@FortWayneCPA Do you charge clients for tax software or is it included in your fee? My clients only get access to wholesale QBO pricing if they use my monthly service and the QBO fee is included
I use Canopy to manage all tasks. It helps manage tasks to be done, recurring tasks and within each client tasks at various statuses. I try and make sure that one off tasks that I may not bill for are in there as well so I can review to talk about when time to renew/update billing. Coming in handy as I live to subscription pricing.
@B2BSeth @LuisAlvarez_1 But @B2BSeth when you are ‘generational’ shouldn’t you be the one protecting others. So, you want to be ‘the guy’, get the bag of cash 💰 and have someone else doing the heavy lifting then you are not all that! IMHO