Blog · Accounting firms

Guides for accounting firms: clients, documents, deadlines and billing.

Short, practical articles for small accounting, bookkeeping and tax firms, written by the team that builds PraxiOS.

Accounting firms · October 29, 2026How to collect client tax documents without the email chaos

A six-step process for accounting firms to collect client tax documents: checklists from last year's return, one upload place, due dates and reminders.

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Free resources

Templates, terms and comparisons.

Templates & checklistsGuides & templates

Violation letters, meeting and inspection checklists, client email templates and more, free to copy.

Browse templates → DefinitionsGlossary

Plain-English definitions of the property, HOA and accounting terms these posts use.

Open the glossary → ComparisonsCompare PraxiOS

PraxiOS side by side with Karbon, Canopy and TaxDome, with prices checked and dated.

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