Are You in the Business of Taxes? Here are 5 Tools You Need to Make Your Job Easier

Taxes can be a very stressful and tedious thing for even the most experienced accountant. Paper trails can be annoying to trace and if a business loses any of its receipts, it becomes a tedious process to figure everything out. As an accountant, you generally aren’t just doing taxes for one company, but getting involved with many companies and often the personal taxes of others as well. You don’t have the time to waste digging around making sure you have everything. Luckily, there are tools that can make your job a lot less stressful and ensure that you stay on top of things. To attempt to go into the business of taxes without proper tools would be like a painter trying to paint without his brushes. While certainly doable, it would lead to a very messy and disorganized process. Don’t be one of those accountants scrambling to meet deadlines at the end of the tax season. Get yourself some tools to make your life much easier. 


Here are 5 tools that you will not regret using in your tax practice.

1. A Management Program

As you’ll be working for many people and companies, you can often forget deadlines and who needs what from you. A management program will allow you to input all your jobs into a calendar along with descriptions and deadlines. This will ensure that you don’t forget anything that your customers have asked from you and that you are always on top of the ball. Don’t miss a deadline and look like an amateur. Get a management program to help you deal with all that work and allow you to focus on the actual tax portion of your job.


2. A Tax Program

Once you’ve collected all of your clients’ information. It’s time to get down to the tax work. Getting yourself the proper tax program is vital for successfully doing the taxes of companies and people. Certain programs work best with companies, while other tax programs are best for people. Get an idea of who you are going to be working with and from there make the decision on what tax program is best for you. Don’t get stuck trying to do this all on paper, these programs are created to help you breeze through everything. Pick up a tax program today and start crunching all of those numbers.


3. A Communication Program

You’ve started to work on the first client you have listed in your calendar and you’ve turned on your program and started to crunch numbers only to find that you’re missing some information from the client. A communication program will help ensure that you are able to consistently get in touch with your customer and get the information required. According to, communication programs can also be used to confirm transactions with your customers ensuring that not only are you getting the information you need to complete the job, but also getting transaction proof behind it as well. In the world of taxes, communication is vital, ensure that you are able to keep in touch with your client with a good communication program.


4. Storage Drives

Tax programs and their files can quickly add up on your hard drive and fill it up. Unfortunately, unlike other files, you are required not to delete any tax files from the previous five years, therefore you must always have space available to hold them and also any new files you create. Getting a large hard drive for your computer will make sure that you can keep working without worrying about cluttering up that hard drive. Don’t let your work be limited by space, get a larger hard drive to keep you working. Nevertheless, if you are in with the new technology, you can definitely use cloud computing.


5. A Place to Build Clients

While a communication program will help you talk with your existing clients, they will struggle to help you get new clients. Getting a website will allow people who are looking for their taxes to be done to find you and begin the initial connection. If you find yourself needing more clients, why not get yourself one of these websites. They are quick and easy to setup and will allow you to make more money, and who doesn’t like more money?

Good tax tools will help you stay on top of your work and expand your business. If you’re in the tax business, it means you are expected to provide top quality service to paying customers. Don’t fall behind on your dates and get yourself a calendar. Get a program from to help you input all the numbers. Never fail to communicate with them with a good communication program. Make sure you have enough storage for them, and finally always give yourself room to build new clients. Get out there and become the next top accountant!

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The views expressed in this article are those of the authors and do not necessarily reflect the views or policies of The World Financial Review.