Built for CPA firms, not generic small business
The CPA-firm resource hub
Practice management guides, an IRS form library, state filing deadlines, CPA-firm directory, software comparisons, and a tax glossary — all written for owners and ops leads at firms with 1-50 staff.
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Nine resource hubs, each updated continuously by our editorial team and content engine.
Blog
Long-form guides on CPA-firm operations, AI in tax preparation, practice management, and firm growth. New articles every week.
Browse the blogTax Form Library
Explainers for every IRS form CPA firms actually file — who must file, key fields, deadlines, penalties, and common mistakes.
Explore formsCPA Glossary
Plain-English definitions of 160+ tax and practice management terms, each linked to the relevant playbooks and IRS guidance.
Open the glossaryTax & Industry News
Fast briefings on IRS releases, state-tax updates, and AICPA standards changes — what changed, who it affects, what to do.
Read the latest newsState Tax Deadlines
Filing and estimated-payment deadlines for all 50 states plus federal — kept current for the active tax year.
Check state deadlinesCPA Directory
Find a CPA firm by location, industry specialty, and service line. Browse by state and city, compare firms, and get matched to one that fits your business.
Find a CPASoftware Comparisons
Head-to-head TaxScout vs TaxDome, Canopy, and Karbon comparisons — pricing, AI capabilities, integration depth, ideal firm size.
Compare platformsSecurity & Trust
How TaxScout protects client data — SOC 2 Type II, encryption-at-rest, RBAC, audit trails, IRS Pub 4557 alignment.
Review securityAbout the Team
Meet the CPAs, tax specialists, and engineers behind TaxScout. Editorial standards, sources we cite, and how we keep guidance current.
Meet the teamLatest from the blog
Fresh thinking on CPA-firm operations, AI in tax prep, and practice growth.
CPA Adding RIA: How to Register an Investment Advisory Practice Alongside Your Tax Firm
Many CPAs already provide informal investment guidance — the leap to a registered RIA is a natural next step for formalizing that value. This guide walks through Series 65 licensing, state vs. SEC registration thresholds, custodian selection, AUM fee structures, and the compliance obligations that come with dual registration.
California Sales Tax on Software 2027: What CPA Firms Need to Know About SB 122
California's SB 122 will extend the state's sales tax to SaaS subscriptions and downloaded software beginning in 2027 — a significant shift that raises operating costs for every CPA firm relying on cloud-based practice management tools. This guide breaks down exactly what the law covers, how much more California firms may pay, and what steps to take now before the effective date.
CPA Firm Succession Risk: How to Protect Your Practice From a Single-Employee Departure
When a solo or micro-firm CPA loses the one employee who knows the systems, the clients, and the workflows, the fallout can be devastating. This guide breaks down exactly why key-person dependency is so dangerous — and the specific process-first, technology-driven strategies that protect your practice before someone hands in their notice.
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TaxScout combines AI document extraction, 5-layer validation, and full practice management — flat $49/mo per CPA, not per-user per-feature.