Blog

Notes from a tax office that runs all year.

Short reads on intake, portals, partners and the season ahead.

  • Office workflow · 1 min

    Getting ready for tax season starts in October

    Four things an office can do before January so the busy months feel like the rest of the year.

    Read

  • Client experience · 1 min

    Why clients ignore portals, and what makes them log in

    Portals fail when they ask for effort before they give anything back. Three habits that change that.

    Read

  • Partners · 1 min

    How the Partner Preparer Program works

    Your own office on the platform, e-filing through Tax Harbor this season, and referral credit that never moves.

    Read

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