Rules for the members they affect
A payroll change reaches payroll. A filing change reaches the preparers. Partners see what needs them.
Accounting and tax30 days free. Every feature. No card.
Tax rule changes and software updates, to the right accountant.
Guidance from tax authorities and changes in the accounting software your firm runs, picked for each member’s role. Updates that need action come first.
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Sent is not read
Members tap Got it on each update, and answer a quick check on anything that needs action.
Tell clients first
Send clients a short note on a change that affects them, in your firm’s voice, before they call.
What a team like yours follows
Examples to start from. Any member can add a tool or a source of their own, and share a good find with the team.
Tools and software
QuickBooksXeroSageGustoADPExpensify
Rules and sources
IRS newsroomState tax agenciesAICPAFASBJournal of Accountancy
The change, and what to do about it.
Each update is summed up in a few lines, with a link to the original. Action required updates carry one quick check, so you can see they landed.
BriefThem keeps your team informed. It is not tax or accounting advice, or a compliance system.
Sample update
Next year’s standard mileage rate is out
The new rate applies from January 1. Update expense policies and client templates.
BriefThem for marketing agencies, law firms, healthcare practices, ecommerce, financial advisors. Not listed? It works for any team that follows outside updates.
Start today. Smarter tomorrow.
30 days free, no card. Free for up to 3 members after that.