How CPAs Can Streamline Client Workflows With Outsourced 1099 Processing

January always feels packed for CPA firms. Deadlines stack, clients rush in with last-minute questions, and information returns ramp up just as the year-end close begins. The timeline is tight on its own, but the volume makes things tougher. The IRS processed more than 72 million 1099-NEC forms in a recent filing year and over […]
What is Rebate Management? The Complete Beginner’s Guide for 2026

Rebate programs might seem simple on the surface because all you have to do is buy something, send the proof, and wait for the payout. However, the machinery behind them has grown heavier than most people realize. Teams deal with thousands of claims in short bursts, customers want quick updates, and fraud attempts keep getting […]