#StudioExchanges
Hi Victoria, We're kind of all over the place with this. We implemented SafeSend this past tax season, and as someone else pointed out it has the links provided for the clients to make their tax payments and estimated tax payments online (where applicable). ...
Hi Victoria, Great question - this is something many firms are actively rethinking! At MBE CPA, we've moved to using Remitian ( remitian.com ) to handle client tax payments, including 1040 individual income tax payments and estimated tax payments. It's ...
Hello everyone. I am evaluating a move to a centralized collections process and I'd love to hear from firms that have already gone down this path. Has anyone taken collections largely out of the hands of billable staff and instead centralized it through ...
We made a similar move away from a more legacy system (Kronos) and landed on isolved for both our internal payroll and our client work about 5 years ago. The interface is much cleaner, and it handles multi-client processing a lot more efficiently without ...
We use isolved to process internal payroll for the firm and for clients. Great system to leverage a full HCM suite to fully automate the HR function. We do have a payroll affiliate (Payroll Solutions) at the firm that handles this service for our clients. ...
Either the content you're seeking doesn't exist or it requires proper authentication before viewing.
Firm Members, join us today for the May Roundtable!
Zoom Registration: Click Here
If you have not yet completed your Post Tax Season Survey, please do so at this link.
Registration is now OPEN for Connections 2026! Click here to register now.
For our LinkedIn friends: Help us spread the word by sharing our recent announcement. Click here to view the post and share.
See you in SLC!
The 2026 CPAFMA Technology Survey is closing today, and this is your last chance to participate. As firm technology continues to evolve at a rapid pace, it’s more important than ever for all members to share what tools you’re using, what’s working, and where you’re headed next.
Your responses help us:
📌 If you have already completed the survey, thank you — and please feel free to disregard this reminder.
Otherwise, please take a few minutes today to complete the survey and make sure your firm’s voice is included.
The November New Member Exchange has been rescheduled to Tuesday, December 2nd at 3:30 pm ET.
The New Member Exchange is for new CPAFMA Members to virtually network and learn more about their membership benefits.
This event is optional, but we hope that you join us! New Members received a calendar invite. Please RSVP for effective scheduling.
New Members, we will see you next week!