Guides for CPA firms
Practical, conservative guides on intake, data import, document security and AI in tax practice.
How to eliminate manual data entry for W-2s and 1099s at a CPA firm
A practical guide for CPA firms to reduce manual W-2 and 1099 data entry: standardize intake, classify documents, extract data, review against source, and import.
Read more →LacerteHow to import client data into Lacerte (and when to use import files)
General guidance for Lacerte firms on bringing client data in through import options versus manual entry, how to test imports, and keeping review in place.
Read more →UltraTax CSUltraTax CS data import: options and best practices for tax season
Conservative best practices for CPA firms bringing client data into UltraTax CS: choosing what to import, testing, avoiding duplicates, and reviewing imported data.
Read more →DrakeDrake Tax import files explained: what can be imported and how
A general explainer for Drake Tax firms on import files: what kinds of data are commonly imported, how to test, and how to keep imported data reviewed.
Read more →SecuritySecure client document collection for CPA firms: portal vs. email
General guidance on collecting client tax documents securely: comparing a client portal with email, WISP considerations, and IRS Publication 4557 as a starting point.
Read more →WorkflowHow to process K-1s faster during tax season
Practical ways CPA firms can handle Schedule K-1s more efficiently: tracking late K-1s, organizing statements, extracting data, and reviewing footnotes.
Read more →ChecklistTax season client document checklist: tracking what's still outstanding
A practical client tax document checklist for CPA firms, with a free downloadable PDF, plus a method for tracking which W-2s, 1099s and K-1s are still outstanding.
Read more →AIAI in tax practice: what it should and shouldn't do
A measured look at AI in CPA firms: where AI helps with intake automation, why return preparation decisions stay with professionals, and how to keep a human in the loop.
Read more →ComparisonSurePrep alternatives: how to evaluate tax-document intake tools
Evaluating SurePrep alternatives? A neutral framework for CPA firms comparing tax-document intake and extraction tools, and a factual description of NiniTaxBot.
Read more →ComparisonGruntWorx alternative: what to look for in tax-document extraction
Looking for a GruntWorx alternative? A neutral checklist for CPA firms evaluating tax-document extraction and organization tools, and a factual overview of NiniTaxBot.
Read more →Spend this tax season reviewing, not retyping.
Join the CPA firms piloting NiniTaxBot in February 2027.