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We have consent forms provided to us by our professional liability carrier, Camico, for sharing anything tax related with a third party. Once consent is signed, we can share a the information with a third party. ------------------------------ Donna ...

We used the CCH Axcess Platform, Scan (Funnel) and Autflow. We loved it! It worked really well for us. We have used other products and have found them not to be as good. ------------------------------ Kim Fitzgerald, PAFM HR Business Partner Aprio, ...

We have DTO - Discretionary Time Off for employees (salary and hourly) who work 40+ hours a week. Employees that work 30-39 hours a week have PTO (accrue based on years of service). Those employees that work less than 30 hours a week that live in Maryland ...

P.S. for banking you can add additional phone codes attached to the account but it does require coordination with the client. ------------------------------ Susan Bradley Tamiyasu, Smith, Horn & Braun Fresno CA ------------------------------

Pain in the rear isn't it? Be aware that with QuickBooks online and using Google authenticator you can export out that Auth app and NOT delete it from the original phone and then another person can import the user account into their phone. Alternatively ...