@collin_ruth89 I use the summarize feature. It will give me to do items of both parties or what I committed to. I revisit that weekly so I don’t have items service will email the summary to me so I can see it. For work, I’ll analyze how I spoke and how interaction went.
@thesamparr It’s basically a way to say. If we didn’t do all these items ( take debt, buy equipment, did not take excessive comp for owners) , you could make this.
Hey #taxtwitter, is there any reason I shouldn’t move from lacerte to ultra tax? Trying to save a few bucks as we grow. I feel like lacerte gets the last of AI development help sometimes.