Black Friday and Cyber Monday deals for 2026 — the verified 2025 baseline, the current new-customer terms to check, and a dated placeholder that fills the day Intuit confirms the 2026 offer.
- 03Read
FreshBooks Black Friday Deals (2026): Verified Offers and Plan Discounts
FreshBooks Black Friday and Cyber Monday deals for 2026 — the verified 2025 promo as history, the plan-by-plan pricing baseline, and a dated placeholder that fills when FreshBooks confirms the 2026 offer.
- 04Read
Document Scanner Black Friday Deals (2026): Deals for Accountants
Black Friday and Cyber Monday deals on document scanners for accountants and small firms — the desktop and portable picks we rate, how BFCM scanner pricing actually works, and a dated update log through the event.
- 05Read
Black Friday Tax Software Deals (2026): Early-Buy Pricing for Tax Pros
Black Friday and Cyber Monday deals on professional tax software for 2026 — Drake Tax early-buy pricing verified with dates, plus which vendors stay unconfirmed until they publish a 2026 offer.
- 06Read
Accounting Software Black Friday Deals (2026): Verified BFCM Offers
Black Friday and Cyber Monday deals on accounting and bookkeeping software for 2026 — which offers are verified, which are still placeholders, and how to check each deal before you subscribe.
- 07Read
Xero Pricing and Plans Explained (2026)
A plain-English walkthrough of Xero's pricing and plans for 2026 — what each tier includes, how unlimited users changes the math, and how the current new-customer discount works.
- 08Read
How to Switch from QuickBooks to Xero (2026): Step by Step
A step-by-step 2026 guide to migrating from QuickBooks to Xero — what data moves, choosing a conversion method, picking a cutover date, reconciling, and going live without losing history.
- 09Read
TIN Matching Guide (2026): Verify Names & TINs Before You File
How TIN matching works in 2026 — verifying recipient name/TIN combinations before filing 1099s to avoid CP2100 notices, B-notices, backup withholding, and penalties.
- 10Read
State 1099 Filing & the Combined Federal/State (CF/SF) Program (2026)
How state 1099 filing works in 2026 — the IRS Combined Federal/State Filing (CF/SF) program, which states participate, direct-state filers, and how to stay compliant everywhere you pay contractors.
- 11Read
The IRS 1099 E-File Mandate (2026): The 10-Return Threshold Explained
Who must e-file information returns in 2026 — how the 10-aggregate-return threshold is counted, which forms count toward it, the hardship waiver, and how to comply.
- 12Read
How to File 1099s from QuickBooks (2026): Import & E-File
How to file 1099s straight from QuickBooks in 2026 — mapping contractor accounts, pulling the 1099 vendor report, importing into an e-file service, running TIN matching, and transmitting to the IRS.
- 13Read
How to E-File 1099-NEC (2026): Step by Step
A step-by-step 2026 guide to e-filing Form 1099-NEC — gathering W-9 data, the January 31 deadline, TIN matching, recipient copies, and transmitting to the IRS with an authorized e-file service.
- 14Read
How to Correct or Void a Filed 1099 (2026): Type 1 vs Type 2
How to fix a 1099 after you've filed it — the difference between Type 1 and Type 2 corrections, how to void a form, correcting recipient copies, and e-filing corrected returns.
- 15Read
E-File vs Paper 1099s (2026): Cost, Deadlines & the Mandate
E-file vs paper 1099s in 2026 — how the 10-return e-file mandate, deadlines, per-form cost, and penalty risk compare, and when paper filing is still allowed.
- 16Read
1099-K Filing Guide (2026): Marketplaces, Payment Apps & Thresholds
A guide to filing Form 1099-K for the 2027 filing season — who must issue it, the tax-year-2026 reporting threshold for marketplaces and payment apps, how it differs from 1099-NEC, and how to e-file. Threshold facts re-verified against IRS.gov on 2026-10-13.
- 17Read
1099 Filing Deadlines 2026 (and Late-Filing Penalties)
Every 2026 filing deadline for 1099-NEC, 1099-MISC, 1099-K, and W-2 — recipient copy dates, IRS paper vs. e-file dates, and the tiered late-filing penalty schedule.
- 18Read
ROI Math: When AI Bookkeeping Pays for Itself
A simple ROI worksheet for AI bookkeeping software — how many client books you need before tools like Keeper or Dext earn their keep.
- 19Read
How to Adopt AI in a 5-Person CPA Firm (Practical Roadmap)
A practical 90-day roadmap for adopting AI tools in a small CPA firm — without disrupting tax season or losing clients.
- 20Read
AI & Client Data: A SOC 2 Checklist for Accounting Firms
What to verify before you put client data into an AI accounting tool — a practical SOC 2-aligned checklist for firms.
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