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ProSeries TaxExperience: 30 years
Details
1
State proficiencies
New York
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most banks also have a fax number that goes right into their computer - you could ask for that and fax it to them or have client scan his own copy and send.
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This works some of the time and sometimes it does not. I really can't figure out why or when it will work. I try on all that should work. If it gets rejected, t...
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pretty sure it is one at a time - I've never tried to do multiple so not positive.
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I was going to say accountingpracticesales.com as well. They are always sending me flyers or letters. I can't believe I'm saying this, but I get stuff from H&R ...
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do you use the client status? if not, the last time is other status - you could type new and then you can sort homebase by client status.We use the status for m...
