My firm has been using workflow and the RAS since it was XCM and before CCH bought it. When we migrated from PFx to Axcess, I did the integration setup. Happy to try to answer any questions that you may have. I feel like a lot of CCH training is the basics ...
Hi Kaitria, We also send engagement letters/proposals for all clients and all types of services. For non-tax return projects, we use Ignition software to deliver proposals to be accepted. For tax return projects (all types), we start with an Ignition ...
Thank you all for your responses. Some are very creative and I certainly appreciate your input! ------------------------------ Tracey Emerson Baratz & Associates, P.A. Marlton NJ (856) 985-5688 ------------------------------
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