CloseRadar Blog

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  Tools & AI·August 19, 2026·9 min read

  Best Client Portal Software for Accountants (2026)

  The best client portal software for accountants in 2026, compared by price and features, so you pick the right fit for your firm's size.

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  Firm Operations·August 10, 2026·9 min read

  Accounting Firm Email Templates You Can Copy-Paste

  Accounting firm email templates for document requests, deadline reminders, and year-end planning, ready to copy, paste, and send to clients today.

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  Regulatory·August 5, 2026·8 min read

  EV Tax Credit 2026: What Changed After OBBBA

  The ev tax credit 2026 rules shifted fast after OBBBA. See which credits ended Sept. 30, 2025, and what clients can still claim before June 2026.

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  Firm Operations·July 31, 2026·8 min read

  Tax Prep Workflow SOP: Free Template for 2026

  A tax prep workflow SOP keeps intake, review, and filing consistent on every return. Get the free template and quick wins for 2026.

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  Firm Operations·May 13, 2026·10 min read

  9 Accounting Tasks to Automate First (With Hours Back)

  The accounting tasks to automate first, ranked by hours saved and setup effort. A simple way to sequence accounting workflow automation in a small firm.