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  • We currently use ProStaff and are very happy with it. It links with our CCH Practice Management and, at this time, meets our scheduling needs. Please feel free to shoot me an email to set up a time to discuss in further detail. Kathie ------------------------------ ...

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    AI Policy

    Our firm is in the process of implementing Microsoft 365 Copilot, and as part of this rollout, we are developing an internal AI usage policy. If your firm has already established an AI policy or guidelines for Copilot or similar tools, we would greatly ...

  • Hello, I see on some older posts that several firms have used ProStaff for staff scheduling and gave generally positive reviews. We're seeking a solution to replace Excel for both audit and tax scheduling and project tracking. We're ...

  • Our firm is looking into software to organize/track IRS and state tax notices. I'm interested in learning what other firms are using to manage tax notices and how it's working? Has anyone worked with Protection Plus that could share feedback? Any feedback ...

  • Hi, Lenore. Here is some information regarding our CPA exam support: Bonus of $10,000 for out of college and for the first 2 years of employment. $3,000 "loan" towards any CPA exam needs (fees, study materials, classes, etc.). The employee signs ...

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