Bookkeeping & Tax StackbyLinksley.com

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The portals, filing sites and client tools an accounting practice opens every day in season.

Thirty tabs, every morning, February to April

Federal, state, ledgers, clients

Tax season is not a tools problem — it is a finding problem. The same twenty pages open every morning for ten weeks and then not again for a year, which is exactly the interval at which a bookmark bar stops being useful. Add your state's revenue and secretary-of-state portals to the second column.

Federal
  1. 1.IRSForms, notices and guidance — the canonical source.irs.gov
  2. 2.IRS e-ServicesTranscript delivery and TIN matching for practitioners.irs.gov
  3. 3.EFTPSFederal tax payments.eftps.gov
  4. 4.SSA Business Services OnlineW-2 filing.ssa.gov
Client handling
  1. 9.DropboxDocument collection with a link you can expire after filing.dropbox.com
  2. 10.CalendlyReview appointments without a scheduling thread.calendly.com
  3. 11.DocuSign8879 signatures without printing anything.docusign.com
  4. 12.LoomRecord the return walkthrough once instead of explaining it five times.loom.com

Who this is for

Accountants, bookkeepers and enrolled agents in season

Add your state's revenue and secretary-of-state portals alongside the federal ones. The per-client checklist repeats — run it once per return rather than from memory.

Ledgers & payroll
  1. 5.QuickBooks OnlineThe ledger most of your clients are already on.quickbooks.intuit.com
  2. 6.XeroThe main alternative, strong outside the US.xero.com
  3. 7.GustoPayroll that files the returns for you.gusto.com
  4. 8.RampExpense cards with receipts that arrive already coded.ramp.com
Per-client season checklist
0/6
  • Engagement letter signed for this tax year
  • Prior-year return and carryforwards on file
  • Source documents received and logged
  • Return prepared and reviewed by a second pair of eyes
  • 8879 signed and stored
  • Filed, confirmation saved, client told
The thinking behind this boardAccounting firm links that survive tax season and seasonal staff
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