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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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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.
