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  • Hi Dottie - we do have Software Champions and a back-up for each of the larger programs -- Pfx Tax, Engagement, Practice Management, Adobe Acrobat, BNA Fixed Assets, GoFileRoom, Checkpoint Research, etc.  We do not lower the billable requirement for these ...

  • We use Engagement software.  Although it doesn't integrate with any other software, it is considered a best in class audit software for small to medium sized firms.  As a server-based software it also includes a remote workstation module to enable users ...

  • The majority of our clients either get a tax organizer by mail or portal so that is their first reminder. With select clients we may call / email but just once. We do not have a cut off date, we try to finish as many returns as possible up to the deadline ...

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