#StudioExchanges
We use PracticeERP for all of our Tax project workflow. We have 10,000+ tax projects every year. Here are some highlights of PracticeERPs TaskFlow. Standardized leading practices workflows Task-level planning with both hours and dollars budgets ...
Our state has paid family leave so paternity leave falls under that. Before we had state programs, we offered 4 weeks paid leave for moms or dads. ------------------------------ Tricia Duncan Jones & Roth Eugene OR (541) 687-2320 ----------------- ...
No extra time. We do close the office at noon on Fridays. CPA team members can front load their hours or work on Friday afternoon - we focus on getting their projects completed. Admin have the option of working reduced hours or staying. ------------------------------ ...
We use Prostaff to schedule. For returns under 10 hours, we use a SCH - Pool Prep "client" to schedule hours needed. We have a workflow systems where pool preparers pull returns in FIFO order. We've been doing this for years and it works pretty well. ...
Hi Jean, Curious if you started using Wald.AI and if you had any further thoughts on it. The security aspect of it does sound very interesting, but our firm has not explored it yet. ------------------------------ Debbie Bircher Martin, Bircher, Thompson, ...
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!