Billing on a different date

[traci]

You guys are billing for Lacerte 2024 the week of October 14, 2024.  October 15 is the biggest tax-filing deadline of the year for many professional tax preparers, and the second biggest tax-filing deadline for most others.  My ideas are as follows:

a) Change this year's billing date from the week of October 14 to the week of October 21.

b) Make a policy to never bill/charge for the next year's tax software until at least a week after the October 15 filing deadline.

c) Have someone with some authority give additional oversight to your billing function this year.  I have been a customer of yours for 11 years now, and have never seen your billing be as messed up as it is for Lacerte 2024.  You guys had 3 different invoices open on my account, rather than 1.  One of them, which I was aware of, was just flat out wrong.  I called in May to get the wrong invoice corrected and was told that it had been corrected, but I learned today that it had not really been corrected.  I learned today that a second inappropriate invoice that no one had ever shared with me is also set to be billed to me.  Then, there was the right invoice.  It sounds like I may have all three invoices charged to my credit card during the week of October 15, thus the reason I was given the suggestion that I call you and pay you sometime just ahead of October 14.  I'm still not confident that you have things right.

d) Invest some Time and Money in Training your Staff to Know your Customers Better--Dropping a large billing at any time around a major tax deadline should be something that your team knows is very off-putting to your customers.  If you don't know what matters to your customers, survey us about what every function in your business does and see what matters to us.