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Billing

westax
Level 3

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

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3 Comments 3
dascpa
Level 11

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.

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westax
Level 3

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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westax
Level 3

I've been using ProSeries for 5 years now. There was a feature to start the clock every time you open a return. I don't see that feature this year. 

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