Accounting & tax software glossary
Clear definitions of the software and workflow terms firms search, each leads with a one-paragraph answer, then expands.
- practice management software
- all-in-one accounting platform
- AI bookkeeping
- tax prep workpaper
- client portal
- engagement letter
- tax strategy engine
- tax planning vs tax prep software
- e-filing
- 1040 vs 1120 prep
- bookkeeping engagement
- AI agent for accountants