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W
Westax1
Level 4
February 12, 2021
Question

Billing

  • February 12, 2021
  • 3 replies
  • 16 views

How do you set up global time keeping on all tax returns automatically. I bill by the hour with a 1 hour minimum. 

This topic has been closed for replies.

3 replies

dascpa
dascpa
Level 11
February 12, 2021

Do you want tax software or billing software? ProSeries is tax software with some basic billing, time tracking, etc. features. It does not offer the flexibility of stand-alone time billing software.

W
Westax1Author
Level 4
February 12, 2021

It does time tracking in the Pro Series software used for client invoicing. I just don't know where to set it up to start. And doing it each time you open a return is not very smart. How remembers? By the time I do sometimes a half an hour is gone. And some returns I am in and out 10 times before it is completed.

 

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