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PRACTICE MANAGEMENT
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cantontaxgroup
Level 3
10-04-2021
10:59 AM
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I really need help with the management of my practice... assigning returns to staff, tracking progress, reviewing work, returning to client, billing & collections, timely e-filing, etc.
Please let me know if you have found a really good software solution, available from Intuit or elsewhere. (I see that Intuit has a Practice Management tool but it is not yet integrated with ProSeries.
Thank you very much!'
John
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Accountant-Man
Level 13
10-04-2021
01:03 PM
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I use a spreadsheet to track dates: arrival of data, completion, signature received, acknowledgment sent, payment received.
When it gets closer to deadline, we start including who has it (Preparer, Reviewer, Waiting for info), extended/date, missing info(K-1s, etc.)
The spreadsheet can Sort or Filter to narrow the data I want to look at. Only my Admin and I share it.
I use PS' Client Status Sheet for user dates: Received, Sent to Reviewer, Need Info, et al. Each person puts their initials in it to record who has it. I have customized the Home Bases for this use.
This is slow but steady. We have about 500 1040s and about 80-90 others.
** I'm still a champion... of the world! Even without The Lounge.
