Tax Practice Management

Tax Practice Management 

When it comes to running and managing a successful tax practice or tax department, you need the right tools and resources. This page offers guidance, practice aids, tools, and educational resources specifically designed to help CPA tax practitioners better understand and confidently manage day-to-day functions such as:

  • Operating procedures,
  • Maintaining strong quality control procedures,
  • Developing client communication strategies,
  • Managing technology (e.g., client portals and digital signatures),
  • Hiring and retaining the right staff, and
  • Using the best billing practices.

Join the Tax Section today to gain access to these resources along with other benefits.

Featured Resources

ID theft

Tax Practitioner's Toolkit

Tax Power Chat Podcasts

Our podcasts are specifically designed to help CPA tax practitioners better understand and deal with the day-to-day issues they face running a business such as client communication, technology, business development, billing, and tax return workflow.

Tax Season Resources for CPAs

Our top busy season resources are collected here to help you during your tax filing season. You will also find the latest news, updates, and communication tools to keep you and your clients informed.

Launch the Year-End Planning Conversation

Encourage clients (and prospective clients) to take important steps now, using year-end tax planning materials from the Tax Practitioner's Toolkit, including a PowerPoint and client letters to individuals and small business owners.

Checklists, Practice Guides, and Templates
  • Client Termination Letter and Checklist : The client termination checklist is to be used to help guide practitioners through the process of removing clients from their database, archived files, and client communications. This checklist should be used in conjunction with the sample client termination letter.
  • Staying in Touch - A Year of Client Communications : Client communications resource for tax practitioners to reference or use to highlight and promote their firm during the year.
  • Client Communication Tracker: Template worksheet that firms can use to capture communication touch points from all staff for each client. 
  • Service Proposal Worksheet: Sample template to assist in determining how to price a variety of services in advance and in setting up payment terms.
  • Tax Return Routing Sheet : Fillable PDF template that practitioners can use to document the workflow of a tax return. The template will help accumulate client and project information, due dates, electronic filing documentation, and assembly instructions on one form.

Videos, Webcast Archives, and Other Media
  • Summer Staffing Strategies : Learn ways to keep your summer months productive and your staff engaged in this webcast archive.
  • 2016 Spring Council - 10-The Shifting Landscape of Tax: AICPA's VP of Taxation Edward Karl, CPA, CGMA, and Troy Lewis, CPA, CGMA, Chair of AICPA's Tax Executive Committee, address preparer regulation, identity theft, IRS service, tax reform and other key compliance and practice management topics.
  • Virtual Client Meetings : Webcast archive that provides a discussion on how to add virtual client meetings to your practice. In this webcast, you will learn: essential technology tools for conducting successful virtual client meetings, tips on how to stay engaged and connected to clients remotely, and proper virtual meeting etiquette.

Other Resources



  • Managing Your Tax Season: Reduce stress and make the most of your staff's time and skills with this hands-on guide to improving your tax season. Filled with checklists, sample letters, and worksheets to help keep your clients happy while effectively managing workflow during the busiest time of your year. Tax Section members save 20%.
  • The Engaged Employee: Recruiting and retaining top-notch employees in today's environment can be challenging. In this guide, learn 10 key initiatives that your firm can employ to foster engagement and increase employee retention.

This symbol identifies tools and resources available exclusively for Tax Section members. When accessing premium member-only content within the Tax Resource Library, you will be prompted to enter your user ID and password to validate your Tax Section membership.

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