@SadieMaeCPA@LoganGrafTax We went live shortly before busy season. It’s easier to query questions without knowing code sections etc. I have a multi-state issue I’m looking forward to using it on,
Aquí el anuncio entero de Nike para el Mundial. Es una absoluta locura. Seguramente el mejor comercial de futbol de todos los tiempos. Vale cada segundo.
@AccountingAsArt@fintaxdude We’ve been using SafeSend for e-delivery and e-signing….super easy.
Switched from TR Practice to Canopy in October. Tax season was bumpy but we’re making good progress there.
We put together a (new) 50-minute masterclass on how to optimize your 1040 tax prep process
5 members of my team spent 2 weeks on this one. It may be the most complete 1040 workflow resource on the web.
It's broken down into 11 steps:
1. Engage
2. Schedule
3. Intake
4. Workpaper Prep
5. Request
6. Input
7. Self-Review
8. First Review
9. Partner Review
10. Billing
11. Delivery
For each step we cover:
• The ways firms do (or don't) do it
• The leading tech to enable it
• Whether AI can automate it
• And how to deskill it
Important: you'll be shocked to see how firms use wildly different levels of expertise to get the same work out the door, so deskilling is a big talking point throughout the video.
I'll DM you the private link, no email addy required:
1. Reply with "1040"
2. Retweet
Let's get those 1040s out the door like never before 🤜🤛