Research and perspectives on private cloud architecture, compliance, and technology strategy for tax professionals.
A technical and legal comparison of private cloud deployment versus shared SaaS for tax practice management. Covers data residency, compliance obligations, vendor lock-in risks, and cost-benefit analysis for firms of different sizes.
Full article publishing soonHow tax professional disclosure restrictions (§7216) are best satisfied by system architecture rather than vendor policies. Explores the difference between architectural and policy-based compliance, and why private cloud matters for long-term risk mitigation.
Full article publishing soonResearch and articles in development
An analysis of how per-return fee models incentivize vendor behavior and misalign incentives with tax practitioners. Comparative pricing across 10 platforms for firms of different sizes.
How artificial intelligence should serve professionals without replacing judgment. Framework for implementing AI in tax workflows while maintaining professional control and liability.
Technical guide for tax firms to build custom workflows using NexFile™'s API and private cloud infrastructure. Case studies from three firms.
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