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 ...
This article first appeared on CPAPracticeAdvisor.com. ...
By Roman H. Kepczyk, CPA.CITP, PAFM When traveling ...
The CPA Firm Management Association is excited to ...