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 […]
Why Automating 1099 Workflows Should Be Your Next Finance Upgrade
It starts the same way every year Someone pulls up last year’s spreadsheet. Another checks the IRS website “just to be sure nothing changed.” Emails are sent to vendors requesting W-9 forms. Some reply, most don’t. Days pass, tension builds, and by mid-January, the team is knee-deep in paperwork, trying to hit deadlines and avoid […]
How to Simplify 1099 Preparation Before Tax Season
January is crunch time for finance teams. You’re closing the books, cleaning up accounts, and suddenly, it’s time to tackle tax forms. For companies that work with freelancers, vendors, or contractors, 1099 preparation often feels like a last-minute fire drill. However, the process is much simpler when it starts early and includes the right tools […]